In this insightful episode, we sit down with Sherri Schwartz, a seasoned marketing leader with over 15 years of experience across various sectors including fintech, healthcare, and sports tech. Currently serving as the Head of Marketing at Ovation CXM, Sherri shares her journey from her early days in sales to her current role, where she focuses on crafting marketing strategies that bridge creativity and data to deliver lasting impact.

Sherri takes us through her career transitions, discussing her early experiences selling to the military and navigating different industries. She highlights the complexity of financial services and fintech, emphasizing the need for marketers to balance patience with a long-term vision, especially in environments with extended sales cycles and high stakes.

We explore Sherri’s philosophy of brand awareness as the cornerstone of long-term growth, and how she executed a full-scale rebrand in just three months after joining Ovation CXM. From rebuilding messaging and launching a new website to running focused awareness campaigns, Sherri explains her strategic approach to making a small marketing team agile and impactful. She underscores the importance of brand-led initiatives and avoiding overreliance on short-term revenue boosts.

Delving into her rebranding efforts, Sherri discusses the nuanced challenges of repositioning a company while staying aligned with market trends. She shares valuable insights into crafting content around common industry misconceptions and leveraging PR and investor networks to gain traction. She also outlines strategies like small-scale events and intimate gatherings to engage prospects, showcasing how authentic connections can outshine large, expensive conferences in generating leads and building trust.

Sherri reflects on navigating the evolving demands of B2B marketing in economically turbulent times. She emphasizes the importance of remaining adaptable, especially when leading a small marketing team. The discussion includes a deep dive into balancing short-term wins with long-term goals by focusing on comprehensive content strategies. Sherri’s approach involves addressing different stages of buyer awareness and methodically nurturing leads through tailored content that answers key market questions.

Towards the end of the episode, Sherri shares her plans for the future, including a strong focus on use case-driven storytelling and video content, a strategy that has proven to generate lasting results. She explains the importance of going back to the fundamentals of marketing while remaining open to innovation and iterating strategies based on what resonates most with customers.

If you’d like to connect with Sherri, reach out via LinkedIn or email her directly at sherri.schwartz@ovationcxm.com. For more insights or to reach Devon and the team, visit nextgengrowth.com.