Sales Management

Lisa Allen (formerly Lisa Wilkinson) email:

**********@*****.***

**** ******* *****, ******, ***** 76040 Home 817-***-****

Cell 214-***-****

Program Management - Product Management - Project Management -Analysis

EXPERTISE

Project Management

New product development and product upgrades

- Software - SDLC process - call center, web, PC applications,

data warehouses

- Hardware and Media - Personal computers, RFID, magnetic media (tape)

Channel development and expansion - web, direct mail, call center, retail

Conversions - system, portfolio acquisition, distribution mergers

Marketing

Business development and sales support

Marketing communications: sales materials, channel marketing, branding,

advertising

Business case: Executive approvals and progress, financial analysis and

legal

Analysis: market, competitive, cost analysis, pricing, product tests,

focus groups

Product requirements and packaging; sales incentives, customer promotion

Product spokesman: conferences, panels, national accounts, conventions

Product / Program Management

Product analysis and requirements definition: business, functional,

environmental

Process re-engineering: business process analysis (BPM), use case, process

flows

Policy and procedures, quality tests and audit controls

Reporting, data mining and monitoring

Personnel Management

Product Managers, Software Engineers, Data Analysts

Procurement

Vendor management

Purchasing - domestic and international

Distribution - forecasting and inventory control

EXPERIENCE

2002 - 2009 CITI, Citi Assurance Services Inc.

Fort Worth, Texas

Program Management Vice President

Financial Services

Description: Program Management of financial service products of debt

protection and credit insurance offered to bank, oil and retail credit

cards accounts of Citi and to loan customers of CitiFinancial and Citibank

network. Citi is the largest administrator of credit cards in the US, with

over 9 million customers enrolled in debt protection and credit insurance

products spanning 17 bank portfolios and 15 different marketing channels.

Accomplishments:

Implementation of over 20 new varieties of financial service programs,

development of 12 test programs and channel expansion of existing

programs.

Product conversion of 2.7 million customers and another conversion of 2200

different credit insurance programs, administered by 5 different

administrators, to a new credit insurance program and computer system.

Process re-engineering of administration programs, with significant

improvements in infrastructure and efficiencies, saving an estimated $18

million in cost improvements.

Both hands-on responsibility for product lines and management of two

product managers for vertical markets in US and Canada.

In addition to product management of services administered by Citi, I

negotiated and coordinated insurance agency contracts with third party

producers.

Preparation of annual departmental budgets.

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Lisa Allen email: **********@*****.***

2000 - 2002 INTERMEC TECHNOLOGIES Dallas, Texas

Product Management Senior Product Manager RFID - Radio Frequency

Identification Labels

Description: Early product, business and technology standards development

of RFID labels by Intermec with read write chips to house data. Uses: as

toll-tags, in tracking parts in production, for logistics such as tracking

cargo through supply chain, medical research and bio-hazard waste tracking,

and security.

Accomplishments:

Project management of engineering and scientific product development teams

domestically and internationally.

Research of applications for new technology and market analysis of early

adopters.

Development of functional and environmental product requirements,

requirements for product packaging and application methods for tags to

items.

Development of acceptance criteria for product solutions and requirements

for measuring product performance.

Development of parts lists and pricing infrastructures to support product

variations, cost analysis and cost reduction planning.

Sales forecasting, production planning, projecting of growth requirements.

Early adopter customer and OEM marketing support.

Presentation of technology and products at conferences, to key account

customers, training on tags. I was on a FrontLine Conference panel of RFID

technology experts.

Development of product marketing literature, press releases.

Support of complimentary development of readers, printers and label

production.

1997 - 2000 REALPAGE Carrollton, Texas

Product Management Director Property

Management Software Provider

Description: Product management of resident screening services for

property management internet and software solution provider. Resident

screening services developed as both web-based property management tools

and for call center servicing. Screening dependent on customer custom

scoring models, large data warehouses of eviction, resident payment history

and criminal backgrounds, on-line access to credit bureaus and feeds to

FBI.

