Max Patel

Max Patel

Managing Partner @ PM Principle

About

I SOLVE PROBLEMS AND DRIVE SUCCESS. I AM A LEADER OF TEAMS AND DRIVER OF RESULTS. Hi, I'm Max. With a 20-year history supporting executives in their strategic pursuits, I have accelerated growth, fostered innovation, launched new products, & led impossible initiatives to success. I work across industries; from technology to retail; to healthcare, science, & even luxury goods. I am a Harvard Business Masters degree holder, and MBA, and a certified project and program manager. My career is built on close collaboration with C-suite leaders & their teams throughout the Fortune 500 building strategies that hurdle complexities & competition. I address complex problems and challenges into actionable strategies to uncover solutions, create detailed plans, and secure revenue opportunities. I am known for building/leading dynamic teams; fostering an environment of collaboration, continuous learning, and accountability; and inspiring teams to achieve ambitious goals. My communication style and interpersonal skills enable trusted partnerships across all organizational levels. I lead impossible projects to success, minimize costs, enter new markets, transform businesses, & even enhance efficiencies. I am a builder of strategies, leader of teams, and usherer of successful outcomes. I have worked with, for, and partnered with some of the world's greatest business leaders helping them ensure their firms stay on top. As a consultant, I work across industries, dedicated to navigating change with confidence & finding new revenue opportunities. I am defined by my commitment to growth, resilience, and innovation, ensuring that I deliver success. I am here to help you. I am always open to building new professional relationships & exploring strategic opportunities. Let's connect & start a conversation.

Country

United States

City

New York

Industry

Management Consulting

Skill

ERP Implementations, Mergers & Acquisitions (M&A), Infor Enterprise Resource Planning (ERP), SAP ERP, Strategic Initiatives, Product Management, Digital Marketing, Integrated Marketing, Marketing Technology, Market Analysis, Stakeholder Engagement, Performance Monitoring, Strategic Vision, M&A Integration, Business Relationship Management, Executive Support, Business Operations, Revenue Management, Operational Strategy, Cross-functional Team Leadership

Experience

PM Principle

Managing Partner

PM Principle

LinkedIn
2015 - Present · 11 yrs

New York, New York, United States

Executive owner of strategy and delivery for enterprise transformation engagements across multiple industries and Fortune 500 clients. •PHOTON Third-party Principal Consultant & Director 2019 - 2023 Led global, transformation programs for Fortune 500 clients, serving as a strategist, execution owner, and advisor across business model reinvention, modernization, and growth initiatives. •LVMH – Global Consultant (DBX, FRA, GB) 2023-2023 Led enterprise regionalization strategy across global luxury brands, increasing regional sales by $40M per region and improving market share by 5%. •NAT'L VETERINARY ASSOC. (NVA) – Enterprise Data & Post-M&A Integration Advisor 2022 - 2023 Led data and governance transformation following 200%+ growth. Increased enterprise efficiency by 250% and reduced reporting latency by 90%. Designed MDM, governance, and operating structures to restore executive control and decision clarity. •NIKE Global Marketing & MarTech Strategy Consultant 2022 Directed enterprise MarTech transformation, reducing campaign launch by 40% and improving efficiency by 35%. Reframed influencer and athlete engagement from cost center to revenue-aligned capability. Acted as cross-functional orchestrator across marketing, product, analytics, and engineering. •VMWARE Customer Success & AI-Enabled Operations Consultant 2021 Led redesign of customer success and support model using AI/ML. Delivered $50M in forecasted savings, improved retention by 32%, and increased operational efficiency by 40%. Advised executives on KPI frameworks, cadence, and global rollout. •ALLSTATE – Principal HRIS / Strategy Consultant, Program Lead •UNDER ARMOUR Principal Consultant, Global Program Lead •TOYOTA MarTech Strategy Consultant, Advisor, & Project Manager •MISTER CARWASH Principal Consultant, Business & Retail Tech Strategy •BELCORP Principal Global Strategist & Transformation Advisor •J.P. MORGAN CHASE Lead Consultant, Cloud Migration Strategist •PVH Global Strategy Consultant

