Experience

Fintech

• United States
• Financial Services
• 400 - 500 Employee

• Director, SaaS Analytics Products

  • Jan 2022 - Present

• Director, Data Platform

  • Mar 2021 - Dec 2022

• Director, Business Intelligence

  • Mar 2019 - Mar 2021



Stonehill - A Strategy & Post Merger Integration Consulting Firm

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Vice President Business Intelligence

  • Sep 2018 - Mar 2019

  • Led and supported Data & Analytics, Sales Force Optimization, Robotic Process Automation (RPA), and Marketing Optimization for clients in the Software as a Service (SAAS), Professional Services, Financial Services, Healthcare, and Real Estate industries. • Performed analysis for retail clients, identifying segments where price increases would not impact retention. Developed tests to measure impact on targeted segments. • Optimized Sales Force workflow for a SaaS client, increasing sales team productivity by 25%. • Developed financial and operational model to predict hiring needs for a local professional services firm. Show less



AAA-The Auto Club Group

• United States
• Insurance
• 700 & Above Employee

• Director, CRM Implementation

  • Jul 2016 - Aug 2018

  • Lead and develop a team of analysts responsible for supporting the design, implementation, and analysis of CRM (Customer Relationship Management) and Marketing communications across all lines of business and channels. Responsible for identifying, implementing, optimizing, and measuring lead generation for Property & Casualty (P&C) Insurance, Life Insurance, Banking, and Travel within a proprietary CRM system.• Incorporated Agile development best practices into CRM support; leading to improved quality, increased customer satisfaction, and reduced project timelines.• Led cross-functional team to launch OBIEE dashboard of Membership KPIs; Led alignment of key performance metrics, managed cross-functional team in development execution and communicated milestones and progress to key stakeholders. Show less

• Sr Manager, Marketing Modeling

  • Jul 2012 - Jul 2016

  • Team lead who supported analytics and influenced the strategy of direct marketing for the Property & Casualty Insurance, Life Insurance, Travel, and Financial Services lines of business. • Discovered an opportunity to consolidate marketing analytics functions, leading to the development of a new CRM Implementation team.• Increased relevance in email marketing by implementing customer journey triggers, driving open rates from 13% to 24%.• Streamlined P&C direct mail campaigns, generating a 20% higher response rate and a 60% reduction in resources.• Collaborated with internal Property & Casualty Insurance product partners to identify predictors of quote conversion rate, resulting in a 15% increase in conversion rates for leads provided to insurance agents. • Championed leveraging in-house talent for direct marketing support, resulting in a 43% reduction in acquisition cost. Show less



Bloomin' Brands, Inc.

• United States
• Restaurants
• 700 & Above Employee

• Sr Manager, Database Marketing

  • Jul 2011 - Jul 2012

  • Managed a combined budget of $8MM in support of email marketing and marketing execution for the Outback Steakhouse, Carrabba’s Italian, and Bonefish Grill concepts. • Developed and executed email marketing plans for Outback Steakhouse, Carrabba’s Italian, and Bonefish Grill in support of annual strategic objectives. • Developed A/B test plans to optimize email marketing results, leading to an increase in email open rates by 17%. • Forecasted expected redemption rates of marketing accelerators for Outback Steakhouse, Carrabba’s Italian, and Bonefish Grill with efficiency and accuracy. Show less



AAA-The Auto Club Group

• United States
• Insurance
• 700 & Above Employee

• Manager, Marketing Modeling

  • Jul 2010 - Jul 2011

  • Developed a demographic-based membership retention model which was leveraged to assign new members into a marketing communication plan based on likeliness to renew.• Consulted on business needs, outlined data elements, and managed a team to develop and launch the Portrait Self-Serve Analytics application. Trained 50 end-users to leverage data to refine marketing targets and run simple analytics.• Analyzed trends in membership retention, leading to the launch of a new Free Associate program that increased membership direct mail acquisition by 30% and generated a 100,000 year-over-year growth in overall membership. Show less

• Database Marketing Analyst

  • Jul 2008 - Jul 2010

  • Developed value segmentation to better understand overall customer value to the organization across all lines of business and tailor marketing offers according to a customer’s value to the organization.• Created customer personas based on newly developed demographic cluster segmentation and conducted training sessions for marketing and business leaders to illustrate how segmentation can be leveraged in practice.

• Market Research Analyst

  • Jul 2007 - Jul 2008

  • Collaborated with business stakeholders, finance, and the current CEO to analyze the plus membership product, its value to the organization, and develop a strategic plan to increase profitability over the following 3 years. • Proactively collected customer data captured on market research surveys and incorporated into a common customer database to enhance customer profile and customer service.• Award: Exemplary Performer’s Bonus



NuStats

• Market Research Analyst

  • Jul 2002 - Nov 2004

  • Consulted with clients to discuss and scope project goals, timelines, budgets, and sample specifications.• Leveraged Census data to weight market research samples according to population proportions for application to business needs.

• Data Analyst

  • Jul 2001 - Jul 2002

  • Served as quality control lead for various primary market research projects. • Performed data extraction and validation by programs in Microsoft Access.• Provided regular client status reports for assigned projects.

• Data Specialist

  • Jun 2000 - Jul 2001

  • Implemented specifications provided by the project manager to handle data inconsistencies, delivering improved data quality under the budgeted time allotted.