Portfolio Marketing Resume Sample

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Johann Hahn
776 Stiedemann Route,  San Francisco, CA
+1 (555) 141 7528

Work Experience

VP, Portfolio Marketing
06/2017 - PRESENT
Detroit, MI
  • Build the global integrated marketing plan by working across business units, corporate marketing teams and geographies
  • Identify and champion marketing objectives to meet business unit and sales goals
  • Collaborate with digital marketing, customer programs, events, partner marketing, thought leadership and other corporate marketing teams
  • Specify campaign and program requirements to achieve marketing objectives and support field-based geo teams; facilitate the development of assets as needed
  • Leverage strategic audience programs and campaigns as key ‘routes to market&#8217
  • Build the global integrated marketing plan for the Networking & Security Business Unit (NSBU) by working across business units, corporate marketing teams and geographies
  • Development and oversight of social and digital strategy for the MS Business; working closely with the brand teams as well as the Associate Product Manager of Portfolio Marketing to execute on the strategy
  • Responsible for the management of the MS consumer database along with associated CRM projects; Further the development of CRM strategies and programs in support of the MS Franchise
  • Management of MS One to One brand marketing along with creating various materials in support of the brand; working closely with the Associate Product Manager, brand teams, Patient & Provider Services Team, as well as agency partners
Portfolio Marketing Professional
12/2013 - 12/2016
Chicago, IL
  • Work closely with website designers to design and layout graphics and refine content for firm’s online presence
  • Design and layout of graphics and content for firm’s online portfolios, profiles, social media sites, and other digital marketing materials as needed
  • Coordinate with clients, photographers, and stylists to complete professional photography of the firm’s completed projects
  • Experience in Product Marketing or Product Management
  • Develop integrated marketing plans that align to the customer’s buying cycle and deliver results
  • Collaborate with Aspera’s research teams to deliver technology white papers and prepare abstracts and speaking submission for key conferences
  • Create messaging and content including point of views, strategic messaging and leadership proof points to improve the portfolio’s market position, drive competitive advantage and business results
  • Create a sales enablement plan and oversee marketing contributions to drive sales’ adoption of the portfolio
  • Formalize processes, measurement tools and reporting structure to support the portfolio marketing team’s goals
Portfolio Marketing Intern
07/2010 - 09/2013
Chicago, IL
  • Responsible for the overall management of the MS speaker bureau; working closely with the Associate Product Manager, brands, field teams and various other stakeholders; Associate Product Manager responsible for day to day management of the bureau
  • Lead the MS Portfolio Analytics Project with a focus on creating actionable insights to facilitate decision making by the brand teams
  • Oversee the annual brand planning process; working closely with the Senior Director Portfolio Marketing and the Associate Product Manager
  • Management of a team of two Associate Product Managers
  • Lead large, complex, cross functional projects, that are high exposure and high impact
  • Manage external and internal resources while working collaboratively to develop high quality content/programs, educational and communication materials according to established timelines, procedures and on budget
  • Lead, participate and contribute on cross-functional teams
  • Professionally collaborate with Portfolio Marketing, Brand Teams, Medical Affairs, BI&A, Market Access, Sales, Thought Leader Liaisons, Infusion Specialist and Business Relations Managers to accomplish goals and objectives
  • Successfully manage investment spend as per the approved plan


Syracuse University
2004 - 2009
Bachelor's Degree in Related Field Along With

Professional Skills

  • Excellent communication skills – writing, presenting and listening
  • Experience managing and prioritizing several deliverables
  • Experience in Demonstrate Leadership, Collaboration and Teaming
  • Experience setting partner/channel marketing strategy, identifying new partners, and enabling more successful partner sales and marketing efforts
  • Proven record in building and successfully implementing marketing, project plans and/or programs
  • Demonstrates active listening to ensure understanding
  • Experience in IT Security product marketing, digital marketing, product management or product strategy roles

How to write Portfolio Marketing Resume

Portfolio Marketing role is responsible for digital, messaging, english, architecture, retail, finance, training, database, security, planning.
To write great resume for portfolio marketing job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Portfolio Marketing Resume

