Develop, implement and manage the Credit Union’s branding and awareness campaigns; digital experience strategy; overall marketing strategies and measurement; Sworn and Civilian Suite distinction program; data analytics and marketing automation; website development and content marketing; social and digital marketing; member retention programs; strategic growth initiatives; new product and service launches; corporate and internal communications; business development engagement and retail merchandising; media planning and buying; vendor and agency management.Key Accomplishments:• Provides leadership, strategy, and execution of all marketing and business development programs and initiatives.• Develops an end-to-end marketing function on multiple channels that delivers messaging, increase brand awareness, digital presence, product support, demand generation, and thought leadership.• Builds and develops the teams and technology required to collect, test, measure, and analyze marketing metrics necessary to identify trends in the marketplace, member behavior, program effectiveness, and consumer behavior.• Identifies potential markets, segments, and products/services for relevant distinction in the marketplace.• Collaborate with product/service leadership to develop and implement strategies and monitor performance.• Prepares and implements the marketing and business development budget which supports goals and objectives.• Manages the product team to develop/modify products to profitably support our mission and strategy.• Manages all department projects, timelines, policy/procedures, and full project lifecycle.

Developed, implemented and managed the B2C and B2B experience in multiple medical channels; encompassing strategic planning; user experience; qualitative and quantitative research; brand development and advertising; product development and pricing; lead generation and pipeline metrics; media planning and buying; database and direct response marketing; public relations; product merchandising; communications; creative direction and production; online development (web, mobile, remote); User Experience (UX); Customer Experience (CX); and social engagement. Key Accomplishments:• Identified key product features and functionality that will drive revenue growth for all medical offices/centers.• Managed and directed the call center staff, scheduling of patients for appointments and day surgery center schedule.• Developed long-term business strategy by using customer feedback to identify necessary process improvements.• Delivered projects to pre-determined budget, maintaining time parameters and quality standards.• Aligned cross-functional teams to meet goals, timelines, and project/advertising milestones.• Conducted competitive research analysis and positioning in the med spa, plastic surgery services and the surgery center arenas.

Identify key business needs/requirements for business and specialty accounts. Create business requirements for all phases of the Business and Specialty Account core system using Agile methodology. Analyze enhanced requirements and create the process documentation, diagrams and feature specifications. Advise client on system configuration, industry specific features and system processes and procedures.Key Accomplishments:• Interview key clients and established core competencies needed in the account creation core.• Create system requirements for business and specialty account opening core.• Create the scope document for business and specialty account software (SaaS).• Develop long-term business strategy by using customer feedback to identify necessary process improvements.• Deliver projects to pre-determined budget, maintaining time parameters and quality standards.• Align and manage cross-functional teams to meet goals, timelines, and project milestones.• Performed detailed assessments of risks to determine constraints and develop mitigation strategies.• Identify and manage key stake holders to achieve expectations and meet quality control standards.

SaaS Product ManagerProvide financial industry experts with marketing, co-marketing, compliance, and CRM solutions via the Salesforce App Exchange by owning the product vision for the Mortgage and Real Estate Applications. Owned the product roadmap, vision, product backlog, release and sprint planning and retrospective. Acted as the resident ScrumMaster fostering an environment where the Scrum team could flourish by being a coach, mentor, trainer, and master facilitator.• Build impactful, personal customer relationships by bringing the customer’s voice into the creation process.• Own and create product vision, backlog requirements, user stories, journeys, specifications and release plans.• Define expectations for engineering teams and hold them accountable for project timelines, version control timelines, and the end-to-end feature delivery cycle.• Represent Salesforce as a domain and product expert with customers, industry and corporate events.• Work with the technology team to deliver a world-class product driven by customers, prospects, advisory teams and internal product experts.

Devised, implemented, and oversaw strategic marketing initiatives (digital, retail, and traditional) and business development/sales plans tailored for local, national, and international markets. Managed the organization’s digital banking and web-based platforms, social media platforms and Salesforce platform. Created, managed, and implemented all calendars, roadmaps and backlogs for social media, customer journeys, product development, business development and affiliate relationships. Researched and implemented new products/services and strategies to spur growth for all loan, deposit, and insurance portfolios. Key Accomplishments:• Increased lead generation by 35% utilizing digital journeys, social and online advertising, and SEO/SEM management.• Built, managed, and implemented the digital platform roadmaps that improved our adaption rate by 20% YOY. • Created, implemented, and oversaw new product development (PRP program) that increased our communication and application lifecycle for real estate loans, that then became the department standard.

Supervised CUSO operations (TSA Special Member Services), developing a comprehensive retail strategy for travel, insurance, financial services and entertainment ticket sales. Managed HR, Marketing, Accounting, Car Buying, Travel, Insurance, Investment, and Entertainment services. Oversaw CUSO call center and retail office.Key Accomplishments:• Instrumental in substantial improvement in cross-sale production results in all key performance categories.• Implemented focused, incentivized sales management plan for entire division.ASSISTANT VICE PRESIDENT – PROJECT MANAGEMENT (1999 – 2000)Directed Credit Union’s corporate objectives and strategic projects with a focus on quality of service, increased revenue and cost control. Oversaw cost analysis, lease negotiations, corporate contracts and project lifecycle.Key Accomplishment:• Devised and executed Corporate Business and Strategic Plan, establishing a redesigned project management roadmap.• Interacted with the project team members, project sponsors and Executive leadership to drive all aspects of the project plan, deliverables, goals and milestones.• Identified and created strategies to remove roadblocks, resolve outstanding issues, mitigated risks and contingencies.