Luiz Felipe Barbalat
Account Executive LATAM @ Pegasystems
About
Thank you for visiting my profile! I’m driven by the mission to connect strategy, technology, and people to accelerate large-scale digital transformation. With over 15 years of experience leading complex projects, I act as a bridge between business and technology — always focused on real impact and collaborative execution. Currently, I lead the largest Pega Cloud migration project at Bradesco Seguros, involving 77 applications across four distinct environments. I also curate and organize the Pega Forum São Paulo, a free event that brings together leaders from different sectors to explore the future of technology, with a focus on Low-code and Agentic AI. My approach is customer-centric and results-oriented. I thrive in live environments, co-creating solutions with multidisciplinary teams and delivering value from the very first interaction. I believe transformation begins with active listening, strategic vision, and agile execution. If you're looking to connect with someone passionate about innovation, digital leadership, or practical applications of AI at scale — let’s talk! My email is Luiz.Barbalat@pega.com.
Brazil
São Paulo
Information Technology & Services
Operações de vendas, Relacionamentos executivos, AgenticAI, Automação de processos de negócios, Plataformas lowcode, Transformação digital, Suporte ao cliente, Customer Experience, Customer Experience Management, Governance, Culture , Journey Mapping, Pega Customer Decision Hub, Pega Customer Service, Pega Platform, Estratégia de TI, Gestão, Gestão de pessoas, Mudança de cultura, Gestão de vendas
Experience

Account Executive LATAM
São Paulo, Brasil
As an Account Executive at Pegasystems, I operate at the intersection of business strategy and technological innovation, helping major enterprises transform their corporate processes through intelligent automation and real-time decisioning. My mission is to deeply understand client challenges and connect them with the capabilities of the Pega platform — globally recognized for its low-code approach and AI-powered workflow automation. I work directly with executives and business leaders to identify opportunities for operational gains, scalability, and efficiency, leading strategic presentations, technical alignments, and high-impact negotiations. I believe in building long-term partnerships and delivering tangible value, always focused on measurable outcomes and sustainable digital transformation.

Senior Client Success Manager
São Paulo, Brasil
As a Senior Client Success Manager at Pegasystems in São Paulo, I help clients unlock the full potential of Pega solutions by aligning their business goals with innovative strategies. I lead the development of Client Success Plans, guide organizations in adopting best practices, and foster strong relationships across all levels, including C-suite executives. My role combines deep industry expertise with a consultative approach to drive transformation and ensure measurable outcomes. Recognized as a PEGA RKO 2024 Award Winner, I’ve also completed the TLC Leaders Program at Harvard Business School and hold a MEDDICC Certificate of Achievement.

Client Success Manager
São Paulo, Brasil
As a Client Success Manager at Pegasystems, I built strong relationships with key stakeholders, acting as a trusted advisor to expand engagement across client organizations. I managed escalations effectively, coordinated internal teams to advocate for client needs, and used data-driven insights to identify risks and ensure success. By promoting Pega’s best practices and leveraging industry expertise, I helped clients maximize the value of their technology investments and achieve measurable business outcomes. During this time, I earned recognition with the Team Splash Award and the Accountability Success Behavior Award, and I became a Certified Pega Business Architect.

Project Management Coordinator
São Paulo, Brasil
As Project Management Coordinator at FLWOW!, I implemented strategic and operational processes to support short- and long-term projects, ensuring quality deliverables within scope, time, and cost. I coordinated multiple projects across six core areas of Customer Experience, leading co-creation processes with clients and internal teams. Using design thinking, storytelling, and process mapping, I prioritized ideas and structured project phases to drive innovation. I also contributed to the evolution of CX methodologies, facilitated workshops on service design, and managed hiring for the project team. Additionally, I oversaw financial controls to optimize costs and ensured compliance with LGPD in the storage of project information.