The section contact information is important in your portfolio marketing resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Portfolio Marketing Resume

The section work experience is an essential part of your portfolio marketing resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous portfolio marketing responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular portfolio marketing position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Portfolio Marketing resume experience can include:

  • Demonstrated skills in developing messaging and positioning of digital solutions
  • Client facing experience with both internal and external Marketing agencies
  • Product management/marketing and industry marketing experience
  • Experience in Develop Messaging Plan and Content Marketing Strategies
  • Experience in product marketing, digital marketing, product management or product strategy roles
  • Proven track record of creating demand for solutions

Education on a Portfolio Marketing Resume

Make sure to make education a priority on your portfolio marketing resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your portfolio marketing experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school

These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Portfolio Marketing Resume

When listing skills on your portfolio marketing resume, remember always to be honest about your level of ability. Include the Skills section after experience.

Present the most important skills in your resume, there's a list of typical portfolio marketing skills:

  • Exceptional Communication Skills - Excellent communication and interpersonal skills
  • Strong leadership skills with a highly collaborative and decisive approach. Ability to work in the reality of firm deadlines coupled with market ambiguity
  • Direct experience in developing, managing and maintaining strong relationships with Clients and ability to represent the Client's point of view internally
  • Public speaking experience and experience presenting at Executive-level
  • Effectively articulate value propositions through marketing programs, sales training & enablement, and through industry publications and experts
  • Perform Data Science marketing research to better understand what drives this community and how we can effectively communicate our value

List of Typical Experience For a Portfolio Marketing Resume


Experience For Portfolio Marketing Professional Resume

  • Demonstrated people management skills, including the ability to build and grow a team with multiple priorities, projects, programs and objectives
  • Analytical, problem solving, critical thinking, and decision-making skills
  • Related work experience in vertical market planning, strategy or general management
  • Experience in product/portfolio marketing
  • Experience in Develop Marketing Strategy & Recommendations; Perform Market Insight Analysis

Experience For VP, Portfolio Marketing Resume

  • Experience in Apply Knowledge of Digital Marketing
  • Related product marketing experience in the high-tech industry
  • Experience in merchandising
  • Develop product positioning and messaging that differentiates our capabilities in the market
  • Manage creation of marketing content including website, case studies, videos, presentations, promotional materials, and advertisements
  • Work closely with The Customer Marketing group (CMG) to execute global campaigns directed to Sapphire customers

Experience For Portfolio Marketing Specialist Resume

  • Work closely with other Sapphire directors to align messaging in market
  • Develop and strengthen relationships with the Private bank (PB) and implement needed product communications – including migrations
  • Responsible for all pricing and financial tools necessary to attain goals
  • Develop audience framework and personas and align them with messaging and value propositions across the entire portfolio
  • Formalize processes and scorecard measurement to support the portfolio marketing team’s goals

Experience For Manager Product Portfolio Marketing Resume

  • Comprehensive regional GTM marketing plan – annual, quarterly
  • Solution pipeline, revenue – marketing influenced & driven
  • Drive and support end to end market opportunities through collaboration with other marketing leads
  • Own and develop messaging architecture
  • Create marketing programs which recognize value drivers and NCR's strengths and weaknesses against competition
  • Develop and Execute Marketing Strategy to support NCR's Self Service strategy

Experience For Director, Portfolio Marketing Resume

  • Perform ongoing Segment Analysis and Review
  • Manage Marketing Plans to support Solution Deliverables
  • Conduct routine assessments of the organization’s go to market processes and address gaps in performance
  • Identify, develop, and implement opportunities to best position Shire’s complementary portfolio of products and services
  • Develop a broad range of customer communications to reinforce the value of the Sapphire products. Channels include: Owned, earned and paid; Digital and DM

Experience For Senior Manager Portfolio Marketing Resume

  • Results-oriented leadership role developing integrated marketing plans that align to the customer’s buying cycle, and post-sale customer journey for usage and consumption of aaS business
  • Understand competitive landscape to properly position and differentiate VMware’s products/ suites/solutions
  • Directs and Communicates with key SGWS & supplier sales management
  • Translate Genpact’s business objectives, market opportunities, and portfolio into a formal go-to-market architecture
  • Provide insight and support to company leadership to inform the identification and development of portfolio offerings
  • Understand buyer needs, market trends, and our current and future competitive landscape
  • Drive the salesforce’s adoption of the portfolio go-to-market strategy
  • Develop go-to-market strategies for Genpact partners and execute on all elements of the demand mix, including sales promotions and incentives, webinars, email communications, and offering updates

