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Work Background
Simple Steps Forward LLCPrincipal, Fractional Executive and Coach
Jan. 2024• Advise and partner with senior leaders to design multi-year strategies, operating models, and enterprise-level and departmental operating plans, OKRs and KPIs. • Fractional executive to assist with growth planning, go-to-market, business transformation initiatives, product roadmaps, customer experience, operational excellence, and partnership strategies. • Individual and group coaching in areas of career, leadership, and wellness.
Premera Blue CrossHead of Strategic Development - Enterprise Strategy
Jan. 2022 - Dec. 2024• Designed an Integrated Enterprise Strategy to drive toward multi-year priorities for the organization focused on financial performance, capabilities, experience, AI & digital modernization.
• Directed a holistic approach from strategy formulation to portfolio management, and value realization connecting corporate goals to functional operating plans and KPIs.
• Led cross-functional leadership alignment & enablement.
Sound PhysiciansVice President - Operations and Experience
Jan. 2020 - Dec. 2022• Partnered with Medical Director dyad to work with hospitals, Skilled Nursing Facilities, Home Health Agencies, and vendors to drive adoption of new service offerings and improved patient outcomes;
• Defined and implemented operational, quality, experience, and financial metrics; established cadence for QBRs, and executive reporting; • Collaborated with peers on the executive team to influence GTM, vendor relations (SPs and SIs), implementation, and onboarding strategies for optimal customer and partner experience.
Various companies and universities Advisor, Angel Investor, Lecturer
Jan. 2018. Serve on the Board of Directors/Advisors of various healthcare and technology companies
. Guest lecturer and adjunct faculty member for undergrad, masters, and doctoral programs in business and healthcare
ServiceNowSr. Director - Operations, Customer & Partner Experience, Product Management & EA
Jan. 2016 - Dec. 2019• Led innovation and operational efforts including solution and service design, resource allocation, cross-functional alignment, metrics definition, and budgeting, staffing, and P&L for a $1B+ business;
• Collaborated with internal and external stakeholders to define and adjust go-to-market plans, partnership priorities (resellers, distributors, SIs, ISVs, OEMs, etc.), M&A goals, and new growth opportunities;
• Spearheaded business reviews and forecasting and provided oversight to ensure optimal customer and partner experience and replicable options for emerging units and adjacent market segments.
MobileIronChief of Staff to the CEO & Head of Business Operations (Pre- and Post-IPO)
Jan. 2015 - Dec. 2018• Served as a member of the executive team and leader of organizational change management;
• Led employee development, business initiatives, and business transformation efforts;
• Conducted business reviews with internal and external stakeholders including the Board of Directors.
MobileIronSr Director - Global Enablement and Customer/Partner Success (Mobility Intelligence Center)
Jan. 2015 - Dec. 2018• Evaluated and implemented a new Learning Management System (LMS) company-wide and introduced the first Mobility Center of Excellence in the industry;
• Set and led strategy and processes for scalable internal, customer, and partner enablement and gained the buy-in of functional leaders to move toward a new direction; • Increased my unit’s productivity by 400% while increasing engagement by 320% y/y.
VMwareHead of Global Partner Strategy, Productivity, and Enablement (IV)
Jan. 2012 - Dec. 2015• Conducted cross-functional workshops to drive alignment for go-to-market, enablement, and marketing strategies for direct and indirect (partner) route-to-markets (resellers, distributors, SIs, ISVs, OEMs, etc.);
• Contributed to revenue and recruitment forecasts and had P&L responsibility for various market segments and verticals;
• Designed a partner development lifecycle and increased the competency of partners by 200% y/y
SYS ConsultingPrincipal, Consultant and Coach
Jan. 2010 - Dec. 2020• Led clients’ short- and long-term strategic and business initiatives, digital innovation, consumer and enterprise technology implementations, partnership strategies, and customer experience.
• Co-led clients’ go-to-market definition, process improvements, training, system evaluations, and transformation activities.
• One-on-one and group coaching and consultations in areas of career and leadership.
EFISr Director - Marketing (Product, Direct & Partner) and Enablement
Jan. 2009 - Dec. 2012• Collaborated with company’s senior leaders to define go-to-market plan and competitive assessments for new and existing solutions and segments for a rapidly growing $250+ M business;
• Overhauled branding and messaging and introduced a new offering targeting a new market; • Directed efforts related to product roadmap, usability, testing, inbound and outbound marketing, executive communications, processes, and tools to measure value and ROI
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