Strategy& / PwC:

Description: Strategy& is PwC's global strategy consulting business that helps clients achieve their strategic objectives through deep industry insights and rigorous analysis. They provide a wide range of services including corporate strategy, growth strategy, and operational improvements to drive sustainable success for organizations worldwide.

Role and timing: Consultant (2017 - 2018) 

Sample projects: 

1. Multi-Year portfolio strategy for a national healthcare payer: developed strategy for client to distribute $3.5B+ portfolio to carry out 70+ initiatives over 5 years 

2. Growth strategy for mid-sized technology company: 

- Analyzed client’s existing capabilities (e.g., product, marketing, GTM strategy, sales channels, pricing) against competitor capabilities to determine differentiators and gaps to be addressed to effectively compete with competitors

- Conducted an assessment of potential partnership opportunities and identified specific partner candidates; recommended strategies and timeline to increase revenue and market share and presented findings to C-suite clients

3. Payment processing optimization for Fortune 100 healthcare payer

4. Created capacity models to better predict staffing demands and drive cost efficiencies for regional healthcare payer 

- Worked cross-functionally across finance, HR, data analytics, and clinical groups (e.g., Medicare, Medicaid, and then some specialty lines of insurance) to model and project out staffing needs based on past workload

Tyton Partners: 

Description: Tyton Partners is a boutique consulting firm focused on the education industry; clients include colleges and universities, edtech companies and startups, nonprofits, large publishers, test prep companies, impact investors, and foundations (such as the Gates Foundation) 

Role and timing: Strategy consultant (2019 - 2020) - specialized in growth strategy, go-to-market projects, and due diligences with a focus on product and sales 

Sample projects: 

1. Growth strategy to increase enrollment at a special education school with programs ranging from preschool - age 22

2. Product strategy for a Big 3 publisher to redesign their English Language Arts offering

3. Design of a new Master’s program for a Top 40 university 

4. Buy-side due diligence for a large public publishing company acquiring a courseware provider

5. Buy-side due diligence for a well-known impact investor acquiring a special education telehealth platform 

6. Investment strategy for the Gates Foundation (based on gaps, opportunities, and priorities of the current investment strategy) 

7. Growth and GTM strategy for a leading SIS and ERP provider 

Salesforce: 

Description: Salesforce is a cloud-based software company specializing in customer relationship management (CRM) that helps businesses streamline their sales, service, marketing, and commerce operations. By offering a suite of integrated applications, Salesforce enables companies to manage customer interactions, improve operational efficiency, and enhance overall customer satisfaction.

Role and timing: Sales strategy & ops (acted as Chief of Staff for senior sales leaders), 2020 - 2022

Responsibilities: 

- Led forecasting, reporting, strategic projects, and go-to-market initiatives for Executive VP of North American sales

- Spearheaded cross-functional initiative to build a GTM model with finance, sales, and human resources teams, incorporating budget, headcount, attrition, & productivity to determine headcount investments for ~2,600 person org; presented to business unit (BU) President and COO; resulted in 70% Y/Y increase in FY22 H1 annual contract value

- Identified industries for BU to prioritize by analyzing industry market size and projected growth, product-market fit, costs, and projected ACV gains; presented findings to BU COO and used findings to direct FY22 GTM strategy

- Developed automated tools using SQL for pipeline forecasting, territory carving, and performance management

- Fellow at Salesforce Ventures Impact Fund: researched edtech trends, sourced 54 startups for investment consideration

- Co-president of San Francisco chapter’s Asian American affinity group; led board of 10 and org of 1000+ members

Chegg: 

Description: Chegg is an online education platform that offers textbook rentals, homework help, online tutoring, and other student services to support academic success. By providing affordable access to educational resources and personalized learning tools, Chegg helps students enhance their learning experience and achieve their academic goals.

Role and timing: GTM and product intern (Fall 2023) 

Responsibilities: 

- Created GTM strategy for new B2B AI training, including target customer segments, messaging, and differentiators 

- Identified future needs and skill sets for customers and developed product roadmap to prioritize these new additions 

- Conducted competitor analysis to understand how to differentiate our product 

EnGen: 

Description: EnGen (Series A startup) is an online platform that provides personalized English language learning solutions designed to help immigrants and refugees succeed in the workforce and integrate into their communities. Through adaptive technology and industry-specific curriculum, EnGen empowers learners to achieve their professional and personal goals by improving their English proficiency.

