Lisa Gee Email & Phone Number

Calgary, Ab, Ca

Calgary, Alberta, Canada

Team remit: customer adoption, advocacy, retention, account based marketing (ABM), lifecycle marketing, customer engagement campaigns, upsell and cross-sell expansion, customer education and enablement, incident and crisis communications, product and feature launches in collaboration with go-to-market teams. Key responsibilities: - Own overall strategy to nurture, grow, retain customers in partnership with marketing, client success and sales teams- Lead customer advocacy… Show more Team remit: customer adoption, advocacy, retention, account based marketing (ABM), lifecycle marketing, customer engagement campaigns, upsell and cross-sell expansion, customer education and enablement, incident and crisis communications, product and feature launches in collaboration with go-to-market teams. Key responsibilities: - Own overall strategy to nurture, grow, retain customers in partnership with marketing, client success and sales teams- Lead customer advocacy strategy including the revamp of the customer stories program, growing a thriving customer community, client speaker selection for annual customer conference- Develop and launch quarterly integrated campaigns to engage customers, which includes customer resources, digital and social assets, online discussions and webinars- Conceptualize and execute ABM strategy with segmented 1-to-1 and 1-to-many approaches- Launched the industry’s first program evaluation tool to assess strengths and gaps in a client program while identifying upsell and cross-sell opportunities- Collaborate with go-to-market teams (product, product marketing, sales, client success) to launch new products and features to market - Lead and orchestrate communication response for product outage incidents or crisis impacting company’s brand or reputation- Lead and mentor a team of 6 globally distributed customer marketing managers- Co-chair of the Mental Health employee resource group (ERG)Benevity is the leading global provider of corporate social responsibility software. With over 900+ global enterprise clients, Benevity provides a suite of community investment, employee engagement and nonprofit engagement solutions to corporations. Show less

Calgary, Alberta, Canada

Temporary assignment to cover a maternity leave and lead a newly formed Marketing Campaigns Team. Team remit: launch marketing campaigns drive awareness, create and accelerate pipeline for new logos and existing customer opportunities, support new product launches, field marketing.Key responsibilities: - Partner with go-to-market teams to execute integrated multi-channel campaigns, including in-person and virtual events, paid search, social, webinars, emails.- Built… Show more Temporary assignment to cover a maternity leave and lead a newly formed Marketing Campaigns Team. Team remit: launch marketing campaigns drive awareness, create and accelerate pipeline for new logos and existing customer opportunities, support new product launches, field marketing.Key responsibilities: - Partner with go-to-market teams to execute integrated multi-channel campaigns, including in-person and virtual events, paid search, social, webinars, emails.- Built the foundations for a new field marketing function to help build and accelerate sales pipeline, executing 10+ events in one year - Led a geographically distributed team of 5 demand generation and field marketing managers Show less

Calgary, Alberta, Canada

Led the operational development of a new digitally-led client experience. Scaled the customer support model and operational workflows that enabled a team of CSMs to provide support to clients instead of one-one-one support. Realized significant internal efficiency gains while also maintaining a 100% retention rate.

Calgary, Alberta, Canada

Joined this senior-stage start-up during a time of accelerated growth to lead a customer success management team focused on the mid-market segment. Team remit: onboard, grow, retain a portfolio of 400+ mid-market customers, create scaled processes to identify opportunity, engage clients and prevent churn.Key responsibilities: - Launched client upsell process, enabling overall team to contribute $1.9M in upsell revenue- Developed risk segmentation model with mitigation… Show more Joined this senior-stage start-up during a time of accelerated growth to lead a customer success management team focused on the mid-market segment. Team remit: onboard, grow, retain a portfolio of 400+ mid-market customers, create scaled processes to identify opportunity, engage clients and prevent churn.Key responsibilities: - Launched client upsell process, enabling overall team to contribute $1.9M in upsell revenue- Developed risk segmentation model with mitigation playbooks, resulting in a 98% net retention - Coached a globally distributed team of 20+ CSMs, achieving record revenue numbers - Used the theory of marginal gains to create mini-project teams to crowd-source process improvements, resulting in 12+ completed projects and significant efficiency gains- Recognized with a Critter Award, a peer nominated award for exemplifying Benevity’s values Performed this role during the height of the pandemic when Benevity achieved record sales and achieved a $1B valuation, garnering significant private equity investment. It also became a global company with the acquisition of a European competitor (Alaya) in 2021. This was a period of rapid business transformation and growth. Show less

Calgary, Canada Area

Accountable for client relationship management, building strong partnerships with clients and service delivery. Responsible for a portfolio of $20M+ in account revenue. Developed annual account strategy and roadmap to meet internal and client objectives and targets. Captained the development of loyalty strategies and recommendations to top 5 clients including customer segmentation, targeting strategy, churn, marketing communications and value propositions, digital strategy. Responsible for… Show more Accountable for client relationship management, building strong partnerships with clients and service delivery. Responsible for a portfolio of $20M+ in account revenue. Developed annual account strategy and roadmap to meet internal and client objectives and targets. Captained the development of loyalty strategies and recommendations to top 5 clients including customer segmentation, targeting strategy, churn, marketing communications and value propositions, digital strategy. Responsible for meeting revenue targets and managing P&L of all marketing campaigns. Leveraged customer data and insights to uncover opportunities and design loyalty solutions that met client's business challenges. Led a team of marketing and analytics professionals. Show less

Calgary, Canada Area

Accountable for defining annual roadmap for key customer segments and delivered a fully integrated marketing plan across all integrated marketing channels including print, broadcast, online and digital. Relaunched the brand proposition for a high value segment including conducting market research, setting pricing, designing value propositions, and communications to collectors. Led development and launch of a new enterprise segmentation model. Developed marketing and data collection strategy… Show more Accountable for defining annual roadmap for key customer segments and delivered a fully integrated marketing plan across all integrated marketing channels including print, broadcast, online and digital. Relaunched the brand proposition for a high value segment including conducting market research, setting pricing, designing value propositions, and communications to collectors. Led development and launch of a new enterprise segmentation model. Developed marketing and data collection strategy for B2B customers. Coached a high performance team remotely. Show less

Calgary, Canada Area

Led the development of clients' marketing strategy backed by customer level data and analytics to ensure it meets business objectives. Oversaw the on time and on budget execution of 100+ marketing campaigns annually. Accountable for developing clients' marketing strategy using a variety of marketing channels (mass promotions, direct mail, retail POS, social, digital, PR), meeting revenue targets, managing cost budgeting, campaign planning and measurement.

Calgary, Canada Area

Led all product marketing related initiatives on the prepaid card portfolio including execution of marketing campaigns, profitability analysis, inventory and revenue forecasting, relationship management with distributors, and developing promotions and sales collateral. Launched a merchandising development fund program to grow revenue of strategic partners.