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Work Background
Forest Friends Innovation StudioPrincipal Presales Consultant, Co-founder
Jan. 2024Forest Friends Innovation Studio is a technology consulting firm that provides prototyping services to small to mid-sized companies. As our principle pre-sales consultant, I lead Strategy and Product. I ensure we deliver advanced prototyping services in emotional and generative AI for small to mid-sized businesses in the mental health space, helping them innovate and compete in the digital age. I direct teams to design use cases and solution architectures, focusing on emotional AI applications and integrating generative AI technologies. These efforts accelerate our clients' transformation, enabling rapid advancements. Forest Friends Innovation Studio acts as a catalyst for change and growth in the AI as well as mental health space. At the moment, we are developing a use case leveraging Emotional AI modeling to enhance mental health support by connecting patients, therapists, and loved ones.
IBMSenior Business Technology Leader & Engagement Manager, Client Engineering, Technology Sales
Mar. 2023 - Dec. 2023New York City Metropolitan AreaIBM is a multinational technology company with 282K+ employees and $61.86B in revenue in 2023. During this time, I played a key role in accelerating client transformations by integrating IBM’s technologies into their processes, addressing business gaps, and promoting sustainable growth. I developed 8+ MVPs and implementation roadmaps with the consulting team, allowing us to deliver significant cost savings to our Fortune 500 clients in travel, transportation, and retail. As a result, I’ve generated multimillion dollars in tech sales for IBM. Additionally, I led and motivated cross-functional teams, fostering a collaborative culture to ensure both client objectives and IBM’s sales targets were achieved. Providing thought leadership to IBM teams and partners, I drove consistent 8 figures in B2B sales in Gen AI, business automation, data integration, analytics, and cloud platforms. This allowed me to achieve a 90% performance bonus for 2 consecutive years. By analyzing customer needs and recommending aligned technology solutions, I opened new sales opportunities for IBM. I led client engineering initiatives, leveraging industry insights to enhance IBM Technology's impact on solving customer challenges.
IBMAnalytics Team Lead, Center of Excellence (CoE) for Sales Digital Transformation, Digital Sales
Jul. 2021 - Jan. 2023New York City Metropolitan AreaIn this capacity, I developed and implemented a data automation and visualization framework that standardized data across the digital buyer's journey and enhanced decision-making insights. I also established success metrics for 5+ digital transformation products, including an automated self-serve portal, pricing estimator, and e-commerce marketplace, which served as benchmarks for performance and customer satisfaction. Following the launch of these products, my data-driven GTM strategy recommendations led to a 20% increase in front-of-funnel traffic, a 25% reduction in bounce rate, an 8% improvement in MQL to SQL conversion rates, and multimillion dollars in revenue. By conducting a comprehensive funnel analysis to identify and address drop-off points, I significantly improved website UX, operational processes, and overall conversion rates, directly impacting the success of IBM's digital sales transformation.
IBMSenior Product Manager & Strategic Design Lead, Chief Analytics Office
Apr. 2019 - Jun. 2021New York City Metropolitan AreaIn my role, I’ve driven 9 figures in annual revenue by integrating AI/ML/NLP models into key sales tools, which improved our processes such as lead qualification and customer interactions. I led the development of AI-powered recommender systems, delivering insights that enabled IBM sellers to enhance their sales strategies. Additionally, I secured significant funding by presenting AI product designs and solution architectures to stakeholders across Sales, Marketing, HR, and other departments, fostering strong relationships. I spearheaded the development and launch of a Territory Prospecting tool on Tableau CRM, using 4 ML models and 50+ data sources, which was highly adopted by IBM sellers companywide. Subsequently, we were able to generate billions in revenue. Furthermore, I managed a high-visibility HR transformation project using GenAI to empower employees and improve hiring processes. Employing Agile/Scrum methodologies, I leveraged new data sources and user feedback to enhance product features, optimizing performance and user experience.
