Jacob Gee Email & Phone Number

San Diego, Ca, Us

Atlanta, Georgia, Us

As Senior Product Manager, I am responsible for delivering end-to-end mobile and web based Merchant Payments Platform experiences across +$35B TPV by discovering and developing solutions for our direct SMB and partnered ISV customers to provide merchants with powerful and intuitive tools, insights, and automation so they can identify, understand, and address the problems & opportunities that their businesses face.ㅤ ㅤ■ Payments Platforms — Merchant Portal (Web) & XplorPay App (Mobile)ㅤ ㅤ■ Payments Experiences — White Labeling & Notifications Platformㅤ ㅤ■ Payments Intelligence — Dashboard Reporting & Transaction Historyㅤ ㅤ■ Payments Tooling — Virtual Terminal & Chargeback Management ■ Provide partner branding capabilities to enable PayFac customer acquisition by implementing White Label user experiences across ALL platforms (Partner Portal, Merchant Portal, Onboarding Application) to increase merchant onboarding conversion and retention by 15%. ■ Enable agnostic communications capabilities across internal teams by introducing a 0-to-1 MVP notification platform to deliver critical and time sensitive initiatives to merchants through various channels (email, SMS, in-app); sequencing and prioritizing to align w/ cross-dependent initiatives. ■ Ensure compliance across high risk merchant industries by developing a compliance workflow, gaining merchant acknowledgment, understanding, and enforcement of regulations to mitigate the impact regulatory penalties; generating +$1M ARR through non-compliance billing fees. ■ Implement product-led transformation by socialization of best product practices, frameworks, and philosophy across cross-functional teams to improve team velocity and collaboration; fostering the success of net new engineering teams and APMs.

San Francisco, Ca, Us

As Product Lead, I am responsible for mentoring a cohort of volunteer product managers and their respective squads of designers across the product development lifecycle by guiding high-level product strategy, cross-functional alignment, and tactical execution towards the creation of web and desktop apps to assist non-profit startups with product development from solution design to product launch.ㅤ ㅤ■ EPIC India — epic.uchicago.inㅤ ㅤ■ Amplio — amplio.org ■ Mentored 2 pairs of Product & Design Managers ■ Oversaw ■ Oversaw

San Francisco, Ca, Us

San Francisco, Ca, Us

As Product Lead, I was responsible for mentoring a cohort of volunteer product managers and their respective squads of developers and designers across the product development lifecycle by guiding high-level product strategy, cross-functional alignment, and tactical execution towards the creation of web and mobile apps to assist non-profit startups with product development from solution design to product launch.ㅤ ㅤ■ Scambi Festival — scambi.orgㅤ ㅤ■ Bridging Tech — bridgingtech.orgㅤ ㅤ■ Pangolino — pangolino.org ■ Led 3 squads of product managers, designers, and developers through the SDLC by hosting workshops on product-driven values, creating product frameworks and templates, and reviewing artifacts and deliverables to help instill product thinking, transparency & communication, and customer empathy. ■ Oversaw design and development of a checkout experience for a cultural festival based in Italy — enabling event-ticket booking capabilities — by implementing functionality allowing for ticket selection, comparison, and purchase to reach an average attendance rate of 95% across all workshop events. ■ Oversaw design and development of donor payments experiences used for funding low-income students in accessing academic resources by reducing friction in the donation process through the implementation of additional payment methods to increase the total volume of donations by 60% YoY. ■ Oversaw design and development of a 0-to-1 web app — at a 92% development cost reduction — by migrating from Wordpress to JAMstack architecture and implementing SEO optimizations to increase site search ranking to 1st in Google, Bing, and Yandex; attracting 255+ unique daily users.

