Strategic Executive Briefing Manager with expertise in designing and executing impactful executive engagements that enhance customer confidence and accelerate sales pipelines. Proven track record in leading cross-functional teams to create scalable briefing programs aligned with business objectives. Recognized for developing immersive, customer-focused experiences that simplify complex product narratives for C-suite discussions.
Overview
18
18
years of professional experience
Work History
Global Events Manager (Contract Role)
Palo Alto Networks
Mountain View
2024.04 - 2024.11
Primarily responsible for managing our sponsorship and participation in high-profile 3rd party events, including RSA Conference, BlackHat, Gartner Security & Risk Management Summit
Planned and executed strategic 3rd party events using live, virtual, and hybrid strategies, driving attendee engagement and exceptional experiences.
Collaborated with executives, senior leaders, and stakeholders to define agendas, select speakers, and shape content strategies for events, ensuring alignment with overall business goals.
Led event communications, ensuring consistency and impact across all channels.
Strategically collaborated with cross-functional teams, including Field Marketing, GTM/BU leaders, product marketing, PR, sales, and demand generation, to achieve event objectives.
Spearheaded the trade show portfolio strategy, ensuring targeted audience engagement at the right time and place.
Managed the sourcing and relationship with trade show partners to conceptualize and build booth designs and assets for a successful return to in-person events.
Researched, sourced, and managed guest speakers, enhancing event impact and attendee satisfaction.
Conceptualized and executed ancillary events to foster networking and engagement, such as evening dinners, dine-around functions, and brain dates.
Developed repeatable content, tools, systems, processes, and guidelines to drive scalability and effectiveness across events.
Managed key audiences to accelerate sales pipelines and drive marketing-influenced bookings.
Maintained consistency in messaging across events by closely partnering with broader marketing teams.
Maintained and tracked event budgets, ensuring spend was aligned with targets and delivering measurable ROI.
Set success criteria and measured the impact of each major event on awareness, engagement, and pipeline acceleration metrics.
Built and maintained strong cross-functional relationships to incorporate input from product, customer success, and sales into event strategies.
Marketing Program Manager
XFactor.io
2023.08 - 2024.04
Led the expansion and development of XFactor.io's X-Force (CISO) Community, focusing on curating engaging and innovative event experience
Drove the enrollment of new clients and CxO council members into the prestigious X-Force community platform, strategically using events as a key acquisition channel.
Managed the development and expansion of the user interface (UI) and user experience (UX) of the platform, with a keen focus on enhancing event-related functionalities.
Crafted and implemented internal and external marketing program awareness strategies, utilizing varied channels such as Marketo, HubSpot, Influitive
Customer Innovation Center Manager
Hewlett Packard Enterprise
2021.09 - 2023.08
Orchestrated impactful customer engagements and experiences through strategic event planning, including regional C-level events and HPE Corporate Discover Events
Spearheaded events at the Customer Innovation Center and corporate functions to deepen customer relationships and showcase product solutions
(2019) Managed and directed the new site buildout project with a budget allocation of $2M
(2022) Orchestrated the development and establishment of the Experience Zone, adhering to a budget of $1.2M
Oversaw the annual operational program expenditure totaling $350,000
Increased 26% of pipeline influence YoY (2022 - 2023)
Developed leading-edge, immersive customer experiences in Customer Centers worldwide, leveraging digital platforms and thought leadership initiatives to enhance customer success and foster collaboration across departments
Collaborated closely with Go-To-Market partners and cross-functional marketing teams to develop scalable content and tools driving event activity, ensuring a creative approach to event planning and customer experience
Managed trade show portfolio strategy and guest speakers, while also ensuring exceptional attendee experiences and maintaining event budget
Measured and reported event impact on awareness, engagement, and pipeline acceleration to validate event ROI
Developed, managed, tracked and reconciled event budgets
Planned and executed communication plan to all event attendees (internal and external)
Managed vendor relationships
Content and Experience Manager
Hewlett Packard Enterprise
2018.10 - 2021.09
Partnered with Product Marketing and Product teams to source and maintain up-to-date visual content and discussion guides, effectively showcasing solutions and delivering compelling stories.
