Assisted leading worldwide financial services institution with identification and validation of key account satisfaction drivers. Proposed 25+ improvement actions to increase retention and deal size.
Articulated and developed market analysis that enabled client with a first comprehensive point of view about the attractiveness of the market and better understanding of key success elements for define a solid market entry strategy. Completed more than 30+ interviews and extensive secondary research in English and Spanish.
Led multifunctional team to perform detailed due diligence to decide on $50M acquisition of potential partner. Project included detailed assessment of current business strength, products and operations and estimation of future growth outlook scenarios and overall fit with client’s overall M&A strategy. Management accepted recommendation.
Assisted top management of leading global executive firm in translating their long-term strategy into clear, well-articulated actions.
Led strategic repositioning of a $20M cloud computing – Health IT technology venture. Worked with GM and management to re-focus company’s direction and operations. Developed new 5-year strategic plan and value proposition, articulated integrated financial and operational models, defined sales force design and staffing ramp-up, crafted functional action plans and execution/tracking metrics.
