Mar 2024 – Jul 2025 · 1 yr 4 mos

• Player-coach leading a team of 4 Product Managers focused on new software experiences for accounting firms and SMBs.
• Key achievements:
• All 4 of the Product Managers on my team delivered at least one major 0 to 1 product initiative during my tenure. Deliveries include: an AI assistant for accountants, a comprehensive security monitoring experience for accounting firms and SMB’s, a migration program from legacy hosting to our new experience, and a new platform designed specifically for accounting firms.
• Consolidated multiple, disparate, manual roadmaps into a single, centralized Now-Next-Later roadmap in Confluence with customized views for key stakeholder groups.
• Created and implemented a Rightworks-specific feature prioritization system across the entire Product team. This helped each PM compare different features within their products and allowed leadership to ensure we were focused on the highest impact work.
• Authored and published a career ladder for the Product team and held semiannual skill and capability reviews with each Product Manager to evaluate current levels, career growth, and identify coaching opportunities.
• Wrote and delivered a Voice of the Customer (VOC) program for the Product team to ensure the team delivered true impact to our ideal customer profiles in the accounting and small/medium business markets.

Jun 2023 – Nov 2023 · 5 mos · Remote

• Player-coach leading a team of PMs focusing on People and Talent for our EOS and BOS customers. I led the Performance Management products directly while guiding my team to build compelling, integrated experiences for entrepreneurs, visionaries, and their businesses.
• Key achievements:
• Used Gainsight to identify a disconect between users logging into the Performance tools and failing to initiate manager-employee conversations. I led research efforts with Design and found a simple and intutive solution that increased adoption by 10% in the first month.
• Wrote and published new hire onboarding guides for new Product Management and Design hires, outlining expectations for the first 90 days, internal tools, and recommended cross-functional teammates to meet
• Mentored an Associate PM in successfully launching Ninety's Survey tool through Alpha, Beta, and early adopter rollout
• Delivered performance management ratings flexibility options for all customers, addressing a critical gap in the product offering
• Authored 6, 12, and 36-month strategic delivery plans for all People solutions that aligned both the Founder’s vision and other internal teams

Jun 2022 – Apr 2023 · 10 mos · Remote

• Lead the strategy, prioritization, and execution for Unanet’s ERP for Government Contractors. My team and I were responsible for APIs, Analytics, DataLake, and Mobile experience for small, medium, and enterprise GovCons. My Product Managers, Product Owners, and I oversaw the strategy and execution of 4 SCRUM teams.
• During my tenure, I led 3 major releases, resulting in:
• Hundreds of new API endpoints
• 3 new standard integrations between the GovCon ERP and external vendors
• 14 new analytics reports and dashboard views for financial users
• A 300% system performance improvements for Analytics customers
• A new project cost summary service for DataLake customers
• Full end-to-end mobile experiences for Timesheet and Expense users and reviewers

Jul 2020 – May 2022 · 1 yr 10 mos

• Player-coach who led a team of 4 Product Managers. I directly led the integration and technology strategy for the Infor HCM suite. My team and I owned the strategy, delivery, execution, and support for the entire talent cycle, including talent acquisition to learning, employee engagement, and talent planning.
• Key achievements as a Product Management team lead include:
• Launching a brand new product, Infor Learning & Development. This new offering represented a major step forward in the Talent Management suite by replacing stand-alone learning tools with a fully integrated offering. Customers adopting Learning & Development went live 6 months faster than before and saved at least $50,000 in implementation costs
• Researched and explored the topic of Employee Engagement due to trends associated with The Great Resignation. Developed a hypothesis that Talent Mobility was a key driver of retention.
• Crafted a business case and obtained senior sponsor support to replace siloed functions with a unified HCM software experience promoting internal talent mobility, mentorship, and self-guided career growth

Oct 2019 – Jul 2020 · 9 mos

• Strategic owner of Infor HCM's Technology and Post-Hire Talent Management product sets. Set, evangelize, and align the product vision, collect customer feedback, and deliver HCM solutions for large enterprises worldwide. Areas of responsibility include: implementation strategy, integrations, localizations, translations, goals, performance management, continuous performance, development planning, learning management, succession management, and compensation.

Oct 2018 – Oct 2019 · 1 yr

• Strategic leader and evangelist for all learning management and performance management solutions. Run the current Infor Learning Managment solution while simultaneously launching new Infor Talent Management modules around integrated learning and continuous performance.

