
Experienced and detail‑oriented Marketing Process Compliance and Surveillance Manager with 19 years of experience across digital and distribution compliance, customer and product risk management, and governance in highly regulated, fast‑paced environments, including the banking and financial services sector at Synchrony Financial (formerly GE Retail Finance). Skilled in analysing requirements, assessing operational and customer‑impact risks, and developing structured controls that ensure system accuracy, reliability, and regulatory alignment. Strong track record collaborating with cross‑functional QA, Product, and Technology teams to validate user interfaces, call‑handling workflows, IVR logic, and customer‑facing digital journeys. Adept in manual test planning, test case execution, defect identification, and root‑cause analysis, supported by hands‑on telecoms experience in Avaya platform testing and frontline 999 emergency call handling. Recognised for disciplined problem‑solving, strong documentation practices, and implementing strategic controls that safeguard organisational integrity and customer trust while supporting the delivery of mission‑critical services.
Execute recurring surveillance testing for the defined testing scope within a surveillance review Document detailed test instructions and results to documentation standards and meet required deadlines.
Analyze test results to identify defect categorization and root cause Make recommendations on final test outcome to Marketing Surveillance management
Effectively communicate test results to process owners and actively manage the closedloop for all defects identified during testing Maintain an appropriate depth of knowledge of Marketing processes that is necessary to effectively conduct surveillance testing.
Actively seek training and learning opportunities to increase knowledge and stay abreast of process changes
.Establish effective relationships with all Marketing teams that own processes and activities tied to the annual surveillance plan
Create and maintain repository of evidence documentation and workpapers to support testing activities that align with documentation standards.
As a Marketing Process Surveillance Manager, collaborated with QA teams to validate and test Avaya contact center platforms and related marketing communication workflows to ensure compliance, functionality, and customer experience standards.
Developed and implemented a company-wide Customer Experience (CX) strategy, enhancing customer satisfaction and loyalty by addressing critical touchpoints and streamlining omnichannel interactions across web, mobile, contact center, and chatbot platforms.
Analyzed customer feedback and survey data (NPS, CSAT, CES) to identify experience gaps; partnered with Product, Marketing, IT, and Support teams to implement targeted improvement initiatives, driving a 20% increase in customer satisfaction within one year.
Optimized end-to-end customer journeysby identifying friction points and root causes of dissatisfaction, implementing process enhancements and targeted retention strategies that reduced customer churn by 15%.
Collaborated with IT, Product, UAT and QA teams to enhance digital experiences, leading website and mobile app usability improvements that resulted in a 30% increase in positive digital touchpoint feedback.
Conducted comprehensive chatbot testing and validation, including functional, NLP, intent recognition, and conversation flow testing to ensure accuracy, compliance, and seamless customer interactions. Partnered with QA teams to validate chatbot integrations, response accuracy, fallback handling, and escalation to live agents, improving first-contact resolution and reducing response times.
Established and monitored key CX performance metrics and dashboards, delivering executive-level reporting and actionable insights to drive data-informed strategy adjustments and continuous improvement.
Championed adoption of emerging CX technologies, including CRM enhancements and AI-powered chatbots, improving personalisation, automation, and customer response efficiency.