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Elizabeth Carsey
         6816 Maplebrook Lane | Columbus, Ohio 43235 | C: 614-582-5310 | H: 614-764-8944 |E: lizcarsey@yahoo.com

           Multi-Channel Direct Marketing | Marketing Communications Management
                        Twenty years of comprehensive marketing expertise built upon a proven track record and rapid promotions
                        to current role as Marketing Manager at Chase Paymentech - a global multi-million dollar processing firm.
                        Accountable for marketing strategy formulation and maintenance of the Chase Retail Financial Services (RFS)
                        referral channel, spearheading critical career-making campaigns targeting small businesses and capturing 4,142
                        new contracts which generated $8 million in revenue from 3 initiatives in 2011 alone; career highlights include
                        substantial long-term successes significantly exceeding set metrics/goals and involve increasing Account
                        Referrals by as much as 25% and Account Activations by 10%.

                                                      Strengths & Expertise
•   Campaign Management                      •    Strategic Campaign Initiatives          •    Policies/Procedure Development
•   Communications                           •    Project Planning & Analysis             •    Relationship Building
•   Concept Development                      •    Merchandising/Promotion                 •    Sales Presentations
•   Program Implementation                   •    Client Management                       •    Staff Training & Development
•   Market Analysis/Research                 •    Strategic Business Planning             •    Team Management

                                                            Career History
Chase Paymentech – JPMorgan Chase … Columbus, Ohio (November 1991 – Present)
Subsidiary of JPMorgan Chase (with assets of $2.3 trillion and operations in 60+ countries), Chase Paymentech generated 21 billion transactions
valued at $470 billion+ in 2010 with over 2,700 employees in U.S., Toronto, Canada and Dublin, Ireland.

Marketing Manager - Chase Paymentech (June 2009 – Present)
Oversee various joint marketing and communication programs with Chase Business Banking sales channel, supporting the acquisition
of new small business accounts through the Chase RFS network consisting of over 5,400 branches; create and execute marketing and
communication campaigns promoting Chase Paymentech, encompassing such crucial components as end-to-end campaign
management, project management, and marketing strategy formulation and maintenance:
End-To-End Campaign Management
• Develop foundational campaign concept, conduct Return on Investment (ROI) Analysis, work with lists analysts to develop targeted
     campaigns, establish buy-in from Chase Paymentech and Chase sales teams along with project campaign budget, plot customer
     experience and fulfillment process, introduce sales tracking and reporting tools, write creative collateral and training materials for
     sales representatives, obtain compliance/legal approval authority, communicate campaign parameters to personnel, and conduct
     final results analysis.
Project Management
• Establish consensus with all decision makers and stakeholders in each line-of-business, coordinate operational, legal, compliance,
     pricing, delivery or other risks, interfacing with corresponding parties to ensure acceptable solutions, determine critical impacts,
     dependencies and delivery timing for each new program, generate communication and training plan for new program releases,
     identify metrics to measure program progress and gather feedback in order to define opportunities to improve programs/tools,
     and complete projects within deadline and established quality parameters.
Marketing Strategy Formulation and Maintenance
• Plan marketing campaigns and strategies to promote Chase Paymentech’s products and services, driving measurable results and
     providing optimal use of marketing resources; administer relationships with internal partners, prioritize and manage project
     portfolio and programs, and collaborate with appropriate groups to keep programs on track and aligned with original strategic
     objectives.
Major 2011 Promotions-
• Instant Storefront National Ad Campaign: Spearheaded new product launch resulting in $5.4 million in revenue; joint effort
     involved collaboration with Chase Marketing and Communication Teams, Chase Paymentech Credit, Product, Training and Sales
     Teams to execute.
• Direct Mail Campaign: Managed Direct Mail Campaign which generated $1.6 million in revenue. Partnered with Chase Marketing
     Team to coordinate campaign targeting Chase business customers not utilizing Chase Paymentech as payment processor.
• Merchant Madness Campaign: Administered all components of targeted list campaign producing over $860K in revenue, designed
     to increase referrals to Chase Paymentech, deepen relationships with existing clients, and obtain new customers.
Elizabeth Carsey                                                                                                  Résumé Page 2

Major 2010 Promotions-
• In-branch promotion: managed initiative to create and deliver desktop terminal display units to each Chase Business Banker which
    resulted in 15% increase in referrals. Designed desktop stand to display Chase Paymentech credit card terminal replica and
    brochures functioning as visual reminder for bankers and branch customers that Chase offers merchant services. Developed
    instruction set to train bankers on unit set-up and display; established fulfillment process required for replacement displays.
• Multi-Channel Direct Marketing Campaign: obtained total of 3,920 Incremental Referrals and 1,107 New Accounts, adding $1.2
    million in revenue through execution of 2 targeted e-mail and on-line ad campaigns to cross-sell Chase Paymentech services to
    Chase customers with help of Business Banking TouchPoints Team. Managed all Chase Paymentech customer facing and banker
    facing product, promotional and training pieces used by the Chase Retail line-of-business, including tip sheets, flyers, and branch
    collateral.


