Responsible to lead enterprise wide customer centricity program impacting 15M+ customers, orchestrating transformation across digital channels, product teams, service operations for organization's Retirement, Wealth management and insurance businesses.
Responsible for customer experience with a focus on digital transformation, Salesforce Center of Excellence and Marketing Analytics for the Workplace Solutions, Life & Annuity Operations.
• Led enterprise-wide digital transformation to improve customer experience by building and refining
capabilities for Lincoln’s web and mobile experiences, voice and chat bot interactions, e-Delivery of
correspondence, seamless API integration with customer’s HR platforms, and digitization efforts.
• Manged a team of 3 direct reports (AVP) and an extended team of 40 including Directors, Product
managers, advanced data strategists, Product owners for agile teams, marketing consultants & analysts.
• Built salesforce center of excellence to influence customer interactions throughout the
sales journey and drive data-driven decision making for all CX, marketing and enterprise activities.
• Span of control included management of 25+ persistent agile teams supporting digital transformation
initiatives and improving customer experience for Customers (Clients), consumers (end-users) & partners
(Brokers/consultants) and data & analytics teams
VP, Group Benefits Marketing & Customer Strategy
Responsible for Group benefit’s (Voluntary Insurance division) all marketing functions - product marketing, thought leadership, customer experience, sales enablement, and marketing operations.
• Developed marketing strategies for new sales and renewals with a business goal of over $4 billion in
annual revenue and $700M+ in new sales.
• Provided oversight to a team of 15 that identifies, develops, and implements modern marketing strategies
including digital and product marketing, advertising, enrollment marketing, brand positioning, value
proposition, thought leadership that drives new business, enhances client and customer experience, and
supports market retention and revenue growth.
• Crafted and implemented a comprehensive omni-channel marketing strategy leveraging SEO, weekly
email campaigns, blogs, newsletters, webinars to create a strong thought leadership positioning as an
industry leader
o Built social media and digital marketing programs from the ground up. Created LinkedIn social media presence for each of the senior leadership team by developing 100+ posts to reach out to their networks. Increased social media posting access from 5 users to 150+ active users.
o Developed weekly email campaign cadence to provide timely product, service and policy updates to Broker
partners and customers.
• Developed go-to-market strategies, compelling narrative, and targeted campaigns to promote Lincoln’s
products and offerings in partnership with the product and sales teams.
• Implemented first-ever marketing automation and content management platform for Lincoln. Develop
self-service personalization capabilities for Sales to improve speed to market.
• Developed micro-site solution to digitize all marketing collateral and ease of access for customers to
interact with Lincoln
• Built a high-performing team through the acquisition of two similar size group benefits organizations;
developed all integration related branding efforts.
• Led development of a new value proposition for the newly integrated businesses.
• Implemented brand treatments for all LFG office locations; develop virtual and in-person customer
immersion tour path and Lincoln’s first experience center.
AVP Consumer, Product Marketing & Customer Experience
Responsible for development and implementation of consumer strategy to instill “customer first” mindset and change management.
• Led product and consumer marketing strategies by leveraging voice of the customer, market trends and
understanding customer-centric view of value chain.
• Developed first-ever consumer strategy for business unit to influence customer experience, drive
employee paid premium and lifetime value.
• Leveraged consumer insights to improve customer experience during key interactions with all customers
(broker, employer, employee).
• Created new employee facing enrollment kits grounded in customer feedback to influence adoption.
New marketing materials resulted in over $3 million in incremental revenue.
• Collaborated with Product teams on design, positioning, and market launch plans for on-time on-cost
releases. Developed creative sales tools, including presentations, trend reports, kitted assets, and product
data sheets. Led the development of first stand-alone mobile app.
• Orchestrated, executed, and monitored performance of campaigns to boost brand awareness, product
positioning and profitability.
BLUE CROSS & BLUE SHIELD OF NEBRASKA– Omaha June 2012 – Feb 2016
Director, Customer Experience, Marketing & Individual Sales
As part of a nationwide association, the Blue Cross and Blue Shield brand represents the nation's largest and most experienced health care benefit companies. 700,000 customers l $1.36 billion Annual revenue l 1,800 Employees
• Key accountabilities include direct to consumer marketing, digital marketing, lead generation for agents,
B2C sales functions, retention and customer loyalty efforts, profitability of business unit as well as enterprise-
wide customer experience strategy to grow Blue Cross's market share.
• Nominated by CFO to build a strategic business unit in anticipation of Obamacare. Led a team of 30 that
included brand and marketing director, sales manager, social media manager, project managers, customer experience director, consumer insights manager, product marketers and 20 direct-to-consumer sales agents.
• Product portfolio included Medical, Dental, Vision, Medicare supplement and Medicare Advantage along
with the value-adds.
• Developed customer experience discipline from ground up to position BCBSNE as a leader within healthcare industry.
• Developed product and technology solutions to enable BCBS to participate in Affordable Care act exchanges.
• Leveraged journey mapping discipline to identify gaps, worked with C-suite to infuse “outside-in” culture
to drive strategic imperatives.
• Focused on improving onboarding and cross channel experience by starting to create a 360 view of the
customer.
• Developed a business case, created a robust org readiness plan to implement Salesforce as the new CRM
tool for the enterprise.
• Managed digital assets including corporate web site, social media presence, online member portal,
mobile app.
MUTUAL OF OMAHA Feb 2005 – June 2012
Mutual of Omaha Insurance Company provides individual, group, and employee benefits products. #282 Fortune1000 revenue rank l $5.7 Billion in annual revenue l 4300 employees
Manager, Direct to Consumer Marketing Strategy
• Develop and implement direct to consumer marketing strategies for direct mail, digital, telemarketing and lead generation programs resulting in sales growth from $70 million in revenue to $150 million in 4 years.
• Turn the corner on unprofitable partnership marketing division within first 6 months.
• Hold P&L and budgeting responsibilities over 7 years of tenure ranging $10 million to $110 million.
• Selected by the SVP to lead a newly created R&D team to enable innovative product and service solutions.
ORIENTAL TRADING COMPANY – Omaha 09/2002 - 02/2005
Manager, Marketing & Merchandising
• Key accomplishments include developing a full business case and market assessment leading to 3 new
product categories and stand-alone catalogs for School specialty, Party supplies and Scrapbooking.
KNOWLEDGE BASED SYSTEMS INC – College Station, TX 08/1996 - 01/1998
Marketing Director
• Built a marketing program from the ground up to distribute company's proprietary software products and
consulting services to specialized government agencies and commercial business; resulting in a 15%
increase in corporate sales.
Owner, Sakhee Boutique – Ahmedabad, INDIA 01/1988 - 01/1991
Co-founded and managed all aspects of ethnic Indian fashion clothing business including negotiating and selling
to department stores and directly to customers.
Responsible for development and implementation of consumer strategy to instill “customer first” mindset and change management.
• Led product and consumer marketing strategies by leveraging voice of the customer, market trends and
understanding customer-centric view of value chain. Developed first-ever consumer strategy for business unit to influence customer experience, drive
employee paid premium and lifetime value.
• Leveraged consumer insights to improve customer experience during key interactions with all customers
(broker, employer, employee).
• Created new employee facing enrollment kits grounded in customer feedback to influence adoption. New marketing materials resulted in over $3 million in incremental revenue.
• Collaborated with Product teams on design, positioning, and market launch plans for on-time on-cost
releases. Developed creative sales tools, including presentations, trend reports, kitted assets, and product
data sheets. Led the development of first stand-alone mobile app.
• Orchestrated, executed, and monitored performance of campaigns to boost brand awareness, product
positioning and profitability.