Loretta Goetz

Loretta Goetz Email and Phone Number

Product Leader | Practice Advisor | Driving Growth through Innovation and Strategic Coaching @ Atticus Lawyer Coaching
Loretta Goetz's Location
Oxford, North Carolina, United States, United States
About Loretta Goetz

Currently, I serve as a Practice Advisor with Atticus, Inc., where I coach legal professionals to optimize their law practices. My goal is to help them achieve measurable improvements in revenue growth, work-life balance, and operational efficiency. Through personalized coaching and strategic advisory, I focus on practical solutions that drive real results for law firms, ensuring they reach their full potential.My earlier career started in accounting, where I worked municipal facilities, like arenas and conventions centers, and other small businesses. I quickly transitioned into roles where I could directly influence business operations. I’ve served as a controller for a law firm, owned my own accounting and consulting firm, and led a consulting group for a large regional CPA firm. These experiences gave me a deep understanding of the unique challenges small business owners face. Having been both a business owner and a consultant, I’ve gained a true appreciation for the triumphs and challenges entrepreneurs navigate, which informs the insights and strategies I provide today.My career has been shaped by 23 years in the legal industry, in operational and technology roles, and over a decade of success in the software and data technology realm. This combination has given me a unique perspective and a well-rounded skill set that enables me to excel in both traditional and tech-driven business environments. My experience spans product management, marketing, and data management across industries such as SaaS, retail eCommerce, data connectivity, and advanced analytics in B2B markets, and oil and gas pipelines. Specializing in driving product-led growth and developing go-to-market strategies, I’m passionate about helping businesses scale using data-driven solutions.#Atticus #GreatPractice #GreatLife #data #analytics #SaaS #B2B #GTM

Loretta Goetz's Current Company Details
Atticus Lawyer Coaching

Atticus Lawyer Coaching

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Product Leader | Practice Advisor | Driving Growth through Innovation and Strategic Coaching
Loretta Goetz Work Experience Details
  • Atticus Lawyer Coaching
    Atticus Practice Advisor
    Atticus Lawyer Coaching Sep 2024 - Present
    Mt. Dora, Fl, Us
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  • Loretta Goetz
    Go-To-Market And Product Strategy Consultant
    Loretta Goetz Mar 2024 - Sep 2024
    • 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.
  • Career Break
    Caregiving
    Career Break Oct 2023 - Feb 2024
    • 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.
  • Cdata Software
    Sr. Product Marketing Manager
    Cdata Software Oct 2022 - Oct 2023
    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, the new SaaS data connectivity as-a-service platform and Drivers, the foundational flagship on-premises product, I shaped the marketing and go-to-market strategy. Key accomplishments include: • 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. • Collaborate with product managers and cross functional team members for GTM and operational readiness. deliverables and product launches.• Develop analytic dashboards and reports for tracking marketing funnel activity, trials, conversions, and health of the business.Tools used: Salesforce, Google Analytics UA and GA4, Tableau Cloud, Power BI, Excel, Microsoft O365, Gong, Confluence, Jira, Figma, LucidChart, Asana (not an exclusive list).
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  • Insightsoftware
    Sr. Global Product Line Manager
    Insightsoftware Nov 2020 - Oct 2022
    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 Analytics and Atlas, in support of D365 Business Central, D365 F&O, Dynamic NAV and GP, Dynamic AX, Microsoft CRM and Dataverse.• 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.
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  • Toshiba Global Commerce Solutions
    Sr. Global Product Line Manager
    Toshiba Global Commerce Solutions Sep 2019 - Nov 2020
    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
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  • Alyeska Pipeline Service Company
    Risk And Integrity Data Manager
    Alyeska Pipeline Service Company Jul 2017 - Sep 2019
    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 digital transformation of data collection, analysis and reporting for the TransAlaska pipeline. The digital transformation project involved updating or replacing several proprietary and legacy systems. One of the significant challenges was a large amount of manually collected data for the 800-mile, 48" diameter TransAlaska pipeline, which crosses three major mountain passes and 48 rivers from Valdez, Alaska, to Prudhoe Bay. Manual data collection required sending teams to remote camps for inspections, using hand calipers, data logs, measuring sticks, and visual tank and equipment inspections to maintain the pipeline's integrity.The project also included developing data standards for governance, document and content management, data integration, and interoperability. Here are examples of the advanced technologies used in the digital transformation:• 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 the pipe.• 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.
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  • Alyeska Pipeline Service Company
    It Business Analyst - Enterprise Applications
    Alyeska Pipeline Service Company Sep 2014 - Jun 2017
    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 resources• 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
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  • Lexisnexis
    Sr. Director - Marketing For Saas Product Platform
    Lexisnexis Jul 2011 - May 2014
    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.
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  • Lexisnexis
    Sr. Director Marketing - Community And Alternative Marketing Channels
    Lexisnexis Jun 2009 - May 2014
    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 customers, prospects and market influencers and to grow revenue and drive preference for our tools.Other accomplishments include: • 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.• Opened customer conferences and recruited customers for advisory boards and focus groups.
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  • Lexisnexis
    Vice President Product Management - Back Office Solutions
    Lexisnexis Oct 2006 - Jun 2009
    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.
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  • Lexisnexis
    Vice President Of Product Development
    Lexisnexis Mar 2002 - Oct 2006
    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.
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  • Various - See Below
    Prior Employment
    Various - See Below May 1989 - Feb 2002
    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 request

Loretta Goetz Education Details

  • North Carolina Wesleyan University
    North Carolina Wesleyan University
    Accounting
  • University Of Alaska Anchorage
    University Of Alaska Anchorage
    General

Frequently Asked Questions about Loretta Goetz

What company does Loretta Goetz work for?

Loretta Goetz works for Atticus Lawyer Coaching

What is Loretta Goetz's role at the current company?

Loretta Goetz's current role is Product Leader | Practice Advisor | Driving Growth through Innovation and Strategic Coaching.

What schools did Loretta Goetz attend?

Loretta Goetz attended North Carolina Wesleyan University, University Of Alaska Anchorage.

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