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Operationalize Innovation

Technology creates value only when it becomes part of how an organization operates. Lasting change comes from embedding new capabilities into planning, execution, governance, and decision-making, enabling teams to work more effectively as the business grows.

Across different organizations, I have redesigned marketing operations, strengthened governance, and integrated technology into everyday ways of working.

Transforming Marketing Operations

Marketing operations should do more than administer systems. It should integrate planning, execution, lifecycle management, reporting, and revenue performance into a single operating model.

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I have redesigned marketing operations across global and regional organizations by improving CRM architecture, lifecycle processes, campaign governance, automation, attribution, and executive reporting. The focus has been on reducing manual work, improving visibility, and making execution more consistent across teams and markets.

Selected Engagements

  • Atlas: Connected demand generation, lifecycle marketing, CRM operations, attribution, and executive reporting across North America, EMEA, and APAC.

  • J.P. Morgan Asset Management: Introduced analytics, audience segmentation, and performance measurement to improve campaign decisions.

  • Globalli: Built lifecycle management, campaign governance, CRM processes, and cross-functional operating frameworks.

Business Outcomes

  • Tripled conversion rates at Atlas through full-funnel programs, automation, and stronger lifecycle management. 

    Improved campaign ROI by 300% at J.P. Morgan Asset Management through audience segmentation, channel optimization, and performance tracking.

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    Improved marketing productivity and operational scalability at Globalli through AI-enabled workflows, process automation, and agent-assisted reporting. 

Embedding Technology into the Operating Model

Technology becomes valuable when it improves how teams make decisions and execute work. Rather than adopting platforms for their own sake, I focus on integrating technology into the operating model so it becomes part of everyday execution.

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This includes CRM, marketing automation, analytics, reporting, AI, and workflow automation that simplify operations while improving visibility and decision quality.

Selected Engagements

  • Globalli: Introduced AI-enabled marketing workflows and agent-assisted reporting.

  • Atlas: Automated reporting and performance management to improve operational scalability.

  • J.P. Morgan Asset Management: Applied analytics to optimize investment and marketing decisions.

Business Outcomes

  • Reduced manual reporting through workflow automation.

  • Improved decision-making through integrated reporting and analytics.

  • Increased operational efficiency across marketing teams.

    Innovation Through Better Ways of Working

Innovation creates value when people improve the way they work, not simply the tools they use. Sustainable change comes from embedding new capabilities into everyday operations while maintaining clear standards, governance, and human judgment.

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I have introduced AI into marketing operations by redesigning workflows, creating reusable operating frameworks, and developing structured approaches that improve planning, execution, and decision-making while maintaining human oversight.

Selected Engagements

  • Globalli: Introduced AI-assisted planning, reporting, content operations, and marketing workflows.

  • Atlas: Applied AI to content development, campaign planning, and market research.

  • Personal AI Operating System: Designed a multi-agent operating model for research, analysis, content development, and decision support.

Business Outcomes

  • Reduced manual effort through AI-enabled workflows.

  • Increased consistency through standardized AI operating practices.

  • Improved team productivity while maintaining governance and human decision-making.

Testimonials

Ivy Ng, Regional Marketing VP

"Clara was instrumental to our team’s success, blending strong business acumen with a hands-on approach to building initiatives from scratch. She built trusted partnerships with sales and shared data-driven insights that drove market penetration. Clara’s optimistic mindset and dedication to her team made her a true asset, and her collaborative spirit left a lasting impact."

Atlas

Colan Chen, Regional Social Media Manager

"Clara’s strategic and data-driven approach has been key to driving marketing growth across diverse markets. Her ability to leverage analytics to optimize marketing automation and lead generation efforts stands out. Clara’s operational excellence, combined with her strategic mindset, makes her a valuable asset to any team."

Atlas

Seamus Moore, CMO

Clara is an exceptional marketer—she understands the nuances of building and scaling campaigns that resonate deeply with target audiences. What impressed me most was her ability to balance high-level brand vision with hands-on execution, always keeping performance and customer engagement at the forefront.

Atlas

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