Experience For Portfolio Marketing Professional for The Weather Company Resume

  • Professional B2B experience motivating and formally leading a diverse and distributed marketing team- a hands-on style of working and a dedication to being a great teammate is a requirement
  • Knowledge of the technology, digital and professional services space and an understanding of changing market dynamics and how to translate them into actionable strategies to achieve company objectives
  • Experience leading global and geographically dispersed teams and multiple vendors and agencies and guiding them to success
  • Develop the buyer’s journey, define key offers and determine go-to-market strategies, plans and programs
  • Partner with sales enablement to communicate the value proposition to the sales team and develop the sales tools that support the selling process of your products
  • Be the expert on your buyers, how they buy and their buying criteria; be the expert on your competition and how to beat them
  • Lead development of Regional GTM Strategy for EAI Data Services along with vertical sales leadership, including reputation, demand creation, sales / channel enablement and market intelligence tactics
  • Orchestrate across multiple marketing functions, sales, business intelligence, strategy and services to successfully execute against the annual regional vertical GTM strategy
  • Accountable for key content development, particularly high value EAI assets for thought leadership & lead generation and account based marketing programs to expand and close pipeline

Experience For Director, Portfolio Marketing Campaigns Resume

  • Manage a small direct team to ensure coverage of marketing support for key, strategic, named and territory accounts across multiple routes to market – direct, partner, distribution, etc
  • Build & nurture a customer reference pipeline in region
  • Successful seller adoption of enablement materials
  • Regional Customer Reference Pipeline
  • Frequent industry, customer and partner presentations with customer and partner senior leadership
  • Enhance the partnership and collaboration with the service line/product/industry to support their growth plan. Educate team on tenets of a modern business to business marketing organization by delivering results and marketing support that goes beyond their requests

Experience For MS Associate Director Portfolio Marketing Resume

  • Secure primary and secondary research to identify global trends, assess market data (market sizing, segmentation, customer buying preferences), global customer needs, competition and channel and end user targets
  • Develop 3-Year Strategic Market Plan and work collaboratively with the Marketing Demand Center to develop a 12-18 month marketing plan, including a campaign structure that supports the objectives of the business plan. Oversee and monitor execution of plans
  • Recommend vertical merger & acquisition targets, if any
  • Develop a thorough understanding of the market, products and solutions, competition and trends and translate that to related services/products/industries. Spend approximately 10-15% of time in market
  • Define the overall marketing strategy that best supports the business strategy and drives predictable, repeatable demand. Partner with the demand center and campaign organization to deliver marketing campaigns based on thorough understanding of buying process and market segmentation and structure
  • Lead and manage a team of solution managers, whose roles are to develop a solution roadmap, marketing strategy, competitive value proposition and differentiation and solution campaign elements for their assigned services/products/industries. Develop business and marketing capabilities and leadership qualities of team members
  • Drive sales and marketing alignment, collaborate with sales enablement team in the development of effective sales tools, field communications and other sales support

Experience For Manager, Tenured Portfolio Marketing Resume

  • Cultivate and sustain working relationships with industry key opinion leaders who can play a role in supporting business/marketing objectives
  • Monitor industry trends (e.g. industry regulations, technology trends, macroeconomic conditions, business processes, challenges) and terminology, and act as an industry subject matter expert. Leverage knowledge of market and trends into tangible assets
  • Consider the building of and/or participate in a JLL Advisory Board
  • Manage and optimize marketing budgets
  • Develop and maintain market knowledge and relationships with existing and potential new aircraft buyers or lessees, aircraft traders, and key suppliers and partners including engine original equipment manufacturers (OEM’s)
  • Develop and lead a strategy to maximize return on portfolio assets, while staying aligned with Boeing Commercial Airplance (BCA) Sales regarding placement strategy

