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How E&S Ring Uses Feedback to Create an Integrated Customer Experience
Apr 18, 2023
Case Study

Motivated and driven marketing executive with comprehensive accomplishments leading brand strategy, communications and cross-functional teams. Known as an innovative thinker with strong verbal and written communications, project management, and creative design acumen. Experienced in event planning, trade shows, lead generation and marketing automation. Demonstrated success developing and seamlessly executing plans in complex, regulated organizational structures. Adept at navigating complex interpersonal relationships. Detailed and organized problem solver who excels at guiding teams through challenging projects. Fluent in English and Mandarin.

Accomplishments:
• Developed branding strategy, including target audience research and analysis, competitor analysis, market positioning, and creative direction for brand design and brand voice.
• Led business development team to increase new account production by 53%.
• Led a team of financial advisors to grow assets under management by 26% and increasing revenues by 94%.
• Led cross-functional project team to launch platinum credit card reward program, including market research, vendor selection and RFPs, product development, system conversion and end-user communications, resulting in 7% growth in platinum card portfolio

Expertise:
Digital Marketing, Social Media Marketing, Email Marketing, Communications, Public Relations, Advertising, Marketing Automation, Research, Data Analysis, Demand Generation, Project Management, Generating Revenue, Graphic Design, Adobe Creative Cloud, Multi-channel Campaign Management, Positioning, Voice of the Customer, Market Research, Survey Design, Financial Modeling, Financial Projections, Vendor Management, Stakeholder Management, Net Promoter Score, User Experience (UX), Strategic Planning, MCIF, Data Mining, Google Analytics, Search Engine Optimization (SEO), Search Engine Marketing (SEM), KPI Dashboards, Credit Unions, Business Development, Event Planning, Trade Shows, B2B, B2C

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case study