New York, Ny, Us

As Product Manager, I was responsible for optimizing the operational efficiency and scalability of Payments Platform products and teams across +$20B TPV by analyzing performance metrics, prioritizing product dependencies, and managing VOC feedback loops to create solutions that reduce the time and effort allocated by internal stakeholders and teams to support critical and routine payment-related tasks.ㅤ ㅤ■ Payments Operations — Automation & Internal Toolsㅤ ㅤ■ Payments Compliance — ACH & Card Networks (US & CA)ㅤ ㅤ■ Payments Growth — Partner & Merchant Onboarding Integrations ■ Managed backlog prioritization across 4 engineering teams by addressing on-call escalations and VOC product requests to discover opportunities for bug fixes, enhancements, and new capabilities; minimizing resources across complex and high-volume payment operations by ~20% MoM. ■ Ensured compliance across Payments Product teams by developing a payments compliance dashboard and in-take framework to help with prioritizing and coordinating regulatory mandates across US, UK, and CA products and operations; including JPMorgan, ACH, Card Networks (ie. Visa), and PCI-DSS. ■ Monitored and analyzed product performance dashboards and reporting to identify potential for systems optimizations by developing internal tools and platform automation through data-driven insights to increase monthly processing efficiency of successful ACH and credit card transactions by ~10%. ■ Unblocked customer adoption and growth across ISV partners and direct SMB merchants by delivering an internal onboarding API — removing the manual cross-org process — to decrease onboarding time from +1 month to ~7 week and subsequently preventing +$3M annual TPV from churning during onboarding.

San Francisco, Ca, Us

As Product Specialist, I was responsible for regulating all money movement across Square Payroll Product tax, wage, billing and invoicing solutions by monitoring, investigating, and communicating payment escalations to develop internal and customer-facing features and enhancements focused on increasing reconciliation of unsuccessful transactions and reducing risk of loss from outstanding payouts.ㅤ ㅤ■ Tax Payments — Federal Taxes, State Taxes, & Local Taxesㅤ ㅤ■ Wage Payouts — Two-Day Pay, On-Demand Pay, & Instant Payㅤ ㅤ■ Pricing & Billing — Subscription Fees & Freemium Pricingㅤ ㅤ■ Credit & Risk — Credit/Debit Adjustment Tool & Repayment Plans ■ Implemented optimizations across ACH processing submissions, cadences, and notifications by monitoring and investigating system bugs, payments performance metrics, and technical support requests to increase tax reconciliation rate by ~80% and payout reconciliation by ~135% YoY. ■ Maintained integrity and operability of wage products through development of an internal credit & debit adjustment tool by reviewing B2B customer escalations and transactional payout history to increase credit loss collections from instant funding by +$400k annually; also leveraging as a debt repayment offering. ■ Facilitated cross-product team dependencies by collaborating with Square Billing in creating cross-platform integrations between internal billing systems and Square Payroll money movement tools to enable recovery of +$250k in unpaid subscription fees from active customers. ■ Structured processes and programs that deliver payment experiences for payroll value-added-services by leveraging Square Invoicing capabilities and Square Payroll internal money movement tools to test for new product experiences for customers while validating the potential solution.

San Francisco, Ca, Us

San Francisco, Ca, Us

As Product Specialist, I was responsible for supporting and scaling Square Payroll platform onboarding and tax processing capabilities across emerging US segments by collaborating on backend technical issues regarding payroll accounts, filings, and payments between B2B customers and Tax Agencies to facilitate end-to-end experiences and identify business requirements in launching from 28 to all 50 states.ㅤ ㅤ■ Payroll Onboarding — Prior Payroll Dataㅤ ㅤ■ Payroll Taxes — Tax Filings & Tax Paymentsㅤ ㅤ■ Payroll Growth — New Tax Jurisdictions ■ Enhanced performance and scalability of the payroll onboarding process by defining data elements, flows, and calculations required for automating prior payroll migrations into internal databases to reduce the onboarding queue TAT from ~1 week to ~1 day; increasing adoption by +100 new customers MoM. ■ Leveraged government tax agencies in resolving customer payroll escalations by communicating tax filing, account maintenance, and payment issues across +3,000 Jira tickets and +2,200 Salesforce cases to identify broader problem areas and potential opportunities for product and process enhancements. ■ Investigated technical requirements for expanding payroll processing capabilities into new tax jurisdictions by interviewing state representatives and researching technical documentation to grow regional payroll platform supportability across 3 states (AL, KY, & WV); unlocking TAM growth by ~5%. ■ Introduced Platform-as-a-Product documentation infrastructure by organizing and templating product documentation and dashboards across active and legacy product initiatives to improve internal cross-functional alignment, knowledge management, and performance monitoring.

