Revenue Strategy & Operations Lead

• Investigated production activities and designed a KPI framework to address operational waste and machine downtime – resulting in $20,000 in savings from enhanced efficiency
• Conducted market research for North American division and devised a price proposal schedule for 80 products in negotiation with Dollar Tree – supporting pitch to secure contract with the vendor

• Analyzed end-to-end value chain to identify key pain points; proposed restructuring of multi-million-dollar contracts by optimizing for supply and demand schedule, market volatility, and operational efficiency
• Developed Shell’s 5-year Retail strategy by leveraging insights from discovery workshops with executives. Delivered a comprehensive growth opportunity analysis and a site analysis framework for new site construction.
• Devised algorithms for sales forecasting on PowerBi by analyzing revenue trends and statistical relationships. Cooperated with data scientists at Shell UK to improve predictive ability and reduce margin of error to 10%.

• Roll-out strategy for a Fortune 500 client: Analyzed client’s financials and built a competitive compensation structure to facilitate entry into the broker channel; provided recommendations for GTM by products and regions
• M&A strategy (coded client): Conducted global market research and developed case studies to support M&A decision; presented rationale to executives to facilitate buy-in
• Go-to-market strategy for a leading insurance company: Led workshops with stakeholders across the organization to assess gaps in people, process, and technology; developed target-state operating model and implementation playbook – including organization restructuring, CX and process redesign initiatives
• Proposal: Put together a multi-million-dollar proposal to assist Lead Client Partner in selling the implementation phase of a strategy project; successfully secured the contract over multiple bidders

• Retail investment funds: Developed a business case to increase Retail mutual funds AUM by $50B; led the Retail and Customer assessment workstreams and obtained approval from Head of Retail and Wealth to transform the distribution of investment advice across 900 branches and 600 financial advisors – resulting in $400MM NIAT
• CEO transition: Served as a strategic advisor during CEO transition; coordinated with Group Heads to prioritize growth bets, align messaging, and surface investment stories for the new executive team
• Payment strategy: Analyzed strategic shifts within the payments industry and determined operational impacts to Scotiabank; built a business case to generate $100MM in run-rate revenue under different operating model scenarios
• 5-year strategy refresh: Evaluated financial and non-financial risks for a $30B portfolio across multiple capital allocation strategies; developed a framework for assessing trade-offs between growth and risk considerations
• Data strategy: Conducted a comprehensive review of the Canadian operations to identify opportunities for resource deployment; recommended technology restructuring to improve end-to-end data flow and enhance reporting

• Sales motion pilot: Secured senior leadership buy-in on a net-new GTM strategy on blended onshore-offshore sales structures. Analyzed sales velocity and quality to define ideal book structure to maximize engagement and revenue.
• Merchant segmentation strategy: Developed and executed the first merchant segmentation strategy, tailoring GTM initiatives to merchant lifecycle stages and purchasing behaviour. Achieved 100% marketing adoption, +200% increase in strategic engagement, and +20% revenue uplift.
• Online Ordering (OO) strategy: Identified growth levers for high-value merchants and developed an end-to-end launch plan to boost OO orders by +30% QoQ. Built enablement resources and executed training programs with Sales team to re-engage inactive merchants, drive adoption, optimize performance, and prevent churn.
• AI automation: Spearheaded the automation of leads-list building process leveraging AI, identifying high-impact business applications and securing cross-functional buy-in across Systems, Product, and Sales. Expanded the leads list by 9x, improved accuracy by 50%, and uncovered additional use cases for scale across DoorDash.
• Quarterly Business Review: Built and scaled QBR infrastructure with Product & Sales leadership; enabled tracking of roadmap delivery and revenue attribution, enhancing transparency across different business units
• Annual Planning: Directed short- and long-term strategic planning by analyzing historical performance data, identifying overarching business priorities, and creating actionable roadmaps with OKR commits. Achieved +35% QoQ incremental marketing revenue and +20% increase in Platform volume.