Sep 2017 – Oct 2018 · 1 yr 1 mo

Jan 2017 – Jul 2017 · 6 mos

• Master product manager and key customer advocate and stakeholder for Aha!, the #1 roadmapping and planning software in the world. I provided on-demand support for other product managers to help teams gain alignment and consistency around strategy, release planning, feature prioritization, integrations, reports, and roadmaps.
• I also applied my deep knowledge of product management processes and methodologies to understand complex use cases and recommend best use of Aha! as a solution. Each day, I worked directly with up to 25 customers to provide insightful, impactful product management, integration, API, and SSO support via email, phone, and video chat. I also worked directly with many of these same customers assess their needs, then deliver personalized demos that mapped to their unique practices, tools, and team dynamics

Mar 2015 – Dec 2016 · 1 yr 9 mos · Arlington, VA

• Strategic visionary, Chief Product Owner, and evangelist for a suite of process optimization products.
• I mentored and led a team of 3 Product Owners/Project Managers. Together, we coordinated and delivered high value features and fixes to suites of SaaS-based higher education and government CRM solutions. I served as a senior stakeholder to establish and bolster product management and delivery best practices. During my time, the Product team made substantial progress towards predictable, high quality releases.
• My strategic vision centered around maximizing value to our users and the market. To ensure I understood our customers, I regularly read thought leaders, analyst briefings, conducted customer interviews, ran customer surveys, and accepted stakeholder input. Applying my business judgment, I fused all of this information into meaningful, realistic, and thoughtful product roadmaps.
• As we delivered new functionality, we constantly validated our vision and go-forward plans with internal and external customers. I led countless listening sessions where we presented our strategy to customers and learned how we could do better for the market as a whole.
• Strategic successes in 2016: completion of a brand new SaaS CRM for elected officials, simplified and efficient release delivery, streamlined product deployment, intuitive user experience improvements across all products, and on demand, proactive analytics. These have reduced client costs, saved time, and added value. Our users are able to quickly make better business decisions for their organizations and institutions.

Jun 2011 – Feb 2015 · 3 yrs 8 mos · Washington D.C. Metro Area

• Product owner and strategic leader for the Infor Expense Management product suite. Set strategic direction, identify market opportunities, and prioritize product releases to maximize customer benefit, Work directly with Development, QA, Sales, Support, and Consulting resources to identify and resolve market problems for web-based Time and Expense Management software solution. Annual revenues for the suite exceed $30mm.
• Gather and synthesize market intelligence to ensure the product suite remains a best of breed solution. These products help customers manage their spend and comply with constantly-shifting international legislation, industry best practices, and complex customer requirements.
• Constant focus on usability and user experience across web, tablet, and smart phone platforms. Completed a UI redesign in August 2014, reducing clicks and user pain points by an estimated 18%.
• Coordinate the Customer Advisory Board, where our key customers and internal stakeholders present and qualify system enhancements for our market. We aggressively build and maintain an involved user community.
• Develop and maintain partnerships with vendors, service providers, and industry specialists to keep abreast of industry trends and improve system capabilities.
• Seasoned communicator and enabler for Sales, Pre-Sales, and Consulting. Regularly provide training, updates, documentation, and "how to" guides to keep Field personnel up to date and aggressively selling.

Sep 2007 – Mar 2011 · 3 yrs 6 mos

• Product leader and analyst for wealth management financial software products utilized by financial advisors all over the world. Strategic focuses included: requirements identification, use case identification, release management, scope management, bug and enhancement triage, and user experience.
• Primary focus was building the brand new PropGen (Proposal Generation) Wealth Module for ThomsonONE work station. Also worked extensively supporting Customer Relationship Management, Financial Modeling, Asset Allocation, and Financial Planning tools.
• Analyzed market requirements and business needs for products and wrote detailed product logic, business rules, and software requirements for software improvements and enhancements.
• Led and managed Development and QA resources to develop and execute software releases utilizing both waterfall and agile software delivery methods.
• Identified gaps in user training and in-context help. In response, conceived, composed, and implemented electronic learning curriculum financial advisors. This project led to 10% faster on-boarding and 15% fewer support calls.
• Created internal on-boarding curriculum for new Sales, Consulting, QA, and Development staff for the Thomson Knowledge Network.

Jan 2005 – Sep 2007 · 2 yrs 8 mos · Washington DC-Baltimore Area

• Managed and analyzed a risk portfolio of 33 mutual fund client accounts. Crafted coverage and risk management plans to protect both the company and the customer. My book of business generated annual underwriting premiums of over $3.25mm.
• Applied industry best practices and professional judgment to author insightful underwriting assessments and risk management plans. Identified key risk factors and made coverage recommendations to mitigate risk and offer appropriate protection for D&O/E&O and fidelity bond insurance customers. Product portfolio included risk-specific Blanket Bond, NASD Bond, D&O/E&O Policy, and Independent Directors' Liability Policy programs.
• Worked with reinsurance partners to craft large coverage tiers, negotiate terms on coverage, and minimize exposure on high dollar or high risk accounts.

Jul 2002 – Jan 2005 · 2 yrs 6 mos · Rockville, MD

• Managed a daily portfolio of 160+ worker's compensation claims for Liberty Mutual's National Market Claims Department customers, including UPS, Sears, ADP, Raytheon, and Amerada Hess. claims.
• Aggressively investigated, mitigated, and resolved over 750 claims every year.
• Saved Liberty Mutual an estimated $75,000 in overhead and costs by applying best practices and proactively identifying and mitigating exposure risks.
• Proactively identified targets for settlement and negotiated resolution. These strategies saved key customers an estimated $1,000,000 in exposure during my tenure with Liberty Mutual.