Accomplishments:

Requirements development of software interface, internal support utilities

and back office infrastructures.

Project management of software development, management information

services, and hardware expansion requirements.

Research of potential new screening services, data acquisition and/or

partnerships and mergers

Management of data acquisition to develop data warehouses. Analysis,

selection, negotiation, implementation, budget management of data

acquisition efforts.

Development of all market collateral, software and service product

launches, promotions, incentive programs, sales and customer support

training, and sales tools for screening products.

Presentations of software, service solutions at trade-shows, user-

conferences, key account customers.

Development of custom resident screening models.

Profit and loss responsibility for business sector.

Personnel management of product manager and data analyst

1995-1997 MCKESSON Carrollton, Texas

Procurement / Purchasing Buyer

Pharmaceutical Distributor

Product usage forecasting and purchase of OTC, prescription

pharmaceuticals, durable medical equipment, hospital supplies and personal

care products for 96 distribution centers nationwide.

During McKesson's merger with Fox Meyer, I developed software tools to

consolidate inventories and buying group requirements across 187

distribution centers.

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Lisa Allen email: **********@*****.***

1990-1992 CARLISLE MEMORY PRODUCTS Bedford, Texas

Product Management Product Manager Magnetic Media

(Tape) Manufacturer

Sales forecasting, establishment of manufacturing build schedule, pricing,

packaging.

Development of annual business and marketing plans for product lines

Sales performance analysis and promotional planning by product, channel,

geography; analysis of domestic and international markets, customers,

competition

Sales forecasts and production planning ; inventory administration /

distribution

Establishment of pricing alternatives by product, market, volume

Administration of packaging, unique customer requirements, new product

requirements

1982-1990 RADIO SHACK / TANDY CORPORATION Forth Worth,

Texas

Product Management, Purchasing Product Manager Computer Retailer

and Manufacturer

Description: Product management and marketing for all Tandy, DEC, Panasonic

and Grid personal business computers and accessories - over 150 unique

products. Products: memory, video adapters and monitors, hard drives,

controllers, CD-ROM drives, and expansion adapters.

Accomplishments:

Research of new product technologies; competitive analysis and analysis of

customer needs, market requirements, pricing

Development of product feature specifications for future products, project

manage design

Product selection, purchase or custom manufacture arrangements, contract

negotiation

Development of product marketing strategies, advertising, new product

launches, promotional planning, sales training

Presentation of products to the press, financial analysts, top management,

key account sales

Project future sales, purchase products, management of inventories across

6600 Radio Shack stores

Software Engineering Manager

Description: Personnel management of 11 software engineers in developing

and providing technical support to developers of software products.

Product areas: word processing, desktop publishing, database, spreadsheet,

business and art graphics, CAD, accounting, vertical market software and

integrated products.

Accomplishments:

Research of user needs and new product technologies; market analysis and

technical input into software marketing strategies

Technical support of third party developers across Tandy computer offering

Project management of development schedules and design issues

Approval of software specifications; product evaluation for compliance with

product specifications

Technical support to customer service, key account sales, sales and

technical training

1981-1982 TESORO PETROLEUM San Antonio, Texas (Santa Cruz

Bolivia)

Systems Analyst Oil & Gas Drilling,

Refiner, Distributor

Design and supervision of 5 programmers in the development of a refining,

marketing and supply system network.

Development of a dual-currency general ledger system and an on-line

database for tracking Bolivian drilling operations. Analysis of growth

requirements, installation, testing, training of personnel.

1979-1980 BURROUGHS CORPORATION (UNISYS) Dallas,

Texas

Systems Engineer Mainframe Computer

Manufacturer

Technical marketing support to financial institutions for Burroughs

computers and proof machines.

Customer needs analysis, custom program development, product training.

EDUCATION

BBA, Systems Analysis, University of Texas at Arlington, completed 30 hours

of graduate work toward MBA

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