Functional Skills
Agile Software Development
Performance Management
Data Science
Product Innovation
User Research
Operational Efficiency
Sales and Operations Planning (S&OP)
Operations Management
Finance Transformation
Marketing Analytics
Leadership Development
Innovation Management
Software Skills
Microsoft Excel
Microsoft Office
Microsoft PowerPoint
SQL
Jira
Smartsheet
Sector Experience
Business Services
Financial Services
Healthcare
Travel & Hospitality
Languages
Mandarin
French
English
Big 4 Accounting
Fortune 500
Top Consulting Firms
Experience
CVS Health
Product Management / Strategy
Lead Director, Care Quality Product Analytics & Operations
8/2023 - 9/2024
• Set strategic direction for three B2B2C analytics and care delivery products, managing a 7- member team and overseeing user research, product vision, roadmap, and vendor partnerships
• Co-designed care delivery models and analytics insights capabilities at three care delivery end points, improving home visits diabetes eye exam gap closure by 7%
• Led product innovation with three consultative insight features, retaining $2.5M in revenue from at-risk clients through strategic feedback loops and agile prototyping
• Rolled out a sales support decision tool to hypercharge lead generation, achieving 67% user adoption in 3 months, 2x the volume of leads generated with no incremental FTE
• Optimized agile product delivery through effective roadmap management and close collaboration with stakeholders across sales, marketing, engineering, clinical, and data science divisions
• Co-designed care delivery models and analytics insights capabilities at three care delivery end points, improving home visits diabetes eye exam gap closure by 7%
• Led product innovation with three consultative insight features, retaining $2.5M in revenue from at-risk clients through strategic feedback loops and agile prototyping
• Rolled out a sales support decision tool to hypercharge lead generation, achieving 67% user adoption in 3 months, 2x the volume of leads generated with no incremental FTE
• Optimized agile product delivery through effective roadmap management and close collaboration with stakeholders across sales, marketing, engineering, clinical, and data science divisions
CVS Health
Data Science / Analytics
Director, CX Insights & Strategic Initiatives
9/2020 - 8/2023
• Pioneered the CX Analytics product suite, scaling operations across three business units and growing the analytics team by 200% in response to increased demand for CX-driven insights
• Launched leading indicator dashboards and predictive models for Aetna and Caremark to inform frontline leaders, enabling them to proactively address issues and enhance customer satisfaction
• Designed data-driven experiments across 11 campaigns, generating $6.8M in retention revenue and $1.5M in cost savings through optimized customer engagement strategies
• Led A/B testing implementation in call center, demonstrating 8% reduction in repeat calls, and 18% improvement in call satisfaction
• Launched leading indicator dashboards and predictive models for Aetna and Caremark to inform frontline leaders, enabling them to proactively address issues and enhance customer satisfaction
• Designed data-driven experiments across 11 campaigns, generating $6.8M in retention revenue and $1.5M in cost savings through optimized customer engagement strategies
• Led A/B testing implementation in call center, demonstrating 8% reduction in repeat calls, and 18% improvement in call satisfaction
Aetna
Data Science / Analytics
Lead Analytics Consultant, Next Best Action (NBA) Products
3/2019 - 8/2020
• Developed a digital-first readmissions prevention program, resulting in $25M in annual cost savings, validated through A/B testing
• Acted as COO and built a new member engagement call center, overseeing hiring, performance incentive design, OKRs, and performance optimization, improving ROI by 40% in 15 months
• Acted as COO and built a new member engagement call center, overseeing hiring, performance incentive design, OKRs, and performance optimization, improving ROI by 40% in 15 months
PricewaterhouseCoopers (PwC)
Management Consulting
Healthcare Strategy Consultant
8/2016 - 3/2019
• Identified a $200M growth opportunity for a health plan through product innovation and market expansion strategies
• Advised on strategic provider partnerships for a major health plan, positioning this client for $600M in growth while defending against competitive pressures
• Led operational transformation for a pharma service business, generating $6M in savings and solidifying its GTM strategy and operational model
• Advised on strategic provider partnerships for a major health plan, positioning this client for $600M in growth while defending against competitive pressures
• Led operational transformation for a pharma service business, generating $6M in savings and solidifying its GTM strategy and operational model
Cigna, Godiva, KPMG
Finance
Various Finance & Auditing Roles
8/2006 - 1/2014
• Built a foundational skill set in financial analysis, strategic problem-solving, and operational efficiency, supporting a data-driven, outcome-first approach in strategic decision-making.