Chloe Chen
AeroLeads people directory · profile

Chloe Chen Email & Phone Number

MBA | Strategy | Analytics | Customer Acquisition & Retention | Market Segmentation | Lead Generation at Self Financial, Inc.
Location: Austin, Texas, United States 7 work roles 2 schools
LinkedIn matched
✓ Verified Jul 2026 3 data sources Profile completeness 86%

Contact Signals

LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
MBA | Strategy | Analytics | Customer Acquisition & Retention | Market Segmentation | Lead Generation
Location
Austin, Texas, United States

Who is Chloe Chen? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Chloe Chen is listed as MBA | Strategy | Analytics | Customer Acquisition & Retention | Market Segmentation | Lead Generation at Self Financial, Inc., based in Austin, Texas, United States. AeroLeads shows a matched LinkedIn profile for Chloe Chen.

Chloe Chen previously worked as Senior manager, Marketing Analytics at Self Financial, Inc. and Vice President, Team lead of US Retail Bank and Secured lending Analytics - Acquisition & Retention at Citi. Chloe Chen holds Master Of Business Administration (Mba), Marketing, Finance from Washington University In St. Louis.

Company email context

Email format at Self Financial, Inc.

This section adds company-level context without repeating Chloe Chen's masked contact details.

Self Financial, Inc.

Review company-level records connected to Chloe Chen before choosing the right outreach path.

Profile bio

About Chloe Chen

Highly motivated and result-oriented manager with 10 years of strategy and analytics focused experience within the financial services industry. Successful track record of building business models, creating strategic roadmaps, generating new revenue streams, and leading teams on high-impact projects to drive customer acquisition and retention. Strong passion for delivering world class customer experiences.

Current workplace

Chloe Chen's current company

Company context helps verify the profile and gives searchers a useful next step.

Self Financial, Inc.
Self Financial, Inc.
MBA | Strategy | Analytics | Customer Acquisition & Retention | Market Segmentation | Lead Generation
AeroLeads page
7 roles · 18 years

Chloe Chen work experience

A career timeline built from the work history available for this profile.

Senior Manager, Marketing Analytics

Current

Austin, Texas, Us

Jul 2022 - Present

Vice President, Team Lead Of Us Retail Bank And Secured Lending Analytics - Acquisition & Retention

New York, New York, Us

• Team lead to develop go-to-market and customer retention strategies for secured lending products in the North America market, accountable for 20+ independent programs and multi-billion dollars in annual revenue• Performed deep dive analyses and provided actionable recommendations (e.g. lead buying strategies, sales capacity impact, marketing spend optimization), which doubled ROI of the mortgage digital campaign in one year• Led development and deployment of Citi's campaign performance attribution platform, a sales & marketing analytics tool used to drive customer acquisition and retention strategies for a multi-billion dollar portfolio• Built new small business campaigns from end to end, boosting small business growth by 70% in one year• Conducted financial planning and forecasting for retail bank and secured lending marketing campaigns, identifying impact on revenue of digital/non-digital campaigns. Made budget allocation recommendation that reduced overall cost per acquisition (CPA) by 40%• Drove customer cross-sell strategies for Google Plex product • Conducted A/B testing and overall campaign file development

Mar 2017 - Jun 2022

Vice President, Sales Technology & Operations

New York, New York, Us

• Designed a roadmap to integrate Salesforce.com to become a one-stop sales tool by evaluating Citi's team structure, business culture, and sales pain points. The roadmap presentation was widely used to gain leadership buy-in and sales team alignment • Worked closely with the sales leadership team to drive sales growth strategies and identified key drivers to improve business profitability, boosting business growth by 15% • Evaluated ROI of various sales tools and identified key areas to enhance user experience. Overall sales tools adoption rate increased by 25% through the launch of customized dashboards• Collaborated with multiple email marketing vendors to evaluate technical responses, transition plans, and cost estimates. Identified opportunities to reduce costs by 50%

Jul 2015 - Mar 2017

Management Associate, Citi Consumer Banking Leadership Program

New York, New York, Us

Researched market trends and created daily mortgage origination volume/margin reports for senior leaders, providing real time information to expedite business decisions. Streamlined reporting process and reduced cycle time by 50%

Aug 2014 - Jul 2015

Summer Associate

New York, New York, Us

Implemented business strategies and created more effective KPI reporting on a $900MM non-performing mortgage portfolio, resulting in greater efficiency in loss mitigation

Jun 2013 - Aug 2013

Co Founder

Yongxing Education Co

• Launched new education consulting division, resulting in 2% market share improvement. Rolled out marketing campaigns for over 50 schools nationwide, resulting in a 10% increase of annual enrollment• Managed financial statements and budget forecast. Lowered operating expenses by 15% through removal of duplicate operational processes

2011 - 2012 ~1 yr

Finance Associate

Pwc

Gb

• Financial Statement Analysis: Identified and resolved various financial statements and tax issues. Assessed the adequacy of financial statements in accordance with GAAP and SEC reporting requirements• System Integration: Performed comprehensive reviews of internal control mechanisms. Facilitated the integration of client's Enterprise Resource Planning (ERP) system with SAP software solution for a global “top three” keyboard manufacturer

2009 - 2011 ~2 yrs
2 education records

Chloe Chen education

Master Of Business Administration (Mba), Marketing, Finance

Washington University In St. Louis

Bachelor'S Degree, Information Management

National Taiwan University
FAQ

Frequently asked questions about Chloe Chen

Quick answers generated from the profile data available on this page.

What company does Chloe Chen work for?

Chloe Chen works for Self Financial, Inc..

What is Chloe Chen's role at Self Financial, Inc.?

Chloe Chen is listed as MBA | Strategy | Analytics | Customer Acquisition & Retention | Market Segmentation | Lead Generation at Self Financial, Inc..

Where is Chloe Chen based?

Chloe Chen is based in Austin, Texas, United States while working with Self Financial, Inc..

What companies has Chloe Chen worked for?

Chloe Chen has worked for Self Financial, Inc., Citi, Yongxing Education Co, and Pwc.

How can I contact Chloe Chen?

You can use AeroLeads to view verified contact signals for Chloe Chen at Self Financial, Inc., including work email, phone, and LinkedIn data when available.

What schools did Chloe Chen attend?

Chloe Chen holds Master Of Business Administration (Mba), Marketing, Finance from Washington University In St. Louis.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.