Coordinator of Strategic Project Management
Rio de Janeiro e Região, Brasil
As Coordinator of Strategic Project Management at Petrobras, I managed a portfolio of 32 projects across Oil and Gas, Housing and Leasing, Logistics, and Environment. I led the creation of a PMO sponsored by senior leadership, implementing the PMI PMBOK framework and promoting Agile, Lean Six Sigma, and Scrum practices to enhance efficiency and productivity. My responsibilities included guiding project teams, ensuring quality assurance, and using tools like Microsoft Project, EPM, and CPA for monitoring. I also prepared strategic briefings for portfolio reviews, supporting leadership in decision-making, and assisted program managers in defining scope, milestones, budgets, and timelines for multiple releases.

Assistant Project Manager
Greater New York City Area
As an Assistant Project Manager at the New York City Department of Education, I coordinated cross-division meetings with senior leadership to align practices and ensure coherence across projects. I managed the planning and execution of key initiatives, including CARP, New Teacher Week, Summer in the City, and the Bronx Teacher Leader Series, impacting thousands of educators and school leaders. I developed reports and resources to track progress, supported process improvements using PMBOK® standards, and enhanced efficiency through data-driven insights. Additionally, I leveraged advanced Excel and SPSS to analyze confidential data, creating visualizations that informed strategic decisions.

Project Associate
Washington D.C. Metro Area
As a Project Associate at the World Bank, I conducted in-depth literature reviews and data analysis to support the evaluation of operations and knowledge products. I contributed to developing methodologies for assessing environmental and welfare outcomes of World Bank-financed investments and policy operations. My work included creating city case studies, designing surveys, and engaging with local communities and stakeholders to identify risks, process gaps, and opportunities for improvement. I also prepared materials for workshops, supported stakeholder engagement, and reviewed projects to ensure alignment with evolving economic and social conditions. Additionally, I traveled to Accra, Ghana, to assess how the World Bank leveraged its resources to strengthen urban resilience.

Human Rights Intern
Greater New York City Area
As a Human Rights Intern at the United Nations Office of the High Commissioner for Human Rights, I supported the preparation of statements and reports presented to the UN General Assembly (Third Committee). I conducted research on human rights issues, engaged with Member States and civil society, and contributed to the development of marketing strategies and risk compliance procedures. Additionally, I analyzed voting patterns on UN resolutions to inform strategic decision-making.

Administrative Support Services
Cidade de Nova Iorque e Região, Estados Unidos
As part of the Administrative Support Services team at New York University, I managed donor-related data and analyzed fundraising databases to support strategic engagement. I coordinated risk management processes, including engagement letters and donor continuance, and ensured accurate tracking of event RSVPs through data entry in ADVANCE. My role involved handling confidential information, reviewing financial reports, and analyzing accrual budgets from donors. Additionally, I organized logistics and provided on-site support for high-profile events such as the Board of Trustees Dinner, Pre-Commencement Dinner, and VIP Parents Reception.

US Finance Intern
Cidade de Nova Iorque e Região, Estados Unidos
As a US Finance Intern at YALDA (Youth Alliance for Leadership and Development in Africa), I analyzed operational and financial performance of projects to identify grant opportunities and supported the preparation of proposals for organizations such as the African Development Bank, UN-Habitat, the African Union, and the UN Economic Commission for Africa. I created marketing materials, researched funding opportunities, and developed strategies to strengthen partnerships. My role also included attending meetings at the United Nations Headquarters, supporting recruitment processes for new interns, and contributing to fundraising initiatives like YALDA’s Happy Hour and crowdfunding campaigns.

NOC Assistant for the Australian Delegation (Assistant Transportation Coordinator Liaison)
Rio de Janeiro, Rio de Janeiro, Brazil
As NOC Assistant for the Australian Delegation at the Rio 2016 Olympic and Paralympic Games, I coordinated transportation logistics for approximately 800 athletes and officials. I supervised a team of 16 drivers and managed scheduling for a fleet of vehicles, ensuring timely and efficient routes to Olympic facilities. My responsibilities included collecting transportation requests, maintaining accurate databases, and using Excel to optimize routes and guarantee punctuality.

Research and Development Intern
Tulane Prevention Research Center
As a Research and Development Intern at Tulane University’s Prevention Research Center, I supported a federally funded study examining how neighborhood environments influence health and physical activity. My responsibilities included collecting field data, observing outdoor physical activities across neighborhoods, and providing insights to assist policymakers in developing strategies to promote healthier communities.
Education
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