Role and timing: Product strategy and GTM consultant (independent consulting); 2022 - 2023

Sample projects:

1. Product design and GTM strategy for an online immigrant hiring platform:

- Identified 35 nonprofit and 36 employers (e.g., Fortune 500 companies) to partner with; created profiles of these potential partners to understand current offerings and how EnGen could partner with them  

- Interviewed 19 nonprofit leaders, recruiters, and hiring managers to better understand current solutions, gaps, and opportunities to incorporate into this platform 

- Identified funding streams from the government, foundations, and the private sector to fund initiatives related to hiring and training immigrants

- Analyzed hiring trends and demands for immigrant workers in the private sector 

- Designed GTM strategy for operationalizing this platform; including understanding the landscape and working with nonprofits and employers 

2. Researched training pathways to jobs with family-sustaining wages for immigrants with low-income and/or low levels of English proficiency: 

- Analyzed jobs data from the Bureau of Labor Statistics to understand which jobs have both 1) high growth potential as well as 2) family-sustaining wages 

- Researched job requirements and career progression for careers in food and hospitality, technology and healthcare that would be feasible and sustainable for immigrants with low-income and/or low levels of English proficiency

Authoritive:

Description: Authoritive (seed stage) partners with experts to create text message-based courses that deliver bite-sized, actionable insights directly to users' phones. Their platform aims to make learning convenient and effective by leveraging the ubiquity of text messaging to provide high-impact education on various topics.

Role and timing: Product intern (Fall 2022)

Responsibilities:

- Conducted primary and secondary research on the creator economy to understand opportunities for Authoritive creators to grow their audience, new markets for Authoritive to build content in, and trends for Authoritive to be proactive about their engagement with creators  

- Analyzed and segmented the market for creators to understand which types of creators Authoritive should target (e.g., supply-side)

- Identified target customer segment for Authoritive’s current offerings (e.g., demand-side) 

- Designed resources for Authoritive to provide for its creators, based on researching the course creation journey for creators 

Ghost Island Media:  

Description:

Ghost Island Media is a podcast network based in Taiwan that produces English and Mandarin shows on topics often overlooked in mainstream media, such as climate change, social justice, and human rights. Their mission is to amplify underrepresented voices and provide in-depth, thoughtful content that sparks conversation and inspires action.

Role and timing: MBA intern (current)

Helium: 

Description: Helium provided career coaching services for young professionals who want to break into consulting. We conducted resume reviews and mock interviews and hosted case workshops. 

Role and timing: CEO and cofounder (2020 - 2021) 

Responsibilities:

- Developed website and products to provide affordable resume reviews and mock case and behavioral interviews to clients preparing for consulting recruitment

- Led customer experience, marketing campaigns, sales, and hiring efforts

- Managed 3 interns in designing marketing materials, surveying potential users, and researching competitors

Redefine Dichotomies: 

Description: Redefine Dichotomies is a project I did consisting of interviews I did with 20 different creatives and entrepreneurs in the Asian diaspora. I amassed views from people in 101 countries. 

Role and timing: Founder (2020 - 2021) 

Responsibilities:

Identified and sourced interviewees; researched interviewees beforehand; conducted interviews; edited interviews; collaborated with interviewees to make any additional changes to interviewees; published and publicized interviews 

Immigrant Job Search: 

Description: Immigrant Job Search aimed to help immigrants in the US find stable jobs with clear career progression 

Role and timing: CEO and Founder (2022 - 2023) 

Responsibilities:

- Pitched at Lauder Global Alumni Weekend pitch competition to an audience of 200+ 

- Conducted primary and secondary research on current ways of hiring immigrants in order to better understand gaps and opportunities in today’s environment

- Designed pilot program to pair hiring managers at Fortune 500 companies with immigrants looking for jobs

Supplies for Dreams:

Description: Supplies for Dreams is a student-led nonprofit that provides mentoring services, school supplies, and field trips to Chicago Public School students. 

Roles and timing: Mentor, mentor coordinator, Director of Quality Assurance, Associate’s Board member (2014 - 2019) 

Responsibilities: 

- Led a group of 10 mentors to mentor seventh grade students; led lessons around entrepreneurship, health and wellness, and choosing careers

- Expanded the mentoring program to a new partnership with a Chicago Public School; built and maintained the relationship from scratch

- Led qualitative and quantitative efforts to measure the impact of Supplies for Dreams’ programming 

- Fundraised for Supplies for Dreams as an Associate’s Board member  

Minds Matter:

Description: Minds Matter is a nonprofit organization that connects driven high school students from low-income families with resources, mentors, and educational opportunities to help them achieve college success. Through a comprehensive program of tutoring, mentoring, and summer enrichment, Minds Matter empowers students to reach their full academic potential and gain admission to top-tier colleges.

Role and timing: Mentor (2017 - 2018); mentee recruitment (2020 - 2021) 

UP Education Network: 

Description: UP Education Network is a nonprofit organization dedicated to transforming underperforming schools into high-performing ones, serving predominantly low-income, urban communities. They focus on rigorous academics, intensive support for students and families, and professional development for teachers to create sustainable improvements in educational outcomes.

Role and timing: Member of the Young Professionals Advisory Board (2019 - 2020)