Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
Generic

Paulomi polo-mi Patel

Brooklyn,NY

Summary

Human Centered Design meets Business Strategy.

14 years of cross-industry experience working for Fortune 25 companies & with startups, I design strategies to help transform & re-invent business ecosystems around the target customer. I strive to build sustainable business models and redesign value propositions in preparation for the new economy through market analysis, systems-thinking, & design frameworks.

Experienced Business Strategist | Cross-Functional Collaborator | Entrepreneurial Drive, Intrapreneurial Scale | World Traveler | Strong interest to work Internationally

Overview

19
19
years of professional experience

Work History

Director Of Customer Experience

Walmart US
08.2018 - Current
  • Define what customer problems we need to solve & work with research to deepen understanding of customer through qualitative, quantitative and design methodologies to identify unmet macro and micro needs along the customer journey
  • Design strategies bridging the gap across cross-functional internal/external business partners in Walmart eCommerce and Walmart Stores in efforts to create & execute a seamless end-to-end experience today, working cross-functionally to prioritize and influence experience improvements based on top customer pain. Prepare business to be predictive for upcoming customer future demands
  • Deliver Best-in-Class omni experience audits to represent where industry is creating cohesive digitally/physically converged experiences for US customers
  • Reported into officer of company (when recruited) with visibility to executive councils providing regular updates on key customer pain

Senior Innovation Strategist

Sam's Club (Walmart Subsidiary)
01.2016 - 08.2018
  • Lead design aspect of value proposition redesign for Sam's Club; conducted several cross functional design sprints and design workshops with senior executive leader & co-creation with consumers. The total business case our team built impacted a member-centric strategy the entire company aligned all business decisions. In early 2019, business saw $100MM USD lift in membership income, & 17 point lift in Net Promoter Score in fiscal year
  • Developed strategies and insights to the Sam's Club business to address top opportunities to move the needle with consumer-centric design
  • Identified & assessed potential external partnerships, & create evaluation framework to align to core strategy
  • Collaborated with cross-functional teams in project execution to identify issues and actionable opportunities, design solutions, and quantify potential impact to the business
  • Developed and delivered concise communication to senior leadership on key innovation programs; structure and scope project plans through all phases of innovation from end-to-end

Executive Director

Opportunity Plus, Milaap USA
01.2016 - 07.2016
  • Managed overall strategic and operational responsibility for a high-performance organization, including programs, expansion, and execution of our mission: low-cost micro-lending for the working poor of India
  • Ensured ongoing risk evaluation of international program operations, with consistent quality of finance and administration, fundraising, communications, and systems; reviewed and recommended timelines and resources needed to achieve the strategic goals
  • Communicated regularly with Board of Directors: serving as ex-officio of each committee, engaging board involvement with strategic direction for fundraising expansion
  • Built ongoing partnerships in new markets (Los Angeles, San Francisco, New York), establishing relationships with funders, startup communities, and community leaders

Director Of Strategy & Development

Opportunity Plus (formerly Milaap USA)
06.2015 - 12.2016
  • Designed national strategic business plan for nonprofit program expansion of innovative micro-lending model
  • Created and completed overall plans in: marketing, budget, board governance, & organizational structure
  • Developed media/communication plan with goal to strengthen brand nationally in conjunction with international partner in India
  • Researched and developed deep knowledge in micro-lending industry in an international market

Conference Organizer - Sponsorships

Dallas Startup Week By TechStars
2013 - 2016
  • Successfully managed, planned and executed event strategy of a week-long conference featuring 134 sessions & 151 speakers on technology, startups, and business
  • Developed and maintained key partnerships for sponsorship, which increased our budget by 80%
  • Broke historical record in attendance for inaugural Startup Weeks nationally

Client Associate

J.P. Morgan Private Bank
01.2011 - 11.2014
  • Primary relationship point of contact to Private Banking clients with net worth of $5MM-$25MM
  • Worked closely with senior teams in reviewing client portfolios, assessing banking strategies based on objectives and risk profile; developed customized business and product solutions based on client's overall relationship
  • Developed relevant background research and financial information for proactive assessment of risk to client and firm from an operational standpoint; Licenses Held | FINRA Series 7, FINRA Series 63 (2006-2014)

Banker

JPMorgan Chase Bank N.A.
02.2006 - 02.2010
  • Consulted clients with a full range of banking services while working effectively with multi-divisional partners
  • Represented JPMorgan Chase Bank in community events to develop individual and corporate relationships for the sake of growing business
  • Implemented new operational processes and efficiently trained new bankers on product knowledge and banking procedures
  • Ranked in top 10% of bankers within region

Business Analyst

Benefit Harbor | IT (Contract)
01.2009 - 01.2009
  • Implemented strategy for product development of software solutions (SaaS) for benefits administration by serving as a liaison between external clients and internal software developers
  • Managed development of project from concept to finished product, creating a seamless integration of all employee benefits on one powerful platform to make administration easier, faster, less expensive, and more accurate
  • Resolved critical client related issues and provided support for comprehensive enrollment services Leadership Activities & Interests

Education

Master of Science - Global Executive, Strategic Design & Management

Parson's School of Design
Paris, France
2019

BBA - Management

The University Of Texas At Arlington
Arlington, TX
2008

University Of Texas
Austin, TX

Professional Certificate - Neuroscience in Business

Massachusetts Institute of Technology
Cambridge, MA
2021

Skills

  • Human-Centered Design
  • Innovation Strategy
  • CX Strategy
  • Strategic Planning
  • Business Model Innovation
  • Market Analysis
  • Digital Transformation
  • Trend Forecasting
  • Strategic Design
  • Change Management
  • Ethnographic Design Research
  • Corporate Strategy
  • Design Thinking/Systems Thinking
  • Journey Mapping
  • Storytelling
  • Design Workshop Facilitator
  • Cross-functional Leadership

Affiliations

Walmart PRIDE ARG | Proud Straight Ally (2020 - present)

JPMorgan Alumni Network (2020- Present)

Parson's School of Design Alumni Network (2019-Present)

Dallas Festival of Ideas (2016) | Entrepreneurial Action Committee - create and develop innovative initiative to tackle Dallas' unemployment in low-income communities.

House of Genius (2013- 2015) Co-Organizer | Event Organization of a diverse mix of business leaders from the community for a monthly meeting of disruptive thinking and creative new ideas

Digital Dallas (2015) Member | Connecting business to people that are changing the world through technology.

Timeline

Director Of Customer Experience

Walmart US
08.2018 - Current

Senior Innovation Strategist

Sam's Club (Walmart Subsidiary)
01.2016 - 08.2018

Executive Director

Opportunity Plus, Milaap USA
01.2016 - 07.2016

Director Of Strategy & Development

Opportunity Plus (formerly Milaap USA)
06.2015 - 12.2016

Client Associate

J.P. Morgan Private Bank
01.2011 - 11.2014

Business Analyst

Benefit Harbor | IT (Contract)
01.2009 - 01.2009

Banker

JPMorgan Chase Bank N.A.
02.2006 - 02.2010

Conference Organizer - Sponsorships

Dallas Startup Week By TechStars
2013 - 2016

Master of Science - Global Executive, Strategic Design & Management

Parson's School of Design

BBA - Management

The University Of Texas At Arlington

University Of Texas

Professional Certificate - Neuroscience in Business

Massachusetts Institute of Technology

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