Providing strategic consulting services to businesses in the areas of B2B sales, B2B marketing, risk and data management. Services include:
• Improve effectiveness of new business development and cross-selling of complex, high-value products
• Establish best-in-class account management processes/procedures to drive effective client engagement
• Improve product strategy and value proposition to drive greater client engagement
• Develop and optimize data strategies across the enterprise

Consulting example:
Completed assessment of third-party commercial data sources used in lead generation processes for one of the world’s largest fintech companies. Constructed governance framework, surveys and scorecards for developing/evaluating third-party data strategies and selecting/managing external data partners. Delivered recommendations on data partners best aligned with client’s lead generation objectives.

I provide consulting through knowledge research firms/expert networks to over 100 investment management, private equity, strategy consulting, and hedge fund clients. Consulting services focus primarily on the consumer and commercial credit space, including credit bureau landscape, value proposition, industry trends, strategic opportunities/challenges, competitive/regulatory environment, and business outlook. Firms I currently work with include AlphaSights, Gerson Lehrman Group (GLG), Third Bridge Group Limited, Coleman Research, and Guidepoint.

Responsible for overall account leadership and business development efforts with a large financial services client for Merkle, a global digital marketing agency. Services offered include online/offline marketing information, media services, email marketing, digital experience/optimization, CRM, and marketing technology solutions. Established global account team structure across Merkle agencies to manage key client business relationship.

Built and led 2 sales teams responsible for selling consumer/commercial credit information, risk management solutions, software, consulting, and analytics to key strategic clients ($60MM+ globally). Set overall account/ sales strategy, managed pipelines, provided ongoing coaching and feedback to drive sales performance, and tracked performance against goals. Attained 108% revenue achievement against portfolio goal.

Managed $130MM+ financial services vertical comprised of 9 major financial institutions, including American Express, Discover, and Capital One. Led vertical team of 6 Strategic Sales VPs, setting team sales goals/growth strategies, and providing ongoing coaching and feedback to drive account team performance.
• Led and coordinated team efforts to drive new product sales in key priority areas (e.g. fraud/authentication).

Managed global relationship between Experian and American Express. Established relationships with AmEx senior management to drive new business opportunities for Experian risk management, marketing, and digital solutions. Provided ongoing leadership and coaching to global account team. Defined and implemented account growth strategy.
• Grew account revenue by 400% during tenure as global account lead.
• Led successful cross-functional sales efforts leading to $100MM+ in new business.

Led team of 22 employees responsible for driving commercial card product management and growth strategy in Fortune 1000 client segment. Managed $4MM operating budget and $2MM in technology funding.
• Launched interactive sales tools for positioning E-commerce value story to clients and prospects.
• Implemented training programs for marketing managers to expand product knowledge and provide client-facing experience.

Led product management teams. Developed product positioning, client communications and marketing tools. Coordinated product strategy with sales, operations, finance, and technologies teams.
• Led initial development/implementation of business requirements and rollout strategy for commercial card Internet servicing platform.
• Created marketing programs to retain $100MM+ of business at risk.
• Led re-launch of electronic payment product and grew client usage by over 30%.

Conducted ad-hoc analysis and modeling projects for credit card portfolio.
• Developed and implemented collection models to identify high-risk Optima Card accounts.
• Measured and reported response rates for Sign & Travel direct mail campaigns.