Loretta Goetz Email & Phone Number

Mt. Dora, FL, US

• Provide expert insights to investment and research firms, private companies, and clients through five Expert Network companies.
• Specialize in markets such as data connectivity and integration, data analytics and modernization, and retail ecommerce.
• Conduct in-depth analyses of pricing models and commercial GTM strategies.
• Educate clients on competitive analysis to enhance strategic positioning and informed decision-making.

• Collaborated with attorneys and siblings to manage care for my mother after her stroke.
• Established a trust and managed the transfer of assets.
• Researched and selected a suitable care facility, overseeing the move.
• Worked with the State disabilities organization to successfully apply for a Medicaid waiver.

Chapel Hill, NC, US

• CData is the industry-leading real-time data connectivity tool for Analytics, Reporting, ETL Tools, and Custom Apps, delighting 10K customers and over 150 OEMs. As the Senior Product Marketer for CData Connect Cloud.
• 2023 GTM plans for Connect Cloud and Drivers that include a mix of marketing assets, campaigns, product launches and co-marketing opportunities with tech partners; pricing changes, and sales plays.
• Content creation for sales enablement, trial sequencing and nurture emails, blog posts, customer newsletters, and whitepapers.
• New Connect Cloud product positioning for Enterprise buyers and Data Virtualization for the Cloud. Updated website, technical datasheet, sales enablement, and messaging guide.
• Build and understand competitive landscape.
• VOC - calls with customers, feedback from tech partners, sales, solution engineers, system integrators, CSAT and NPS surveys.

Raleigh, North Carolina, US

• As the Senior Global Product Line Manager and leader for insightsoftware's flagship Microsoft Dynamic financial and data analytics tools product line, I developed the product strategy and roadmap for Jet Reports, Jet.
• Facilitated and led monthly cross functional meetings, with periodic topic and team specific meetings that incorporated the commercial strategy across functions for operational readiness
• Built a transparent and highly open-door relationship with global engineering teams, along with over 800 Microsoft Partners who supported the product line.
• Recruited Partner Advisory Board and Customer Focus group members to improve understanding of commercial, market, and business problems.
• Drove and supported ongoing sales and customer education that promoted value-based selling propositions.Tools used: Microsoft Office, AHA, Jira, Confluence, Lucid Chart.

Durham, North Carolina, US

• Product business owner for the TGCS flagship point of sale, consumer mobile, and a semi-integrated payment solution.
• Focused on serving and delighting high-volume retail grocery and big warehouse stores to small independent grocers with customer driven product enhancements.
• Defined solution vision, product strategy and roadmap
• Interacted with customers, sales channel, and business partners to obtain voice of customer and requirements
• Developed business cases and owned the P&L
• Led a cross-functional team to develop and operationalize programs, sales, ordering guides, and successfully executed plans

Anchorage, Alaska, US

• As the Data Manager on the Systems Integrity Leadership team, I led a service delivery team of engineers and assurance professionals focused on defining and implementing a data management strategy as part of the.
• Smart pigs conducted inline inspections to assess pipeline corrosion, utilizing machine learning insights from various pipeline companies for compatibility with PowerBI. An add-on displayed corrosion in a 3D format on.
• Drones had multiple applications, such as assessing material like rock piles, inspecting tall tank corrosion, and collecting infrared point clouds for bridge soil stability assessment.
• Unmanned hydro boats streamlined depth of cover (DOC) data collection for pipelines under rivers, eliminating the need for large manual teams.

Anchorage, Alaska, US

• Liaison and IT business relationship manager serving Pipeline Operations, Oil Movements, Engineering, SERVS, and the Risk and Integrity Management groups.
• Business relationship manager and IT technical lead for baseline enterprise, specialty applications and large projects.
• Collaborate with business to translate business requirements into IT initiatives and projects, develop business cases, scopes of work, secure and manage vendor contracts and relationships, projects, and technical.
• Accountable for knowledge and advocacy for IT policies, strategies, processes, and practices and developed an extensive knowledge of Alyeska’s business systems, structure, and processes
• Process owner for IT Change Management and Release and Deployment. Acting Change Manager for Alyeska IT, Facilitate Change Advisory Board (CAB), and E-CAB meetings

New York City, NY, US

• Product marketing lead and manager for the next generation technology platform.
• Built and executed a go-to-market strategy to align campaigns and programs with product roadmap and business objectives.
• KPOs included supporting revenue goals of $96 million across the division. Business unit liaison for 200+ bar associations across the US.
• Created a bottoms-up forecasting for conversions metrics for: cost per acquisition, lead to trial conversion, trial to purchase, churn and retention.

New York City, NY, US

• (First two years dedicated to the role; the last three years performed these duties in addition to leading the product marketing team)Developed alternative marketing channels and a community strategy to engage with.
• Collaborated with head of Customer Support to create and implement a formal escalation process to resolve customer issues.
• Launched thought leadership and product specific webinar series to drive web site traffic and leads to engage customers and decrease detractors. In the first six months, online detractors decreased by 47%.
• Part of a small team to launch a law school academic program to provide tools for students and law school clinics while building a user preference for our tools.
• Cultivated and nurtured relationships with industry organizations and market influencers.
• Developed and published content to various bar association publications and news agencies.

New York City, NY, US

• Product champion and solution line product manager for a portfolio of mature industry products and six product managers. Accomplishments include:
• Building and leading a product management team
• Developing a product portfolio strategy for synthesizing the overlap in product functionality
• Delivering product roadmaps to include customer driven requests; updating the user interface for a better user experience and incorporating the integration of LexisNexis tools and services to upsell existing customers.

New York City, NY, US

• Director of Product development with a small startup software company for two years. When acquired by LexisNexis in April 2004, I was promoted to Vice President of Product Development.
• Working with the CTO, researched technology capabilities and market needs for increasing value to existing legacy products.
• Educating and working side-by-side with software engineers, architected a full-fledged legal specific and professional services billing system.
• Creating an integrated solution for the small law segment; 10 months from concept to a pilot in the market.
• Team member of a due diligence team for software acquisitions as a billing and accounting subject matter expert.
• Expanded legal specific product to other verticals.

Two years/four months Professional Services Manager at Moss Adams, LLP, a large regional west coast CPA firmFive years as a small business owner of an Accounting and consulting firm serving solo and small law firms - Legal Ledger AccountingFive years as Controller for a large multi-state law firm - Bliss RiordanPrior experience and details provided upon.

Bs, Accounting

Associate Of Applied Science, Business Administration And Management, General