Developed a structured framework for organizing and storing content in a searchable, user-friendly system for internal stakeholders, enhancing accessibility and usability (Seismic).
Managed design agency partners, overseeing the entire content development process, including intake, review/approval cycles, and workload prioritization, ensuring timely and high-quality output.
Collaborated with agencies, solution architects, and product marketing teams to project manage the creation of demo and visual storytelling content for physical briefing centers globally.
Established and managed a speaker's bureau to identify, track, and train presenters and discussion leaders, aligning them with specific content areas and expertise.
Defined and implemented tracking and performance methodologies to measure content utilization and effectiveness, driving continuous improvement.
Promoted a culture of knowledge sharing to elevate expertise, training, and the voice of users across the organization.
Ensured content cohesiveness by enforcing consistent branding and executive content editorial standards across all materials.
Senior Executive Briefing Manager
Veritas
2017.11 - 2018.10
Led the strategic planning and execution of customer briefings, aligning them with company objectives and enhancing
Managed end-to-end event logistics, including agenda setting, speaker coordination, and on-site execution, to deliver seamless and impactful customer experiences.
Acted as the primary liaison with vendors and partners, negotiating contracts and overseeing service delivery to ensure high-quality operations.
Collaborated closely with senior leadership, sales, and product teams to tailor briefing content to specific customer needs, effectively showcasing Veritas' solutions and value propositions.
Monitored and analyzed briefing outcomes, providing insights and recommendations to improve future engagements and drive continuous business growth.
Developed and implemented operational best practices within the briefing center to optimize efficiency and enhance the customer experience.
Managed budget allocation and financial tracking for briefing center activities, ensuring cost-effectiveness while maximizing ROI.
Sales Operations Manager
Acer
2017.05 - 2017.11
Directed the sales operations team to collaborate closely with sales leaders, customers, and cross-functional teams, ensuring alignment on objectives and priorities that enhanced overall sales performance.
Played a pivotal role in optimizing sales processes, implementing best practices, and providing actionable insights to the sales team to drive revenue growth.
Tracked and analyzed revenue streams and sales opportunities, developing strategies to meet and exceed the company's quarterly and yearly targets.
Managed the development and execution of sales reports, forecasts, and performance metrics, ensuring data accuracy and timely delivery to inform decision-making.
Acted as a key liaison between sales, finance, and other departments, ensuring seamless communication and coordination to support business objectives.
Oversaw the implementation of sales tools and technologies, driving adoption and maximizing their effectiveness across the sales organization.
Led training and development initiatives within the sales operations team, fostering a culture of continuous improvement and professional growth.
Contributed to strategic planning sessions with senior leadership, providing insights and recommendations to drive sales efficiency and business growth.
Executive Briefing Manager
Symantec
2011.05 - 2015.05
Ensured briefings met strategic goals for both customers and Symantec, enhancing relationships and deepening product understanding.
Collaborated closely with sales teams and subject matter experts to design and deliver impactful briefings that addressed customer needs and showcased Symantec's solutions.
Managed the full spectrum of event planning, from intimate customer meetings to major industry conferences like RSA and CIO Summit, ensuring flawless execution.
Oversaw logistics and vendor coordination, ensuring seamless operations and high-quality experiences for all participants.
Monitored and evaluated briefing outcomes, using feedback and analytics to continuously improve the program and deliver measurable results.
IT Telecom Operations
Hewlett Packard Enterprise
2010.11 - 2011.05
Delivered end-to-end telecom support for Cisco VOIP and video conferencing (VC) technology, ensuring seamless connectivity and functionality for all users.
Provided specialized telecom support to the company's executive members, maintaining high service standards and responsiveness.
