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Monica Ortíz 🎯 Email & Phone Number

Versatile Product Marketing Leader | Specializing in B2B SaaS GTM | Crafting Messaging that Resonates & Converts at Planview
Location: San Francisco Bay Area, United States, United States 12 work roles 1 school
1 work email found @planview.com 3 phones found area 281 and 512 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email m****@planview.com
Direct phone (281) ***-****
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Current company
Role
Versatile Product Marketing Leader | Specializing in B2B SaaS GTM | Crafting Messaging that Resonates & Converts
Location
San Francisco Bay Area, United States, United States

Who is Monica Ortíz 🎯? Overview

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Quick answer

Monica Ortíz 🎯 is listed as Versatile Product Marketing Leader | Specializing in B2B SaaS GTM | Crafting Messaging that Resonates & Converts at Planview, based in San Francisco Bay Area, United States, United States. AeroLeads shows a work email signal at planview.com, phone signal with area code 281, 512, and a matched LinkedIn profile for Monica Ortíz 🎯.

Monica Ortíz 🎯 previously worked as Product Marketing Manager, Product Portfolio Management at Planview and Product Marketing Manager, Project Portfolio Management at Planview. Monica Ortíz 🎯 holds Human Development & Family Sciences, Human Ecology from The University Of Texas At Austin.

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Email format at Planview

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*@planview.com
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Profile bio

About Monica Ortíz 🎯

Versatile Product Marketing leader with 8+ years in B2B SaaS and 6+ years driving growth, accelerating pipeline, and championing service leadership. I love creating solution value positioning, analyzing customer & market research, enabling the field with converting content, and mentoring cross-functional teams to exceed OKRs.I excel at improving agile team performance and connecting the right people, enhancing both team capabilities and company growth.My SaaS experience targeting both economic and technical buyers from various industries across smaller startups and larger enterprises all positions me to lead, launch, and expand your software solution's market share. In my spare time, I research travel destinations, build playlists, explore my community, and hang with my husband & friends, managing it all through lists, spreadsheets, and Kanban boards. When connecting please do ask me about how I compare Agile teams to Orchestras—I have a few insights! Key strengths: • B2B SaaS Product Marketing• Product Launches• Go-To-Market (GTM) Planning and Strategy• Messaging & Positioning Value Framework• Segmentation & Persona Development• Cross-Functional Collaboration• Sales Enablement• Market Research• Target Account Marketing

Listed skills include Leadership, Product Marketing, Smo, Positioning, and 44 others.

Current workplace

Monica Ortíz 🎯's current company

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Planview
Planview
Versatile Product Marketing Leader | Specializing in B2B SaaS GTM | Crafting Messaging that Resonates & Converts
Website
AeroLeads page
12 roles · 12 years

Monica Ortíz 🎯 work experience

A career timeline built from the work history available for this profile.

Product Marketing Manager, Product Portfolio Management

Current

Austin, TX, US

  • Oversaw GTM strategy to accelerate 30 accounts resulting in over $4M in new logo pipeline across Automotive, Life Sciences, Medical Devices, Manufacturing, and Consumer Goods target markets.
  • Developed solution & product messaging and positioning, aligning with Command of the Message value-based framework & sales methodology.
  • Researched target buyers use cases, motivations, and challenges our solution solved, creating case studies to accelerate sales cycles.
  • Translated features and capabilities into benefits and value that resonated with customers and target buyers.
  • Worked with Go-to-Customer teams to advise on product capability positioning, customer use cases, and customer examples.
  • Ensured team was current with competitive landscape, creating battlecards, and informing targeted account programs.
May 2022 - Present

