Caroline Tran
Product Associate at Fitch Solutions- Claim this Profile
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English Native or bilingual proficiency
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French Native or bilingual proficiency
Topline Score
Bio
Credentials
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PMC Level I
Pragmatic InstituteFeb, 2023- Nov, 2024 -
PMC Level II
Pragmatic InstituteFeb, 2023- Nov, 2024 -
PMC Level III
Pragmatic InstituteFeb, 2023- Nov, 2024 -
Certified Scrum Product Owner (CSPO)
Scrum AllianceJun, 2022- Nov, 2024
Experience
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Fitch Solutions
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United Kingdom
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Information Services
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400 - 500 Employee
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Product Associate
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Jun 2021 - Present
ROLE Within the Distribution Tribe, to lead the Marketing Websites squad into building, releasing and continuously improving the company’s Tier 1 websites. TASKS & RESPONSIBILITIES • Lead the Agile scrum team on all ceremonies: Refinement, Sprint Review/Demo, Sprint Planning and Sprint Retro. • Create and maintain the product backlog, defining the acceptance criteria, sequencing and prioritisation of stories, conducting story point estimation exercises ensuring stories are appropriately scoped and that developers have the correct understanding of what is required to be built. • Be the ambassador and subject matter expert for the product. • Own and deliver EPIСs (rationale, feature, capability). • Break down the business EPICs into user stories and refine them to meet the Definition of Ready (DoR). • Together with the Scrum Master and Tech Lead to continuously inspect, adapt, improve processes. • Structure requirements and acceptance criteria in a way the scrum team delivers what is expected. • Provide sponsors and stakeholders with visibility of product development progress. Show less
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Fitch Group, Inc.
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United Kingdom
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Information Services
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200 - 300 Employee
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Digital Project Manager / Business Analyst
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Aug 2018 - May 2021
Fitch Group is a global leader in financial information services with operations in more than 30 countries. Fitch Group is comprised of: Fitch Ratings, a global leader in credit ratings and research; Fitch Solutions, a leading provider of credit market data, analytical tools and risk services; and Fitch Learning, a preeminent training and professional development firm. With dual headquarters in London and New York, Fitch Group is owned by Hearst. ROLE Pivotal role where my resource was needed from being the main point of contact for the Digital Marketing team on project initiations, capturing and maintaining requirements backlog and forecasting work. TASKS & RESPONSIBILITIES • Built highly collaborative stakeholder relationships and communication • Created & maintained a product backlog with stakeholders, internal/external teams • Supported the development of product/project roadmaps • Estimated timescales, resources and planning to successfully deliver projects and mitigated risks • Assessed business impact of any change or new process requirements identified • Manage and track requirements from discovery through to implementation Show less
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Fitch Solutions
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United Kingdom
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Information Services
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400 - 500 Employee
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Brand Marketing Project Manager (Contract)
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Nov 2017 - Jul 2018
Fitch Solutions is a world-leading provider of credit intelligence and the primary distributor of Fitch Ratings content. ROLE To lead a brand and marketing transformation as part of a business integration program of 2 businesses coming together, and which comprises of 8 work streams. The focus of this role was on brand & marketing deliveries, working across the business to identify dependencies and ensure a successful rebrand launch for the new integrated business. TASKS & RESPONSIBILITIES • Business analysed dependencies which affect brand/marketing deliveries from the other 7 work streams (product, HR, sales, client services, operations, commercial, finance), and dependencies from brand/marketing to the other 7 work streams. • Set up brand/marketing project governance, roadmap, milestones production scheduling, progress tracking checkpoints, status reports, resources issues, risk assessments, foresee operational challenges which may cause impediment on delivery. • Led collaborative inter-dependent work with all work streams, keep regular calls & documents capture. • Maintained timeline in coordination of creative work on visual rebrand (collateral, stationery, merchandises), new marketing copies (sales & client services), new website build (marketing and e-commerce store), internal & external rebrand comms (intranet, social media, campaigns). Show less
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Impellam Group
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United Kingdom
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Staffing and Recruiting
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400 - 500 Employee
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Group Digital Project Manager
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Mar 2016 - Jul 2017