San Francisco, Ca, Us

As Product Intern, I was responsible for assisting the processing of customer tax filings, records, and payments for Square Payroll across 28 states by supporting back-end product operations, conducting user research, and enabling customer success throughout the product lifecycle to enable seamless operability during the early stages of the product development process.ㅤ ㅤ■ Payroll Onboarding — Duplicate Accountsㅤ ㅤ■ Payroll Taxes — Tax Filings & Tax Payments ■ Defined systems requirements for automating the consolidation and deletion of duplicate accounts by outlining use cases for multiple account creation and identifying customer types we cannot support to reduce escalations from duplicate tax filings, mid-market customers, and multi-state businesses. ■ Maintained cross-functional collaboration across sales, operations, and support teams by identifying and aggregating the most common and impactful customer problems as VOC insights to increase data-driven validation and prioritization when productizing manual processes. ■ Constructed product commercialization documentation supporting GTM teams on how to manually complete tax filings and payments for external customers and internal stakeholders by understanding cross-functional team priorities and objectives to reduce internal tax related questions by ~50%. ■ Organized and conducted agile SCRUM ceremonies throughout the product development lifecycle by structuring note-taking resources and recurring team meetings for sprint planning, review, retros, refinement, and demos to improve product operations efficiency throughout the execution phase.

San Diego, California, Us

As Co-Founder, I was responsible for launching product, sales, and marketing functions — offering high-end reclaimed apparel and accessories — across multiple e-commerce platforms by managing social media, customer relations, product development, and user research to increase overall customer engagement, sales conversions, and monetization channels. ■ Deployed Wordpress-based e-commerce platform by self-teaching and performing web development techniques using React JS and Laravel frameworks for creating marketplace product offerings to increase profit margins by ~10% through direct sales rather than third-party platforms. ■ Researched market competition for industry insights by interviewing +50 top-rated merchants on reseller best practices and analyzing their overall product positioning to determine product pricing and promotion strategies aligned with customer trends and preferences. ■ Managed outbound cold messaging and inbound sales requests by engaging and interacting with customer communications across 4 different merchant reseller platforms to negotiate +500 sales transactions with an ~800% ROI while maintaining a 5-star rating across +275 customer reviews. ■ Established product marketing processes across social media and e-commerce platforms by creating informational posts for all product offerings including product copy, photography, and specifications to increase engagement and lead generation from platforms’ in-product SEO.

As Marketing Assistant, I was responsible for coordinating strategic projects and initiatives across digital and in-person marketing channels for a local bar by focusing to create improvements in product selection processes, online social media presence, product marketing efforts, and in-person customer experience to increase customer acquisition and retention. ■ Evaluated historical data of monthly inventory, expenses, and sales to create focused product offerings; eliminated two underperforming products, increasing restocking cycle efficiency by ~25%. ■ Managed small business social media accounts by updating business profiles, creating marketing content, and responding with customer interactions to optimize engagement across Google My Business and Yelp for Business; growing from ~5k to +10k search results MoM. ■ Designed and managed production of promotional merchandise and accessories by leveraging international manufacturers and graphic design tools to decrease average manufacturing costs of apparel from $11 per unit to $4 per unit and increase marginal revenue of goods sold by 150%. ■ Created charts and graphs in Microsoft Excel to help communicate monthly product sales performance to the owner of the business.

As Accounting Assistant, I was responsible for supporting the owner of a local bar across various clerical and back-office responsibilities by organizing and maintaining the company’s bookkeeping and accounting records, inventory management systems, and business communications to reduce the administrative effort required by ownership. ■ Maintained mail and email communications with suppliers and maintenance contractors regarding processing invoices and facility upkeep. ■ Audited accounting ledger of weekly sales volumes with cash sales and cash tips to reduce instances of employee theft, saving +$5,000 annually from employee theft. ■ Processed payroll history using Intuit Quickbooks and submitted payroll tax filings and payments to appropriate state and federal tax agencies. ■ Tracked and analyzed weekly levels of supplies and inventory in Microsoft Excel to identify and address operating surpluses and shortages.

As Accounting Assistant, I was responsible for supporting the owner of a small construction company across various clerical and back-office responsibilities by managing the businesses monthly expenditures, calculating depreciation, and analyzing material costs & bids... ■ __

Bachelor Of Science - Bs, Business Administration - Marketing

Professional Program, Product Management

Professional Program, Computer Science

High School Diploma