Product Marketing Manager, Project Portfolio Management

Austin, TX, US

  • GTM: Executed GTM plans to drive pipeline growth across Healthcare, Financial Services, Insurance, Telecommunications and Logistics target markets.
  • Messaging: Developed product messaging value framework and differentiated positioning for Project Portfolio Management solution.
  • Buyers: Researched target buyers use cases, motivations, and challenges our solution solved, creating case studies to drive lead conversion.
  • Translated features and capabilities into benefits and value that resonated with customers and target buyers.
  • Enabled the field with engaging content for both new prospects and customers across all stages of the buyer journey.
  • Partnered with Product, Demand Generation, Content Strategy, Sales, Customer Success to plan, prioritize and deliver work across globally agile teams to drive OKRs.
Mar 2021 - May 2022

Product Marketing Manager

Kirkland, WA, US

  • Oversaw GTM strategy to target markets to help accelerate 50 new logos and $40M in new logo pipeline for FinServ, Healthcare, Manufacturing, Government and Edu verticals.
  • Analyzed target market, buyers, trends, industry-specific problems, and competitors to create strategic positioning that differentiates solutions to customers and prospects.
  • Identified target CISO & CIO personas, understood their key business problems & pain points, and articulated value propositions to drive desired outcomes.
  • Partnered with product, sales, customer advocacy and marketing teams across all activities to drive continuous improvement of product positioning.
  • Created pitch deck & industry brief content to accelerate predictable pipeline goals.
  • Ensured vertical messaging reflected in all content, including sales enablement tools, partner webinars, event collateral and thought-leadership content.
Oct 2020 - Mar 2021

Product Marketing Manager

Singapore, SG

  • GTM: Delivered successful Go-to-Market strategies, leading product launches for enterprise solutions, influencing y.o.y. pipeline by 3x
  • Product Strategy: Partnered with Leadership to influence product strategy and develop buyer narratives, compelling use cases, and business benefits. Partnered with Product to align with roadmap, representing the voice.
  • Positioning: Develop solution-focused value propositions, product positioning and messaging for target segments.
  • Content Development: Created first-ever solution-oriented collateral for Sales Enablement, promotional and Channel, helping to drive 3x pipeline. Drove creation of compelling content for Sales, promotional channels and.
  • Competitive Analysis: Researched competitive landscape, risk and opportunity.
  • Customer Insights: Researched customer insights, informing split tests to messaging.
Feb 2020 - May 2020

Product Marketing Manager

San Antonio, Texas, US

  • Delivered successful product launch strategies to grow awareness and drive 80% user engagement.
  • Managed consideration campaigns, achieving 90% of conversion and expansion KPIs.
  • Executed behavior-based nurture campaigns, improving top-of-funnel engagement by 10%.
  • Developed product messaging framework, translating technical concepts into value proposition benefits aligned with persona needs to differentiate product positioning in the market.
  • Developed buyer's journey content map, identifying collateral gaps in sales stages, and enabling Sales team to differentiate product value messaging to target buyers.
  • Created content across all funnel stages, including product marketing launch copy, ads, web content, video script, briefs, case studies, landing pages, blog posts, social, email, magazine-stylized newsletters, in-app.
Nov 2018 - Jan 2020

Gtm Content Strategist

  • Project managed content creation for SaaS startup blogs including Baremetrics Founders Academy and Flightpath Finance.
  • Matched branding and style guidelines to ensure clear, consistent voice and tone language.
  • Tailored content for target persona, aligning with client core offerings.
  • Managed request expectations, timelines, and deliverables.
Jun 2017 - Nov 2018

Crm Systems Analyst

San Antonio, TX, US

  • Project managed 90% on-time integrations with key client, partner, and internal teams.
  • Onboarded 12+ customer organizations onto SaaS product and ensured customer success.
  • Managed B2B SaaS offering: CRM solution customized for microlending origination (MMS).
  • Analyzed user experience and supported enhancement feature implementation.
  • Created webinars, demos, and WalkMe tutorials to drive product adoption.
Aug 2017 - Oct 2018

Marketing Communications Specialist

Austin, Texas, US

  • Oversaw 100% on-time content creation and sales collateral updates to support marketing campaign launches.
  • Project managed between teams to create newsletter content, layout, and release with 95% predictability.
  • Created external patient communications resulting in a 65% increase in key conversions.
  • A/B tested CTA’s to support annual strategic campaigns including ARC Access.
  • Surveyed prospective customers from events to improve demand generation strategy.
Feb 2015 - Aug 2017

