Lisa R. in

Lisa R.

Captain · DISC type DS
Founder and Fractional Product Marketing Leader at DigiCMO Collaborative
📍 Dallas-Fort Worth Metroplex, United States

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.

Read the full overview →
Experience
6 Years
Current Role
Founder and Fractional Product Marketing Leader
Job Level
Leadership
Location
Dallas-Fort Worth Metroplex, United States
Personality Overview

How Lisa shows up

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.

Priorities

Topics Lisa cares 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.
+5 more topics Login to view topics
Career

Work history

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

Media appearances

No media yetWe could not find public media appearances for this person.
Education
Bachelor of Science (B.S.)
Iona University
Master Certificate
University of California, San Francisco
Social presence
in
Behavioral profile

DISC profile (public)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

More profiles

Discover additional public profiles from our index.

Airon White
Airon White
Senior Product Marketing Manager
Procore Technologies
 Michael Fry
Michael Fry
Senior Associate Director, Dining Services
University of Maryland
 Jessica Atherton
Jessica Atherton
Director of Marketing
6 Meridian
 Matthew Palese
Matthew Palese
Chief Operating Officer
Earnest
Unlock the full playbookSee exactly how to sell to Lisa. Free, 10 seconds.