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Julie O.

Falls Church, VA, USA
Total impact
Ready to Volunteer

Professional Experience

Consultant, Synergy Services /Populus Group

May, 2016 - December, 2018

  • Led Equifax segmentation and Salesforce implementation for regional bank.
  • Created US consumer wealth analysis presentation and white paper for Equifax.
Founder, Consultant, JAO Marketing LLC

May, 2016 - Current

Provide consulting to start-ups and small companies by

  • Developing marketing strategies
  • Identifying and sizing target markets
  • Creating target audiences messaging strategies
  • Preparing marketing communications
VP, Client Solutions/Product Management, IXI Services, a division of Equifax

October, 2009 - April, 2016

  • Created strategy for new analytical and software products
  • Identified target audience profiles
  • Managed go-to-market strategy
  • Evaluated product life-cycle of existing product lines
  • Led cross-department teams in product development using Agile
  • Produced and provided sales training
  • Created and presented use case analysis for top financial firms, retail, restaurant and travel/leisure companies
Senior Vice President, IXI Corporation

December, 2000 - October, 2009

Senior Vice President for Client Solutions: IXI Corporation, an Equifax company McLean, VA

Worked with top U.S. Financial Services Firms to identify and implement successful marketing programs utilizing IXI information solutions including

  • Created Segmentation Design for Customer Treatment Groups and Marketing Campaigns
  • Performed Opportunity Analysis for geographic markets and customer segments
  • Conducted Branch/Store Trade-Area Performance Analysis
  • Managed staff to effectively produce analysis and meet aggressive deadlines
  • Analyzed and presented marketing results to senior management
  • Provided technical sales support to Account Management Team to explain analytical techniques and information solutions implementation

Additionally positions at IXI Company prior to 2009 Equifax acquisition: Senior Vice President for Client Solutions, Senior Vice President for Strategic Data Resources, Senior Vice President for Financial Service Product Management, Vice President of Database Distribution Systems include the following highlights:

  • Managed Strategic Data Resource Group responsible for data acquisition, standardization and production of marketing information products
  • Performed all Product Management functions including pricing, marketing communication, positioning, functional specifications for IXI's:
  • WealthComplete Product Suite, Household Wealth Ratings and Market Sizing
  • Investyles, Neighborhood Wealth Ratings
  • MarketVision Product Suite, market sizing and share for Securities, Banking and Annuities firms
Director, Strategic Planning, FolioFN

April, 2000 - December, 2000

  • Produced and interpreted internal business intelligence on marketing activities including online banner ads and email newsletter advertising, and partnership arrangements leading to marketing message and placement decisions
  • Managed all aspects of primary research projects including focus groups, product usability studies and telephone interviews
  • Provided strategy for marketing campaigns as well as web site development and enhanced functionality
  • Reviewed and oversaw implementation of outbound prospect and customer email strategy including internal and outsourced email functionality
Senior Manager, Surveys and Analysis, PC Data

November, 1999 - April, 2000

  • Managed Internet data survey and analysis division. Coordinated data collection and analysis for custom and syndicated surveys via the country's largest Internet audience measurement panel
  • Oversaw analysis of Internet audience measurement data, fielding of quarterly Enumeration Study and weighting methodology
  • Created study designs to enable companies to answer key business decisions related to Internet sites, such as brand awareness, tracking studies, and demographic profiles of site users
Director Primary Research, Claritas, a Nielsen Company

August, 1996 - November, 1999

  • Prepared, reviewed and presented analysis for top financial institutions identifying key financial services industry trends, shifts and causes of market share movement, product usage and institutional preference
  • Oversaw all aspects of data collection and delivery of nation's largest syndicated survey of consumer financial behavior including oversight of large sister-company telephone interview facility
  • Prepared management budgets and pricing scenarios
  • Tracked key performance metrics for survey products
  • Coordinated data collection activities with internal and external vendors
  • Created quality assurance procedures for data fulfillment
  • Responded to internal staff and client questions regarding survey methods and data interpretation
  • Oversaw software development for data delivery
Senior Research Analyst, ICMA-RC

January, 1995 - January, 1996

  • Performed analysis on internal and external data to identify demand potential for new products and markets
  • Conducted demographic and segmentation analysis to understand current customer behavior
  • Coordinated primary survey research including telephone, direct mail and focus group studies
  • Conducted secondary market research using a variety of government and Internet sources
Market Research Analyst, GEICO

January, 1990 - January, 1995

  • Coordinated all aspects of primary marketing research including: study design, data analysis, questionnaire construction, data collection, report writing and presentation of results
  • Conducted secondary research leading to new market development
  • Analyzed and tracked internal results for all direct mail marketing programs
  • Maintained database for cost effective analysis of direct response marketing programs
  • Reviewed and recommended list rental selections
  • Prepared direct mail test structures to ensure statistical validity of testing
  • Coordinated all aspects of print production for direct mail solicitation packages
  • Interacted with list brokers, systems and data processing department, purchasing department, printers, designers and internal copy writers
  • Prepared management and budget reports
  • Coordinated all phases of direct mail solicitations for association-sponsored auto and homeowner insurance programs
BS, George Mason University

- Current