Product Manager of XM Frontline Locations, a B2B software offering focused on the in-person experience Drives the Frontline Locations planning, roadmap, and dependencies. Zero to one development of Location Assist, a product line that targets a new user persona for Qualtrics (frontline workers, such as location managers)Owns the strategy, roadmap, and execution for the Online Reputation Management product. Transformed it from a stagnating offering into a >100% y/y grower.Promoted from Senior PM to Principal PM in May 2023. Became a people manager in April 2024 (of 2 APMs)

Drive strategic product initiatives for Qualtrics CustomerXM. This includes a product usage analytics program, product investment planning, strategic projects (e.g. build/buy analysis, including for our Clarabridge acquisition), and leading cross-functional worksteams to increase product adoption. Experience shipping products in multiple capacities, including working with engineers, designers, and customer-facing teams to launch both new and iterative features.

Drive strategic business and product initiatives for the Qualtrics CustomerXM business line.Work cross-functionally with business leaders across product management, engineering, marketing, sales, finance, enablement, and customer success to drive growth. This includes shaping the product strategy, business strategy, and operational model (e.g. KPI establishment, annual / long term target setting, market intelligence development, root cause analysis coordination) for 3 business that are each on a path to $100M ARR.

Help business leaders make data-driven decisions on key strategic issues. Support the Brand Experience product line (a nascent, high-growth area of Qualtrics). This includes resource planning, financial forecasting, and analysis to determine current customer base to inform strategic decisions.Investor Relations: crafting external messaging for IPO roadshow and analyzing internal versus Street models.About Qualtrics (NASDAQ: XM): Qualtrics Experience Management (XM) is the only software platform that helps brands continually assess the quality of their four core experiences—customers, employees, products, and brands. With Qualtrics XM, organizations can be at every meaningful touchpoint, for every experience, and predict which changes will resonate most with stakeholders.

Conducted deep qualitative and quantitative research to provide insight to institutional investors; formed opinions based on industry trends, competitive shifts, product innovation, business strategy, and financial trajectorySpecialized in the Cloud Software & Analytics industry. Primary coverage on WIX and supporting coverage on companies including ADBE, AMZN AWS, CRM, BL, ELLI, HUBS, MB, TYL, YEXT, and ZEN.I participated in the IPO process for 7 companies.I joined KeyBanc Capital Markets through its acquisition of Pacific Crest Securities, where I had been employed since 2015.About KeyBanc Capital Markets: With more than 800 professionals across a national platform, KeyBanc Capital Markets has more than $50 billion of capital committed to clients and an award-winning Equity Research team that provides coverage on over 600 publicly-traded companies. Clients benefit from our deep expertise across seven focused industry sectors, including Consumer & Retail, Healthcare, Industrial, Public Sector, Real Estate, and Technology. KeyBanc Capital Markets is a trade name under which corporate and investment banking products and services of KeyCorp and its subsidiaries, KeyBanc Capital Markets Inc. and KeyBank National Association, are marketed.

Coverage: Cloud Software & AnalyticsAbout Pacific Crest Securities: The company was acquired by KeyBanc Capital Markets to better serve the technology sector. Pacific Crest was the premier investment bank for technology. The firm applied its knowledge value creation drivers and a global network of relationships to technology's high-growth sectors. As a result, Pacific Crest's clients relied on it to achieve superior returns and gain competitive advantage from the seismic shifts occurring in technology.

Construction Products

Rotational internship that spanned multiple finance and accounting functions, including Accounts Payable, Accounts Receivable, Payroll, and Tax.