Sep 2020 – Mar 2021 · 6 mos · Austin, Texas, United States

• Lead the product and development team which delivered the best subscription plans in the dental market, revolutionizing the way Americans look after their teeth. The product roadmap I designed and my team implemented successfully serves over 4000 dental offices.
• Devising a product strategic roadmap: Collaborating with the CEO, I identified and rationalized new business models and capabilities. I documented business requirements and established the necessary engineering and product infrastructure to ensure successful delivery.
• Managing the migration of CDI clients to the Membersy Connect platform, ensuring a smooth transition and seamless experience for all involved.
• Overseeing significant site enhancements: My team implemented a new portal infrastructure, upgraded search engine capabilities, and introduced analytical reporting tools. These enhancements contributed to a remarkable increase in Annual Recurring Revenue (ARR), which rose from 20 million to 40 million within a span of 6 months.
• Leading the company-wide adoption of the OKR (Objectives and Key Results) framework for goal-setting, resulting in improved focus and productivity throughout the organization.

Feb 2018 – Sep 2018 · 7 mos · Austin, Texas Metropolitan Area

• Taught first Product school batch in Austin for 8-week, 40-hour immersive product management course. Covering major product management topics such as product roadmaps, requirements and user stories, product development cycles, and agile practices
• Prepared decks to include examples from leading organizations and applied design thinking practices in addition to school-prescribed curriculum, transformed talented professionals into effective Product Managers
• Incorporated different exercises and games as part of the curriculum to enable critical thinking, my students loved this approach - you can read student feedback here

Oct 2017 – Jan 2020 · 2 yrs 3 mos · Austin, Texas Metropolitan Area

• Designed product vision and measurement strategy, aligning the appropriate cross-functional product, user experience (UX), and development partners to evaluate the effectiveness of service communications
• Launched behavior-triggered messaging model and analytic framework to track Customer Behavior Stream and enact anomaly detection for targeted messages, this feature added over $785 million in asset inflow.
• Created product messaging strategies to engage Schwab Retail clients across digital channels which resulted in 10% increase in client digital adoption
• Led digital innovation team for client-first exploratory labs and tech accelerators. Applied design thinking and lean product principles using usability research and data insights to make informed decisions in the creation of new digital products. Was known in our department as "the Out of Box thinker"

Sep 2009 – Oct 2017 · 8 yrs 1 mo · San Francisco, California

• Led a global team in 6 countries and created content distribution strategy to achieve 13% compound annual growth rate for 5 years
• Analyzed customers and other third-party distributors to identify user needs and create a distinctive product vision
• With a team of 6, redesigned the research delivery method to grow the revenue from $12 to $28 million with increased web traffic of 11% by collaborating with partners like Wallstreet.com, Yahoo Finance, and Bloomberg Terminal
• Created and executed Go-to-Market Strategy plans for all ratings products globally and launched several new products and branded features, worked with sales and marketing team to create campaigns through outreach and email marketing programs using Marketo and Salesforce Exact Target

Jan 2006 – Jun 2009 · 3 yrs 5 mos · New York, United States

• Developed proposals based to implement greener processes alongside 60 consultants creating a new methodology to track carbon footprint process
• Significantly lowered expenses through implementation of a centralized expense tracking system, created financial models and reports that analyzed critical expenses in 5 days instead of 4 weeks