• Interpret strategic initiatives and convert them into program requirements, program deliverables, and a program plan.• Drive continuous improvement initiatives, mitigate risks, and enhance operational efficiency for increased productivity and cost-effectiveness while maintaining high standards. • Generate and disseminate operational reports and executive summaries to keep the executives and stakeholders informed, condensing data into actionable insights for the team, and providing feedback and observations on operational matters.• Liaise with the research partner and GTM workstream leads to ensure milestones are met.• Work with teams and individuals to mitigate conflicts and resolve roadblocks and issues as needed.• Establish a communication schedule, tailoring the message to the audience from executives to team members and stakeholders.• Maintain a clear reporting framework utilizing reporting tools such as Adobe, Excel, and Power BI, to communicate data insights.• Utilize program management tools such as Airtable to apply project management best practices and monitor progress.• Evaluate program outcomes as established during the planning phase.• Establish and execute new processes as needed to ensure ongoing program success.• Collaborate with multiple teams to ensure dotcom site and marketing campaign materials meet compliance standards, including aspects like banners and cookies.

• Lead operations for the Product and Engineering platform team within Intuit’s Customer Success ecosystem.• Lead planning cycles and operationalized decisions and processes to enable speed and innovation.• Leveraged tools such as Jira, Smartsheets, and Workfront to drive and manage major priorities and programs at scale.• Drove and managed strategic initiatives using a structured approach to simplify complex problems, establishing accountability, develop creative and innovative data-backed solutions, and remove roadblocks.• Identified business critical insights using analytics and SQL, ensuring cross functional alignment of goals and execution, and helped teams drive strategic partnerships and new initiatives forward.• Established overall program governance and provided guidance to other operations and program managers supporting workstreams on projects.• Collaborated with key stakeholders, executive teams, product management, engineering, and various cross functional teams.• Developed and executed thoughtful change management and communications plans to drive adoption of transformational changes to achieve key priorities.• Developed and owned key operating mechanisms to effectively manage the organization, provide visibility, and drive engagement.• Served as a thought partner to key decision makers across the organization to help drive strategic initiatives.• Developed and managed continual process improvement by monitoring, refining, and optimizing workflow with the goal of continuously improving overall effectiveness (efficiency, productivity, and quality).

• Owned and delivered annual growth strategies and roadmaps with the goal of increasing revenue by 30-40% YoY.• Responsible for driving product development, GTM strategy, and execution, which includes developing and maintaining an understanding of the customer base, market trends, competitors, and industry best practices.• Created, supervised, and analyzed OKRs and KPIs related to growth, engagement, revenue, and conversion.• Lead and tracked financial/operational metrics to monitor performance against annual goals and opportunity sizing to inform strategic decisions.• Drove end-to-end programs to implement GTM strategies, collaborating cross-functionally across Go-to-Market operations, Product, Engineering, Finance, Marketing, and Sales teams globally.• Increased direct margin by 30% YoY in a vertical that previously had declining revenue by developing and nurturing strategic partners, affiliate marketing partners, improving product, and consistently putting in building blocks for growth.• Lead and orchestrated a 130+ sale, customer service, and operations team while focusing on the development and implementation of scalable solutions. • Prepared and delivered business performance insights and reporting for executive leadership and C-suite.• Determined areas for process improvements and implemented continuous learning methodology to optimize efficiency and accuracy.

• Maintained and improved processes that support company operations including creating processes, documenting standard operating procedures, staffing, profit & loss, budgets, and operational costs• Managed product roadmaps, feature design, and delivery.• Managed scrum teams and engineering resources.• Worked closely across teams to develop and iterate on partnership and marketing playbooks to drive new business with partners.

• Expertise in all aspects of compliance and risk management including credit risk analysis and policy analysis and development.• Assessed loan attributes and documentation for soundness and accuracy.• Maintained a deep understanding of agency guidelines and strong ability to explain policies and the rationale behind them.• Responsible for complete underwrites on all Jumbo products.

• Owned and executed important aspects of the roadmap for building a best-in-class mortgage operation experience.• Worked with the operations team to systematically identify and prioritize opportunities to improve operational efficiency through the development of internal tools and technology.

• Trained, managed, and directed a team of 16 Loan Reviewers, Underwriters, and Funders.• Developed and evaluated company-wide reports to determine overall employee performance, work quality, and conformance to procedures and practices.• Built and managed business relationships with approximately 300 mortgage lending companies.• Provided insight, direction, and support to approved lending companies with respect to industry requirements and compliance related issues.• Handled aspects of recruiting and hiring new employees for multiple branches such as evaluating resumes, conducting interviews, and leading new employee orientations.• Directly contributed to human resources operations by focusing on action plans related to performance management, development and termination processes, and resolving employee problems.• Directed the design, planning, and implementation of departmental training programs, policies, and procedures.• Received signing authority in conventional, jumbo, and expanded products.