Lisa W. Email & Phone Number

Toronto, Canada Area

AchievementsDesigned a new dashboard to present insights from Credit Cards personalized engagement offer powered by Salesforce Marketing Cloud leading to 70% user adoptionOptimized Marketing budget of $120MM through annual planning and engaging Product leadersAwarded highest level Purpose awardResponsibilitiesCompile monthly KPI dashboard for senior leaders and consolidate product and marketing KPIs for prioritized product portfolios, driving insights and optimizing marketing plansLead headcount planning and forecast, effectively maintaining direct operating expense below planManage contract signing for vendors, ensuring third party risk are properly documented and assessedUpdate Marketing and Advertising policies in Canada and in US, ensuring CIBC complies with Advertising laws

Toronto, Ontario, Canada

AchievementsSuccessfully launched the first inhouse financing optimization product, receiving high profile recognition from senior VP, directors of product management, and executivesLaunched a new pricing escalation database to manage daily escalations from frontline, improved average response time to escalation by 4 hours (from 8 hours to 4 hours SLA)Awarded quarterly achiever award for Simplii Financial digital bank rebrand project ResponsibilitiesLed pre-approved Acquisition and Limit Increase campaigns for Simplii Financial Personal Line of Credit products, acquiring new clients to the brand and driving revenue through existing clients engagement Recommended pricing authority change and mortgage renewal rate offers to senior leaders, ensuring rates stay competitive while margins are well maintainedCompiled reports on portfolio performance and frontline performance, providing portfolio insights to senior management and coaching opportunities for frontlineLed and supported multiple projects including Annual Mortgage Statement, RESL Record Compliance, Simplii Financial rebranding, and OSFI B20, ensuring business and regulatory requirements are met

Toronto, Ontario

AchievementsImplemented a pricing feature of payment product that drove 22MM annual revenue growth Awarded 5 quarterly achiever awards through pricing feature change projects and launching new channels to optimize GTM strategy for a credit product ResponsibilitiesDeveloped product roadmap for enhancing payment product features to drive revenue growthAnalyzed product success metrics, building pricing model and 5-year financial projections for payment products and revenue enhancing featuresPrioritized product requirements and scope, managed deliverable and project milestones for payment product pricing feature changeCollaborated with a cross-functional team of 15 project managers, business analysts, software engineers, risk analysts, sales, legal & compliance to successfully implement pricing change projects Identified gap and growth opportunities with cross-functional teams, documented customer pain points and conducted competitive analysis of payment product pricing featuresOptimized go-to-market (GTM) strategy for 9+ distribution channels to tap into existing customer base and drive higher usage of a credit product

Toronto, Canada Area

Toronto, Canada Area

Master Of Business Administration - Mba

Honours Bachelor Of Arts