North Valley Research

Senior Product Marketing Manager

Hilti Group

Strategy – Define and communicate the strategy for product leadership (PLS) for the assigned Business Unit in Hilti North America (HNA)

Global integration – Align Hilti global PLS initiatives with HNA market needs; contribute best practice solutions to Hilti’s global PLS effort

Process leadership – Lead the implementation of the Hilti process Product Portfolio Management (PPM) with a focus on the HNA Time to Money (TTM) new product development activity

Trade Strategy – Support the efforts of the Hilti North America trade team to develop content and support account managers on product and application knowledge

Key deliverables – Responsible for assigned product lines revenue, gross margin, and operating expenses (OPEX)

Manage the matrix of HNA team members – Product Manager position is responsible to collaborate with materials management, direct marketing, market reach, training, marketing communications, trade, Hilti online, customer service, engineering, and the marketing organizations to properly support their product and control information flow.

Market Research – Product Manager is responsible to monitor the activity, innovation, market reach strategy, and pricing of the competition in the North American market; additionally, PM will work closely with trade manager to communicate product improvement and portfolio enhancements to the HAG product development teams in the business units. A/B Testing

Training – Product Manager will service at the North American content expert with regards to the product they support and will collaborate with training and marketing communications to build training content and product launch materials for SaaS and physical products.

Product Manager

Strategically steering the market organization which involves salesforce target setting, opex management, net sales projections, P&L rolling forecast, personnel/headcount investments management, annual pricing reviews, large customer agreement renegotiation and management and Global Hilti group Finance projects. Utilized Salesforce (SFDC), SAP BO, Think-Cell, Tagetik, Workday Adaptive Planning, Office Connect. Provided indirect leadership to market organization. Ad-Hoc sales and marketing reports for executive management teams. Coordinate marketing events and planning for field marketing & sales teams.

Sr. Financial Analyst - Energy & Industry

Performed market sensing activities to help bring new innovative products, helped test new products with customers to provide feedback for new product development 

Responsible for marketing in assigned territory to customers for national sales events, innovative new products in order to increase market share

Helped bring to market an additional product line

Established rapport with customers to build trust and confidence in the Hilti value proposition, worked with strategic VIP accounts, earned employee of the month, exceeded market Share goal by 140.3%, brought in three new accounts, 100% fleet renewals agreements met, strategized pricing to stay competitive while highly profitable to deliver sustainable growth

Cultivate long-term, trusting relationships with key stakeholders through effective communication and exemplary customer service. Educate customers on products and services that best meet their requirements, while maximizing account development and business growth.

Consult contractors on product innovations and productivity gains for projects that are applicable to customer needs on projects that surpass $10B in total cost of completion.

Develop and execute strategic sales plans that increase product sales by more than 27% as well as strategically sell core product lines to increase market share. 

Work with strategic VIP accounts on technical diamond equipment, helped facilitate product marketing events with key customers both virtual and physical events.

Provide training and support on Hilti's most technical capital equipment both internally and externally. Facilitate weekly meetings, customer-facing, video, and by telephone, to demonstrate products and close sales in largest territory

Worked with product managers to give market research on strategic new products. Utilized both Salesforce and SAP as well as JIRA.

Product Specialist

Raymond James

Oversaw client strategy meetings between $1M-$10M to help clients better understand complex financial solutions for their investment portfolios 

Obtained several financial licenses (SIE, Series 7, Series 63, Series 65)

Private Wealth Advisor

Thunder Angels

Early-Stage Funding For Globally Viable Ventures-Consulted for Mayo Clinic Ventures

Deal flow management - Develop central investment thesis and vet potential startups based on angel investors’ appetite for risk, expected return, exit potential, and required capital

Investor Relations - Maintain investor relations and expand the investor base from a local to a global network

Recruited and trained MBA students to perform due diligence research and present findings to investors

Developed early start-up company valuations by analyzing product profitability, cash flow projection, revenue streams, and capital expenditures to assess the investment potential and presented reports to angel investors

Worked my way up from Analyst to Managing Director

Managing Director

S.C. Taparo S.A.

