Joseph Ng Email & Phone Number

Scottsdale, Arizona, US

• Established team of 8 FTEs to define enterprise strategic plan, accelerate inorganic opportunities, and drive strategic initiatives
• Developed economic pricing model for new merchant-payment solution addressing the needs of seven owner banks, antitrust challenges, and reseller dynamics to optimize economics and merchant adoption
• Quantified the value of Zelle to banks by analyzing cohort users and unit economics to drive GTM content and sales conversion

San Francisco, California, US

• Established new team of 8 FTEs to accelerate innovation agendas across Wells Fargo, partnering with Operating and LOB leadership to drive business model changes in preparation for market shifts, customer behaviors, and.
• Managed 4-person team to drive team member engagement across WFC through various initiatives and events: Idea Management Platform (12k ideas/yr.), Innovator Club (22k users), Hackathons (2-3 LOB wide), Idea Challenges.
• Analyzed economic and consumer data for Operating Committee’s COVID daily situation room to quantify impact, and inform business and capital allocation decisions for consumer deposit overdraft and small business.
• Established partnership with UK-based consortium incubator to identify best practices, develop and test revenue concepts

San Francisco, California, US

• Reimagined the role of technology across the enterprise based on market research and competitive benchmarking that resulted in transforming the vision of enterprise technology, an accelerated roadmap, and.
• Managed 8-person team to evaluate Artificial Intelligence (AI) technology and its role in WFC that resulted in the establishment of an enterprise organization to build, deploy, and prioritize AI opportunities as well.
• Developed enterprise consumer strategy to unify customer segmentation, go-to-market strategies, and growth opportunities that helped create the first organization focusing on segment needs and cross product initiatives
• Developed small business strategy to identify new growth opportunities to capture market share, deeper customer engagement, and lifetime value of small business customers
• Established customer experience principles for the enterprise that ensured the consistency of product and service experiences across all lines of businesses, and resulted in the formation of a new CX discipline inside.

Waterloo, Ontario, CA

• Transformed company and product positioning for global market expansion driven by market and competitive research that identified key market segments, customer personas, and durable differentiators
• Drove branding and go-to-market strategy for new crisis communication network that attracted 300+ commercial and government agencies to adopt within first six months, e.g., Port of Houston, The Pentagon, RDU airport.
• Revamped sales enablement materials, e.g., website, whitepapers, to ensure consistent messaging across all sales touchpoints that enabled 8.5x bookings and 3x new customer accounts compared to 1H2014
• Led product lineup and pricing standardization to strengthen competitive differentiation, ARR growth, and channel partnerships that resulted in new sales opportunities in smaller accounts that require greater.
• Part of core acquisition team and drove marketing and public communications before, during, and post-acquisition

Mountain View, California, US

• Developed growth strategies for multiple businesses managing cross functional teams (4+ reports, 7+ BU members)- Mobile strategy for >$1.3B small business division to identify top mobile opportunities and expand into.
• Assessed inorganic opportunities with deal range of $0.2-1.1B that span across Intuit businesses- Inbound M&A opportunity, valued at ~$600M, that would replace our $340M offering and technology stack- Day-to-day.
• Developed 1, 3 & 5 year operating plans for CEO committees and multiple annual BU reviews

Boston, Massachusetts, US

• Developed cost restructuring strategy for global industrial goods company (Rev. $20B) to eliminate $2.1B over three years in its North American home appliance and white goods operations - Financial analysis of raw.
• Created work-plan for major Canadian grocery retailer (Rev. $30B) to redesign HR staffing model to increase metric adherence that projected $200M in savings by 2008
• Developed province-wide carbon reduction program that would eliminate CO2 emissions from electricity generation by 30% for non-profit entity that recommends sustainability strategies to Canadian government
• Benchmarked global best practices for leading retail bank (Assets $370B) to enhance customer experience by redesigning customer touch-point processes - e.g., account opening, follow-on, account closure

Dallas-Fort Worth Metroplex, Texas, US

• Developed global-wide outsourcing financial models for consumer goods company (Rev. $16B) that identified over $40M annual savings for IT work streams (total outsourced value of $1.7B over 7 years)

• Managed four-person team to develop business plan for $2B for-profit education company entering China

• Launched newly established JV manufacturing facility and promoted to Plant Manager after five months
• Structured and implemented processes in JV plant to attain Chinese industry certification and ISO 9001
• Implemented Lean manufacturing at newly acquired 250-person factory (Rev. $15M)– Led eight-person PMO to redesign plant layout, inventory process flows, and engineering quality controls that increased inventory turns.

Mba, Strategy, General Management

B.Sc., Biology, Microbiology