Pooja Shah
Sr Consultant, Product Marketing @Lincoln Financial
Signup · Get unlimited contacts
WORK HISTORY
Sr Consultant, Product Marketing @Lincoln Financial
As a Senior Product Consultant, I lead strategic initiatives that bridge product innovation with client-centric marketing solutions across the financial services landscape. I collaborate with cross-functional teams, including product management, sales, and marketing to deliver scalable, data-driven programs that enhance broker/employer engagement and drive measurable business outcomes.Key Responsibilities & Achievements:> Spearhead product enablement strategies for B2B and B2B2C channels, aligning with go-to-market plans and customer journey insights.> Partner with stakeholders to develop and optimize digital content, thought leadership campaigns, and sales enablement tools.> Leverage platforms like Salesforce, Seismic, Marketing Cloud, Tableau and Workfront to execute multi-channel campaigns and track performance metrics.> Provide strategic consultative support to internal teams and external partners, ensuring adoption and alignment with business goals.>Drive awareness, engagement, and enrollment in voluntary group benefits (e.g, dental, vision) by delivering targeted, value-driven campaigns that support the company’s growth, retention, and customer satisfaction goals.Core Competencies: Product Strategy | Financial Services Marketing | Group Benefits Marketing | Sales Enablement | Digital Channels | Campaign Management | CRM Optimization | Content Development | Cross-Functional Collaboration | Data-Driven Insights | Regulatory Compliance | Marketing Automation | Omni-Channel Marketing Campaigns | Marketing Strategy
EDUCATION
University of Mumbai
Masters(M.COM), Management
Mithibai College
Bachelors, Accounting & Diploma in Advertising and Sales Management
Benedictine University
MBA, Finance
SKILLS
ABOUT POOJA SHAH
With over 19 years of global experience in sales and marketing leadership within the financial services sector, I specialize in driving B2B and B2B2C growth through multi-channel full funnel marketing strategies, digital transformation, and data-driven campaigns. My expertise spans customer acquisition, brand positioning, and revenue acceleration, consistently delivering measurable ROI across diverse markets. I hold an MBA in Corporate Finance and am a Behavioral Financial Advice (BFA) certified professional with active FINRA Series 6, 63, 7 and Life (NC) licenses. I bring deep proficiency in MarTech platforms and CRM systems, including Salesforce, HubSpot, Poppulo, Seismic, Marketing Cloud, Google Analytics, Adobe Creative Suite, Workfront, WordPress and BI dashboards.As a strategic marketing leader and cross-functional collaborator, I’m passionate about creating value-added content, thought leadership programs, and client-centric solutions that align with business goals. I thrive in fast-paced, matrixed environments and am known for being a creative problem-solver, agile project manager, and growth-focused innovator.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.