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 | Public Speaking | Workforce Development | Team and Culture Building | Storytelling

resume

  • 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