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Lisa Carlson is a seasoned banking and marketing professional with 17+ years of experience in product management, business development, and customer service. She has a strong background in online banking, e-commerce, and social media, with expertise in product development, public speaking, and entrepreneurship.

Experience

    • Internet Banking

  • BankGloucester
    • Gloucester, MA
    • Internet Banking
      • Dec 2006 - Present
      • Gloucester, MA

      Product manager for bank’s home and business online banking suites of products including Bill Pay and Presentment, downloads to personal finance management software, electronic statements, check images, Mobile Banking (SMS, web, iPhone and Android apps), Funds Transfer, Online Account Opening. Manage new product adoption, upgrade migrations, troubleshoot, customer service, and growth and retention marketing programs. Track product usage and performance and analyze opportunities for improvement. Implement security and risk procedures to prevent fraud and limit bank’s and customers’ exposure. Educate users to participate in security measures: login credentials, multifactor authentication, firewall protection, browser settings, virus protection, and recognition and thwarting of fraud attempts. Manage third party relationships. Train in-house personnel and customers: email, brochures, presentations. Coordinate marketing with vendors, customer service, loan and retail operations.Combine strong financial analysis with superior customer service orientation. Investigate and identify online banking trends and innovations in order to reduce operating costs and increase customer satisfaction. Increased online banking adoption 350%, with 50% penetration for DDA account holders, and 98% retention.

    • Real Estate Marketing
      • Jan 2002 - Sep 2009
      • Gloucester, MA

      Member National Association of REALTORS, Massachusetts Association of REALTORS. Greater Boston Association of REALTORS, e-PRO certification, Accredited Buyer Representative, Seniors Real Estate Specialist, New Homes Specialist, Certified Negotiation Specialist, Certified “At Home with Diversity”

  • Groove Networks
    • Beverly, MA
    • Technical Marketing Manager
      • Aug 2000 - Aug 2001
      • Beverly, MA

      Demonstrated application of Groove platform to identified target audiences. Developed strategic sales and enablement tools in variety of formats--content, storyboards, demonstrations, scripts, others. Ensured deliverables reflected latest Groove features and capabilities and innovative tool possibilities and which met the needs of Sales, Partners, PR and the Web site. Served as the primary product knowledge resource for the Marketing team.  Collaborated with software development, product management, Web team, business development, and alliances teams to coordinate and disseminate product information.Wrote and produced solution demos for sales team using Groove peer computing platform, including positioning, value propositions, targeted market segments, competitive advantage, scenarios, and scripts. Managed production process, software development team, and graphic artists. Demos included storyboards and text, multimedia presentations, and actual working Groove software. Developed sales enablement programs for new product offerings and sales tools.Moderated customer forums on Web site and answered technical questions about products and reported feedback to product management.Assessed and proposed product requirements according to market needs.

  • Merriam-Webster, Inc.
    • Springfield, MA
    • Director Electronic Business Development
      • Dec 1992 - Sep 1998
      • Springfield, MA

      Combined exceptional market cognizance with analytical expertise, proactive, and practiced business sense. Researched and developed first electronic publishing venture for a major reference publisher. Specified design features. Supervised the software development, outsourcing, packaging, advertising, manufacturing, production, and fulfillment and expanded content licensing. Served as an innovative strategist and entrepreneurial business developer for e-commerce.  Produced as CD-ROMs M-W Collegiate Dictionary and Thesaurus, Electronic Edition, 1994, and M-W Word Crazy with Silver Sun, 1994.Launched first online distribution of M-W Reference with America Online, 1995; WWWebster Dictionary on World Wide Web, 1996; Won contracts with leading CD-ROM reference publishers, library database publishers and Word Wide Web sites; propelled content licensees from 6 to 60 in 5 years.Participated in development and marketing launch of Britannica Online (Encyclopedia Britannica is M-W’s parent company.)

    • Account Manager
      • 1982 - 1991

Education

  • Harvard University
    Bachelor of Arts (B.A.), English Language and Literature, General
  • Harvard University
    Certificate of Special Studies-Administration and Management

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Banking and Financial Services”

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