Managed the setup, configuration, and troubleshooting of phone systems, ensuring efficient and uninterrupted communication across the campus.
Collaborated with cross-functional teams to address and resolve telecom-related issues, enhancing overall operational efficiency.
Sales Operations Specialist
Acer
2007.05 - 2010.11
Delivered high-level customer service by tracking forecast-to-actual unit variances and revising demand plans as needed.
Applied strategic thinking to understand business needs and provide tailored solutions.
Managed forecast supply commitments, analyzed reports to enhance forecasting accuracy, and supported planning and process improvements.
Oversaw supply chain allocation, manual purchase orders (P.O.), and order processing.
Handled PO tracking, shipment updates, contract administration, customer and sales support, and returns management.
Administered backlog rescheduling and cancellation, and managed non-ladder accounts.
Collaborated with internal departments (Sales, Credit/Collections, Product Management, Traffic, RMA/DOA, Legal, Warehouse) to address customer needs.
<ul><li>Company Overview: Group Company of PUIG, Spain</li><li>Team Leadership & Process Excellence: Organised the transformation of the Finance & Accounts function, establishing performance-driven goals, and embedding a culture of accountability and continuous improvement. Drove operational efficiency through process redesigns, SOP implementation and optimal resource deployment, leading to measurable improvements in turnaround time and accuracy.</li><li>Strategic Partnering with CXOs: Acted as a key advisor to the CEO, CFO, and other CXOs on business planning, pricing strategies, and business model pivots to support scale-up and profitability. Contributed to investor communications with data-backed insights to enhance stakeholder confidence and secure strategic funding.</li><li>Cross-Functional & Global Stakeholder Management: Functioned as the strategic finance business partner to cross-functional heads and the PUIG global finance team, aligning local execution with global financial strategies and compliance requirements.</li><li>ERP Transformation & System Automation: Led end-to-end ERP reimplementation to address system gaps, enforce role-based controls, and automate core finance processes—resulting in enhanced data accuracy, faster reporting and improved internal controls.</li><li>Costing, Inventory & Profitability Optimization: Designed and implemented plant-level costing models to ensure accurate COGS determination. Improved inventory management across pricing, consumption tracking, and aging analysis—enabling better working capital control and cost efficiency.</li><li>Manufacturing Finance & Statutory Compliance: Supervised end-to-end accounting for manufacturing operations and ensured full statutory compliance.</li><li>Financial Reporting, MIS & Profitability Analytics: Delivered accurate and timely monthly MIS reports, including P&L, Balance Sheet and KPI dashboards with deep-dive variance analysis across stores, business verticals, and geographies. Supported board-level decision-making through insightful presentations on financial health and business performance.</li><li>Budgeting, Forecasting & Business Planning: Led the Annual Operating Plan (AOP) and rolling forecasts, ensuring alignment with strategic objectives and market dynamics. Monitored key financial metrics to enable business decisions and proactive cost management.</li><li>Statutory, Internal & Tax Audit Management: Finalized standalone and consolidated financials under Ind AS and IFRS, ensured timely group reporting and compliance with international standards. Delivered clean and timely closures of statutory, tax, and internal audits in coordination with Big 4 auditors. Strengthened audit readiness through pre-audit diagnostics and rectification of recurring control gaps.</li><li>Regulatory Compliance & Risk Management: Ensured end-to-end compliance which includes ROC, RBI, FEMA, Income Tax, GST, Transfer Pricing, DTAA, and Customs. Reviewed cross-border contracts and transactions to ensure arm’s length pricing, accurate TDS application, and proper documentation under Transfer Pricing regulations.</li><li>Commercial Negotiation & Contract Governance: Led commercial negotiations and structured deals with vendors and franchisees. Reviewed key business contracts to ensure financial viability, risk protection, and compliance with regulatory standards.