Jeffrey Gates Email & Phone Number

Denver, CO, US

Denver, CO, US

New York, NY, US

• A manager of product managers at this fast-paced B2B fintech SaaS startup during Series B to C expansion and 3x valuation growth.
• Managed junior product managers to develop their skills and build their careers, especially in agile and scrum best practices.
• Led the SaaS web Platform modernization initiative resulting in a modern user interface and cohesive user experience.
• Designed new products and enhancements to mature existing SaaS platform solutions and the Canoe public API.
• Implemented Jira Product Discovery for all product areas to bring order to the inherently chaotic ideation process.

New York, NY, US

• Manager of product managers at the world’s largest alternative asset management firm.
• Prioritized, planned, designed, and delivered solutions to automate repetitive manual tasks and enable scalability of the firm’s most important fund accounting system to manage $565 billion of assets (AUM) across 185.
• Worked with executives, cross-team leads, and other stakeholders to define and prioritize a product backlog of 148 initiatives.
• Product focus included SaaS web apps, Excel add-ins, automations, API-based integrations, investor reporting, and cloud migrations.

New York, NY, US

• Product manager delivering solutions that drive efficiency gains for the most critical fund accounting application with 756 active users.
• Led an initiative that delivered a SaaS web app of 6 automations that eliminated 100s of hours of manual accounting tasks annually.
• Product manager of an Excel add-in that reduced transaction upload time by 4x, increased throughput by 3x, and made it possible for the firm to complete a complex 2-year application upgrade.
• Managed and prioritized backlogs, maintained product roadmaps, designed user interfaces, conducted usability and scalability testing, authored release notes and user guides, and served as scrum master during years when.

New York, NY, US

• Product manager embedded on a scrum team at this executive profiling and networking SaaS startup.
• Led and managed a team of 3 business analysts and 4 developers and delivered 14 releases of 25 new features for the web platform.
• Delivered products from concept to launch as a product manager, project manager, business analyst, and user interface designer for 7 key areas of the RelSci SaaS platform when client count grew by 337% and annual.

New York, NY, US

• Managed 10 business systems analysts for the core SaaS product at this financial data delivery company during rapid growth years.
• Managed and drove software product management for the team focused on the client-facing Capital IQ financial data platform.
• Recruited, hired, mentored, coached, and developed my direct reports. Successfully maintained 0% turnover on my team.
• Collaborated with consultants from Frog Design, Inc. on Capital IQ’s revolutionary next generation user interface.

New York, NY, US

• A multi-faceted BA/product role covering 10 significant components of the client-facing Capital IQ financial data platform.
• Designed SaaS solutions, worked with developers and QA to deliver releases, and collaborated with sales/marketing to drive adoption.
• Mentored over 50 business analyst fulltime hires and interns. Developed and directed the new hire onboarding and training program.
• Conducted usability testing, facilitated user feedback sessions, and gathered competitive intelligence to guide product prioritization.

Greenwood Village, CO, US

• A national business analyst, software trainer, and data analyst at this national athletic club operator.
• Improved the design of proprietary contacts management and member retention software applications resulting in better sales prospect data.
• Delivered a 5-hour hands-on multimedia training session for 125 managers at a national corporate retreat. Conceptualized and created the audience-captivating video segments for the training session.
• Authored a national user guide and conducted 1-on-1 and small group trainings in person and via webinars for 39 athletic clubs nationwide.
• Provided data mining expertise, published reports, and maintained business-critical intranet sales report data resulting in better sales transparency.

Greenwood Village, CO, US

• A regional business analyst, software trainer, and data analyst at this national athletic club operator.
• Developed and led proprietary club operations software training for over 30 sales and management associates at 6 athletic club locations in the region.
• Created and implemented a new sales commission reporting system resulting in more accurate sales commission payouts and a reduction in fraud.
• Monitored compliance with regional sales policies, procedures, and activity resulting in better management insight into prospecting and sales activity.

Bachelor Of Science, Business Administration - Information Systems

Business Administration