What is SOOMA

A strategic partner, embedded with your leadership team.

SOOMA is a boutique strategy practice built for owners and leadership teams of small and mid-sized businesses navigating growth and scale. A rigorous approach shaped by Fortune 100 company experience, landed to solve your most pressing problems.

Our Approach

Direct C-suite partnership

Personally led engagement, in constant and direct collaboration with leadership and the relevant team
A limited number of engagements at a time, ensuring full attention to each client
Hands-on involvement — digging into what makes each problem unique, building tailored tools, strategies, and documentation, then testing and adjusting through execution

Flexible scope, rigorous delivery

Scope and focus can adapt as priorities evolve, within the agreed engagement type
Disciplined execution — every engagement runs on a defined workplan, with set deadlines and deliverables
Rigorous, data-driven analysis, combined with relevant qualitative insights and cross-industry expertise

Lasting capability transfer

Direct coaching and skill transfer, built into how we collaborate — empowering clients to execute independently over time
Where relevant, skill transfer extends beyond the C-suite and directly with client teams
Clients keep the frameworks and capabilities built together — with support that continues well beyond the formal engagement

How We Work Together

Three ways to engage.

Project-based engagement

A defined scope and set of deliverables, over a fixed period.

Clear objectives, timeline, and deliverables agreed upfront
Suited for a specific strategic question or initiative

Typically 2–4 months

Fractional executive

Embedded leadership capacity, on an interim basis.

Acting as fractional CEO, CMO, or CSO within the organization
Suited for businesses needing senior leadership before a full-time hire, or during a leadership transition

Typically 4–12 months

Hourly / on-demand

Flexible support, based on need.

Engaged as needed, with a minimum of 8 hours per month
Suited for ongoing advisory support without a fixed scope

No fixed duration

What SOOMA Helps With

Core strategic workstreams

Business strategy & growth planninge.g., strategic planning, roadmaps and OKR setting, growth prioritization frameworks, board & investor materials
Digital & omnichannel strategye.g., customer journey mapping & CX design, channel optimization (pricing, assortment), customer data & personalization
Marketing strategy & brand growthe.g., brand positioning & messaging strategy, marketing budget allocation & channel mix, campaign planning & KPI tracking
Team set-up & governancee.g., org design (role cards & responsibilities), hiring roadmap & hiring assistance, agile ways-of-working implementation
Go-to-market design & executione.g., sales channel strategy & partner selection, sales enablement materials, launch planning & execution

Punctual, specialized services

Financial modeling & business model developmente.g., financial planning & monetization, company valuations, business model design & validation
Market & customer researche.g., customer segmentation & insights, competitive & industry benchmarking, voice of customer (VoC) research
Leadership developmente.g., coaching, team dynamics, outdoor leadership training

Why SOOMA

Breadth that sharpens the work

Company types: Experience across large Fortune 100 organizations and small and mid-sized businesses enables the rigor, discipline, and best practices of big companies to reach teams that don't have the resources to build them in-house
Sectors: Experience across Healthcare, Retail, Software, Travel & Hospitality, Financial Services, and CPG brings cross-industry pattern recognition — creative, out-of-the-box solutions drawn from how different industries solve similar problems
Geographies: Work across both developed markets (US) and emerging markets (Latin America) bridges frontier best practices with the raw, resourceful problem-solving that emerging markets demand — bringing insights from both sides

Experience that backs it up

Education
- MBA, Major in Business Analytics – The Wharton School at UPenn
- Bachelor of Science in Economics & Finance – Bentley University (summa cum laude)
SOOMA (2y), Founder — Served as fractional CMO, fractional CEO, and strategic advisor across healthcare retail, travel & hospitality, financial services, and software clients
McKinsey & Company (~5y), Engagement Manager — Led omnichannel strategy, go-to-market design, and digital marketing engagements across Retail, TMT, and Financial Services
Bain & Company (3m), Summer Associate — Delivered digital transformation business case and supported implementation for a financial services client
CAF – Development Bank of Latin America (3y) — Managed innovation program for multinational private sector companies