Cake is an innovative pre-seed InsurTech startup, functioning as a marketplace facilitating the buying and selling of books of business for insurance agents. First Product Manager providing strategy and execution for a 0 to 1 product.

Commonwealth Kings is Central Kentucky’s top travel lacrosse program. We launched the program as one 22-member team and have grown it to five teams and 130+ players. In this role, I manage a staff of 14 and oversee all operational activities including club finances, planning, technology, and vendor relations.

Coterie is an InsurTech startup focused on bringing fast, easy, and reliable insurance to small businesses. Serve as Product Manager for a scrum team focused on our Service experience with a heavy emphasis on payments and self-service capabilities.- Introduced more robust payment integration capabilities that resulted in deeper partner integrations and a 2.5x conversion rate increase. - Led strategy and delivery of a new self-service suite of tools resulting in a 20% decrease in ticket volume in the first 2 months. - Built and launched 5x no-code prototypes that saw 2,600 unique sessions to validate concepts and deliver value early.- Scoped, planned, and helped implement Salesforce Financial Services Cloud in a transition from HubSpot, a system used by 70+ employees. - Executed a successful, iterative payment processor migration to Stripe encountering zero operational issues.

FormAssembly provides an easy-to-use online form builder for businesses and offers robust integrations to various systems like Salesforce, Stripe, PayPal, etc. Served as Product Owner on a scrum squad consisting of (2) QA, (4) Engineers, and (1) UX Designer. Focus was on improving various parts of the application including Integrations and Billing.- Translated product vision to user stories and worked with the scrum team to identify solutions.- Introduced a new Billing UX which lead to an 8% increase in trial conversions.- Delivered multiple improvements to our core Salesforce integration resulting in a 10% CSAT increase.- Collaborated with marketing, cs, and knowledge teams to ensure feature readiness prior to launch.

Big A** Fans is an industry leader in high volume low speed fans (sold to private equity in 2017). I was promoted to Product Manager of SpecLab, a custom web app used by internal sales and engineering and external distribution partners to design physical client environments and run simulations to validate impact of fan products. SpecLab has been responsible for increasing close rate 7% and is a driver for new project winsIn this role I lead product strategy, roadmap definition, backlog grooming and prioritization, scoping and definition of solutions, definition of KPIs and success metrics, development of training, and product roll-outs. I also collaborate with marketing teams to develop collateral and launch lead generation campaigns. HIGHLIGHTS• Currently leading team through design, development, and the introduction of a new touch-friendly interface for tablets and a new workflow app designed to integrate with SpecLab and allow for a 30% reduction in administrative time to submit notes from facility on-site visits.• Managed a distributed seven-member development team in full lifecycle build and launch of a sales enablement app. Leveraged Slack, Basecamp, and Zoom for team communications.

In 2016 I was promoted to manage a team of developers and administrators supporting a Salesforce organization with ~650 users in five departments, serving as the CRM product owner to lead improvements. My role included developing project timelines, product roadmaps, and prioritizing backlog.HIGHLIGHTS:• Project Manager for implementation of Field Service Lightning and retirement of legacy ServiceMax system to migrate field services team to a more stable solution with increased visibility to leadership. • Led build of a custom Order Checkout application integrated with D&B that enabled sales reps to process orders without support from sales operations teams. Reduced sales operations requests by 50% and improved order accuracy. • Oversaw build of a custom Quoting Bundler application that provides improved user experience and reduced errors through introduction of a point-click product configurator instead of searching SKU numbers. The system included a robust rules engine for increased error reduction.• Led overhaul of sales processes to extend use of Salesforce for sales tracking, enable more accurate forecasting, and improve customer experience across customer journey from order through post-sales.

I was promoted to serve in a hybrid BA and project manager role responsible for gathering project requirements from stakeholders, communicating needs to internal technical teams, and oversight for technical projects. Highlights:• Served as BA/PM for a project to unify and consolidate two Salesforce environments, introduce multi-company functionality into a global ERP instance, and onboard four international offices into both systems.• Product Manager for a .NET customer portal. Defined product roadmap, maintained backlog, and developed and delivered user training. • Served as Project Manager for a two-month engagement to increase functionality of a B2B portal.

I was initially hired in a sales capacity responsible for establishing relationships with and educating A&E firms across the Northeast about products and services, and then contributing to project design. My work led to over $2.3M in sales.