LVMH

Principal, Global Corporate Strategy & Management Consultant

LVMH

LinkedIn
2023 - 2023

Dubai, France, and UK

Reduced internal operational costs by over $10M and increased regional sales revenue by $40M in just six months by designing and rolling out a 'Globalization through Regionalization' strategy and initiative. • Delivered a 5% market share increase by leading a $1.55M project team focused on improving cross-regional technical collaboration and setting a benchmark for future synergies and success. • Designed and implemented the 'Globalization through Regionalization' strategy, reducing internal operational costs by over $10M per region and increasing regional sales revenue by $40M within six months. • Utilized data-driven insights to identify growth opportunities and optimize resource allocation, fostering a culture of continuous improvement and innovation. • Engaged with senior leadership and cross-functional teams to align strategic objectives, ensuring cohesive execution and maximizing impact across regions.

NVA General Practice

US Principal, Technology Strategist (National Veterinary Association)

NVA General Practice

LinkedIn
2023 - 2023

Pittsburg, Pennylvania

Raised enterprise efficiency by 250% and operational efficacy by 60% through transforming and deploying a comprehensive Master Data Management strategy and modernizing NVA’s data management technology and processes. • Spearheaded the modernization of NVA’s data management technology, significantly reducing analytics times by 67% and performance reporting delays by 90% through the implementation of a cloud-based platform. • Led the development and deployment of a comprehensive [Modern] Master Data Management strategy, enhancing enterprise efficiency by 250% and operational efficacy by 60%. • Identified and addressed critical data management challenges, optimizing processes to support strategic decision-making and improve overall organizational performance.

Allstate

Principal, HR and Strategy Consultant

Allstate

LinkedIn
2022 - 2022

Northbrook, Illinois, United States

Decreased time-to-hire by 27% and improved talent retention by 32% through revamping recruitment and retention processes. Boosted overall talent management productivity by 40% through proposing and rolling out technical solutions for HR processes. • Enhanced efficiency by applying technical architecture, processes, and tooling to achieve talent management objectives. • Created strategy aimed at unifying disparate processes within the new recruit solicitation to onboarding to establishment of Agency ownership. • Documented current process and made recommendations for change highlighting both technical changes, business changes, impacts, and cognitive changes.

Nike

Principal, MarTech and Marketing Strategist

Nike

LinkedIn
2022 - 2022

Beaverton, Oregon, United States

Augmented technical capabilities of marketing by 35% and reduced product launch times by 40% by offering strategic insights and technology operations recommendations for Nike. • Projected 5% revenue increase by streamlining marketing technology operations and generating better business outcomes. • Raised competitive positioning by analyzing market trends, conducting competitive analysis, and providing recommendations.

VMware

Principal, Marketing and Customer Success Advisor

VMware

LinkedIn
2022 - 2022

New York, New York, United States

Heightened AI operational support by 40% and improved customer retention by 32% through rolling out customer success initiative focused on optimizing operational efficiency and market positioning. Delivered strategic consulting to identify key areas for business growth. • Provided strategic insights and technology operations recommendations, augmenting Nike's marketing capabilities by 35% and reducing product launch times by 40%. • Forecasted $50M in cost savings by implementing an advanced ML/AI strategy, driving innovation, and strengthening the competitive edge in the technology sector. • Streamlined marketing technology operations, projecting a 5% increase in revenue by generating improved business outcomes and optimizing marketing strategies.