List of Typical Skills For a Portfolio Marketing Resume


Skills For Portfolio Marketing Professional Resume

  • Strong strategic, analytical and quantitative skills; Intellectual Curiosity
  • Effectively perform market sizing and segmentation, and to map portfolio offerings to specific buyer needs
  • Experience building and executing winning integrated product and solution launches that incorporate the entire marketing ecosystem
  • Experience influencing and collaborating with others
  • Product marketing, product management or sales experience, ideally in software and solution selling
  • Deep experience in building messaging and value proposition for data center technologies
  • Relevant industry or product marketing experience
  • Health care marketing experience
  • Financial self-service and retail banking operational experience would be preferable

Skills For VP, Portfolio Marketing Resume

  • 2 to 4 of years of marketing or healthcare-related experience
  • Previous experience working in a highly matrixed organization
  • Experience in portfolio or product marketing of enterprise software and technology offerings
  • Acquire demonstrated user/customer knowledge through market research, segmentation analysis and customer interviews
  • Overall experience in IT Security market – engineering and management roles
  • A demonstrated track record of building and executing successful alliances and partnership marketing programs that drive measurable business impact
  • Experience developing thought leadership to improve a company’s reputation in terms of digital expertise and innovation
  • Demonstrated ability to align the organization internally around critical marketing initiatives
  • Proven success with in a cross functional/matrix environment

Skills For Portfolio Marketing Specialist Resume

  • Managing other marketing initiatives as needed to support organization growth objectives
  • Willing to travel (less than 25%)
  • Provide leadership, direction and mentoring to the solution marketing, product marketing, and partner/channel marketing functions
  • Develop a full marketing plan and strategy to assess the forces at work that are driving Data Scientist buying behavior and technology selection
  • Formalize processes, measurement tools and reporting structure to support Company goals. Manage the hiring, development and retention of marketing talent
  • Broad and deep understanding of existing and emerging storage technologies and the storage industry

Skills For Manager Product Portfolio Marketing Resume

  • Contribute to the execution of ongoing strategies and annual marketing planning process
  • Own the overall marketing, positioning and programs aspects of the IBM’s data science products and open source user community
  • Creativity and Innovation: Imagining new possibilities and creating breakthrough solutions
  • Ownership of Results: Recognizing that the only true measures of success are results, and holding yourself accountable every day
  • Creates marketing plans, defines market success criteria partnering with PLM and Sales
  • Provide leadership, direction and mentoring to guide marketing staff in both strategic and tactical, day to day activities
  • Provide guidance to content marketing and campaign marketing on asset and demand gen programs
  • Contribute to Global EAI Solutions Marketing strategy to ensure regional view is correctly represented in upstream global marketing efforts
  • Participates in setting marketing requirements for products/services /product line/solution

Skills For Director, Portfolio Marketing Resume

  • Act as an IGF spokesperson and present at industry events and in sales, marketing and client meeting
  • Create and execute a marketing plan to successfully drive adoption of IBM's data science products and solutions
  • Integrity: Committing to the highest standards of personal conduct and business integrity around the world
  • External Focus: Looking within and outside of Sabre to delight customers and support communities
  • Collaboration and Teamwork: Working together to meet commitments to each other and customers
  • Deep understanding of our buyers
  • Create Challenger market programs with full supporting content strategies

Skills For Senior Manager Portfolio Marketing Resume

  • Lead multiple ongoing and aggressive timelines; and
  • Producing investment packages
  • Work and lead cross-functional teams, thriving in a global environment
  • Engage with internal and external Data Scientists to better understand what it means to walk in their shoes
  • Develop positioning and messaging that resonates with the customers and user community, relating product capabilities in terms that they understand and care about
  • Integrates IBM in front of the client and prioritize offerings in all sales channels
  • Evangelize how our customers have successfully deployed our products to solve real business challenges

