Product lead for the Finance and Insights modules within Verily’s state-of-the-art clinical trial management system, Site CTMS. Site CTMS is built for enterprise research sites, digitizes study protocols, and eliminates siloed manual processes to enable more efficient research, higher-quality output, and maximum research revenue.

• Led product management for CereTax’s tax calculation platform (tax engine, reporting, APIs, customer portal, etc.) and accounting/billing/ecommerce system integrations.• Launched integrated apps for top ERPs & ecommerce platforms, including Microsoft D365 Finance & Operations, Microsoft D365 Business Central, BigCommerce, Oracle NetSuite, QuickBooks Online, WooCommerce, and Stripe Invoicing.• Expanded CereTax’s API platform to over 100 endpoints, enabling seamless integration with third-party platforms.• Spearheaded the development of a new customer portal and CereTax's Knowledge Base, enhancing user experience and streamlining workflows.• Drove the successful implementation of new and critical features for CereTax’s indirect tax engine,including the ability to handle tax-inclusive pricing, variance management, complex shipping and handling rules, sourcing and nexus capabilities, & non-pass-through taxes.

• Led a team of five product managers responsible for tax content products, platforms, and subscriptions.• Set vision and roadmap for Avalara’s next generation content platform for automating, storing, and distributing tax content throughout Avalara products.• Launched V2 of Avalara’s economic nexus tracker for monitoring 15,000+ customers’ nexus obligations in the US with support for historical nexus thresholds, product taxability, customer exemptions, and multi-year look back periods. • Partnered with content research, engineering, & product marketing to ensure end-to-end success of new content aimed at simplifying tax for various industries, marketplaces, & geographies.• Developed product integration strategy for Avalara’s largest post-IPO acquisition, resulting in the launch of Avalara Tax Research and support for new industry verticals, including solar, construction, auto sales and leasing, and manufacturing.

• Devised a global tax content strategy to identify investment opportunities, boosting core product growth.• Authored technical requirements to enhance Avalara's tax engine capabilities for new use cases.• Led the expansion of Streamlined Sales Tax product line, resulting in $2M revenue increase.

• Directed a team of engineers to launch a web application translating global tax regulations into data for accurate tax calculations.• Defined requirements for internal tools supporting legal professionals, ensuring efficiency and compliance.• Streamlined workflows by decommissioning legacy tools, reducing costs and improving performance.

• Managed business and program operations for MatrixMaster, a data-as-a-service and product classification solution for point-of-sale and e-commerce businesses.• Partnered with sales and account management to grow pipeline and develop partnerships.• Designed a POC for a product classification API that used AI/ML to reduce manual classification.• Launched Avalara’s first tax content API used by retailers to download content and calculate tax locally.

• Managed sales tax research and product mapping for US retailers in grocery and c-store industries.• Collaborated with engineering to introduce automation for manual processes.• Assisted customers undergoing state and local sales tax audits.• Researched rates and taxability for various tax types, including SUT, food & bev, bottle deposits, etc.