Create and maintain a 12-month product roadmap, based on SME input designed to improve net promoter score.
Leads direct consumer facing webinars, Office Hours, and direct 1:1 communications to drive adoption; also partners with Marketing and Communications to drive adoption with mass communications.
Worked with internal BSAs, developers, and stakeholders to define Epics, gather requirements, write user stories, test, and deploy new functionality.
Built utilization dashboard to evaluate client usage and adoption of new features. For one feature set, this led to 3 identified areas of improvement that are in our roadmap.
Identified and recommended process changes to improve efficiency while reducing project expenses by roughly $160k annually.
Drove historic growth including over $3.3B in donations to Vanguard Charitable in FY21, $2.07B in FY20, $1.91B in FY19, and $1.74 in FY18.
Served as product manager for the design and implementation of Pardot and Salesforce; the implementation helped lead to a 37% increase in email opens, and provided self-service reporting that drove decision-making.
Implemented Marketing dashboard to evaluate and measure progress against key KPIs.
Managed transformation of Marketing team from 3 staff to 12, while updating the Marketing technology (martech) stack to improve effectiveness and efficiency, while reconciling to approximately 3% budget growth per year.
Temporary assignment to implement a Risk and Vendor Management department, which was staffed by 2.5 FTEs upon my departure.
Led development of quarterly dashboard which assessed the company’s risk profile, as well as key performance indicators (KPIs) as identified through a collaborative process with senior leaders.
Coached and assisted business units to better utilize vendors’ products and services; provided support in budgeting, vendor negotiations, and proposal reviews.
Created internal process documentation for adherence to corporate policies.
Leveraged internal customer feedback to create a standardized RFP process to evaluate information security and the financial health of existing and potential vendors.