Skills For Portfolio Marketing Professional for The Weather Company Resume

  • Track and analyze competitive activities and market developments to guide development efforts
  • Create and manage campaigns to increase user adoption, leads, and opportunities
  • Matches portfolio capabilities to client needs to create roles-based value propositions
  • Engages stakeholders to develop a point of view on client needs and portfolio marketing strategies, and influences stakeholders to define plans and execute actions
  • Recognizes and analyzes market needs, opportunities and challenges, and IBM and competitor capabilities and then recommends alternatives for market segment selections, portfolio priorities, and marketing strategies
  • Desires to work in a fast-paced environment, handling multiple tasks concurrently and easily adapting to new assignments, system, tools
  • Produces clear, concise, accurate written communication, clearly conveying thoughts and ideas to peers, management, and customers
  • Establishes and maintains positive work relationships with peers, management, and customers, displaying willingness to understand diverse points of view
  • Find creative ways to message and convey points of view

Skills For Director, Portfolio Marketing Campaigns Resume

  • Drive projects from A to B in complex global organizations
  • Strategic and tactical, creative and disciplined, ability to roll up sleeves when needed, and strong ability to sift through details to arrive at important insights or points. Ability to be analytical when needed and then distill data into stories or insights
  • Driven, high-energy, self-starter; comfortable working in a fast-paced, dynamic, and high-growth environment
  • Understands and embraces importance of both internal and external personal relationships; able to build strong relationships with clients and partners and across all functions and levels internally. Executive presence to build credibility with executive audiences
  • Impeccable work ethic, humble but confident
  • Excited by the opportunity to boldly do things differently than they’ve always been done before
  • Experience developing and driving high-impact product and solution campaigns that are measurable and instrumental in helping the organization reach its strategic objectives

Skills For MS Associate Director Portfolio Marketing Resume

  • Expertise in driving portfolio marketing strategies that incorporate a wide spectrum of product, customer, and industry-focused solutions
  • Demonstrated history of launching and sustaining products and solutions in the market, aligning launches to campaigns, and providing buyer insight and market intelligence to campaign planning and thought leadership activities
  • Giving presentations and public speaking
  • Performing competitive market analysis
  • Working in the aviation and/or transportation industry
  • Negotiating with external customers
  • Directly managing client accounts
  • Experience in brand building and brand management, either from Consumer Packaged Goods company, or an Agency or Consulting practice focused on CPG, with strong understanding of promotional landscape
  • Strong project management skills; impeccable attention to detail, organization, prioritization and analytic skills with a proven ability to multi-task and manage complexity

Skills For Manager, Tenured Portfolio Marketing Resume

  • Strong leadership ability with experience working with varying levels of seniority - dynamic, flexible, positive attitude, and team spirit
  • Responsible for the following activities
  • Self-Starter attitude, entrepreneurial spirit and ability to move quickly in a fast-paced environment
  • Educate sellers, channel partners, and business partners on the marketplace, the business drivers, the value proposition, the offerings, and competitive differentiation, through webcasts, in-person training, and other techniques
  • Strong leadership, communication, negotiation and collaboration with internal/external stakeholders

List of Typical Responsibilities For a Portfolio Marketing Resume


Responsibilities For Portfolio Marketing Professional Resume

  • Experience in Demonstrate Personal Engagement in Client Activities
  • Experience in portfolio marketing
  • Previous experience working in US Automotive, Electronics and Aerospace & Defense industries
  • Previous experience in marketing
  • Strong financial and strategic acumen, including P&L management

Responsibilities For VP, Portfolio Marketing Resume

  • Experience in Develop Buyer-centric Strategic Value Propositions
  • Experience in Become a subject matter expert on your portfolio, buyers and competitors
  • Experience in Apply Knowledge of Digital, Social and Web Analytics
  • Negotiate and execute portfolio sale or lease agreements, leading BCC teams including Contracts, Legal, Tax, Accounting, and Technical Asset Management team
  • Lead BCC Investment Committee process to achieve internal approval of any proposed sale or lease
  • Lead the BCC team through the sale, close, or lease delivery of an aircraft asset. In conjunction, serve and lead as the primary customer contact during lease term and execution
  • Work closely with BCC Customer Finance team members to support placements when Customer Finance has primary customer relationship management role
  • Partner closely with extended Boeing teams such as Boeing Commercial Airplanes and Boeing Global Services to support joint activities such as: aircraft acquisitions, freighter conversions, and subsequent placements

Responsibilities For Portfolio Marketing Specialist Resume

  • Self-starter who can work in an unstructured work environment
  • Collaborative and able to work cross-functionally
  • Develop an expert knowledge of market needs and business drivers
  • Engage in and/or drive business development opportunities to develop comprehensive business plans and recommendations of action
  • Direct experience in developing, managing and maintaining strong relationships with Clients and having then ability to represent the Client's point of view internally is required.