Impellam is the 2nd largest staffing business in the UK and 6th largest managed services provider worldwide. The role saw me heading a digital programme change in developing and delivering a new Sitecore CMS for all their 20 brands, and ensuring good project governance and BAU processes. ROLE This was a multi-faceted and challenging position to lead and deliver a digital Sitecore group wide programme for all of Impellam’s 28 recruitment brands. TASKS & RESPONSIBILITIES • Re-modeled & maintained delivery project plans/roadmap for the programme – working by iteration process delivery. The aim was to be as agile as possible without compromising quality and delivery • Project managed the full life cycle of the programme: dashboards/minute notes, usual project reporting docs on progress, timeline, risk exposure, delays, contingency, creative design process, technical build management, change requests capture, budget tracking, QAT resourcing, sign off process, BAU transition support & knowledge transfer to Impellam helpdesk, hold product knowledge transfer sessions to all the brands on the use of Sitecore from a content/user and technical/workflow aspects • Managed all resources from 3rd parties, all brands/senior managers, Steering Group to IT/QAT. This also included the brands in the U.S. • Chaired, organised and presented on all programme’s meetings/calls: daily/weekly status updates with internal resources (IT PM, BA, QAT), 3rd parties, the brands and its senior management, and the programme Steering Group. • Acted as BA, product owner and UX to understand and clarify requirements/specifications / improve and/or create workflow processes as needed / facilitate project definition, scope, goals, deliverables, milestones and risks. Show less
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BNY Mellon
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United States
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Financial Services
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700 & Above Employee
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Implementation Project Manager (Contract)
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May 2015 - Feb 2016
BNY is an investment company providing investment services and wealth management to institutions and individuals. An extremely challenging programme to lead and deliver 44 EMEA websites in 6 languages, integrating hosting and system upgrades with a multi discipline stakeholders and several technical dependencies. ROLE To lead the delivery of 44 fund EMEA websites on a new CMS infrastructure and system upgrade with multi discipline stakeholders and several technical parallel dependencies. TASKS & RESPONSIBLITIES • Produced and maintained a multi levelled project plan to account for all digital and technical lead time development work to ensure coordination of delivery and testing. • Owned all the day to day project tasks & deliveries for all internal & external parties – EMEA marketers, IT & BA, Head of Web, operations, legal & compliance. This included 3rd parties and the overseas BNY teams in the U.S., India and New Zealand. • Chaired all board meetings & conference calls to communicate project status, timeline progress, risks & issues and how to mitigate and/or resolve them. • Presented to the project Steering Committee on high level RAG status updates and flagged any impediments. • Regulated full project life cycle within agreed time, quality & cost expectations whilst mitigated risks and issues. • Administered JIRA boards and tickets. • Fulfilled BA and Product Owner roles as necessary for the project to progress and be delivered. • Assisted on QAT processes for sites ready to go live. This was based on rigorous testing scripts per site, language and browser. Show less
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Northern and Shell
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United Kingdom
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Broadcast Media Production and Distribution
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1 - 100 Employee
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Digital Project Manager
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Mar 2015 - Apr 2015
N&S is a media group owning print newspapers and magazines but also in broadcast. Publications include the Daily Express, Sunday Express, Daily Star and Daily Star Sunday, and the magazines OK!, New!, Star, and TV Pick Magazine. ROLE To help drive the new Group’s digital initiatives, work across all publications to deliver functional requirements on websites and apps. TASKS & RESPONSIBILITIES • Captured functional requirements, users’ stories from editors in chief of publications. • Created functional & technical documents (technical design recommendations). • Project managed development, testing and deployment of requirements directly with a 3rd party development agency (2 weeks’ sprint delivery). • Kept a product log and set rollout delivery priority. • Administered all JIRA tickets. Show less
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global3digital
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United Kingdom
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Technology, Information and Internet
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Digital Project Manager
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Apr 2013 - Oct 2014
global3digital specialised in investor relations and corporate website build and maintenance. The business was sold to Investis in 2014. ROLE This was a highly client facing role within an agency environment with specific tasks definition and providing web solutions to the likes of FTSE100 Xchanging, Close Brothers, RSA Group, TUI Travel amongst other FTSE250 and AIM clients. TASKS & RESPONSIBILITIES • Managed the full lifecycle of complex and responsive digital and/or technical websites including; project scoping & planning, cost estimation, resource planning, risk assessment, quality management, 3rd parties’ integration (social media, CRM tools, eMarketing). • Maintained detailed timelines, project plans, and hours budgeted for all project deliverables and key milestones. • Organised the day-to-day operational aspects of projects, including communicating client’s requirements to internal teams, leading project status meetings and updates, managing multiple projects simultaneously and set priorities of work. • Led a multi-discipline project team (designers, developers, strategists, senior level management, 3rd parties). • Fulfilled product ownership on content upload to the CMS following brand guideline, formatting / CSS and imagery work. • Ensured project wrap-up sessions with management and client services to pass on lesson learnt, challenges faced, mitigation resolutions, new functions details. • Advised on best digital practice regarding accessibility, usability and UX in general. Show less
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3i Group plc
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United Kingdom
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Financial Services
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200 - 300 Employee
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Online Communications Executive
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Oct 2008 - Mar 2013