IBMStrategy Consultant Intern
Jun. 2018 - Aug. 2018Armonk, New York, United StatesChief Analytics Office - COPRA/Cognitive Pricing team, Corporate Strategy Chief Analytics Office at IBM is the company’s Center of Excellence for AI, and an elite analytical consulting team tasked by its executives to pursue the firm’s most complex strategic issues. We adopt a hybrid analytical approach combining management consulting with data science, and we develop ML solution and advanced analytical model for IBM internal business strategy and operations in variety of functionalities in sales, marketing, pricing, product, HR and risk. “Reinventing pricing practices with change management” Pilot Expansion Assessment
Challenge: Benefits of optimal pricing not fully realized without change management Approach:
• exhibited better-than-expected pilot results and gathered evidence for proven success
• conducted follow-up analysis on potential revenue gains if we were to implement a similar strategy on other products and geographies Results: Convinced the management that there is room to expand, and we should move forward to capitalize on new opportunities by scaling up the pilot Support & Subscription Dashboard Problem: Lack of business intelligence on pricing renewal quotes, especially not on discount-based product competitiveness; plus no optimal price generated by the existing machine learning model Approach: • created a visualization tool to help sellers benchmark their own pricing against the general practices within our organization/one business unit, offering a customized, dynamic view pertaining to individual sellers and deals • conducted business interviews with sellers to further address their needs
• formed preliminary analysis on the pilot/mandate proposal built upon the analytical tool Result: An established dashboard as a prototype acknowledged and approved by sellers, was put into mass production to assist in pricing negotiation.
Columbia Graduate Consulting ClubDirector of Operations
Mar. 2018 - Dec. 2018Greater New York City AreaIn charge of Strategy & Operations
GEODISAsia Economist and Strategist - GEODIS World Lab
Jul. 2015 - Aug. 2017Berlin, GermanyAssuming a strategy-focused position with a top international multi-billion euro supply chain operator in France, I facilitated building the GEODIS World Lab, the company’s internal consulting and innovation department. Conveying economic expertise to C-suite executives spanning major business lines, I collaborated with experts in conducting in-depth research on modern supply chains, emerging markets, technologies, and industry models. Performing together as a synergistic unit, we achieved these top-line results: ➪Facilitated a multi-million dollar revenue stream from Chinese contract logistics by constructing a strategic enterprise development plan utilizing qualitative and quantitative methods and employing strengths/weaknesses/opportunities/threats (SWOT) analysis. ➪Reached 300 executives after devising a publication offering opportunity identification and cost containment, competitive financial benchmarking, industry and country studies, quarterly oil price forecast, and global trade flow analysis. Gaining pivotal economic leadership experience, I segued my skills into a senior-level product management strategy and consultancy role at IBM.
Bank of China (Hong Kong)Economic Analyst
Sep. 2014 - Jun. 2015Hong KongEarly in my career, I had the honor of working with the oldest native bank in China maintaining $3.7 trillion in assets. My role encompassed writing up macroeconomic and policy research reports to support various functionalities at the bank. Authoring and co-authoring articles for China’s central bank magazine awarded me with a once-in-a-lifetime opportunity to collaborate with the Chief Economist at the Bank of China Hong Kong. Presenting global economic insights to public and internal clients, central banks, executive leaders, and government officials bolstered my confidence and fostered a passion for delivering strategic perspectives.
American Institute for Economic ResearchSummer Research Fellow
Jun. 2014 - Aug. 2014Great Barrington, MassachusettsHealth Care Expenditure Analysis Project
• Performed quantitative and qualitative analysis of the U.S. health care system with a focus on hospital utilization and pricing, using data from Haver, the World Bank, OECD, etc. • Worked on the paper "Hospitals Contribution to the High Cost of U.S. Health Care"
Brown UniversityResearch Assistant
Dec. 2013 - May. 2014Providence, Rhode Island Area• Researched Immigrant Children’s Learning Beliefs and Related Socialization at Home using a longitudinal design and a variety of empirical methods, including mother–child conversations
• Attended weekly discussions on observation of child behaviors through transcribing audio files
Peking University English NewsJournalist
Sep. 2010 - Jun. 2012Beijing City, China• Provided timely news reports on campus and did in-depth interviews with professors and visitors
• Managed the News Bulletin and worked on the Anniversary Specials
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