Responsibilities For Manager Product Portfolio Marketing Resume

  • Work with cross-functional teams to create a go-to-market (GTM) strategy to reach our target markets, develop messaging and content to drive demand and lead generation events
  • Work with marketing team to translate plans, segment priorities and messaging into effective content marketing practices that when implemented in campaigns generate and progress new sales opportunities
  • Work with cross-functional teams to launch of new offerings and manage the cross-functional implementation of the plan
  • Contribute to website management, updates and general content creation
  • Proven expertise with marketing campaign tools, sales management and reporting including Google Analytics, HubSpot, WordPress, Marketo or SalesForce or other marketing tools
  • Translate Graybar’s business objectives, market opportunities and portfolio of offerings into a formal, cohesive go-to-market architecture. Partner with Sales leaders to design an aligned set of strategies, tactics and resources that achieve corporate objectives

Responsibilities For Director, Portfolio Marketing Resume

  • Create a sales enablement plan and oversee marketing contributions to drive sales’ adoption of this portfolio
  • Provide insight and support to senior leadership to inform the identification and development of new offerings (products, solutions or services). Deliver increased profitability through effective marketing campaigns and new customers
  • Build the go-to-market plan to support and grow the portfolio of offerings, including prioritizing and aligning target audiences, developing effective messaging and building content across all communication channels
  • Understand target buyer needs, market trends and the competitive landscape
  • Demonstrated success influencing C-level executives and cross-functional leaders. Strong business acumen and ability to navigate culture and politics across multiple functions to establish buy-in for marketing strategy

Responsibilities For Senior Manager Portfolio Marketing Resume

  • Strong background in business analytics, measurements and dashboards. Demonstrated ability to translate quantitative data into actionable recommendations. Knowledge of traditional and digital outreach marketing channels and campaigns
  • Match portfolio capabilities to client needs to create roles based value propositions
  • Korean Fluent, English Fluent
  • See Required Professional and Technical Expertise
  • Collect input from various teams and decide optimal plan
  • Relevant professional experience in of relevant professional experience in marketing or related function, demonstrating progressive career growth and pattern of exceptional performance
  • Demonstrate ability to promote and defend strategy and execution tactics as well as company’s value propositions. Ability to represent JLL as a senior manager, giving thoughtful and forward-looking presentations. Persuasive

Responsibilities For Portfolio Marketing Professional for The Weather Company Resume

  • Accountability – Bright, self-starter who possess the ability to work independently and be able to take diligent initiative to foster progress by influencing and leading peers, executives, and partners who are not under direct control
  • Experience in Apply data driven Insight to Perform Prioritization and Segmentation of Buyers & Portfolio
  • Experience in Cognos Business Intelligence Software
  • Travel up to 10% annually domestically and internationally (customer meetings and industry events)
  • Proven ability to think “outside-in” with deep understanding of buyer personas. Represent buyers’ wants and needs to internal stakeholders, ensuring that the voice of IBM Cloud resonates with target buyers through all marketing activities

Responsibilities For Director, Portfolio Marketing Campaigns Resume

  • Possess a strong understanding of market opportunities, customer buying behavior and competitive insights to inform IBM's strategy and the creation of the buyer journey and client experience
  • Experience developing end to end marketing strategy and business plan for the respective industries
  • Strong segment knowledge
  • Previous product or portfolio management
  • 20-30% International Travel
  • Work collaboratively with and influence the marketing organizational design and processes to drive effective integrated sales and marketing strategy and tactics. Work with business operations team to measure and report global metrics such as profit and loss, share, customer penetration and market adoption and conduct and analyze win/loss and customer satisfaction/NPS data and QA process

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