Expanded product management role, operating as the corporate marketing technology lead with the additional focus on B2C and B2B marketing enablement. Responsible for building, managing, delivering, and optimizing systems of quality, scalability, efficiency, and cost effectiveness by managing Connect, Kasasa’s marketing technology stack.SalesForce Trailblazer• Architected and migrated Kasasa’s campaign management tool to SalesForce Marketing Cloud • Implemented SalesForce Datorama as Kasasa’s omnichannel reporting system• Implemented and integrated SalesForce DMP (also known as Audience Studio) Marketing Technology, Data, and Solutions Architecture• Developed Kasasa’s Identity Management Platform and implemented across both anonymized online and non-anonymized offline data sources• Rearchitected audience management to support both multi-tenet as well as aggregated data insights while also reducing support costs • Integrated machine learning and consumer propensity modelling into multi-product email templatesLeadership• Led a marketing Agile change management initiative increasing cross functional alignment, boosting employee satisfaction, and improving management efficiency and governance • Led a team of 12 individuals to earn 2021 performance based “Patch” Values Team award, the highest award achievable for a team to attain, across all four company values.

Dedicated product manager for Connect, a product that leverages the newly created marketing automation platform/stack. Connect combines marketing technology, big data, and proven strategies to revolutionize the effectiveness and reduce the overall cost of multi-tenet, co-branded client marketing campaigns. Product Management• Activated Connect, the go-to-market strategy spearheading Kasasa’s transformation into a SaaS company. • Designed and launched Kasasa’s Life Cycle Marketing Program, an always on Cross Sell, Adoption, and Onboarding marketing service• Managed stakeholder feedback, backlog prioritization, requirement writing, and platform development of the Connect marketing stack including data warehouse, on demand digital asset management, marketing configuration, campaign management, and performance reporting systems activating over 500 individual brands across thousands of campaigns.

Retained following Riverside’s acquisition of BancVue and was selected to ensure outstanding service and support for 500 clients, 400 websites, and 300 marketing plans. Expanded marketing services from traditional to multi-channel. Overarching goals were to continue to improve processes and stabilize/increase CSAT while building the team, and then distributing/reorganizing the team and products throughout the organization. Led a team of 30 professionals.Collaborated with the CMO to automate workflows, reduce delivery time, and improve processes. In 2017, after completing the initial assignment, the job evolved to become a product management role at a time when the company developed and delivered multiple new products and services. System Development/Implementation• Currently building the marketing stack (Campaign design, data modeling, and digital asset management across email, direct mail, and digital channels) that will provide marketing strategy for community financial institutions/customers.• Managed the replacement of the Digital Asset Management platform. The new platform delivered increased functionality, consolidates vendors, reduced costs, and is increasing CSAT.• Launched an always on, SaaS-based, multi-channel marketing automation platform that reduced time-to-market by 90 days and almost eliminated a typically cumbersome user workflow.Marketing & Customer Experience• Designed customer journey life cycle marketing campaigns, increasing marketing effectiveness through engagement and retention.• Increased web support CSAT score from 4.4 to 4.9 via case workflow process.• Improved client engagement from 70% to 80% by developing and implementing a quarterly health review process. Agile/Lean Methodology• Reduced web support cycle times 50% in 6 months by applying Agile/Lean workflow methodology to copy, design, and front-end development workflows.

Promoted to report to the Chief Revenue Officer in a short-term role to define and optimize all client facing processes and systems with a focus on increasing usage of CRM and knowledge management tools. Overarching goal was to improve the Customer Experience. Led a team of 3 professionals.

Promoted to report to the CFO and to oversee all internal application vendor selection/management, system implementations, and associated business processes. BancVue acquired First ROI, which added 40 additional employees to the company, which employed 350 professionals in 2012. Developed processes linked to the CRM system so that the company could rapidly scale for growth. Identified tools and created processes to support the new technologies. Recorded tribal knowledge in order to manage risk and reduce instances of knowledge leakage as a result of employee attrition. Utilized CRM to manage the customer journey and customer experience.

Selected to lead a newly created department with the goal of helping the rapidly growing company (150 employees in 2011) define processes and scale for healthy and sustainable growth. Grew the team from 2 to 6 professionals.Defined and provided real-time support for key customer data, business processes, company training, and automated business solutions. Created an interdepartmental workflow while overseeing BancVue’s CRM.

Promoted to lead a team of 5 professionals and grew the team to 12 through effective process management techniques, maintaining team morale, and by building a demand for the team’s services in a rapidly growing company. Oversaw onboarding new clients and, after 6 months, handed client over to a support team. Managed revenue activation of the company’s flagship reward project, Reward Checking, maintenance, and development of production client pipeline including all customer and project implementation details. BancVue pioneered reward checking accounts in 2008.

Hired as employee number 40 to a startup company. Oversaw all product installations during a period of rapid growth including internal and external deliverables, timelines, QA, marketing activation, and ensuring customer satisfaction.