Aamir Soofi
Innovation Transformation & Enterprise Agility Executive--
Executive Profile:
US Citizen
Tampa, FL 33647
Healthcare-focused Agile transformation executive with 18+ years of experience driving
enterprise agility in clinical, digital health, and medical technology environments. Expert in
scaling SAFe, Lean Portfolio Management, and Agile PMOs to align with regulatory
compliance (HIPAA, FDA) and healthcare innovation cycles. Trusted advisor to C-level
executives, championing OKR execution, Agile change leadership, cultural transformation,
and digital transformation. Proven leader in advancing Medical Affairs capabilities and
delivering business consulting strategies within the U.S. healthcare environment using
data-driven decision making and AI/ML applications. Experienced in scientific
engagement, advisory boards, and peer-to-peer education innovation.
Technology &
Enablement
Skills:
Epic/EHR integrations, HIPAA-compliant Agile practices, Jira Azure
DevOps, TFS, MS Project, SharePoint, ServiceNow, Clarity,
Confluence, AI-Enabled Planning & Predictive Analytics, Automation
for Portfolio & Work Management, Digital Tools, Knowledge
Platforms, Data Platforms, Tech Fluency, Digital Transformation
Agile & Delivery SAFe, Scrum, Kanban, BDD, Agile@Scale, Agile Maturity Assessments
Frameworks: & Playbook Design, Agile Coaching & Talent Development, Change
Management & Transformation Roadmaps, Cross-Functional Team
Enablement, Agile Frameworks, Pilot and Iterate, Structured
Problem-Solving
Enterprise Business Agility Strategy & Execution, Agile Center of Excellence (Agile CoE)
Transformation Leadership, OKR Frameworks & Strategic Alignment, Organizational
& Leadership Restructuring & Operating Model Redesign, Executive Communication & CSuite Stakeholder Engagement, Change Leadership, Scalable Internal
Solutions, Strategic Agility, Organizational Transformation, Culture of
Experimentation
Portfolio, Lean Portfolio Management (LPM), PMO Design & Scaled
Program & Governance, Demand & Capacity Planning, Investment Prioritization
Governance & Benefits Realization, Regulatory Compliance, Real-World Evidence,
Strategic Planning, Impact Measurement, Innovation Roadmap
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Professional Highlights
Innovation & Agile Leadership: Directed enterprise-wide innovation and transformation strategies across Mayo Clinic’s
70,000 staff and MetLife’s 5,000+ team members. Orchestrated global Agile CoEs and stood up seven Agile Release Trains
(ARTs), enabling strategic digital health, scientific engagement, and Medical Affairs evolution. Scaled transformation
programs to integrate digital engagement platforms, multi-channel strategies, and real-world insight generation.
Executive Presence & Stakeholder Alignment: Served as strategic advisor to C-level executives across healthcare,
telecom, and financial services sectors. Enabled executive alignment through OKR execution, Innovation Roadmaps, and
transformation storytelling that drove cross-functional buy-in. Delivered board-facing dashboards and steered highimpact strategic planning conversations.
Coaching & Capability Building: Mentored Agile Coaches, RTEs, Change Agents, and cross-functional leaders across
industries. Trained 800+ professionals in Lean Portfolio Management, outcome-based planning, and customer-centric
transformation. Built scalable coaching models and innovation playbooks that guided internal transformation teams.
Integrated Innovation & Experimentation: Led modernization of enterprise engagement models including advisory
boards, peer-to-peer education, and Field Medical platforms. Designed and launched innovation funnels,
experimentation labs, and pilot strategies that accelerated scientific collaboration and behavioral insight integration.
Aamir Soofi
Innovation Transformation & Enterprise Agility Executive
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Process & Portfolio Optimization: Implemented Lean Portfolio Management (LPM) at Mercy Healthcare, aligning
automation, analytics, and governance to strategic outcomes. Introduced structured demand intake, capacity planning,
and digital transformation pipelines that increased throughput and strategic clarity across Medical Affairs portfolios.
Continuous Improvement & Enablement: Facilitated over 250 workshops leveraging hybrid and virtual formats to
support continuous improvement. Developed maturity models and listening frameworks to enhance personalized HCP
engagement, strategic foresight, and long-term portfolio value realization.
Culture & Change Leadership: Championed a culture of experimentation and learning, enabling teams to navigate
transformation with clarity and purpose. Embedded Real-World Evidence into strategic planning and analytics
frameworks to fuel decision-making and innovation scalability.
Education:
Executive MBA (In Progress)
Quantic School of Business and Technology • Washington, DC • Expected Feb 2026
Bachelor of Science, Business Administration
University of Baltimore • Baltimore, MD • Aug 2021
Professional Experience:
Enterprise Lean Portfolio Manager
Aug 2024 – Present
Mercy Healthcare
Tampa, FL
Project Description: Leading Enterprise PMO in LPM framework, organizational OKR adoption and product structure.
o Led Specialty Referral Network Modernization initiative by developing an agile framework to optimize referral patterns,
leveraging digital engagement and behavioral insights to reduce inappropriate specialty referrals by 22% and improve care
coordination across service lines.
o Directed OKR-based governance across portfolios, embedding Medical Affairs innovation and Agile Frameworks aligned with
U.S. Healthcare Environment dynamics.
o Partnered with Field Medical and Scientific Communications stakeholders to define scalable engagement models and Digital
Engagement strategies supporting Scientific Engagement.
o Integrated Behavioral Insights and Structured Problem-Solving methods into operational planning and Advisory Board feedback
loops.
o Led Digital Transformation initiatives in Medical Affairs to streamline engagement and insight generation.
