LYNN WILLITS

Operations Relationship Management

• Enhanced the strategic distribution partner experience though effective communication and collaboration by coordinating efforts among law, compliance, product, operations, technology, and sales teams
• Cultivated strong relationships with strategic distribution partners, such as JPMorgan Chase, Merrill Lynch, Morgan Stanley, and Wells Fargo, establishing myself as a trusted advisor and the primary contact for all their needs and concerns, leading to a top quartile ranking among competitors
• Led and managed a team of 8 relationship managers, ensuring the successful implementation of new partnerships, and oversight of day-to-day operational and administrative needs
• Leveraged customer feedback, data analysis, and competitor analysis to identify and implement feature enhancements and new processes, enhancing the strategic distribution partner experience
• Contributed to the definition and design of tools, standard operating procedures, and processes for both internal teams and strategic distribution partners

Product Management

• Developed and integrated digital AI products into customer and partner workflows, identifying target user personas and markets, resulting in automation of over 70% of operational workflow
• Analyzed data to identify areas of improvement, implementing changes that resulted in greater operational efficiency and 75% reduction in overall cycle times
• Defined long-term vision and created product strategy leveraging industry best practices and standards
• Transformed insights into actionable priorities and initiatives, establishing user and business acceptance criteria and roll out strategy
• Collaborated with cross-functional teams, including business, user experience, engineering, analytics, and design, to deliver innovative solutions

eCommerce

• Managed an eCommerce team of 7 responsible for implementing innovative digital solutions to scale and grow the business
• Optimized eCommerce platforms to minimize user errors and enhance customer and partner experiences
• Implemented industry leading digital workflows
• Partnered with industry experts to bring innovative capabilities to market
• Maximized performance by monitoring daily activities, cross-training and mentoring team members.

• Drove the successful implementation of 3 flagship products into new product segments
• Defined and prioritized product features through collaboration with cross-functional teams
• Gathered feedback and insights on product performance to make data-driven recommendations for improvements
• Assisted in conducting market research to identify market trends and potential customer needs
• Analyzed customer and partner feedback and made recommendations for product enhancements based on needs and preferences
• Developed product documentation to communicate upcoming features and products to internal teams.