Jon Phillips Email & Phone Number

Charlotte, NC, US

Charlotte, NC

• Responsible for delivery of large, complex products in various stages of the product life cycle. Take lead in communicating with executive leadership in making difficult decisions around feature prioritization, timing.
• Lead full digital transformation of largest tire retailer in the United States. Account is now responsible for ~10% of company revenue. Managed multiple agile teams to take entire operating system from idea to launch.
• With simple UX decreased onboarding training from 5 days to less than 5 hours. With client growing quickly through acquisition we were able to cut employee onboarding by 80%. Allowing training teams to focus on driving.
• Built consumer financial wellness app for Fortune 500 company. Worked with executives at large corporation to build wellness app targeted to improving financial wellness of employees. Team was highly focused on driving.
• Led and trained more than 15 junior product owners. The highlight of my job is helping others grow and deepen their skill set. From product development, agile execution, design thinking, or influencing outside chain of.

Charlotte, North Carolina

• Lead team of product owners to transform line of business with underserved digital presence. Lead the development from both a technological and client experience perspective. Placed in charge of line of business that.
• Solutioned for data capabilities required to transform client experience. Transformed the way data is aggregated and captured at a client level to give better view of the customer, their product usage and needs.
• Decreased risk by eliminating opportunities for bad data. Client data had multiple entry points that didn’t communicate. By consolidating the entry points, eliminating opportunity for bad data to be obtained and.
• Drove self-serve client experiences. Eliminated client experiences that required call center intervention by adding online functionalities to let clients make account changes online and on their mobile devices.

Tulsa, Oklahoma Area

I lead the work to transform the strategy of the Wealth Management team by building out two new channels of service for our retail consumers. I worked as the product manager in building out our digital channel and lead the launch of our virtual channel (call center). In addition to delivering the new channels of service I built the customer segment.

Tulsa, Oklahoma

• Responsible for the design and building of strategy and strategic plans for the mass affluent customer segment. Establish and rollout new products to meet corporate strategy and resulting goals. Lead the execution of.
• Added 8,000 digital service accounts by building comprehensive sign-on process.
• Increased investment revenue by 108% and referrals by 76%. Wealth Division only provided face to face business interactions in scattered banking centers.
• Developed product innovation and design that grew new assets under management by 10%.
• Successfully revamped ATM business, saving $260K.

Charlotte, North Carolina Area

• Provided both internal and external consulting management and oversight for executive sales processes to drive new business strategies through reporting, analytics and problem solving.
• Integrated financial advisor services into banking centers.
• Developed financial advisory program to support 400 financial advisors.
• Increased new assets under managements by double digits.

Charlotte, North Carolina Area

• Rotated through multiple lines of business including mass affluent customer segment, the product innovation and development, financial protection services and ATM channel innovation functions.
• Launched successful pilot, lowering chance of risks by 30%.
• Developed, implemented and managed product innovation and development project.

Greater Salt Lake City Area

• Provided complete leadership for the launch of a start up enterprise by managing all internal functions, including sales, marketing, branding, administration, P&L, operations, finance and customer support. Implemented.
• Launched an entrepreneurial company successfully.

Greater Salt Lake City Area

• Analyzed buying practices of the company and coordinated cross-functional processes with sellers to compute and lockdown proper pricing for products. Established pricing by SKU’s helped establish order quantities and.
• Decreased out of stock situations, increasing revenue by $1.5M in four months.
• Established a price elasticity program, increasing sales by 20%.

Greater Salt Lake City Area

• Processed analysis projects for the sales teams while building out education programs for clients. Also was responsible for client engagement and program completion after sales were completed.
• Restructured entire business successfully.

Greater Salt Lake City Area

Greater Salt Lake City Area

Mba, Finance, Entrepreneurship

• Selected for Business on the Frontlines class – built and economic development plan for subsistence farmers in Kenya that was executed.

Bachelor Of Science, Finance & Economics