Firm360 is a dynamic and innovative SaaS company that provides cutting-edge practice management solutions in the accounting industry. Our mission is to revolutionize how businesses operate by delivering intuitive and scalable software solutions that drive growth, efficiency, and profitability.As Head of Product, I lead the development and execution of the product strategy, driving innovation and ensuring the delivery of impactful product solutions that fulfill our mission. I work closely with cross-functional teams—including engineering, design, sales, and marketing—to define the product vision, prioritize initiatives, and bring impactful solutions to market. My role also focuses on analyzing product performance, gather customer feedback, and leverage data to make informed decisions for product iterations.

Led product strategy and development for Finalsite’s content management system (CMS) called Composer: the all-in-one solution that helps K-12 schools build and maintain dynamic, professional websites that support both administrative needs and community engagement.Managed the full product lifecycle, ensuring alignment with requirements and business goals. Collaborated with engineering, design, and other internal teams to deliver high-quality, user-friendly CMS features. Oversaw product roadmaps, prioritizing features and managing resources for timely delivery utilizing SAFe. Directed 4 product teams, ensuring clarity in vision and excellence in tactical execution.

Managed partner relationships and integrations to expand functionality and enhance product value for a premier recruiting and talent acquisition solution within a larger HCM platform. Collaborated with cross-functional teams to prioritize, develop, and launch impactful product features, aligning to product strategy.

Healthcare product and people leader driving innovation in primary care, improving patient outcomes and operational efficiency. Manage a portfolio of 67+ EHR web and mobile apps on a single platform, supporting over 4000 monthly active users in all Value-Based Care (VBC) business areas including Clinical, Growth, Operations, Talent and more.• Spearheaded the design and implementation of a new talent engagement and performance platform, driving an estimated $72m per year in med cost savings through enhanced KPI awareness and goal setting.• Led rapid design through scaled launch of continuation of care and health plan change tracking applications, surpassing business membership goals by 12%.• Designed and delivered new member acquisition application allowing sales to track eligibility and first appointment status to recover 15% of all new members, resulting in revenue impact of $2.7m in first year.• Streamlined and digitized manual patient documentation processes through digital surveys, resulting standardized input and optimizing data insights across 125 centers. • Developed a comprehensive application consolidation strategy and roadmap, improving point-of-care information for care teams while reducing software and operating costs. • Reduced new hire onboarding complexity and timeline by 20% thru new business leader onboarding planning tool used by operations.• Improved Social Determinates of Health (SDoH) processes and outcomes thru customized screening and personalized community resources patient handout. Used with 180,000+ members, contributing to 25% uptick in NPS score.• Reimagined clinician charting (SOAP clinical notes) end to end web application infusing data-driven insights, consistent design system, and quick actions to reduce charting time by 35%. Provider feedback showed experience improved medical decisions while increasing patient understanding and adherence to plan.

Worked remotely with global delivery teams to deliver SaaS product solutions at scale. Organized 5 cross-functional teams to work through strategy, design, development, launch and activation of revenue driving products.• During the pandemic, supported PwC's Check-In product, scaling activation and customer success teams. Implemented the contact tracing and return-to-work solution with mobile apps, IoT devices, and web dashboards, serving 500,000+ users across 90+ enterprise clients, generating $3m+ license revenue. • Developed Enterprise Resource Planning (ERP) data & configuration migration product to assist companies with cloud migration while infusing industry and consulting best practices. Licensed software bundled with services resulted in over $5m in annual revenue.

Improved practice of product management while also leading 5+ client engagements across the US. Sample client work:• Team leader supporting a Fortune 25 healthcare provider with future vision and design prototype of a patient IoT and mobile health tracking app & platform, leveraging PwC’s Digital Twin technology to forecast impacts of behavior changes. The client was prepared for immersive funding presentation to the board with business case, vision, and roadmap.• Lead BXT approach to rethinking consumer facing survey redesign for a Top 3 US energy utility. Bridged client research, new research, and UX best practices across teams and client to define the future vision and roadmap requirements.• Kicked off UX team process transformation to adopt Lean UX and Agile best practices, enhancing their stakeholder and user alignment while accelerating work by 25%. Developed Playbook and UX Accelerator processes for the Fortune 100 electronics wholesaler.• Designed and facilitated the Design Sprint for largest nonprofit educational measurement organization to kick-off building a new product. Design Sprint served to quickly close the Idea to Learn loop, before spending months/years in build and launch: includes Defining the Challenge, Mapping, Sketching Solutions, Building a Prototype, and User Testing. Moderated the User Tests and produced testing readout and next steps. Received raving client feedback.• Served as Principal Product Owner of Mobile Apps at a Fortune 500 retailer specializing in office supplies, delivering innovative features including AR, virtual queuing, and more through market analysis & customer feedback. Resulted in increased customer satisfaction, app store ranking in top 10, and 3x increase in revenue through consumer mobile app.

