CASE STUDY
Lisa Vecchio
Built a wins library, a CV-matching skill and an AI interview coach, then landed a senior marketing leadership role at a major FinTech.
Lisa Vecchio graduated from the founding cohort of the Agentic CMO Accelerator while leading marketing at VEED. She built a wins library, a CV-matching skill and an AI interview coach, then put them to work on one application. In autumn 2026 she moved into a senior marketing leadership role at a major FinTech.
The starting point
Lisa has led integrated marketing for 20 years, mostly in B2B SaaS. She joined the founding cohort of the Agentic CMO Accelerator in spring 2026 as Senior Marketing Director at VEED, which sponsored her place. By the time she began thinking about her next move she already had a record of her professional achievements, a personal AI knowledge base and, in her words, "a few workflows I'd been building over the previous months".
"I'd also completed the Agentic CMO Accelerator, which had given me the confidence to start putting AI into practice with my team."
The Accelerator also gave her the foundations the job search would run on: scheduled tasks, connected tools, a personal knowledge base and repeatable workflows.
The wins library
Lisa had always tried to capture her wins monthly. Through the Accelerator she automated it.
She was already running Claude on her desktop with a context folder holding her CV and professional background. She added a scheduled monthly task that reviewed non-confidential information from her meeting notes, Slack messages and emails and suggested achievements worth capturing. Work information stayed in company-approved tools, including Claude and Granola, and confidential material stayed out of her personal knowledge base.
The result was a wins library with sections for brand, demand generation, product marketing, sales alignment, product launches and leadership. Some entries were quantitative: a conversion rate improved, a contribution to revenue growth. Others were leadership wins, such as coaching someone through a difficult situation.
"As a marketing leader, so much of your contribution happens through other people, and it doesn't always show up neatly in a dashboard."
By the time she was ready to look, the library had done its job. "Actually, I had the opposite problem. There were too many examples to fit on my CV!"
One application, done properly
Lisa did not automate the search. She spoke to her network, reconnected with executive recruiters, used LinkedIn to read the market and chose one role. "I didn't automate my job search or have AI firing off applications on my behalf. I wanted to be selective."
For that role she used a skill she had built. It reviews a job description, assesses her CV against the requirements and recommends the most relevant achievements from the wins library. A role that leans on brand surfaces her strongest brand examples; a product marketing or commercial growth role surfaces different ones. A voice profile kept every suggested change in her own words.
"It's tempting to paste in a job description and ask for the perfect CV. But AI can exaggerate your experience, invent achievements or produce something that sounds nothing like you."
The CV stayed hers and every example traced back to work she had done. She applied through LinkedIn and was invited to interview. "In a competitive market, that felt like a win in itself."
Preparing for the panel interview
Between rounds, Lisa used the knowledge base in four ways:
Research. Notes from each interview, plus the deep research on the company and the people she would meet.
Rehearsal. AI predicted the questions she might face in the next round. Claude acted as the interviewer and she answered out loud by voice dictation, exactly as she would in the room. Claude coached each answer: was it specific enough, did it answer the question, was there a stronger example in the wins library?
Compounding. Every story she told added context to the knowledge base, so the coaching sharpened as the process went on.
The final stage was a strategic case study presented to a senior hiring panel. Lisa developed the strategy herself. AI built the presentation in the company's visual identity, brand colours and imagery included, then reviewed the finished deck against the original brief to check the requirements were covered and flag where she needed to go deeper.
"Having something challenge your thinking before you walk into a room full of senior leaders is a real advantage."
The question that decided it
One of Lisa's opening slides introduced her as an AI-enabled marketer. Before she reached the strategy, a panellist stopped her: "Can you explain what you mean by that?"
She could. She described the agentic marketing organisation she had been building at VEED: the workflows, how she had helped the team adopt AI in their day-to-day work, and the three-day Agentic GTM hackathon she ran with marketing, sales and customer success, where the teams identified real business problems and built practical solutions together. She could point to what had been built, within what she was able to share: a Claude-powered brand bot, an AI lead-scoring agent working across 50,000 companies and agentic GTM workflows. And she could explain the business problem behind each one and what the team had learned.
"I felt confident having that conversation because I'd done the work."
After the offer, one of the senior leaders on the panel sent her a LinkedIn message saying how impressed they had been by the AI examples she shared. The hackathon had stood out most.
"I think this is where expectations of marketing leaders are changing. People want to understand what you've actually built, how you've led the change and what impact it's had."
What Lisa would tell other marketing leaders
Start your personal AI knowledge base now. It can be a folder your AI tools can read, with your CV, LinkedIn profile, voice profile and your wins. Keep confidential company information in approved work systems.
Be selective about how you use AI in your job search. One opportunity, prepared thoroughly, over many applications fired off.
Get practical AI experience under your belt. Have a few clear examples of workflows you have built or introduced, how you brought your team along and what the outcomes were.
In her words
"I genuinely don't think I'd have been as successful in this process without the Agentic CMO Accelerator. Some of the most useful things I learned were actually foundational: how to create scheduled tasks, connect tools, build a personal knowledge base and start creating repeatable workflows. My monthly wins library started with something as simple as learning to schedule a task. From there, I kept building."
Lisa Vecchio, founding cohort, Agentic CMO Accelerator. Find her on LinkedIn and at lisavecchio.com.

