Senior Project Manager

Posted on: 2009-05-27

Professional Accomplishments Organic, Inc. Senior Project Manager, Bank of America team 2009 ➢ Managed development of digital advertising campaign to support Bank of America’s integration of Countrywide’s home loan business. Created customer messaging to support both acquisition and retention opportunities. ➢ Analyzed customer market needs; user interactions; and the home loan business to deliver compelling messaging across an integrated platform. ➢ Balanced strategic client issues facing the integration challenge with oversight of day to day tactics to deliver 100 messages into market. ➢ Acted as the central point of communication in all phases of the project for the internal team, highlighting and escalating completion of milestones and/or risks to senior management. Charles Schwab Senior Consultant, Retirement Initiative 2008 - 2009 Senior Product Marketer, Laudus Funds 2007 ➢ Co-managed launch of new service offering to B to C clients. Partner with brand on messaging platform and led execution of integrated communication strategy to reach clients. ➢ Drive strategy and development of business requirements for new online community, online advertising and marketing plans to support launch of new service. ➢ Managed product teams in accounts, home equity and bank to build investment products. ➢ Led launch of new product strategy for B to B relationship within mutual fund product line. ➢ Developed marketing communication and online plan to drive $25MM in sales for launch of new mutual fund products. Created messaging and delivered through media and online channels. Oracle Director, BEA Architect and Developer Community 2008 ➢ Managed the $10MM multi-touch program supporting the technical users of enterprise software products. Create acquisition strategies to grow user base by 10% / year. ➢ Led the ongoing delivery of content to the communities through web marketing, blogging, discussion forums, e-newsletters and user groups. ➢ Oversaw quarterly high-touch regional events bringing together content experts and valued customers for product demos, roundtable discussions and networking. ➢ Liaison to product management with responsibility to create product launch messaging and campaign support specific to architect and developer communities. ➢ Supported infrastructure projects to streamline delivery of content and evangelize new technology. Riverdeep Enterprise Software Senior Director of Marketing, K-12 School Division 2006-2007 ➢ Developed and implemented $5MM annual marketing plan for multi-functional education software division with $100MM sales target. ➢ Directed and implemented messaging/branding initiative for K – 12 technology product lines, resulting in creation of sales tools, web and direct market campaigns and sales training. ➢ Built annual lead generation strategy for direct and inside sales team driving a 20% increase in pipeline revenue. ➢ Managed vendor relationships and strategic alliances with Fortune 500 technology partners with focus on bundling software to drive increase in incremental sales. ➢ Developed web marketing strategy which created over $10MM in sales opportunity. ➢ Supervised team of 8 responsible for direct marketing, communication, Web 2.0, creative direction, sales support, public relations, advertising, database marketing and research. ➢ Collaborated with product management for annual product planning cycle and product positioning. Co – facilitated user experience testing & advisory panels. ➢ Managed acquisition and retention initiatives through targeted communication and events that drove an increased sales close rate of 35%. Charles Schwab & Co. Director, Affluent Customer Experience 2002-2006 Senior Manager, Schwab Institutional / Business Strategy 1996-2002 ➢ Managed marketing communication and loyalty program for affluent customer base of 1MM clients. Led multi-touch asset consolidation program with significant lead generation results. ➢ Developed and launched B to B cross-sell program to retirement plans. Introduced loyalty benefits for B to C customers and strove to reach asset consolidation = $2B/year. ➢ Led pricing changes and operations for segment with focus on both cost reduction and diversifying revenue stream through deeper penetration of cash and investment products. ➢ Managed retail field integration, messaging and communication strategy for new Personal Choice product launch. ➢ Designed national advertising campaign promotions and messaging for field organization, resulting in realization of response rates over 20% and improved client experience. Education MBA The University of Chicago Graduate School of Business Exchange Student The University of Melbourne, Australia BA The University of Michigan, Ann Arbor