Consulted on a vertical integration project for a supplier to IKEA, performed extensive market research to identify: competitiveness of initial product portfolio, future products to diversify the company’s offering, and criteria for potential product lines; resulting in new opportunities for market penetration, created a go to market strategy for potential retail, wholesale and online distribution channels with the expanded portfolio and presented findings to board of directors, compiled new market opportunities and product-line extensions to further develop and grow the business portfolio in polyester spun bonding and textile-non-textile industries

Formulated financial projections including: balance sheet, income statement, and cash flow for 5 years while incorporating working capital, breakeven scenarios, and free cash flow analysis

Audited projections and due diligence work to perform a valuation factoring: country specific economic risk, political risk, and the cash needs of the company; resulting in a roadmap for the client to understand risks and earnings potential

Conceptualized a 5-year exit strategy modeled for different types of investors including private equity and government incubators considering IRR, NPV, and ROI, presented work to the executive board that led to an offer of employment

Established trust based relationships with the client which led to greater insights into the parent company as well as the drivers for this project, which were incorporated to present a holistic business case to drive future revenue and investment opportunities

Evaluated business case and financial projections for creation of a new subsidiary, presented the gaps and areas that needed to be further developed prior to seeking private equity investment

International Management Consultant

Delphi

Selected for Intern Leadership Committee that helped keep interns engaged throughout the summer and a point of contact for networking and leadership

Analyzed and consolidated divisional financial reports within excel utilizing accounting and financial skills ($17B total) and prepared them for senior executives of company

Prepared Q&A document for the Q2 earnings call for CEO & CFO & other executives of the public corporation

Worked on engagement project for Director of Corporate Strategy at Delphi managing a project with 100+ contacts and analyzing all of the data and presenting it to the Director

Presented key findings with other finance based interns on automated driving technologies and potential acquisition targets within the automotive safety industry

Corporate FP&A Strategy Intern

Mayo Clinic

Performed Due Diligence on possible investments for the Mayo Clinic Ventures fund

Designed and implemented proprietary investment scoring matrix

Ranked the technologies using the proprietary scoring matrix and made recommendations to whether pursue the investment

Consultant

Skyline Guest Ranch

Took guests into Yellowstone National Park and surrounding areas on horseback for fishing, camping, and leisure excursions from multiple nationalities and languages, achieved 100% tip rate as well as high customer satisfaction

Lead up to 15 individuals at a time in high-risk scenarios with various wildlife being present, with perfect safety record for clients

Maintained trails and upkeep of areas for business and general public

Fishing Outfitter

Air Plus Heating LLC

Spearheaded new product which generated 20% more revenue for organization performed market sensing as well as product testing and implemented changes to the GTM strategy, did all marketing for the business as well as worked on getting to various review sites and high ratings for the business, managed two direct reports and seasonal employees

Took organization digital, enabled google reviews, angies list reviews driving growth and conversion rates

Managed a team of employees, responsible for the development and coaching of team members, ensuring that they are given the resources and opportunities that they need to succeed and grow. Drive customer engagement while being committed to developing a high-performing team.

Sales & Marketing Manager

ACH Fulfillment

Translated/Interpreted for a business convention for a variety of accents as well as helped CEO translate with key customers. 

Helped with Korean, Japanese, and Cantonese languages via translating software.

Helped plan for the marketing event and set-up the event.

Chinese Translator / Event Coordinator

Adaptable, motivated, and global professional experienced in identifying opportunities as well as achieving results through people. Strong analytical and leadership skills with the ability to transform problems into actionable solutions. Passionate about Global Marketing Strategy and Leadership Development. Experience with North American, APAC, and European business markets and cultures.

Experienced Industries:
Automotive 
Construction 
Financial 
Medical 
Outdoor
Security 
Textiles 

Gallup Signature Themes: 
Analytical | Significance | Context | Deliberative | Competition | Focus

Languages: 
•       English, Native 
•       Mandarin, Fluent 
•       Spanish, Basic

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