Alex Meschi · Selected Work
Strategy backed by execution.
A portfolio of growth strategy, product marketing, go-to-market, communications, and operational work across B2B SaaS, financial technology, consumer brands, automotive, and nonprofit organizations.
Selected work
Selected business outcomes.
My work sits where product, marketing, partnerships, and operations meet. I connect customer insight to positioning, campaigns, and the practical work required to move a business forward.
Turning customer insight into positioning, demand, and new firm relationships.
Led positioning, go-to-market development, campaign execution, sales enablement, events, editorial operations, partnership communications, and investor materials as SAM expanded across accounting and financial advisory technology.
Strengthening the organization while expanding national visibility.
Led Red Songbird Foundation’s transition into a public-facing nonprofit, earned a GuideStar Gold Seal of Transparency, improved financial performance, developed strategic communications, and directed complex events and partnerships.
Websites + Brand Development
Building the digital expression of the brand.
Led website and brand work across B2B technology, nonprofit, and consumer wellness organizations, translating each company’s priorities into a clearer customer experience.
SAM Technology
Led the creation of SAM Technology’s website and its digital positioning, including distinct paths for tax professionals, advisors, enterprise audiences, and the platform’s expanding product portfolio.
View current website ↗Red Songbird Foundation
Led the rebrand reflected in the foundation’s current website, organizing its mission, education, scholarship, donation, support, press, and event content into a clearer public experience.
View current website ↗IndividuaLife
Led the rebrand reflected in the current ecommerce experience, connecting product discovery, wellness categories, educational content, and the founder story within one cohesive brand.
View current website ↗Portrait highlight reel showing the booth presentation, product messaging, and attendee activation.
Supporting press photography from a Red Songbird Foundation event. Publisher attribution remains visible in the original image.
Creative Direction + Content
From concept through finished work.
Selected examples of video production, social creative, and sales enablement developed to make complex ideas clearer and give campaigns and sales teams stronger tools.
Video Production · Created Start to Finish
Creative development for SAM’s social channels.
Created the visual assets supporting company announcements, product launches, educational content, events, partnerships, promotions, and seasonal campaigns across SAM Technology’s social media channels.
Building an owned-media content engine.
Managed editorial production and social distribution across product launches, thought leadership, partnerships, events, promotions, and educational content.
Presentations + Sales Enablement
Turning complex stories into decisions.
Product marketing, investor communications, customer onboarding, and sponsorship packages built to clarify the story and support measurable outcomes.
Turning demos into customers.
Developed the complete sales narrative, copy, design, and production for SAM’s sales and executive teams. The 2025 presentation evolved the 2024 version into a more visual, metrics-led story for live demonstrations and emailed follow-ups.
Supporting a pre-seed raise.
Led development of the investor presentation, incorporating executive input into a cohesive market, product, and growth narrative for private investors and family offices. Financial projections and other confidential slides are excluded from public display.
Connecting mission to giving.
Developed an organizational presentation that supported donor conversations and communicated the foundation’s mission, programs, impact, and opportunities for support.
Packaging a global mental health event.
Created the sponsorship packages and presentation used to support outreach for the Mental Health Summit. Sponsorship inventory was filled, and the event reached 92,000 concurrent viewers across Facebook, YouTube, and Instagram.
Software-specific startup guides
Created coordinated startup experiences for firms using Lacerte, UltraTax, and CCH.
SAM sales collateral
Developed supporting material for conferences, demonstrations, and sales follow-up conversations.
RSF brand and fundraising materials
Built materials for donor education, media relations, partnerships, and event promotion.
Turning a complex offering into a clearer comparison.
Developed the product structure, feature hierarchy, messaging, and presentation design for SAM’s succession-planning options.
PR + Executive Communications
Turning announcements into business outcomes.
Wrote, edited, and distributed product, partnership, and nonprofit announcements that generated inquiries, earned coverage, donations, and strategic partnership opportunities.
Supporting launches and strategic partnerships.
Developed announcements for product launches and collaborations across real estate, lending, collectibles, accounting, and wealth management. The releases increased traffic and inquiries that contributed to additional strategic partnership opportunities.
Using communications to expand access to treatment.
Developed and distributed campaign and scholarship announcements that increased awareness, generated donor interest, and secured earned-media coverage.
About Alex Meschi
Marketing with a business operator’s perspective.
I have spent more than 15 years helping organizations grow, communicate clearly, and turn strategy into execution. My background spans product strategy, marketing, operations, partnerships, and executive leadership across B2B SaaS, financial technology, automotive, media, consumer brands, and nonprofit organizations.
I work directly with founders and leadership teams, from deciding how to position a product to creating the materials, campaigns, and processes that bring it to market.
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