Product leader for team of 3 at $100M+, PE-backed B2B sales performance management (SPM) platform.• Launched new SaaS product – comp management for SMB/MM; led discovery with early customers, through execution with design and engineering to release new features and critical fixes as the business quickly scaled from $0 to $1M in ARR.• Implemented consistent PM processes and tools (goals/themes, weekly roadmap updates, boosted feedback quality and volume), emphasizing user interviews, ruthless prioritization, and timely execution. Greatly increased on-time roadmap delivery.• Guided product strategy and UI/UX refresh for legacy enterprise platform to modernize end-to-end customer experience and increase client retention (consistently achieved >105% net renewal rate).• Teamed with leadership in design, engineering, product marketing, sales, and customer success, to develop innovative features and solve urgent pain points, and presented weekly progress and recommendations to executives.• Managed and mentored PMs on career goals and development; coached 2 PMs to promotions and forged lasting relationships.

Co-founder and product leader for VC-funded B2B incentive compensation SaaS platform.• Led rapid growth from startup to 50+ paying customers ($1M ARR) and from 2 to 20 employees.• Evolved from SME, managing customer support, to product ownership, leading strategy, agile roadmap planning, and weekly prod shipment, including full platform rebuild/relaunch in <6 months; dramatically improved lead generation and sales velocity.• Managed engineering and product teams: 8 full-stack engineers, 3 QA engineers, 1 dev ops, and 1 PM.• Won strategic sales deals (new logos and renewals, up to $100k+) and bolstered customer success and marketing efforts.• Partnered with Co-Founder/CEO on fundraising (angel, seed, bridge) and successful exit via acquisition by Varicent in July 2021.

Finance and operations (HR, legal, facilities) leader at VC-backed B2B e-commerce SaaS platform, reporting to CEO.• Rebuilt comprehensive financial model; led forecasting and monthly reporting (financials, MRR, OKRs, GTM impact, cash).• Steered corporate strategy, driving predictable, scalable growth, and serving as a go-to business partner across the org.• Reported quarterly financial and operational results to Board of Directors; owned banking and investor relationships.• Simplified financial processes and established controls (monthly close, budgets, comp, AR, AP, T&E) to maximize cash runway.

FP&A leader at $100M, VC-funded SaaS leader in email optimization, anti-phishing, and consumer insights, reporting to CFO.• Headed quarterly and annual budgeting and planning; implemented agile forecasting and transition to business unit P&Ls.• Secured $35M financing from leading PE firm. Built 3-year financial model for investors to understand existing assumptions and investments, and prepared diligence items illustrating inferences against prior performance.• Introduced operational dashboard for CEO/Board, highlighting KPI trends (ARR, LTV/CAC, sales performance, retention, etc).• Accelerated international growth (LatAm, APAC, EMEA) and used incentive structures to promote role clarity, alignment, prioritization.

Supported data-driven strategic planning with analysis and reporting at $10B regional managed care insurer.• Designed KPI dashboards and presented operational and financial metrics for senior management, identifying trends/root causes on claims, service, enrollment, and measuring costs and budget variances for claims and customer service.• Surveyed Medicare and Medicaid marketplaces for policy/commercial changes, and gauging financial/operational impact; presented on product/plan trends and competitor market share.• Conducted due diligence and DCF valuations for acquisition of managed long-term care plans.• Collaborated with investor relations to prepare S-1 filing to convert to publicly-traded corp.• Managed junior analysts and led project planning and training.

Documented progress of Medicaid re-certification and outlined critical factors for improved retention.

Delineated expansion strategy for Electronic Health Records and Health Information Exchange systems through primary care providers in NYC.

Supported development, benchmarking, analysis for national employer-sponsored health benefits surveys.• Created customizable reporting model to help consultants benchmark for absence management data.• Authored reports for follow-up surveys on industry trends such as Medicare reform and consumerism.• Evaluated market potential and recommendations for cross-border insurance offerings for large employers.

Redefined value transfer strategy between major teaching hospital and affiliated continuing care facility.

Provided procurement and supply-chain management support for President Clinton’s AIDS Initiative.• Assisted procurement of HIV pediatric drugs by forecasting needs and purchasing for 5 country programs.• Created supply chain management model for Dominican Republic ops, jointly with local government.• Coordinated best practices initiatives with operations research team on nutrition and training issues.

Provided research/logistical support for IP consulting firm; reported to president on daily operations.• Conducted prior art, due diligence, invalidity searches in biotech and pharma for top law firms.