STRATEGIST AND OPERATOR WITH THE HEART OF A MAKER

Cross-org Orchestration and Initiative Delivery | Strategy and Execution | Business Operations Management | Process Development | Public Speaking | Workforce Development | Team and Culture Building | Storytelling and Comms

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  • DIRECTOR, GROWTH STRATEGY
    03. 2023- PRESENT

    • Led 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- 03.2023

    • Led 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. 2022

    • Led 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. 

  • STRATEGY LEAD
    12. 2017- 07. 2019

    • Conducted 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

  • STRATEGIC DESIGN LEAD
    07. 2017- 12. 2017

    • Defined 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. 2017

    • Led 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

  • LEAD INSIGHTS DESIGNER 
    11. 2014- 12. 2015

    • Principal 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. 2014

    • Key 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

My superpowers

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.

Clarity

  • I blend the creative problem-solving of hardware design, the structure of strategy, and the art of storytelling to transform chaos into clarity.

    “Rachael’s advisory has completely changed the way we think about the account and what the possibilities could be.”

    -Account Executive

Rigor

  • I am a results-oriented operator with a proven ability to optimize processes and drive efficiency. My approach prioritizes repeatability and scalability, ensuring that teams and organizations can function at their highest capacity. Through careful organization and meticulous attention to detail, I enable peak performance and drive optimal outcomes.

    “Rachael is one of the most organized, prepared people I have ever worked with. She does a lot of work behind the scenes and [executes work] in a way that does not cause any undue stress”.

    -Salesforce VP

Influence

  • My approach to work is rooted in authenticity, empathy, and consistency, which helps me establish a strong foundation of trust with colleagues and stakeholders. My organization, authenticity and creativity make the initiatives I lead fun and rewarding to work on.

    “Rachael clearly cares deeply about our work, the company and can engage and inspire at all levels - from the most junior team member to the most executive audience. The impact she’s driven and will drive is nothing short of exponential”

    -Salesforce Senior Director

Creativity

  • My design background empowers me to craft compelling visions and solutions that resonate with audiences. A powerful blend of creativity and strategic thinking allows me to influence and inspire others, driving engagement and fostering collaboration.

    “Full of curiosity and a growth mindset, Rachael is an exceptional leader and multi-talented designer, researcher, and strategist. She is the model leader for the next chapter of Salesforce growth.”

    -Salesforce Senior Director