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Sherri
Dorfman founded Stepping Stone Partners and is the chief customer ambassador, leading client teams through projects.
Sherri Dorfman's Profile:
- Has over 20 years of experience designing
and developing information based offerings,
- Transformed
business strategies from "product" to "customer" centric,
- Coached clients through the product, service and program development process working collaboratively with
their customers,
- Led and participated
in projects with cross functional client teams which included representatives from different customer touch points.
Sherri's
Bio:
Experience When launching Stepping Stone Partners in the Spring of 1998, Sherri
Dorfman was determined to help companies build their business WITH their customers. Using the proprietary Direct Path methodology,
she helps clients view their company from their customer's perspective (“outside in view”) and uses this insight
to identify, define and prioritize revenue generating opportunities. Sherri has helped many high tech including healthcare technology companies make the right product and marketing investments.
Before starting Stepping Stone Partners, Sherri Dorfman was Vice President of Marketing at Family Education
Company, where she was responsible for devising acquisition and retention strategies for site visitors and sponsors (partners)
on this online parenting community.
Prior to Family Education
Company, Sherri worked for Epsilon, a subsidiary of American Express, where she developed and implemented database marketing
programs for Fortune 500 companies in the Financial Services, Retail, Travel and Publishing industries. Sherri's clients
included The Tribune Corporation, CheckFree and BizTravel.
Earlier in her career, Sherri was in the Interactive Marketing Group at American Express, building
their store on the on-line services such as Prodigy and CompuServe and experimenting with interactive television. While in
the Retail Marketing group at American Express, she devised and launched programs targeting consumer and business customers
of retailers.
Sherri gained extensive experience in the
database-marketing arena while at General Electric Capital Corporation. As Director of Database
Marketing, Sherri led the development of a marketing database which housed information on the private label cardholders. Sherri
educated retailers, manufacturers and cataloguers about using this information to develop targeted direct marketing acquisition,
loyalty and retention programs. She moved on to head up the Marketing Research department where she planned and ran both qualitative
and quantitative research studies to understand
consumer purchasing behavior and to capture feedback on proposed marketing programs. Her clients included QVC, Disney, Home
Depot and Apple Computer.
Education Sherri
has a Bachelor of Science in Marketing from University of Pennsylvania's Wharton School, and an MBA in Management Information
Systems from Drexel University.
Affiliations Over
the past 11 years, Sherri has helped the Massachusetts Technology Leadership Council (was The Mass Software Council)
and is now managing three Advisory Boards- Healthcare, Social Media and Sales & Marketing. She is a member of the
Boston Product Management Association. Sherri has written many articles on customer advisory programs for different marketing
magazines and websites and has moderated panels for conferences on innovating with customers.
Five years ago, Sherri developed an intergenerational program for
Sunrise Assisted Living with her daughter to bring elementary students and seniors together.
Services
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Stepping
Stone Partners, 169 School Street, Wayland, MA 01778, 508-655-6585
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