Agile Transformation Consultant
Aug 2022 – Aug 2023
Frontier Communications
Tampa, FL
Project Description: Reinvent company brand and product coming out of bankruptcy.
o Rebuilt PMO and Agile CoE post-bankruptcy to support Digital Transformation, AI/ML Applications, and Omnichannel Field
Operations with measurable impact.
o Enabled 80+ Agile teams through customer experience (CX) journey mapping, reducing cross-team dependencies and
driving Field Operational Agility and Scientific Engagement.
o Implemented OKRs and Lean portfolio planning integrated with Automation, call center optimization, and Digital Tools to
advance Digital Engagement and stakeholder collaboration.
o Launched hybrid and virtual formats for Agile ceremonies, education, and innovation cycles. Facilitated Tech Partnerships
for scalable internal solutions.
o Delivered business consulting value across transformation initiatives. Led change leadership efforts to align strategic delivery
with leadership expectations.
Senior Director, Head of Agile Transformation
Jan 2021 –Aug 2022
Mayo Clinic
Tampa, FL
Project Description: Directed business agility strategy across healthcare operations to support patient-centric care models.
o Directed Agile Transformation across Mayo’s 70,000-person enterprise, advancing Digital Health, Scientific Engagement, and
Medical Affairs strategic planning.
Aamir Soofi
Innovation Transformation & Enterprise Agility Executive
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Reduced EHR rollout delays by 30% by introducing AI/ML-based Agile Release Trains and Digital Platforms to support Scientific
Communications and Scientific Trends.
Established Medical Affairs Innovation Roadmaps to scale Agile Frameworks, pilot hybrid engagement formats, and integrate
Peer-to-Peer Education and Congress Innovation.
Unified PMOs and embedded Agile governance models aligned with Real-World Evidence initiatives and Pharmaceutical and
Biotech sector trends.
Delivered Scientific Engagement programs incorporating Behavioral Insights, Consulting Strategy, and Agile Frameworks for
scalability.
Modernized Mayo Clinic's approach to advisory boards, enhancing scientific collaboration and rapid feedback integration.
SAFe Agile Transformation Consultant Lead
Jun 2019 – Jul 2020
MetLife
Tampa, FL
Project Description: lobal SAFe transformation, implementing multiple agile trains and standing up agile teams and roles.
o Built Agile CoE and delivered Agile Playbooks and Cross-Functional Frameworks to modernize enterprise portfolio
management and enhance Life Sciences Digital Solutions.
o Closed maturity gaps by 92% while piloting scalable internal solutions and driving influence and alignment across
functions.
o Delivered Innovation Roadmap dashboards to executive teams, aligning Impact Measurement, Consulting Mindset, and
Future-Focused KPIs.
o Co-led training cohorts on transformation frameworks with emphasis on Coaching & Feedback, Barrier Removal, and
Talent Development.
o Supported business consulting engagements to harmonize transformation across business units. Enabled sustained
change leadership and empowered cross-functional teams.
Group Head, Agile PMO & Transformation
Jun 2015 – May 2019
Citigroup
Tampa, FL
Project Description: Managed global transformation initiatives, implementing Agile frameworks to enhance project delivery.
o Directed enterprise Agile transformation for over 15,000 staff across 25+ programs and $100M+ tech budgets.
o Designed and implemented Agile PMO standards, enabling strategic portfolio reviews, forecasting, and delivery
alignment.
o Established an enterprise Agile Center of Excellence and developed Agile playbooks, coaching guides, and training
modules.
o Piloted Scrum of Scrums and introduced SAFe across global Asset Servicing units with 300+ Agile resources.
o Integrated AI and RPA into operational models, reducing manual touchpoints and achieving a 20% decrease in overhead.
o Accelerated time-to-market by 85% by modernizing legacy governance processes and re-structuring release cadences.
o Led cloud transformation initiatives and delivered technology solutions across Loans, FX, Custody, and Fund Services
portfolios.
Senior Agile Coach & Program Lead
May 2010 – Jun 2014
Walt Disney World
Orlando, FL
Project Description: Led agile framework and delivery for Walt Disney Next Generation Experience & Disney Cruise Line
o Spearheaded Innovation Initiatives to align Digital Transformation, Customer Experience, and Agile Delivery Frameworks.
o Partnered across creative and technical teams to implement hybrid engagement models and Agile experimentation labs.
o Piloted Peer-to-Peer Education models and Cross-Functional Collaboration projects promoting Comfort with Ambiguity
and Culture of Experimentation.
o Coached Digital Teams using Agile Frameworks, Strategic Planning Tools, and Organizational Ecosystem models.
Certifications:
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SAFe Program Consultant (SPC 6.0)
SAFe Lean Portfolio Management (LPM 6.0 Trainer Enablement)
SAFe Scrum Master (SSM 6.0 Trainer Enablement)
SAFe POPM, DevOps, and Lead SAFe Trainer Enablement
Aamir Soofi
Innovation Transformation & Enterprise Agility Executive
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Certified Agile Coach (ICP-ACC)
Certified Professional in Agile Team Facilitation (ICP-ATF)
Advanced Certified SCRUM Product Owner (A-CSPO)
Certified Scrum Master (CSM)
Project Management Professional (PMP)
Generative AI Essentials Certified (Microsoft)