3i is a leading international investment manager with two complementary businesses, Private Equity and Infrastructure, specialising in core investment markets in northern Europe and North America. This was a multi-discipline role encompassing web project management/consultancy, investor content updates, marketing automation lead, intranet solutions architecture & support. • Headed all digital communications projects (websites and/or intranets, microsites, marketing campaign templates, ad-hoc digital projects) within deadlines and budget. • Acted as technical liaison between creative/web agencies and internal stakeholders. • Led the day-to-day management and re-development of the Group's website and intranet. • Provided advice and direction on design, functionality, testing and usability that best suits the needs of 3i’s users and stakeholders. • Ensured website content was up to date, that SEO and website analytics were monitored frequently. • Hands-on digital support to internal/external comms for IR, PR and Marketing. • Updated the website with all financial/non-financial news, portfolios news and results/reports. • Recommended best practice for any new elements on the site on function, presentation and maintenance. • Appointed as the go-to person on 3i’s marketing automation email campaigner to counsel and create email templates needed by the business (newsletters, event invitations, email alerts, internal updates, etc…) • SharePoint/Drupal - First hands on CMS for content updates - educated, trained and created awareness of all available CMS tools for use, and how to employ those most effectively depending on business requirements. • Policed brand adherence and monitored web standards evolution keep abreast of new digital technologies. • Compiled Google Analytics reports and internal web log analytics. • Provided strategic guidance to the business regarding the design, function workflow and content for both the website and intranet. Show less
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global3digital
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United Kingdom
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Technology, Information and Internet
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Client Services Manager
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Aug 2005 - Oct 2008
global3digital (formally Global IR) is a digital corporate communication company specialising in the design, development, management and on-going support of corporate/IR websites. ROLE This was a dual role of client accounts management, and leading a team of Account Managers. TASKS & RESPONSIBILITIES - Maintained and drove new revenue opportunities within the named account base (cross selling new functions, expand services on offer). - Managed and developed client relations through the full life-cycle of the account. - Built solid customer relationships and served as point person for any customer questions. - Proactively found new ways to build the client’s business and grow accounts and use the appropriate judgment and initiative to respond to customers in an effective and timely manner. - Communicated business intelligence from clients to the senior management team in regard to improve digital development features. - Trained new members of the client services team and mentor junior staff. - Acted as an escalation point to ensure the agency’s top of the range service excellence. Show less
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Ruesch International
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Financial Services
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1 - 100 Employee
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Client Relationship & Retention Manager
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Sep 2002 - Jul 2005
Ruesch International, Inc. offered business-to-business payment products and solutions. As of September 6, 2007, Ruesch is a subsidiary of Travelex Group Limited. ROLE A challenging role in understanding how the economic, political and financial markets affect foreign exchange rates in most used currencies, and to report back to portfolios regarding their high volume purchase or sale. RESPONSIBILITIES - Proactively informed clients on their trading currencies, gave market and economic updates so they can make informed decisions on buying or selling their funds. - Engaged in consultative sales process & contributed into sales growth for the team. - Analysed account activities & monitored international payments to spot revenue opportunities - Facilitated transaction process management. - Secured and locked in medium to long term forward rates. Show less
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Symantec
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United States
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Software Development
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700 & Above Employee
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Product Support Analyst / Marketing Communications Assistant
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Nov 1997 - Mar 2001
Symantec is one of the world’s largest software companies providing security, storage and systems management solutions. ROLE First role as a Technical Product Support in The Netherlands to troubleshoot and resolve software issues. Moved to Marcomms Assistant in the UK to help the EMEA team on their marketing resources. TASKS & RESPONSIBILITIES Product Support I Analyst in The Netherlands - Customer service and technical support to French & English markets directly on the phone and Symantec's online discussion groups on Norton Anti-Virus, pcAnywhere, Winfax, Norton Utilities, Norton Internet Security. - Diagnosed and helped clients resolve technical problems. - Translated knowledge bank troubleshoot in the referred languages. Marketing Communications Assistant in the UK - Provided overall administrative marketing support to the EMEA offices. - Sourced and acted as central point of contact for online & offline marketing information. - Coordinated the launch of new products, packaging and literature. - Implemented new e-comms programmes & campaigns. - Managed the European website & analytics. - Stepped in as acting Marketing Manager during maternity leave. Show less
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Education
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1994 - 1996
Alliant International University-San Diego Scripps Ranch
Master of Business Administration - MBA, Marketing -
1991 - 1993
Institut Franco-Américain de Management
Bachelor of Business Administration - BBA, Marketing -
Lycée Duhamel du Monceau
Diplome du Baccalaureat Technologique, Business/Commerce, General
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