Functional Skills

Business Development
Cost Reduction
Go-to-market Strategy
Performance Management
Budgeting
Market Research
Customer Service
Product Design
Sales Operations
Strategic Planning
Customer Experience
Product Marketing
Supplier Relationship Management
Production Planning
Private Equity Investing

Software Skills

ServiceNow
Salesforce
SAP
Netsuite
Oracle CRM

Sector Experience

Aerospace & Defense
Business Services
Manufacturing
Technology
Telecom

Languages

English
Mandarin
Big 4 Accounting
Fortune 500
Top Consulting Firms

Experience

CLC Technologies Management Consulting
Strategy & Operations Consultant
1/2017 - Present
Independent consultant for manufacturing companies, consulting & market research firms, Salesforce ISVs
• Assessed market opportunity of consumer device/software bundle offering; performed stakeholder, SME interviews and conducted market research to substantiate a $1B opportunity in SMB vertical
• Evaluated product lifecycle management process for a $1B PE-owned industrial LED firm; interviewed 20+ stakeholders & mapped process flow in engineering, sales operations, and inventory policy
• Designed and piloted Multi-Generation Product Planning Process for a $20B HVAC company; led executive workshops to develop strategies to align technology roadmap across 4 BUs; collaborated with IT to incorporate product and resource loading data as part of annual budgeting/planning cadence
• Performed operations audit of finance and HR functions of a technology company; formulated roadmap (best practices, software automation solutions) for PMO to drive productivity improvement in 15 areas
• Ident

EPAM Systems Management Consulting
Director Experience Consulting (Salesforce Industry Lead), Digital Engagement Practice
9/2022 - 6/2023
Manufacturing & Automotive (MAE) industry leader for Salesforce platform and advisory practice
• Launched Salesforce MAE GTM strategy targeting 60% YOY growth leveraging solution and industry clouds accelerators, account-based marketing, & partner/channel/alliance marketing campaigns
• Developed solution accelerators to deliver an end-to-end connected customer experience offering (dealer marketing portal, commerce/quote-to-cash, customer service)
• Developed digital, customer portal, and enterprise enablement roadmap to increase Salesforce & ServiceNow adoption for an automotive financial services provider for dealerships

Salesforce Sales
Business Strategy Senior Manager, Professional Services
5/2021 - 9/2022
Served as an industry expert (MFG & Auto) to accelerate CRM professional services sales and delivery
• Designed and delivered software demos for clients in automotive and manufacturing sectors with use cases in automotive tier-1 supplier forecasting, dealer performance management, project-based sales
• Served as Industry lead to support account team to win $1M licenses and services deal to build dealer performance management solution for a North America Automotive OEM; led team to deliver MVP solution in 14 weeks; led rollout and demo of solution at client national sales conference
• Created MAE industry solutions for Professional Services and led enablement for Engagement Managers and Delivery Teams; served as liaison w/ Product Team to support roll-out of MFG & Auto Cloud features
• Met and exceeded $10M monthly qualified origination in service deals

Leonardo Corporate Strategy & Development
Senior Manager Business Development, DRS Technologies Power Solutions
1/2015 - 12/2016
Led overall business development activities for Industrial / Naval / Vehicle Power Conversion Lines of Business; owned sales funnel and 5-year strategic plan, business forecast & bookings target ($60M)
• Developed capture plans (price-to-win, decision mapping, partner selection, SWOT analysis) for five global power systems opportunities; gained executive buy-in on proposed resource requirement and plan
• Served as Salesforce/Sales Operations lead for division; piloted CRM transformation to support PMO resource planning, improve monthly forecast, & eliminate duplicate data entry by 50% in annual planning
• Steered Inside Sales team to exceed CY15/CY16 spare parts bookings plan by 50%
• Coordinated with engineering to develop business case to gain approval on 5-year $15M R&D investment portfolio across multiple product lines (UPS, Power Generators, EV Chargers, Naval Electronics)

PricewaterhouseCoopers (PwC) Management Consulting
Senior Associate, PRTM Management Consultants
8/2012 - 1/2015
Advised corporate and private equity clients from industrial manufacturing, automotive, aerospace & defense, high-tech electronics sectors on growth strategy and operations improvement consulting engagements
• Assessed Sales & Operation Planning within two factories (US and Mexico) for an automotive parts supplier to identify opportunities for operating cost reduction of $5.0M and one-time working capital improvement of $8.0M
• Growth strategy for aftermarket business of a $2.4B industrial pump company (PE owned)
• Consulted with P&L leaders to formulate 30+ growth initiatives to target 5-year 30% revenue lift; examples included improving fill rates and setting up installed base knowledge
• Formulated strategy for a defense technology (power generation & conversion) company to enter hybrid vehicle drivetrain market, finding $50M+ in commercial synergies across six market segments
• Analyzed business case ($80M+ savings projected over 5-year period) to support global manufacturing

Raytheon Company Integrated Defense Systems Operations
Supplier Engineering/Operations Research Fellow
1/2011 - 9/2011
7-month full time MBA internship as part of corporate sponsorship at Massachusetts Institute of Technology
• Piloted & gained executive support for new supplier assessment process (approved by DoD)

COOLCHIP TECHNOLOGIES Start-Up
Business & Product Development Consultant
1/2011 - 9/2011
CoolChip Technologies is a MIT startup that designs and manufactures air-cooled microprocessor heat sinks
• Assisted CEO to win $150K technology development contract with leading gaming console manufacturer

Leviton Manufacturing Engineering
Senior Mechanical Engineer, Residential Business Unit
1/2006 - 1/2010
Led design of residential electronics (dimmers, timers, light switches) and consulted with China engineering and production team to ramp up high volume manufacturing
• Collaborated with product marketing managers to identify/implement features on residential lighting control devices to set 3 industry benchmarks; drove 7-month hardware development effort with offshore factory team to deliver 500K annual units; resulted in 15+ US and international utility and design patents

Comtech Communications Engineering
Mechanical Engineer
1/2004 - 1/2006
Served as only mech. engineer in division of 300+ to support design & manufacturing of RF power amplifiers
• Managed product design cycle to successfully launch and sustain 5+ product lines

B/E Aerospace Design
Design Engineer, Lighting Solutions
1/2003 - 1/2004
Responsible for the design of passenger cabin electronics onboard commercial jetliners
• Led cross-functional effort (hardware/software/industrial design) to introduce LED mood lighting systems