San Francisco, California, United States
Drove visibility, collaboration, and accountability to accelerate strategic execution across the CX Offer Portfolio Management organization. Developed and managed outcome-focused, metrics-driven V2MOM plans, delivering impactful reporting, business reviews, and communications. Led roadmap development and tool adoption for key stakeholders while supporting the Chief of Staff to advance organizational priorities.
Enforced operational excellence through strategic planning, effective program execution, and disciplined budget management aligned to business priorities. Partnered with Finance to deliver accurate forecasting and insightful reporting, while integrating advanced campaign tracking to enable future-state attribution and ROI analysis. Provided consultative guidance on budget planning, vendor management, and process compliance to strengthen operational performance.
Streamlined end-to-end budget management and reporting with intuitive dashboards and unified Cloud Marketing views for greater financial alignment. Drove quarterly strategic planning and ROI tracking by integrating campaign frameworks into planning and Salesforce. Delivered actionable analytics and projections to support C-level decision-making.
Enabled revenue growth by leveraging advanced cohort analysis to pinpoint prospect behavior and boost qualified leads. Conducted in-depth, data-driven planning and optimization across marketing, finance, and sales to maximize demand generation and campaign impact. Implemented targeted analytics models to anticipate demand and budget needs, accelerating sales cycle performance and revenue attainment.
Executed data-driven strategic planning to help publicly traded companies manage investor bases, mitigate risk, and attract new capital. Managed a diverse portfolio of S&P 500 and Fortune 500 clients, advising Investor Relations teams, C-suite, and Boards with actionable insights and recommendations on global investor trends, valuation, and capital allocation for high-impact corporate transactions.
Optimized shareholder outreach by analyzing institutional portfolios to identify at-risk investors and high-potential targets. Delivered strategic consulting and scenario analyses to guide clients on cash deployment, corporate transactions, and shareholder impact. Provided actionable insights and prioritization for investor conferences and roadshows, addressing key concerns on stock performance and financial outlook.