STRATEGIST AND OPERATOR WITH THE HEART OF A MAKER
I am the daughter of humble Kentucky beginnings and the American dream. I have spent my career throwing myself out of the nest and punching above my weight. I believe gratitude and kindness are the key to everything.
Cross-org Orchestration and Initiative Delivery | Strategy and Execution | Business Operations Management | Process Development | Workforce Development | Team and Culture Building | Storytelling
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DIRECTOR, GROWTH STRATEGY
03. 2023- PRESENTLed the creation and launch of 66 Growth Strategy Workshops across Salesforce’s top 100 accounts in Q1 of FY25, enabling 36 strategists to identify $4.3B of new, early-stage account opportunity
Led cross-org initiatives to develop, scale, and enable new growth strategy, relationship strategy, and account planning methods to multiple innovation teams and 100+ account teams
Led account teams in creating long-term strategy for top HLS accounts. Synthesized perspectives from leadership, industry experts, sales teams, and technologists to create roadmaps for long-term growth as well as actionable plans for transformational deals ($30M+)
GLOBAL DIRECTOR OF PROGRAM DEVELOPMENT
01. 2022- 03.2023Led a global community of 55 Strategists and Engagement Leads responsible for $500m of influenced Annual Contract Value
Increased organizational effectiveness and ensured success of department-wide matrixed org redesign through global stakeholder research: conducted workshops with 10 studios, interviews with 13 sales and innovation leaders, and 110 1:1s.
Increased efficiency and impact of cross-functional innovation teams in broader 140-person organization by launching new strategy, tools, and processes within first month in role.
Created monthly and quarterly feedback loops from leadership and global ICs to create reporting and track performance
Organized and facilitated monthly meetings, global workshares, and small group initiatives to increase collaboration and collective knowledge. Created engagement models of self-service, community support and hands-on mentorship.
Defined talent requirements by level, supported hiring, and created onboarding strategy
STRATEGY SENIOR MANAGER, IGNITE
08. 2019- 01. 2022Led cross-functional team to craft vision and strategy that laid the groundwork for Boundless Learning, a pioneer in workforce-aligned learning solutions. Since 2023 the company has launched over 450 academic programs with a 95% student retention rate.
Led cross-functional team working with C-suite executives to create service transformation vision and strategy for leading US healthcare company.
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STRATEGY LEAD
12. 2017- 07. 2019Conducted 25 internal interviews, cross-functional workshops, and an industry audit to bridge the gap between misaligned stakeholders to develop unifying company vision, mission and positioning.
Led research initiatives and bridged perspectives from 20+ Product, Engineering, DS and BD experts to inform product strategy, positioning, and marketing materials. Impact of personalized loyalty offers created by Formation for Starbucks highlighted in multiple Starbucks earnings calls.
Held key speaking roles in frequent C-level conversations, identifying strategic opportunity and bringing use cases with tangible customer ROI to life
Managed content and strategy for events and conferences
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STRATEGIC DESIGN LEAD
07. 2017- 12. 2017Defined market opportunity and product strategy for Oshi Health, the first virtual gastrointestinal care clinic with widespread reach. Since launching in 2018, 92% of participants achieved symptom control in less than four months after three to six months of virtual care, and Oshi intervention equaled more than $10,000 per patient in medical cost savings in six months.
SENIOR STRATEGIC DESIGNER
01. 2016- 07. 2017Led research and concept development of Tomorrow Sleep by Simmons Serta, a direct-to-consumer brand launched in 2017. Informed brand positioning, product roadmap, and go-to-market strategy through quantitative and qualitative research.
Worked extensively in the field to develop and launch a fuel delivery system in the Middle East
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LEAD INSIGHTS DESIGNER
11. 2014- 12. 2015Principal designer of the Owlet Dream Sock, the first-of-its-kind FDA-cleared smart baby monitor. The work led to a successful $7M Series A funding round in 2015 and the company went public in Summer of 2021. 2 million infants are currently monitored on the Owlet platform and the company continues to be a leader in the baby wearables space.
INDUSTRIAL DESIGNER
09. 2011- 11. 2014Key strategic designer of Dolby’s brand design story and visual design language, which was implemented company-wide and won an IDSA Bronze award in 2018
Principal designer of P&G Ventures’ Opté Wand, a first-of-its-kind hand-held inkjet device that customizes makeup application while targeting hyper-pigmentation