pwc

— PwC

Out of undergrad, I moved to San Francisco and started my professional career with PwC (PricewaterhouseCoopers LLP). I studied Marketing and knew I wanted to work in the technology industry, so I interviewed for projects that were relevant and challenging. As a management consultant, I often worked with business and technical teams to deliver services in ecommerce, marketing and sales operations, training and even risk management.

↓ See below for highlights of my experience

BXT at PwC
Internal program

Location

Miami, FL

Timeline

January to July 2018

BXT Curriculum Designer and Co-Lead

BXT stands for business, experience and technology. PwC began a firmwide initiative in 2017 to bring design thinking, agile practices, and analytics to staff, while modernizing our delivery approach by building cross-functional teams and tackling broader scope in our services. On a tour of duty, I joined the team to contribute my change management and design thinking experience.

BXT Business Development Curriculum

Aligned existing internal business development teams around a new curriculum and training program
Achieved signoff on launch, and began training for over 500 senior staff in the US, UK, and Australia

Agile and Design Thinking

Co-led design sessions in NYC, Miami and Chicago to gather feedback from practice leaders across the firm
Designed guidance for all staff levels to adopt Agile and Design Thinking practices
Secured approval of guidance and began distributing material to small focus groups for more feedback

Zuora Billing Implementation
Client project

Location

San Francisco, CA

Timeline

February to December 2017

Training and Business Process Lead

As part of the team implementing Zuora billing software and managing integrations with Salesforce and the product platform, I was responsible for ensuring our client's sales force (>500) adopted the newly designed lead-to-revenue process through training and communications. In tandem, I learned about feature development, data storage and migration, and fundamental financial and accounting processes.

Business Process Design

Co-facilitated design sessions with finance, sales ops, product, business apps and sales teams
Focused scope on 8 use cases (trial, new customer, repeat, cancelation, upgrade, downgrade), over 1,500 user stories and >500 users.

Training Curriculum and Planning

Planned user acceptance testing, super-user training, and end-user training
Led a 2-person team developing an over 100 page training curriculum (yikes!) that new training would be sourced from
Transitioned training program to client's instructional team and technical teams

Oracle Configure-Price-Quote Implementation
Client Project

Location

Chicago, IL

Timeline

April 2016 to January 2017

CPQ Implementation Project Management

Configure-Price-Quote software helps sales teams, channels and ecommerce sites automate the sales cycle and sell faster and more easily. As part of a 3-person project management team responsible for a $3M implementation, we led the business, technical and product teams through the adoption of the new software. From requirements definition through user acceptance testing and go-live, we helped our client achieve shorter sales cycles, closing deals quicker and encouraging renewals.

Business and Technical Team Management

Aligned business and technical stakeholders on MVP scope along a 6-sprint plan
Though the largest project in scope in recent years for the client, we took them from developing to testing and helped plan cutover activities in preparation for go-live

Target Operating Model

Managed a 3-person workstream defining a future state target operating model for the sales and marketing organizations
Successfully held over 30 sessions to detail day-to-day activities of various staff, to ensure processes were not redundant and ultimately aligned to the leadership's company-wide strategy

Risk and Quality Management, Post-Merger
Internal project

Location

Tokyo, Japan

Timeline

October 2015 to December 2015

Chief of Staff

I took on a project ensuring a newly acquired Japanese firm learned and adopted our contract policies, pricing structures and ongoing training programs. As the only (Latino-)American in an office of 50 natives, I was welcomed and invited to learn about their ecommerce services delivered to pharmaceutical companies in Japan and abroad.

Pricing Guidance and Contract Review

Worked day-to-day with 6 Partners to ensure their pricing strategies were according to policy while they led client negotiations
Ensured contract terms and conditions were according to policy before client signoff

Learning and Development

Trained office staff on how to access and complete PwC training for ongoing personal and professional development
Led 2 workshops with Japanese digital practice leaders to incorporate US digital practice services into their portfolio

PwC's Open Circle & AIDS/LifeCycle
Internal work

Location

San Francisco, CA

Timeline

August 2014 to July 2018

OPEN Leadership and Team Cyclist

I have been an advocate for equality in the workplace since I started studying business in undergrad. At PwC in SF, I was part of the LGBTQ employee-resource group rallying our employees in the Bay Area to not only raise awareness in the office, but engage with the community around us through service and fundraising events. Proudly, PwC joined AIDS/LifeCycle, a 7-day bike ride from SF to LA, to raise funds for and end the stigma against people living with HIV and AIDS.

OPEN Leadership

Defined committees and designated leadership in philantropy, professional development and networking
Designed and executed the annual strategy for the group for 3 years including an all-day workshop in diversity issues and planning of a world summit in NYC

ALC Participation and Fundraising

3-time participant, including 6+ months of training each year
Raised a combined total of over $13,500 in 3 years through fundraising in-person and online
Served as a mentor to newly incoming cyclists to help prepare them for event