Chloe Chen Email & Phone Number
Who is Chloe Chen? Overview
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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.
Email format at Self Financial, Inc.
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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
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Chloe Chen work experience
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Vice President, Team Lead Of Us Retail Bank And Secured Lending Analytics - Acquisition & Retention
• 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
Vice President, Sales Technology & Operations
• 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%
Management Associate, Citi Consumer Banking Leadership Program
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%
Summer Associate
Implemented business strategies and created more effective KPI reporting on a $900MM non-performing mortgage portfolio, resulting in greater efficiency in loss mitigation
Co Founder
• 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
Finance Associate
• 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
Master Of Business Administration (Mba), Marketing, Finance
Bachelor'S Degree, Information Management
Frequently asked questions about Chloe Chen
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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.
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