Traci King

Shape the customer experience and delivery of wellness solutions that help individuals improve financial confidence and overall well-being.

• Partner with business, marketing, sales, and relationship teams to bring customer focused solutions to market and support adoption
• Influence product direction and solution design by balancing customer needs, market trends, business priorities, and organizational goals
• Evaluate and manage external solution providers, assessing customer fit, experience quality, value, and long-term viability
• Gather customer feedback, market insights, and performance learnings to identify opportunities for experience enhancements and solution improvements
• Contribute to roadmap planning and prioritization efforts that strengthen customer engagement and support future growth

I strongly enjoy being an advocate for a customer-centered approach across initiatives, helping ensure solutions are relevant, usable, and differentiated

Led digital marketing and customer engagement initiatives that enhanced customer education and drove adoption of financial wellness and retirement solutions.

• Developed and executed targeted B2B and B2C marketing campaigns using email, digital communications, social content, and multimedia assets to drive customer engagement and awareness
• Collaborated with business stakeholders to create targeted marketing strategies, refine audience segmentation, and ensure communications aligned with customer and business goals.
• Utilized campaign analytics and customer insights to assess effectiveness, enhance engagement, and guide future marketing strategies.

Supported digital experience initiatives enhancing customer engagement and sales support capabilities.

• Implemented and integrated enterprise email marketing capabilities supporting customer outreach and engagement programs
• Developed sales demonstration tools and supporting materials that translated product capabilities into meaningful customer focused experiences
• Managed relationships with external vendors to enhance customer communications and engagement initiatives.
• Executed customer outreach campaigns and educational programs to raise awareness and utilization of retirement planning resources.
• Collaborated across business, technology, and customer facing teams to support experience improvements and delivery enhancements

Managed key client relationships and supported service delivery for retirement plan clients while partnering with business, sales, operations, and vendor teams to implement new offerings and service improvements that addressed client needs.

• Contributed to process improvement initiatives and cross-functional projects, focusing on business analysis, reporting, and training that enhanced service experiences and operational effectiveness
• Built a strong foundation in product support, client relationship management, retirement services, and operational delivery through progressively responsible roles across customer service, account management, and product organizations.