Passion. Experience. Diligence.
Driven & strategic problem solver with over 10 years of product management experience with SaaS, B2B, energy, utilities, midstream, O&M & private equity. Deep understanding of process automation & optimization with notable success in developing operational efficiencies, product roadmaps, frameworks, and GTM & implementation strategies, ultimately driving company savings of $1MM+ and 90% sales growth. Excited to bring expertise in digital transformation, asset management, and investment management strategy to create leverage for clients.
PROFESSIONAL EXPERIENCE
Senior Director, Products - Energy AssetPortfolio Analytics | Integ Enterprise Consulting Jan 2018 - Present
Product Management:
● Oversee product development from ideation to launch for a B2B, no-code/low-code self-service analytics tool
● Secure product value for clients by identifying emerging product pathways & untapped market spaces in financial portfolio analytics
● Leverage cutting-edge technology to fully realize client end-goals, saving clients upwards of $2MM/yr and also providing the value of improved efficiencies & resourcing for continued business optimization
● Distill internal and external stakeholder feedback to develop strategic frameworks for marketing, training, course materials, & product improvement, capitalizing on design thinking, use cases, and digital transformation to uncomplicate product delivery and maximize clients’ ROI
● Increased operational efficiencies of multiple digital products, resulting in $1MM+ of annual savings by reducing time spent on support functions, improving training and workflow management, and customer onboarding documentation.
● Increased user experience 3x through improved insight analytics integrating innovative gamification strategies & automation into B2B software.
● Evolved legacy into a diversified portfolio of product offerings by market segment (Mid Cap, Small Cap, Private Equity, O&M) through a combination of transitioning to SaaS/cloud models and by focusing on best in class use case strategies rather than intended use.
● Designed an implementation strategy and executed a multi-year multi- product upgrade roadmap for ~50 product instances.
Business Acquisition & Growth:
● Doubled the sales of energy generation management software by leveraging Platform as a Service (PaaS), identifying opportunities in new market regions, as well as transitioning from marketing to typical energy clients to focusing on emerging demand in both the private equity space and O&M service providers.
● Pioneered business acquisition strategies to onboard flagship private equity firms to our platform, yielding exponential potential of growth in partnerships with key companies.
Project Management & Process Improvement:
● Implemented custom cloud based software, including single systems as well as up to 6 systems, consistently on time and on budget for projects ranging from $10k-$3MM and project durations ranging from 4 weeks - 3 years. Reduced internal support costs by $60k+ annually by transitioning to SaaS/Cloud services.
● Developed and executed a 6-month internal testing project intervention to bring upgrade to market quality before client delivery.
Product Strategy Manager | Integ Enterprise Consulting Jan 2013 - Dec 2017
Product Roadmap, Testing, & Market Research:
● Developed and executed long-term definitive strategy for energy asset allocation.
● Quarterly tested new products & features from end-to-end, while integrating client feedback and implementing necessary changes to enhance user experience.
● Held dedicated 1:1 interviews with a customer base of ~40+ clients to gather user stories & feedback on best practices and use cases.
● Synthesized data into key consumer insights for internal stakeholders, ensuring data quality, providing strategy for integrating client feedback, and working collaboratively and iteratively to optimize product market fit.
Go-to-Market Strategy:
● Sold and implemented the first Independent System Operator (market coordinator) cloud solution, accounting for 90% of future sales funnels of cloud-based solutions.
● Conducted market analysis of the energy industry to solve for a long-term definitive strategy for energy asset allocation & prioritization.
● Expanded product into international markets and renewables, including the largest owner of hydro assets in North America.
Leadership & Project Management:
● Providing leadership and strategic direction to key stakeholders across 7 teams (including Support, Database Administration, UX/UI, Front End Development, Engineering Subject Matter Experts, Integration, Financial, and Legal) to integrate internal perspectives on operational effectiveness, downstream product pain points, and experiential highlights.
● Implemented custom installed and cloud based B2B software, including single systems and up to three systems from end-to-end for projects ranging from $10k-$500k and project durations ranging from 4 weeks - 1 year.
● Reliably met sales target quotes of $100k annually.
Business Analyst | Integ Enterprise Consulting Aug 2009-Dec 2012
● Documented business requirements, authored technical user manuals, and represented business at trade shows to provide continuity of company brand. Conducted end to end application testing and market research to identify potential customers and refine consumer preferences.
ADDITIONAL EXPERIENCE
Product Tester | CompuScore Jun 2007 - Jun 2009
Program Operations & Analytics (Internship) | UMS Group Jun 2003 - Aug 2005
SKILLS & QUALIFICATIONS
Areas of Expertise: Agile Software Development, Product Market Fit, Product Management, Business Strategy, Financial & Commodity Analytics, Coaching & Managing a Team, Innovation, Critical Thinking & Problem-Solving
Technical Tools & Software: API Integration, B2B Enterprise Level SaaS Software, AWS Cloud Services, Oracle Databases, SQL, Kubernetes, Docker Environments, HTML Based Software, AI Machine Learning, Salesforce, Adobe
Certifications: PMP Certified
EDUCATION
Bachelor of Science in Evolutionary Anthropology (Medical) | Rutgers University 2009