Marketing Manager

Charlottesville, Virginia, US

  • Expanded online presence by 82% to Facebook by launching paid ads.
  • Managed company social media presence to promote services and engage national markets.
  • Optimized AdWords copy to ensure strategic messages reached our target New Mexico market.
  • Created blog post copy to highlight branch locations and company milestones.
  • Created visual content to increase website traffic and highlight national branches
2014 - Feb 2015

Marketing Specialist

Austin, TX, US

  • Managed company site with company news, thought-leadership blog, expanding online traffic by 10%.
  • Managed real-time communications for client community groups on social media sites.
  • Drove event lead generation to increase company visibility.
  • Coordinated company presence as a strategic partner at leading industry events, and implemented cost control strategies to develop estimates against budge.
  • Researched analyst reports on trends in social media adoption within the finance industry.
Dec 2013 - May 2014

Marketing Consultant

Austin, TX, US

  • Led live monthly webinars to promote enterprise product services, resulting in a 20% conversion rate.
  • Pioneered customer onboarding service:
  • Analyzed customer business models, goals, target market and marketing strategy.
  • Developed service offerings training curriculum, customer objectives, success criteria, & contributed to customer support knowledge base, increasing top customer Facebook page likes by 150%.
  • Conducted A/B testing for Facebook Ads to support onboarding service offering.
  • Managed Facebook communications, providing real-time customer support and educational resources to prospects.
Mar 2012 - Dec 2013

Assistant Researcher

Austin, TX, US

  • Researched attachment theory and the impact of loss and life experiences on unresolved attachment patterns.
  • Administered 20+ interviews with participants with 100% satisfaction rating
Jan 2011 - Aug 2011
Team & coworkers

Colleagues at Planview

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1 education record

Monica Ortíz 🎯 education

  • The University Of Texas At Austin
    The University Of Texas At Austin
    Human Ecology
FAQ

Frequently asked questions about Monica Ortíz 🎯

Quick answers generated from the profile data available on this page.

What company does Monica Ortíz 🎯 work for?

Monica Ortíz 🎯 works for Planview.

What is Monica Ortíz 🎯's role at Planview?

Monica Ortíz 🎯 is listed as Versatile Product Marketing Leader | Specializing in B2B SaaS GTM | Crafting Messaging that Resonates & Converts at Planview.

What is Monica Ortíz 🎯's email address?

AeroLeads has found 1 work email signal at @planview.com for Monica Ortíz 🎯 at Planview.

What is Monica Ortíz 🎯's phone number?

AeroLeads has found 3 phone signal(s) with area code 281, 512 for Monica Ortíz 🎯 at Planview.

Where is Monica Ortíz 🎯 based?

Monica Ortíz 🎯 is based in San Francisco Bay Area, United States, United States while working with Planview.

What companies has Monica Ortíz 🎯 worked for?

Monica Ortíz 🎯 has worked for Planview, Tanium, Ground Labs, Tint (Tintup.Com), and Monica D Ortiz Content Consulting.

Who are Monica Ortíz 🎯's colleagues at Planview?

Monica Ortíz 🎯's colleagues at Planview include Christina Garza King, Rahul Nandi, Somnath L, Ashish Purohit, and Karen Schwenden.

How can I contact Monica Ortíz 🎯?

You can use AeroLeads to view verified contact signals for Monica Ortíz 🎯 at Planview, including work email, phone, and LinkedIn data when available.

What schools did Monica Ortíz 🎯 attend?

Monica Ortíz 🎯 holds Human Development & Family Sciences, Human Ecology from The University Of Texas At Austin.

What skills is Monica Ortíz 🎯 known for?

Monica Ortíz 🎯 is listed with skills including Leadership, Product Marketing, Smo, Positioning, Os X, Social Media, Content Model, and Walkme.

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