Managed both enterprise programs and individual projects to drive technology, business transformation, and alignment with our evolving corporate structure. Program emphasis was on client-facing technology solutions that support performance reporting, digital onboarding, and compliance automation. ● Led the Digital Onboarding product from ideation to external launch; transformed the archaic manual onboarding process to fully digital, low-touch enrollment, resulting in faster revenue acquisition and reduced internal operating costs.● Develop and manage the program schedule and coordinate with Technology Delivery and Program Managers to ensure all integrations, dependencies, and business priorities are incorporated into the enterprise release schedule.● Provide oversight and facilitation of Program Management best practices and standards throughout the Systems Development Lifecycle (SDLC) including execution measurements, issue management, key decisioning, and managing the flow of information at the executive, management, and team levels.● Chiefly responsible for structuring, planning, executing high visibility and strategic enterprise initiatives.● Established a team of senior project managers to support the execution of digital program roadmaps and deliverables.● Manage product strategy, risks, budgets, and dependencies within overall project and product across departments and technical programs.

Senior Product Manager leading integrations with ERP systems. Expertise in Salesforce and Dynamics deployments and integrations● Designed adoption and enablement roadmap for the integration of eSignature into clients ERP/CRM systems.● Designed product specifications, complex features and user interfaces with clear presentation to engineering teams and stakeholders.● Provided product analysis reporting features on integration adoption, workflow efficiency. ● Acted as a trusted advisor to C-level executives at customer organizations, providing strategic guidance on technology adoption and digital transformation initiatives.

Managed programs with an emphasis in DocuSign software and integrated partners. Focused primarily on integrating CRM platforms. Oversight of 12 team members. Worked with internal stakeholders including engineering and key technology teams to ensure consistency of experience● Worked within DocuSign to establish best practice integrating Microsoft Dynamics and Salesforce.● Assisted with account transition and focused on vendor relations throughout customer lifecycle working with internal and external stakeholders.● Developed and managed a program for existing customers to gain access to onboarding consultants.● DocuSign Re-Adoption Program focused on re-engaging clients, churn prevention, and increased utilization.● Designed KPI’s and on-demand reporting to measure success of customer re-adoption and WRR. ● Built forecasting and capacity models to ensure budget targets were met. ● Managed interdepartmental relationships across multiple teams to provide business enablement throughout the sales staff. Program taken from pilot to full production and utilized throughout the company globally.

Led a 30-person team responsible for data feed onboarding, daily data aggregation from 50+ custodians, and client support for performance reporting product suite. Coverage of 78 enterprises with an aggregate AUM of $1B. ● Established and maintained relationships with institutional clients. ● Worked with the clients to solve operational issues and implement best practices through process management.● Gained expertise in General Securities rules as well as Financial Industry Regulations. ● Management of the conversion/support teams located in Seattle and India. ● Created a mentor program and emphasized employee development through coaching and team building.