Lisa R.

Captain
DISC Type : DS

Founder and Fractional Product Marketing Leader at DigiCMO Collaborative

Dallas-Fort Worth Metroplex, United States

Overview

Lisa is a senior B2B SaaS marketing leader with over 15 years of experience, specializing in the health tech and fintech sectors. As the Founder of DigiCMO Collaborative, she focuses on go-to-market strategy, product marketing, and sales enablement. Colleagues describe her as an outstanding, dedicated, and approachable leader who excels at turning complex ideas into actionable plans.

She holds a Bachelor of Science from Iona University and has earned certifications in Advanced Portfolio Marketing and Digital Marketing Strategy.

Unique fact: Lisa believes 2026 is the year of "AI accountability, " predicting that companies will lose billions due to ungoverned generative AI in marketing and sales.

Personality Overview

Planner & Achiever

Decisive But Calm

Consummate Professional

They exhibit a rare combination of being result-oriented but patient at the same time.  They might take some time to make their mind up but once they do, they don't change it easily. Reading between the lines and seeing beyond your words comes naturally to them.

Topics They Care About

Health Tech GTM
Believes go-to-market strategy in health tech is at an inflection point, driven by shifting buyer expectations and the operational use of AI.
AI Accountability
Expresses concern about the financial risks of ungoverned generative AI, emphasizing the need for accountability in its business application.
Product Marketing
Passionate about the entire product marketing lifecycle, from market insight and positioning to executing successful launches and driving growth.

Media Appearances

Lisa has no verified media appearances

Work History

6-2023
Founder and Fractional Product Marketing Leader at DigiCMO Collaborative
7-2024
Director Product Marketing - Emerging Products (GTM, Sales Enablement, Content) at HealthEquity
1-2023
Member at GTM Alliance
1-2020
Product Marketing Pro Plus Member at Product Marketing Alliance
4-2022 - 6-2023
Senior Director, Marketing at Milliman MedInsight

Education

Bachelor of Science (B.S.) from Iona University
Master Certificate from University of California, San Francisco

More Information

Social Presence :

Prographics :

Exp : 6 Location : Dallas-Fort Worth Metroplex, United States Job Level : Leadership Designation : Founder and Fractional Product Marketing Leader at DigiCMO Collaborative
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Insights For Selling To Lisa

During A Call Or A Meeting

DO's

  • Ask them at the end if they see a strong value prop in your product; expect an honest answer
  • You can spend time on BANT (or other qualification methodology) but keep it to the point
  • Use phrases like 'your team deserves', 'best in class' etc.

DONT's

  • Don't go over them unless you are left with no other option
  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them
  • Don't take their patience for granted, avoid long-winding sermons

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Lisa is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Lisa

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Lisa move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Lisa take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Lisa

Personality Compatibility


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