</li><li>Treasury & External Commercial Borrowing (ECB): Managed fund planning and liquidity management including ECB drawdowns, bank negotiations, and interest optimization. Improved working capital cycles through proactive cash flow forecasting and receivables control.</li><li>Internal Controls & Governance Framework: Led organization-wide reviews of internal control systems, identified process gaps, and redesigned or implemented over 40 SOPs and IFCs. Established a governance structure for financial discipline, risk mitigation, and policy compliance across departments.</li></ul> at Kama Ayurveda Pvt. Ltd. & PUIG India Pvt. Ltd.<ul><li>Company Overview: Group Company of PUIG, Spain</li><li>Team Leadership & Process Excellence: Organised the transformation of the Finance & Accounts function, establishing performance-driven goals, and embedding a culture of accountability and continuous improvement. Drove operational efficiency through process redesigns, SOP implementation and optimal resource deployment, leading to measurable improvements in turnaround time and accuracy.</li><li>Strategic Partnering with CXOs: Acted as a key advisor to the CEO, CFO, and other CXOs on business planning, pricing strategies, and business model pivots to support scale-up and profitability. Contributed to investor communications with data-backed insights to enhance stakeholder confidence and secure strategic funding.</li><li>Cross-Functional & Global Stakeholder Management: Functioned as the strategic finance business partner to cross-functional heads and the PUIG global finance team, aligning local execution with global financial strategies and compliance requirements.</li><li>ERP Transformation & System Automation: Led end-to-end ERP reimplementation to address system gaps, enforce role-based controls, and automate core finance processes—resulting in enhanced data accuracy, faster reporting and improved internal controls.</li><li>Costing, Inventory & Profitability Optimization: Designed and implemented plant-level costing models to ensure accurate COGS determination. Improved inventory management across pricing, consumption tracking, and aging analysis—enabling better working capital control and cost efficiency.</li><li>Manufacturing Finance & Statutory Compliance: Supervised end-to-end accounting for manufacturing operations and ensured full statutory compliance.</li><li>Financial Reporting, MIS & Profitability Analytics: Delivered accurate and timely monthly MIS reports, including P&L, Balance Sheet and KPI dashboards with deep-dive variance analysis across stores, business verticals, and geographies. Supported board-level decision-making through insightful presentations on financial health and business performance.</li><li>Budgeting, Forecasting & Business Planning: Led the Annual Operating Plan (AOP) and rolling forecasts, ensuring alignment with strategic objectives and market dynamics. Monitored key financial metrics to enable business decisions and proactive cost management.</li><li>Statutory, Internal & Tax Audit Management: Finalized standalone and consolidated financials under Ind AS and IFRS, ensured timely group reporting and compliance with international standards. Delivered clean and timely closures of statutory, tax, and internal audits in coordination with Big 4 auditors. Strengthened audit readiness through pre-audit diagnostics and rectification of recurring control gaps.</li><li>Regulatory Compliance & Risk Management: Ensured end-to-end compliance which includes ROC, RBI, FEMA, Income Tax, GST, Transfer Pricing, DTAA, and Customs. Reviewed cross-border contracts and transactions to ensure arm’s length pricing, accurate TDS application, and proper documentation under Transfer Pricing regulations.</li><li>Commercial Negotiation & Contract Governance: Led commercial negotiations and structured deals with vendors and franchisees. Reviewed key business contracts to ensure financial viability, risk protection, and compliance with regulatory standards.</li><li>Treasury & External Commercial Borrowing (ECB): Managed fund planning and liquidity management including ECB drawdowns, bank negotiations, and interest optimization. Improved working capital cycles through proactive cash flow forecasting and receivables control.</li><li>Internal Controls & Governance Framework: Led organization-wide reviews of internal control systems, identified process gaps, and redesigned or implemented over 40 SOPs and IFCs. Established a governance structure for financial discipline, risk mitigation, and policy compliance across departments.</li></ul> at Kama Ayurveda Pvt. Ltd. & PUIG India Pvt. Ltd.