Under Armour

Principal, Technology Strategy Consultant/ Program Lead

Under Armour

LinkedIn
2021 - 2021

Baltimore, Maryland, United States

Improved scalability by managing internal and external teams to re-architect digital and technical resources and optimizing operational efficiency and capacity. Returned company back to its retail core-competency. • Managed internal and external teams to re-architect digital and technical resources, improving scalability and optimizing operational efficiency and capacity. • Developed and directed a high-impact strategy project, achieving a forecasted market growth of 2-5% and a 20-30% boost in brand amplification, while reducing operational costs by 20%. • Leveraged cross-functional collaboration to drive innovation and implement transformative solutions, enhancing overall organizational performance.

Toyota Financial Services Corporation

MarTech Strategy Consultant and Advisor

Toyota Financial Services Corporation

LinkedIn
2021 - 2021

Texas, United States

Created a strategy to modernize and integrate sales, communications, and marketing functions to increase customer outreach and control increasing costs. • Developed and implemented a comprehensive digital transformation strategy, modernizing and integrating sales, communications, and marketing functions to enhance customer outreach. • Lowered technology costs by 10 to 15%, increased employee productivity by 15 to 20%, and decreased operational process cycle times by 20 to 35% through the creation and implementation of a comprehensive digital transformation strategy that integrated MarTech and MarCom. Raised customer engagement by driving a streamlined and cost-effective digital strategy. • Collaborated with cross-functional teams to ensure seamless execution of strategic initiatives, fostering innovation and aligning with organizational goals.

Belcorp

Principal Business and Technology Strategist & Advisor

Belcorp

LinkedIn
2020 - 2020

Miami, Florida, United States

Created a rapid-results Enterprise-wide business transformation model transitioning the company from a direct sales model to a technology-led digital first model. • Spearheaded the transition from a direct sales model to a technology-led digital-first model, driving a 25% increase in sales and reducing product development cycles by 40%. • Improved delivery times by 46% through overhaul of supply chain and logistics processes. Established and deployed a PMO to streamline operations and project management. • Catapulted sales by 25% and reduced product development cycles by 40% through founding and leading the business transition from direct to hybrid digital sales. • Enabled the company to survive COVID by driving a 50% organizational change while ensuring business continuity and resilience.

Mister Car Wash

Principal Business and Retail Technology Strategy Consultant

Mister Car Wash

LinkedIn
2020 - 2020

Arizona, United States

Pioneered a Retail Customer Subscription strategy and enabled greater customer engagement through the creation and implementation of an integrated technology and business transformation core. • Pioneered the development and implementation of a Retail Customer Subscription strategy, significantly enhancing customer engagement and retention. • Developed and led digital transformation initiatives that amplified customer acquisition by 20% and retention by 30%, driving growth through innovative technology solutions. • Boosted customer engagement by 38% by developing an omni-channel customer experience strategy, ensuring seamless interactions across all touchpoints. • Collaborated with cross-functional teams, external client vendors, and internal client teams to integrate technology and business transformation cores, aligning strategic objectives with organizational goals.

Education

Harvard University

Harvard University

LinkedIn

Industrial and Organizational Psychology

♙ Master's Statistics and Data Analysis ♙ Clinical Research & Design ♙ Global Leadership and Strategy Certification ♙ I/O Psychology ♙ Organizational Design ♙ Human Resource Management ♙ Motivation (Psychology)

University of South Florida

University of South Florida

LinkedIn

Marketing, International Business, Finance, Economics

♙ Concentrations: Marketing, International Business, Finance, and Management ♙ Special Note: Completed program at an accelerated rate while maintaining a full-time work status ♙ Ranked “Top Performer” in Marketing Management and International Business with “Notable Honors” in Finance and Management

University of South Florida Muma College of Business

University of South Florida Muma College of Business

LinkedIn

Business, Management, Marketing, and Related Support Services

Harvard University

Harvard University

LinkedIn

Master’s Certificate—Strategic Business Management

Cornell University

Cornell University

LinkedIn

Master’s Certificate—Mergers and Acquisitions

Max Patel's Contact Information

Email

******@***.com

Phone

(**) *** ****

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