Marketing Specialist - Chase Paymentech (August 2006 – June 2009)
Provided marketing support to Chase Paymentech Small Business Field Sales Unit composed of 60 Sales Representatives throughout
United States, created annual marketing plan, launched new acquisition programs from concept to completion, developed customer
testimonials, created sales tools and collateral, and designed reporting and tracking mechanisms to evaluate effectiveness of marketing
programs.
Key Marketing Programs:
• American Institute of Certified Public Accounts (AICPA):
         • Provided marketing tools and tactics for selling into membership base by pulling regional lists of members and matching
               up with Field Sales Representatives.
         • Helped AICPA to identify marketing opportunities by supplying Chase Paymentech product and services information via
               written collateral, creating value propositions, and establishing sales contact information on AICPA website form.
         • Consulted with AICPA to survey members and uncover buying behaviors, later formulating value propositions and
               campaigns around survey results, and providing member collateral to secure new business.
• American Veterinary Medical Association (AVMA):
         • Generated regional member lists and distributed to Sales Representatives, worked with AVMA to identify marketing
               opportunities.
         • Supplied copy covering Chase Paymentech product and services, value propositions, and sales contact information web
               form on AVMA website.
         • Created AICPA Member Services Director endorsement collateral used as sales tool by representatives.
Played pivotal role in re-organization of Small Business Sales Team, shifting lucrative referral model to self-source sales model:
• Worked with research firm on a market analysis to identify geographical and vertical industry markets to target.
• Provided recommendations, developed new sales strategy and created marketing programs based on results.

Communications and Sales Incentive Program Manager– Chase Paymentech (November 2001 – August 2006)
Following Chase Paymentech and Bank One Payment Services merger, joined Business Development Team focused on managing
communications effectiveness and coordinating sales incentive program; tasked with creating and implementing methodologies to
enable executive communications with all sales associates or individual sales channels. Designed and implemented group’s intranet
site.
• Overcame substantial Business Development Group communications challenge; worked with stakeholders to understand needs
      of team, devised comprehensive plan which entailed developing new central point for consolidated group communications along
      with corresponding communications protocol, supplying ongoing oversight, writing creative collateral, and obtaining approval to
      distribute communications pieces.
• Managed nationwide tiered Sales Reward Program developed to recognize top sales associates.
• Acted as event planner for annual sales incentive trip which included all phases of planning, execution and cost control.

                                                          Early Career
                               Associate Marketing Manager - Bank One Payment Services 2000 - 2001
                              Associate Relationship Manager - Bank One Payment Services – 1999-2000

                                                            Education
             Bachelor of Science in Business Administration with Marketing Major – Franklin University (Columbus, Ohio)

