Work
Proof, not promises.
Jason's Mark is a new name for a track record that isn't. These are real systems and campaigns built over 20+ years leading marketing for medical device and financial services companies — the same thinking now available to businesses that size.
AI Marketing Intelligence Platform
Designed and engineered — solo, with Python, SQL, and LLM APIs — an automated system that pulls 38 ERP endpoints every night into a reporting database and regenerates 13 executive dashboards: daily orders, web orders, customer churn, reorder risk, customer winners/losers, and product-line performance.
Illustrative layout, not the original interface — the real dashboards are internal business tools.
Brand Refresh & E-commerce Relaunch
Directed all marketing for a legacy orthodontic manufacturer — brand, art direction, e-commerce, email, and social — supporting a direct sales force and a global channel of 80+ distributors. Led a company-wide brand refresh and launched a new WordPress/WooCommerce e-commerce site.
Illustrative layout representative of the format — not the live RMO site.
Automated Competitive Intelligence
Built weekly, unattended monitoring of 7 competitors across news, FDA 510(k) filings, LinkedIn, and website changes, plus monthly USPTO/EPO patent surveillance of 8 industry suppliers. Also built a CRM-style intelligence resource profiling 103 global distributors to support channel strategy.
Catalog & Direct Mail Production
Managed a team of five producing a 200+ page annual catalog and a 48-page monthly flyer mailed to 30,000 orthodontists across the US, Canada, and Puerto Rico. Negotiated print savings of 15% on the catalog and 12% on the monthly flyer through paper and vendor optimization.
Illustrative layout representative of the format — not the original proprietary artwork.
CRM Built From the Ground Up
Engineered and launched a company-wide CRM — consolidated sales reps from five systems to two, connected four departments, centralized competitor data, and enabled reps to send pre-approved marketing offers to new and reactivated accounts.
Business Intelligence Before It Was a Buzzword
Built a product performance and promotions database (FileMaker Pro, MS SQL Server) covering 15,000 SKUs, 700+ price categories, and 19 product classes — adopted by the executive team to guide pricing, promotions, and product strategy.
Automated Fact Sheet Production
Automated the end-to-end production of mutual fund fact sheets — data collection, chart generation, and page layout — producing 1,200+ PDFs daily through an automated approval and publishing workflow for print and web. Led automation that increased fact sheet production by over 20%.