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eMoney Welcomes New Members to Core Leadership Team!

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Pictured above from left: Tessa Raum, head of people experience; Jess Liberi, head of product management; and Susan McKenna, head of marketing. 

Last quarter, we announced the appointment of three new members to the firm’s leadership team: Jess Liberi, head of product; Tessa Raum, head of people experience; and new hire Susan McKenna, who joined eMoney March 5 as head of marketing. Reporting to eMoney CEO Ed O’Brien, Liberi, Raum and McKenna join a team of six other senior leaders responsible for driving innovation, business development, product advancement, increased customer retention, talent development and overall growth.

Over the past three years, eMoney has nearly doubled in size and continues to accomplish various milestones that reflect its rapid growth. McKenna is one of 40 new hires in 2018, bringing the eMoney team to more than 600 employees in three locations.

Core Leadership Team Feature:
Susan McKenna, Head of Marketing


Susan joins eMoney with a background in SaaS marketing for both major global market leaders and smaller, rapid growth businesses. She also has extensive experience leading teams and helping companies grow and scale. Most recently, Susan served in senior marketing roles at Billtrust, Revitas (sold to Model N), Princeton Softech (sold to IBM), and Deloitte Consulting.

As Head of Marketing and a member of the Core Leadership Team, Susan is responsible for providing the vision and marketing strategy that aligns with eMoney’s strategic priorities. She leads a team of nearly 30 that supports the firm’s client acquisition strategy, along with the development and execution of robust strategies and campaigns related to demand generation, client communications, product marketing, events, content, creative services, public relations, brand, and internal communications.

See a Glimpse into McKenna’s Marketing & Communications Philosophy
Every business is different and there is no magic, universal strategy that will work for every organization and their marketing initiatives. However, the goal of successful marketing is universal: connect your business’ value to the right client base. For eMoney, McKenna believes it all begins with a deep understanding of our buyer’s journey. “From the time a prospective advisor visits our corporate website, to after they have implemented our solution, we want to know what their experience is with eMoney.” She is dedicated to ensuring that her team is constantly learning, and working towards making sure that every experience the client has with our solution is a good one. In her own words, “To be able to perfect the experience, you need to understand it from a client’s perspective.”


This Year’s Focus on Enterprise
Prior to joining the eMoney team, Susan’s professional experience has largely been in enterprise software and services marketing. A focus that is and will continue to be top of mind for her and her team is understanding what enterprise means to eMoney, and dedicating resources to support wealth management needs of firms at scale. As our CEO, Ed O’Brien puts it, “We believe that the value advisors bring to their clients transcends the size of their practice, and we are committed to delivering solutions that support a wide range of advisors and firms with diverse needs.”


What are McKenna’s Most Valued Business Practices & Outlooks?

  • Collaboration – For McKenna, figuring out what works best from a marketing perspective is key. Mckenna highlights, “Aligning with sales and other teams internally is really critical to help understand our clients better”. Collaborating with teams like product, sales, and communications, provides more context into better understanding what eMoney users and advisors need, and how they get value out of our solutions.
  • Transparency – McKenna explains that internal and external transparency helps to make us stronger. “Transparency is about knowing what’s working and what’s not. If we have clients who are not happy – whether it stems from the service, sales experience, the platform, or the solution itself – we want to know.”
  • Have fun! – One of McKenna’s key core values is to love what you do. “When you get a bunch of smart, driven people together in addition to having some fun and enjoying the process, it’s a win-win for everybody”. Speaking of fun, did you know that McKenna used to write trivia for a computerized trivia game company for a living?


The addition of Susan brings us to four women on our Core Leadership Team

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