Issac Ortiz Email & Phone Number

Orlando, Fl, Us

Senior Product Manager reporting directly to the VP of Product.

Product Manager on Cherry's Product & Design team. I focus primarily on our B2B product line and am responsible for data analysis, market research, owning projects from inception to completion, aiding our design team, working with our engineering team, performing Quality Assurance, and more.Key Accomplishments:- Proposed, designed, and launched a product-led onboarding UX treatment that saw a +17.7% lift in first-30 day volume per practice.- Proposed, designed, and launched a suite of new practice facing features in Q4 that accounted for +$XM incremental revenue.- Proposed, designed, and launched a new Patient application channel that accounted for +20% (estimated +10% incremental) of all new application volume at the end of Q3.- Led the build of a business continuity-related feature initially intended to be used as a fallback for SMS outages, but that organically accounted for $Xm of transaction volume in the month following deployment. This feature had a total development cycle of <48hrs.- Led many other small projects that have enhanced the Cherry Practice and Patient Experience.

Work closely with the Product organization to help streamline cross-functional communication, review new features, and ensure expert level product knowledge for all members of the organization.Worked with the VP of Product to develop a system to manage all feature requests and suggestions. I then managed that system entirely, including leading request grooming with engineering and prioritization of requests. Also tasked with directly managing many feature enhancements from spec to delivery.[Simultaneously working in Onboarding Team Lead role]

Developed a new practice registration process for onboarding meetings that contributed to:- ~60% increase in required marketing implementation information being submitted prior to the onboarding meeting- Net ~30% increase in overall marketing implementation rates since the launch of the new process- Reduced time for practices to complete forms by 43%- Contributed to increased average activation rates from 54% to 61%When the Head of Onboarding left in July 2022, I managed the Onboarding Team and assumed all standard managerial responsibilities for 3+ months. During this time, I also created and managed a new hire onboarding program to successfully train and ramp 4 Specialists and 2 Sr. Managers. All Specialists were above even their fully ramped quota by the end of their first quarter.---Job duties also include: mentoring, managing, and and enabling high performance for a team of Onboarding Specialists. Working closely with Compliance, Risk, Operations, to ensure the team is supporting those business functions via effective training methods.Average team metrics with formally assigned team (December 2022-May 2023):128% to activation quota122% to marketing quota[Served as "Interim Team Lead" July 2022-November 2022]

I was the top performing Onboarding Specialist my first quarter at Cherry. Led in # of accounts onboarded as well as core metrics.Co-led initiatives to lay the foundation for what is now Cherry's marketing implementation process.As an onboarding specialist at Cherry, I ran a tailored training and implementation program for all new Cherry practices (partners) that I was assigned to. By partnering with the Account Executive, we ensure all practices have the tools they need to be successful and transacting with Cherry as quickly as possible.

#1 Personal Banker II in Peer Group on 2021 Balanced Scorecard 2021 President's Circle RecipientRegion's Primacy and Retention Champion (June 2021-April 2022). Created and presented monthly huddles focused on improving the region's performance on the Primacy and Retention Scorecard. In the first scorecard evaluating P&R since the monthly huddles began, the region moved from ~88% to goal to over 100% to goal.Managed the branch's staff schedule and, alongside of the branch manager, led the hiring efforts for two Personal Banker Associates.Region's Digital Insider (2021-2022). Chosen as the Region's representative to help spearhead digital adoption across the region.

Bradenton, Florida, United States

#2 Personal Banker I on YTD 2020 Company Wide Balanced Scorecard.2020 Pinnacle Award Recipient (2020 Personal Banker I of the Year).As a Personal Banker with Fifth Third Bank I, like the bank in general, prided myself on putting the customer at the center of everything I did. The most fulfilling part of my job was building meaningful relationships with my clients that lasted beyond their relationship with the Bank.

Sarasota, Florida Area

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Palmetto, Florida, United States

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