Global Team Manager: Digital Demand Gen, Lead Gen, Nurture, Onboarding & Retention across AMER, EMEA & APAC

Managed cross-functional teams to drive B2B & B2C customer acquisition, education, servicing, and retention – though integrated CRM email, web, in-product, and print channel communications development, execution, A/B and multivariate testing, response analysis, and optimization. Led communications and U.I. functionality enhancement projects that streamlined and optimized the product cross-sell, upsell, and purchase experience for individual and business customers.PRODUCTS MANAGED AND SUPPORTED: Credit Card, Debit Card, Personal Loans and Lines of Credit, Student Loans, Home Equity, Auto Finance, Small Business (traditional products), Business Online Banking, Wealth Brokerage & Retirement, Insurance

Financial Services Access & Inclusion Fellowship pursued while on sabbatical from Wells Fargo:Provided web and email tools training, research, reporting, digital marketing and PR support for FUDECOSUR (Foundation for the Development of Southern Communities) - a Kiva partner MFI in San Isidro, Costa Rica. Services optimized MFI processes for securing funds, reporting loan repayments, and enhanced trust and support from new and existing funding sources.DIGITAL COMMUNICATIONS DESIGN & REPSONSE OPTIMIZATION:• Revised Kiva Fellows email template to drive increased traffic to kiva.org and increase blog page views by 9X• Redesign proposals to enhance email and website engagement incorporated into the Kiva 2012 test and learn planWEB TOOLS TRAINING (SaaS): Provided hands-on instruction and detailed manuals for MFI staff to:• Facilitate efficient and accurate uploads of borrower profiles and loan repayment reporting to kiva.org• Effectively connect entrepreneurs in Costa Rica with Kiva lenders and fundingONLINE PUBLIC RELATIONS & SOCIAL MEDIA SUPPORT:• Increased lender awareness of MFI loan impact, client education and empowerment programs through educational blogs• Integrated web and email channel communication to increase average blog hits by more than 5X over competing blogs• Liaison between MFI and the Center for Global Development (CGD): Helped generate positive press for FUDECOSUR and the Kiva Fellows Program by providing translation, editorial review, and article revision servicesFIELDWORK ARTICLES:Bank-O-Mat Under a Hot Tin Roof: Making Non-Profit Microfinance Sustainable: https://kivafellows.wordpress.com/2011/10/06/bank-o-mat-under-a-hot-tin-roof/Village Banks BY Farmers FOR Farmers: A Microcredit Labor of Love:https://kivafellows.wordpress.com/2011/11/18/village-banks-by-farmers-for-farmers-a-micro-credit-labor-of-love/

DEMAND + LEAD GENERATION PROGRAMS MANAGEMENT: ONLINE REGISTRATION EXPERIENCE & RESPONSE OPTIMIZATION LEAD:• Improved website visitor experience, email address acquisition, and subscription to sales-generating email alerts by decreasing opt-in barriers, and streamlining website messaging, presentation and behavior by 50%• Increased Registration-Light subscription rates by 13% with compelling opt-in benefits messaging, and streamlined registration forms placement on high-traffic pagesMANAGED ACQUISITION-DRIVING E-NEWSLETTER COMPRISING 28% OF TOTAL DBM NET REVENUE ($2.8 MILLION/ YEAR):• Partnered with cross-functional teams (Creative Services, Engineering, Data Analytics and Product) to drive creative concepting and message development, strategic list targeting and segmentation, A/B testing, content & response optimization (increased engagement + conversion), functionality coding, links tracking, QA, and launchUSER BEHAVIOR ANALYSIS AND REPORTING:• Strategic creative design and messaging guidance to drive optimized email open, click, quote, and purchase rates

DEMAND + LEAD GENERATION EVENTS MARKETING: Managed market-differentiating client acquisition, education and retention programMANAGEMENT, COORDINATION, AND EXECUTION OF STRATEGIC CEO DEVELOPMENT SEMINARS (FOR EMERGING HIGH-TECH COMPANIES):• Owned direct email marketing campaign development, QA, targeting, launch, lead collection, tracking, and reporting• Managed review and critique of early-stage company business plans per CEO requestCOMMUNICATIONS PROJECT MANAGEMENT AND MARKETING COLLATERAL DEVELOPMENT:• Consolidated and assumed roles of cross-functional teams (Business Development Center Technology, Media & Telecommunications Group, Northern California Venture Capital Practice, and Portfolio Company Relationship Management Group) to streamline corporate communications, presentation and workshop development processesDATABASE MANAGEMENT AND REPORTING:• Owned funding market research, and detailed research, tracking and reporting on clients and key targets