Financial Services
Consumer Services
Technology, Information and Media
Active

Sandy Mathis

CX That Listens, Learns, and Evolves — Customer Strategist | Insight Architect | Transformation Leader

About me

Customer Experience, Digital Transformation & Service Design Executive with 20+ years leading service design, CX innovation, and experience strategy across Fortune 500 and high - growth firms. Expert in journey mapping, service blueprinting, storyboarding, and inclusive design, delivering measurable outcomes in financial services, healthcare, and tech. Proven ability to synthesize complex needs, guide cross - functional teams, and embed customer insights into strategic decision - making.

Jurisdiction

United States

Notable employer

  • CX Strategist & Design Dir. at Strong-Bridge Envision / HCL Tech
  • Global CX Measurement Leader; Sr. Director, Strategic Marketing at Equifax
  • Director, Innovation Ideation Facilitator at TNS (Kantar)

Experience

Seniority LevelDirector
Years of Experience20+ years
Current StatusActive
Director, Global Customer Experience (GCX) Strategy PM
2021 - 2025

Partnered with senior leaders to design, scale, and embed customer - centric programs and solutions globally. Directed design of CX programs (Close the Loop, Digital CX Insights, Crisis Prevention, Customer Success). • Developed AI - enabled VOC frameworks transforming feedback into prioritized design actions. • Built digital self - service and enablement reducing friction and service costs. • Facilitated iterative design sprints, creating prototypes and storyboards to co - design solutions across teams. • Mentored design and research professionals, embedding customer - centric practices globally.

CX Strategist & Design Dir.Notable
2017 - 2021

Led CX and design strategy engagements with emphasis on financial services. healthcare, and insurance verticals. • Partnered with a global financial services client for 18 months to design and execute CX strategy and end - to - end service design initiatives, including journey mapping, blueprinting, and prototype development. • Conducted ethnographic research and usability studies to inform service design. • Produced journey maps, service blueprints, personas, and roadmaps to drive transformation. • Facilitated executive Design Thinking workshops converting insights into strategic action. • Delivered 0 – 1 product / service concepts for healthcare and tech clients, guiding prototypes through launch. • Served as SME for CX Bootcamp, coaching teams on CX program design and executive engagement.

Global CX Measurement Leader; Sr. Director, Strategic MarketingNotable
2013 - 2017

Spearheaded global Customer Experience Measurement (CXM) program across 10 countries and multiple business units. • Built a unified CX Measurement framework embedding experience - led metrics (NPS, CSAT, CES, CX KPIs) into decision - making for financial services clients. • Created closed - loop feedback systems that improved retention and drove double - digit revenue growth. • Partnered with product and sales leaders to translate insights into client experience improvements.

Director, Innovation Ideation FacilitatorNotable
2010 - 2013

• Designed and facilitated innovation sprints for healthcare, insurance, and CPG clients. • Guided ethnographic and qualitative research into validated new product and service concepts. • Advanced early - stage prototypes through Stage Gate 0 → launch readiness.

Consumer Insights Manager,
2005 - 2010

• Led consumer insight programs shaping portfolio strategy (Quilted Northern, Angel Soft, Kirkland). • Drove product repositioning and relaunch of Quilted Northern Ultra Plush, recognized by IRI as Top Product of the Year. • Managed $3.5M – $4M research budget across portfolio innovation and brand tracking.

Associate Manager, TM Pepsi, Strategy & Insights
2004 - 2005

Responsible for designing, developing and managing market research needs for TM Pepsi Brands, as related to tracking, innovation and teen - related initiatives. Strategically driven consumer insights and recommendations result in being applied to multiple aspects of the brand in order to address major issues plaguing the brand and assisting in the development of Strategic Planning for TM Pepsi. Manage projects that totaled over $3.0 million directly related to TM Pepsi brands.

Associate Marketing Research Manager / Senior Marketing Research Analyst
2002 - 2004

Managed $2M research portfolio for Ritz, Honey Maid, and Handi - Snacks; led custom / syndicated studies (concept, copy, product, usage) to guide brand strategy.

Retail Investment Group Officer / CAP Marketing Manager
2000 - 2002

Directed $600K retention program for 750K CAP Asset Mgmt. clients, leveraging multi - channel campaigns and CSAT surveys.

Educations

Degree of BBA - MarketingUniversity of Wisconsin - Whitewater
1990 - 1994
Masters of MBA - GeneralPfeiffer University
2000 - 2002

Certification

Total Certifications1

Customer Experience Professional Association (CXPA) - CCXP; Program Management Institute (PMI) - PMI

Skills

Core skills0
Languages1

Languages

English