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Elizabeth Carsey Resume

  • 1. Elizabeth Carsey 6816 Maplebrook Lane | Columbus, Ohio 43235 | C: 614-582-5310 | H: 614-764-8944 |E: lizcarsey@yahoo.com Multi-Channel Direct Marketing | Marketing Communications Management Twenty years of comprehensive marketing expertise built upon a proven track record and rapid promotions to current role as Marketing Manager at Chase Paymentech - a global multi-million dollar processing firm. Accountable for marketing strategy formulation and maintenance of the Chase Retail Financial Services (RFS) referral channel, spearheading critical career-making campaigns targeting small businesses and capturing 4,142 new contracts which generated $8 million in revenue from 3 initiatives in 2011 alone; career highlights include substantial long-term successes significantly exceeding set metrics/goals and involve increasing Account Referrals by as much as 25% and Account Activations by 10%. Strengths & Expertise • Campaign Management • Strategic Campaign Initiatives • Policies/Procedure Development • Communications • Project Planning & Analysis • Relationship Building • Concept Development • Merchandising/Promotion • Sales Presentations • Program Implementation • Client Management • Staff Training & Development • Market Analysis/Research • Strategic Business Planning • Team Management Career History Chase Paymentech – JPMorgan Chase … Columbus, Ohio (November 1991 – Present) Subsidiary of JPMorgan Chase (with assets of $2.3 trillion and operations in 60+ countries), Chase Paymentech generated 21 billion transactions valued at $470 billion+ in 2010 with over 2,700 employees in U.S., Toronto, Canada and Dublin, Ireland. Marketing Manager - Chase Paymentech (June 2009 – Present) Oversee various joint marketing and communication programs with Chase Business Banking sales channel, supporting the acquisition of new small business accounts through the Chase RFS network consisting of over 5,400 branches; create and execute marketing and communication campaigns promoting Chase Paymentech, encompassing such crucial components as end-to-end campaign management, project management, and marketing strategy formulation and maintenance: End-To-End Campaign Management • Develop foundational campaign concept, conduct Return on Investment (ROI) Analysis, work with lists analysts to develop targeted campaigns, establish buy-in from Chase Paymentech and Chase sales teams along with project campaign budget, plot customer experience and fulfillment process, introduce sales tracking and reporting tools, write creative collateral and training materials for sales representatives, obtain compliance/legal approval authority, communicate campaign parameters to personnel, and conduct final results analysis. Project Management • Establish consensus with all decision makers and stakeholders in each line-of-business, coordinate operational, legal, compliance, pricing, delivery or other risks, interfacing with corresponding parties to ensure acceptable solutions, determine critical impacts, dependencies and delivery timing for each new program, generate communication and training plan for new program releases, identify metrics to measure program progress and gather feedback in order to define opportunities to improve programs/tools, and complete projects within deadline and established quality parameters. Marketing Strategy Formulation and Maintenance • Plan marketing campaigns and strategies to promote Chase Paymentech’s products and services, driving measurable results and providing optimal use of marketing resources; administer relationships with internal partners, prioritize and manage project portfolio and programs, and collaborate with appropriate groups to keep programs on track and aligned with original strategic objectives. Major 2011 Promotions- • Instant Storefront National Ad Campaign: Spearheaded new product launch resulting in $5.4 million in revenue; joint effort involved collaboration with Chase Marketing and Communication Teams, Chase Paymentech Credit, Product, Training and Sales Teams to execute. • Direct Mail Campaign: Managed Direct Mail Campaign which generated $1.6 million in revenue. Partnered with Chase Marketing Team to coordinate campaign targeting Chase business customers not utilizing Chase Paymentech as payment processor. • Merchant Madness Campaign: Administered all components of targeted list campaign producing over $860K in revenue, designed to increase referrals to Chase Paymentech, deepen relationships with existing clients, and obtain new customers.
  • 2. Elizabeth Carsey Résumé Page 2 Major 2010 Promotions- • In-branch promotion: managed initiative to create and deliver desktop terminal display units to each Chase Business Banker which resulted in 15% increase in referrals. Designed desktop stand to display Chase Paymentech credit card terminal replica and brochures functioning as visual reminder for bankers and branch customers that Chase offers merchant services. Developed instruction set to train bankers on unit set-up and display; established fulfillment process required for replacement displays. • Multi-Channel Direct Marketing Campaign: obtained total of 3,920 Incremental Referrals and 1,107 New Accounts, adding $1.2 million in revenue through execution of 2 targeted e-mail and on-line ad campaigns to cross-sell Chase Paymentech services to Chase customers with help of Business Banking TouchPoints Team. Managed all Chase Paymentech customer facing and banker facing product, promotional and training pieces used by the Chase Retail line-of-business, including tip sheets, flyers, and branch collateral. Marketing Specialist - Chase Paymentech (August 2006 – June 2009) Provided marketing support to Chase Paymentech Small Business Field Sales Unit composed of 60 Sales Representatives throughout United States, created annual marketing plan, launched new acquisition programs from concept to completion, developed customer testimonials, created sales tools and collateral, and designed reporting and tracking mechanisms to evaluate effectiveness of marketing programs. Key Marketing Programs: • American Institute of Certified Public Accounts (AICPA): • Provided marketing tools and tactics for selling into membership base by pulling regional lists of members and matching up with Field Sales Representatives. • Helped AICPA to identify marketing opportunities by supplying Chase Paymentech product and services information via written collateral, creating value propositions, and establishing sales contact information on AICPA website form. • Consulted with AICPA to survey members and uncover buying behaviors, later formulating value propositions and campaigns around survey results, and providing member collateral to secure new business. • American Veterinary Medical Association (AVMA): • Generated regional member lists and distributed to Sales Representatives, worked with AVMA to identify marketing opportunities. • Supplied copy covering Chase Paymentech product and services, value propositions, and sales contact information web form on AVMA website. • Created AICPA Member Services Director endorsement collateral used as sales tool by representatives. Played pivotal role in re-organization of Small Business Sales Team, shifting lucrative referral model to self-source sales model: • Worked with research firm on a market analysis to identify geographical and vertical industry markets to target. • Provided recommendations, developed new sales strategy and created marketing programs based on results. Communications and Sales Incentive Program Manager– Chase Paymentech (November 2001 – August 2006) Following Chase Paymentech and Bank One Payment Services merger, joined Business Development Team focused on managing communications effectiveness and coordinating sales incentive program; tasked with creating and implementing methodologies to enable executive communications with all sales associates or individual sales channels. Designed and implemented group’s intranet site. • Overcame substantial Business Development Group communications challenge; worked with stakeholders to understand needs of team, devised comprehensive plan which entailed developing new central point for consolidated group communications along with corresponding communications protocol, supplying ongoing oversight, writing creative collateral, and obtaining approval to distribute communications pieces. • Managed nationwide tiered Sales Reward Program developed to recognize top sales associates. • Acted as event planner for annual sales incentive trip which included all phases of planning, execution and cost control. Early Career Associate Marketing Manager - Bank One Payment Services 2000 - 2001 Associate Relationship Manager - Bank One Payment Services – 1999-2000 Education Bachelor of Science in Business Administration with Marketing Major – Franklin University (Columbus, Ohio)