Grew role to take on larger and more complex projects, while overseeing & mentoring junior staff within discipline. Select experience across 13 client engagements:• Enabled team of designers, strategists, and engineers to rapidly develop new consumer Website and Mobile App for major US credit bureau in just 8 weeks. Utilized rapid prototyping, fast-paced workshops, and development-first mindset to quickly regain consumer confidence.• Supported Fortune 100 global biopharma company through customer experience strategy & design track of a transformative redesign of a global website that helps people learn, find & enroll in a clinical trial. Executed research efforts, ideation of new experiences, and design assets to seamlessly hand off to PwC development teams.• Bridged healthcare sector and experience center design teams to effectively deliver requirements mapping, design workshop, and wireframes for Fortune 150 US pharmaceutical company. Outcome pushed client toward visualization and alignment on the first increment of a health care portal for doctor's treating patients with diabetes.• Worked with Fortune 100 global biopharma company from discovery thru design and user interface build of a website describing the data lake capability that supports R&D clinicians in exploring trends in patient and clinical study data.• Facilitated ideation of future state experience for a customer service agent desktop platform for Fortune 5 health insurance and health care services company. Led experience design team to create storyline, designs, and sales materials while handing off design to development to start prototype creation in Salesforce.

Principle team member of Project/Product management focused discipline within digital agency (PwC acquired BGT Partners and rebranded). Responsible Managed coordinated cross-discipline delivery for all engagement deliverables. • Team lead for product vision, workshop and roadmap deliverables of new internal process and collaborative intranet for Fortune 150 US pharmaceutical company. Resulted in reduction in development time and increased engagement across key stakeholders. • Directed redesign of mobile & web truck reservation booking experience for global transportation, logistics and supply chain management services company, garnering increase in reservations and uptick in NPS.

Drove custom digital solutions for many large enterprise clients combining client vision with strategy, design, and technical implementation on aggressive time scales. Worked with many different technology solutions given different client technology needs. • Managed 12+ complex projects from Content Management System (CMS) implementations for new and existing websites, revamp of intranet sites, and new innovative Pinterest style shopping web experiences for the top Fortune 500 retail and wholesale company. Efforts delivered positive results leading to increased retainer and work provided to our firm.• Planned and managed requirements, design, build, and customer acceptance of new mobile responsive eCommerce ticket sales experience for a leading theme park and entertainment company. Experience reduced hurdles in buying while increasing add-on sales by over 25%.• Delivered web lead redesign and marketing overhaul for a multinational commercial and residential security company. New sales web experience increased quantity and quality of leads by 50%.• Drove redesign and CMS re-platform of eCommerce and booking website for a personal care franchisor, resulting in refreshed brand and increase in services reservations & product eCommerce sales.

Continued to scale product team while leading implementation for largest partnership and eventual acquirer of the solution. • Continued to grow and lead cross-functional team from requirements to design, dev to account management – leading and coordinating efforts of 18-person team. Primary interface for product feature needs and feedback between 50+ person sales team and product team.• Managed all SDLC processes when working with new global partner to customize and deliver new offerings (including digital banners, media delivery, and more), leading to multi-million revenue share partnership.

After successful launch of new product, continued to evolve product based on customer & sales feedback while also leading 10+ individual contributors. • Scaled bridged design, technology, creative asset creation, and customer needs to further enhance and customize the product through dozens of complex releases. Innovation in processes and technology led to increased efficiency – reducing customer onboarding time by over 50% and reducing activation costs along with other barriers to entry.• Supported various client pitches as SME of product, resulting in average of 5 new customers per quarter and garnering interest from larger partnerships opportunities.

Recruited to be one of the 3 initial team members build a new product – the world’s first virtual advertising agency – allowing customers to build top quality television, radio, and print ads online.· Helped take CEO vision from idea to reality thru multiple iterations of prototyping and requirements definition, while translating requirements to development partners and managing QA on novel technologies.· Received award for perseverance, leadership, and creation after launching the platform at NADA convention & Expo in February 2007 with one of the largest booths.

Leveraging marketing education background to manage creation of all print, radio, and television assets for one of AutoNation’s largest markets (15+ dealerships).· Streamlined processes from strategy to intake, design review and publication to reduce late submissions by over 50%.· Aided market research, campaign planning and strategy, which resulting in 16% increase in sales year over year as compared to plan.