AssignmentsDigital Marketing, Financial ServicesHybrid support role (BA/PM) supporting digital marketing teams- Catalogued backlog of existing development requests and implemented prioritization process with business partners.- Developed user stories, guided development and led QA, UAT and implementation- Created team capacity estimation model across digital marketing to support staffing decisions and strategic planning- Contributed to "as is/to be" process mapping and… Show more AssignmentsDigital Marketing, Financial ServicesHybrid support role (BA/PM) supporting digital marketing teams- Catalogued backlog of existing development requests and implemented prioritization process with business partners.- Developed user stories, guided development and led QA, UAT and implementation- Created team capacity estimation model across digital marketing to support staffing decisions and strategic planning- Contributed to "as is/to be" process mapping and performance improvementHealthcare (.5 year project)- Analyzed the alignment of enterprise business measures with the drivers of Net Promoter Score results - Contributed to the design of an enterprise-wide executive scorecard- Supported enterprise implementation of ServiceNow and custom issues management dashboards (Tableau) across 30+ businesses Show less

Consulting assignments for “Fortune 1000” companies addressed a variety of marketing challenges across the customer experience including acquisition, growth, engagement and loyalty. Led all aspects of client relationship, from concept development and contracting through solution design and delivery. - Facilitated design sessions with executive sponsors, stakeholders and project team members- Conducted in-depth, in-person interviews with executives, SME’s and customers- Aggregated… Show more Consulting assignments for “Fortune 1000” companies addressed a variety of marketing challenges across the customer experience including acquisition, growth, engagement and loyalty. Led all aspects of client relationship, from concept development and contracting through solution design and delivery. - Facilitated design sessions with executive sponsors, stakeholders and project team members- Conducted in-depth, in-person interviews with executives, SME’s and customers- Aggregated business/functional requirements, designed use-cases for marketing technology solutions- Lead and contributed to documentation/artifact creation including SOW's, BRD's, wireframes, etc.- Collaborated with creative and development teams on UI and UX design- Conducted data modeling to support cost/benefit analyses and to validate requirements- Performed user acceptance testing- Developed and maintained product roadmapsHealth Plan Member EngagementLed conceptualization, design, development and testing of a member engagement program for a leading health insurer. After successful testing, program will be piloted in 2017 and rolled out in 2018.Commercial Customer LoyaltyDirected the design and execution of innovative business-to-business loyalty program for major commercial auto parts reseller. Increased sales repaid program development costs in six months.Marketing Technology PlatformContributed to the strategy, design and development of a new customer engagement solution including functional requirements, documentation, marketing/productization. Led all aspects of successful implementation of programs for first five clients.Manufacturing Company B2B Customer LoyaltyGuided development and launch of a state-of-the-art marketing tool for the dealers of a Fortune 100 heavy equipment manufacturer. The new solution provides strong incentives that reduce reliance on discounts while the targeted use of behavioral economics allows the program to operate at a profit. Show less

Consulted with and supported clients in data driven decision-making. Designed solutions to collect, aggregate, analyze data and produce reporting. to support decision-making, including primary research, analytics, financial modeling and ongoing measurement.- Gathered and documented solution requirements using stakeholder and user interviews- Performed gap analyses/data assessments to document current and potential future customer insights- Mapped existing data/data structures… Show more Consulted with and supported clients in data driven decision-making. Designed solutions to collect, aggregate, analyze data and produce reporting. to support decision-making, including primary research, analytics, financial modeling and ongoing measurement.- Gathered and documented solution requirements using stakeholder and user interviews- Performed gap analyses/data assessments to document current and potential future customer insights- Mapped existing data/data structures, specified new processes required to support analytics/reporting- Designed solutions to automate the collection and processing of customer insights- Identified, vetted, negotiated and contracted with vendor partners- Recruited, trained and mentored new team members including analysts, developers and DBA’sMedical Device Marketing Performance MeasurementLed a long-term customer engagement measurement initiative for a medical device manufacturer. The unique insight supported resource allocation between sales, marketing and customer education.Eye Care Pharmaceutical Brand BarometerRevitalized the brand of a market leading eye care product for a pharmaceutical company with an innovative approach to gathering and interpreting customer insights.Construction Products Channel Loyalty Program Assessment and Re-designPerformed data assessment/analysis, gap analysis and strategy development to revamp a money-losing B2B customer incentive. The newly revised program showed a positive ROI in year one. Show less

Led cross-functional teams through the life insurance solution development lifecycle. - Worked with business unit leaders/system user son gap analyses and new functional requirements- Presented solution approaches and end-user acceptance reviews to executive management and clients- Estimated project efforts and performed cost-benefit analyses- Used Visio to create workflow documentation for inclusion in business requirement documentation- Led unit testing, test script… Show more Led cross-functional teams through the life insurance solution development lifecycle. - Worked with business unit leaders/system user son gap analyses and new functional requirements- Presented solution approaches and end-user acceptance reviews to executive management and clients- Estimated project efforts and performed cost-benefit analyses- Used Visio to create workflow documentation for inclusion in business requirement documentation- Led unit testing, test script writing, and prototype acceptance testing of software- Tested reports using SQL and Excel pivot tables to verify report data to actual database tablesLife Insurance Jet UnderwritingContributed to the design, development and adoption of an expedited life insurance application processing system (“jet underwriting”). This solution saved an overall average of five days from application to approval.Life Insurance Process Performance ManagementDesigned and managed development of a web-based reporting system that provides up-to-date KPI’s all third-party administration activity. The resulting tool communicated Dell’s ongoing performance and was popular with clients. Show less

Managed client relationships and claims processing for several health insurance carriers.