
Karlen Wang
Operations and Management Consultant

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About me
Operational Excellence
Education

Massachusetts Institute of Technology
2005 - 2009BS Mechanical EngineeringActivities and Societies: Varsity Sailing Double Minor in Management, Public Policy
Experience

Stroud International
Jul 2009 - Nov 2012Operations and Management ConsultantStroud Consulting is a results-oriented operations and management consulting firm that works with clients to unleash the potential within their organizations. Engagements are focused on achieving step-change improvements on strategic processes without spending capital. Stroud was also Consulting Magazine’s 2009, 2011, 2012 #1 Best Small Firm to Work For• Delivered key business results by leading client teams in both operations and financial functions, including: - $30M annually in increased bitumen production capacity by reducing time required for a routine maintenance process - $2.7M reduction in housing spend and a novel explanation of additional housing spend opportunity, nominated for a corporate award at client - Introduction of new stewardship reporting following business reorganization, increasing financial decision-making information for over a hundred business leaders• Helped launch a 15-person improvement group within a Fortune 500 client’s Finance organization. Role included coaching client leaders to challenge “the way it’s always been done;” establishing development plans; and training on improvement tools (SMED, opportunity identification, prioritization, problem-solving methods, etc), communication and stakeholder management• Led MIT undergraduate recruiting team of 5. Increased prominence of Stroud brand on campus and strengthened relationships with Careers Offices, resulting in record number of MIT hires. MIT guest lecturer, Computer Science Communications class (6.UAT) and Careers Office workshops• Led implementation of office-wide internal training program. Show less

MedTouch
Feb 2013 - Jan 2020As Director of Operations, I had two main aims: to ensure that our leaders knew where to focus, based on insights from data, and to build up the processes we needed to grow as a business. • Drive business conversation around our performance scorecard—where do we need to focus? What is the next action that needs to be taken and who needs to take it? • Anticipate business needs for metrics—my most satisfying moments come when I’ve built up the infrastructure to answer critical questions, enabling us to answer those questions immediately when they are asked.• Support inquiry across the company and with clients by serving as a center of excellence for data analysis.• Lead implementation of two complex systems, Salesforce Sales Cloud and FinancialForce, resulting in one version of the truth when it comes to sales pipeline and project forecasts. • Deepen organizational capabilities in the Salesforce ecosystem, including Pardot and Marketing Cloud. • Orchestrate sales and operations planning process so that our sales, hiring, and project prioritization decisions are in sync. Our success depends on many cross-cutting decisions made at all levels of the business, and it’s important that we all have the right context. Show less I am passionate about bringing people together to improve our business! The core of my role is to be an improvement catalyst and champion across many departments at MedTouch. I help leaders to understand the current business story through insightful metrics and data analysis. My team is the "grease in the wheels" for various process improvement and governance efforts, including many involving our project management software (AtTask/Workfront). We help the organization uncover and take action on learnings from completed projects. We also own long-term resource forecasting, in partnership with functional managers. Together, all of these efforts will contribute to the rapid pace of growth at MedTouch, part of the Inc. 5000 fastest-growing companies list for 2013, 2014 and 2015. Show less
Senior Director, Operations and Demand Generation
Jul 2019 - Jan 2020Director, Operations
Jan 2017 - Jul 2019Manager, Operations Improvement
Apr 2015 - Jan 2017Operations Improvement Lead
Feb 2013 - Apr 2015

Perficient
Jan 2020 - May 2021Integrated operations, financial, and marketing functions following the acquisition of MedTouch by Perficient in January 2020.
Director, Digital Health Solutions
Jul 2020 - May 2021Senior Manager, Digital Health Solutions
Jan 2020 - Jul 2020

Aetion
Jun 2021 - Jan 2024Director, Scientific Operations• Chief of staff to Chief Delivery Officer, ensuring smooth operation of a 130-person scientific (epidemiology) department. • Facilitated C-level team annual OKR development and quarterly reporting.• Achieved target department billable utilization through capacity planning, active staffing optimization, and vendor management.• Responsible for VP discussion agenda, facilitation, and follow up to drive business outcomes.• Orchestrated monthly all hands meetings to promote information sharing and cultural cohesion across a distributed team, resulting in <5% attrition. Show less

Sannasig
Feb 2024 - nowPrincipal• A boutique strategic operations firm that unlocks value for $20-200m, PE-backed companies• We optimize, pivot, and integrate companies for ambitious investors
Licenses & Certifications
- View certificate

Salesforce Certified Marketing Cloud Consultant
SalesforceJan 2019 
Google AdWords Search Certification
GoogleAug 2018- View certificate

Salesforce Marketing Cloud Email Specialist
SalesforceMar 2018 
The Fundamentals of Leading Change
KotterOct 2019
Volunteer Experience
Mentor
Issued by New Sector Alliance on Sept 2015
Associated with Karlen Wang
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