Margo's profile picture

Margo D.

VP-level communications executive & program leader for transformations and M&A

Chicago, IL, United States
Join Catalant to View Margo’s Full Profile

Kickstart your next project with our network of 70,000 experts

View Margo’s client testimonials and reviews

Take your organization from Strategy to Execution

Join Catalant to View Full Profile
About Me

Margo is a VP-level communications executive and program leader with strong client relationship and influencing skills. She architects multi-phase strategic initiatives. She is data-savvy and brings expertise implementing and leveraging enterprise software/platforms in complex global organizations. She has extensive experience delivering organizational transformations, M&A integrations, divestitures, and carveouts.

Work Experience
Principal at Adeptation Sep 2015  - present Chicago, IL, USA

Develop and deliver make-or-break strategic initiatives which have CEO, Board, and Investor-level visibility.
Strategic Program Management: Led deployment of client's new analytically-driven pricing tool across US sites, the culmination of a $170M initiative. Achieved on-time, smooth delivery of 5 successive market launches, an accomplishment was noted in CEO's end of year communication to all employees and investors. Created communications, playbooks, and other deliverables as needed to ensure program success. Advised senior decision-makers and coached functional PMs & team members throughout the engagement.
Change Management Communications: Developed plans and executed corporate and OpCo communications related to the divestiture and standup of new Fortune 500 company with 100+ global sites. Scope included all post-deal, organization-wide changes: 50+ IT systems and applications, HR org restructuring, and ongoing COVID-19 health & safety communications.
Corporate Communications: Developed strategy and led series of six projects related to the divestiture and future IPO of a $3B company from a $7B conglomerate. Led standup SaaS communication tools, including strategy, governance, and content planning. Supported crisis planning and communications.
Brand Communications: Hired by the CEO of a blockchain-powered cyber security company as interim marketing executive to lead repositioning effort. Created foundational brand, marketing, and sales messaging.
Brand Analytics & Product Positioning: Engaged by owner of a SaaS company to conduct a thorough review of the company's branding, marketing, and positioning strategy and develop testable hypotheses for future direction.
Market Research & Concept Testing: Engaged by the CEO of a toy & educational products company to conduct a competitive landscape assessment and develop the target consumer profile for a new children's product. Evaluated national retailer assortment and merchandising strategies as well as competitive product features/benefits messaging and pricing strategy. Conducted in-depth interviews with parents to generate insights regarding the path to purchase and reactions to new product concept.
Brand Positioning: Worked closely with founder of Fractional CFO consultancy to define the firm’s brand identity, positioning, and key messaging and developed the web content for the firm's MVP website.
Brand Experience Strategy: Led multiple projects to develop cohesive brand and customer experience strategy for Household Goods manufacturer expanding from regional to national sales. Identified improvements during pre-purchase and post-purchase consumer journey to elevate regional brand to parity with premium national brands.
Brand Positioning: Articulated wealth management firm’s brand values, developed its corporate social responsibility policy, and produced its first-ever corporate social responsibility report.
Market Entry & Competitive Research: Estimated market potential for consumer packaged goods (CPG) startup’s product, defining target consumer segments and developing positioning to guide go-to-market strategy. Conducted retail store visits to assess shopper marketing for competitive and complementary products to inform branding, packaging, and display decisions.
Executive Coaching: Established collaborative client relationships, developed proprietary materials, and coached mid-senior executives in advanced communication and presentation skills.
Marketing & Sales Alignment: Analyzed and redesigned client intake funnel for an editorial & publishing services provider, clarifying positioning to support premium pricing. Improved client’s close rate from 30% to over 50%. Enabled a 25% increase in realized billable rates.

Senior Manager, Strategy & Operations, US Retail at Brightstar Corp. Apr 2013  - Sep 2015

Drove strategy and planning for world-class partners and customers, including Verizon, Sprint, Best Buy, Walmart, Walgreens, CVS, and more. Served as strategic advisor, program manager, and internal liaison across Retail Sales, Marketing, Market Research, as well as Global Divisions and Service Lines. •

Program Management: Developed and deployed program management tools and techniques to enhance project prioritization, workstream delivery, risk mitigation and accountability to $1B business unit, improving department performance and employee engagement scores by 11 points.

Marketing Project Management: Initiated, scoped, planned, and managed wide range of systems, digital, trade show, and retail marketing projects until Director of Marketing position could be backfilled.

Workshop Facilitation: Strategized and facilitated workshops and kickoff meetings with key stakeholders to generate support for new systems, new programs, and joint business planning.

Proposal Writing & Management: Managed complex B2B service pitches and proposals, gathering input from internal product, customer and service subject matter experts while organizing and editing final proposals, leading to several multi-million dollar contracts.

Competitive Intelligence: Published reports from partner & competitor quarterly earnings calls. Produced executive summaries of industry news, trends, and competitor product & service trials. Led custom research to identify risks impacting launch and strategies to mitigate downside risks.

Senior Associate Consultant, Customer Strategy Practice at PwC Advisory Aug 2011  - Feb 2013 Chicago, IL, USA

Delivered projects for enterprise clients, spanning marketing, sales, customer experience and digital.

Marketing Automation: Led 5-member client team through selection process for Fortune 1000 Hospitality company to find enterprise email marketing vendor, achieving 40% cost savings. Owned project kickoff and communications, requirements gathering, RFP, and negotiations.

Customer Experience: Oversaw client team to develop the customer communications strategy, KPIs, and roadmap for a global eCommerce initiative for Fortune 500 Airline, reducing call center costs related to system integration. Coordinated effort with Integration Management Office (IMO).

Customer Experience: Developed and authored business case to win support for $50M+ eBusiness Customer Centricity initiative for Fortune 500 Insurance company, co-facilitating a strategy and visioning workshop to align executives. Wrote steering committee presentations.

MBA from Duke University – Fuqua School of Business
Strategy & Marketing

Academic Fellow (Head TA) for Strategy. Dean’s List. Won 3 case competitions: Fuqua Case Bowl, Deloitte Case Competition, Dell MBA Marketing Intern Social Media Strategy Competition.
Bachelor of Science from North Carolina State University - Poole College of Management
Finance & Marketing

Join Catalant to View Margo’s Full Profile

Kickstart your next project with our network of 70,000 experts

Work with Margo directly

Take your organization from Strategy to Execution

Join Catalant to View Full Profile

Experts are not affiliated with or endorsed by Catalant Technologies, Inc. By using Catalant Expert Storefronts, you agree to our additional terms.