Chloe Chen

Chloe Chen Email and Phone Number

MBA | Strategy | Analytics | Customer Acquisition & Retention | Market Segmentation | Lead Generation @ Self Financial, Inc.
Chloe Chen's Location
Austin, Texas, United States, United States
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.

Chloe Chen's Current Company Details
Self Financial, Inc.

Self Financial, Inc.

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MBA | Strategy | Analytics | Customer Acquisition & Retention | Market Segmentation | Lead Generation
Chloe Chen Work Experience Details
  • Self Financial, Inc.
    Senior Manager, Marketing Analytics
    Self Financial, Inc. Jul 2022 - Present
    Austin, Texas, Us
  • Citi
    Vice President, Team Lead Of Us Retail Bank And Secured Lending Analytics - Acquisition & Retention
    Citi Mar 2017 - Jun 2022
    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
  • Citi
    Vice President, Sales Technology & Operations
    Citi Jul 2015 - Mar 2017
    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%
  • Citi
    Management Associate, Citi Consumer Banking Leadership Program
    Citi Aug 2014 - Jul 2015
    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%
  • Citi
    Summer Associate
    Citi Jun 2013 - Aug 2013
    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
  • Yongxing Education Co
    Co Founder
    Yongxing Education Co 2011 - 2012
    • 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
  • Pwc
    Finance Associate
    Pwc 2009 - 2011
    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

Chloe Chen Education Details

  • Washington University In St. Louis
    Washington University In St. Louis
    Finance
  • National Taiwan University
    National Taiwan University
    Information Management

Frequently Asked Questions about Chloe Chen

What company does Chloe Chen work for?

Chloe Chen works for Self Financial, Inc.

What is Chloe Chen's role at the current company?

Chloe Chen's current role is MBA | Strategy | Analytics | Customer Acquisition & Retention | Market Segmentation | Lead Generation.

What schools did Chloe Chen attend?

Chloe Chen attended Washington University In St. Louis, National Taiwan University.

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