Current Project: Serving in a product/strategy role at Bend Health (Series A Start-up) to empower pediatric patients to thrive amid mental health challenges with an innovative virtual collaboration care model.● Currently leading a multi-faceted team to create a direct-to-client intake process to streamline the intake process by utilizing HIPPA-compliant task flow integration to allow members to navigate from intake to clinical sessions within 1 week.● Preparing and resolving challenges associated with JCAHO compliance to achieve accreditation by EOY 2025● Identifying and prioritizing roadmap goals to help ensure scalable growth into 2025

● Implementing a modern product lifecycle development process to a primarily service-based organization that has historically acquired software and maintained applications via off-shore development teams. Highlights include implementing a product “Bet” methodology for identifying new revenue opportunities, mandating prototyping and demo loops to existing and potential clients before building, guiding agile planning, development, and delivery with the offshore team, and ensuring product-market fit with accurate metrics to guide the product roadmap.● Coordinating and leading evaluations of clients' needs to ensure product roadmap and feature fit. Most recently presented in multiple sessions at the yearly client conference regarding construction finance and software solutions to many of the top 50 home builders.● Led a Product team to deliver a modern payment platform to both a Canadian and US market. Responsibilities include formulating the business plan, identifying and vetting potential payment partners, navigating various regulations, and communicating risks to stakeholders while overseeing the P/L.

◆ Developed and implemented a new draw payment solution for General Contractors, researching multiple different platforms, identifying client needs, building out the roadmap, and establishing third-party relationships; the system saved companies weeks of time, and helped maintain a consistent company revenue of $500K per month.◆ Enhanced Middesk and Bloom software to better understand clients and their assumed debt, generating a clearer picture of financial history and company risk.◆ Performed on-site evaluations of clients to assess needs, determining new UI/UX implementations alongside client/developer feedback; feedback focused client needs for the payroll solution, ensured sharper functionality, and helped determine future enhancements. ◆ Implemented an Agile development model in collaboration with a team of 15 engineers, instituting project management software that helped with requirements, prioritization, the development cycle, and feedback generation; the model completed the team’s understanding of product needs and challenges, ensuring the punctual delivery of the new payment solution.

◆ Developed the company from the ground up, organizing the business plan, human resources, company principles, and research to understand construction finance, often liaising on-site with General Contractors, Developers, Suppliers, and others; created a succinct roadmap with the data necessary for developers and engineers to begin building out new software.◆ Led the team in client sales and investor relationships, contacting, negotiating, and building rapport; secured the first Title Company and General Contractor business, and raised $1.5M in seed money.◆ Delivered new software to clients while leading engineering teams, steadily increasing functionality over the course of three years; the software allowed the second-largest title company in the US to track over 1K active construction projects worth more than $100B.

◆ Oversaw the Choice benefits enrollment platform transformation during the Spotlight acquisition by Rally Health, collaborating tirelessly with engineering teams in research and development; rebuilt the entire application from the ground up, delivering the solution 45 days early, and upgrading the client volume from 25 to 1K, with over 50K concurrent users.◆ Collaborated with Legal to ensure proper compliance with healthcare regulations/ADA accessibility, traveled across the US to present solutions to relevant teams, and tested systems overnight to ensure daily coding completion. ◆ Developed a health assessment consumer survey from the ground up, collecting all pertinent patient information and making a detailed recommendation for an optimal healthcare plan; the survey helped drive program adoption, resulting in a 70%+ success rate in weight loss, behavioral health, and healthy pregnancy programs.◆ Created a consumer profile and preference-setting system, proactively reaching users after enrollment to understand their purchase history, educate on proper product usage, set preferences, and find a PCP; the system improved user access to United Health Group product resources and features, enrolled around 80% of users, and saved the company a significant amount of expenses with paperless legal documentation.

Spotlite was acquired by Rally Health

◆ Implemented an Agile product lifecycle management methodology, building a critical framework that allowed the team to collaborate at a high-performing level, and have a point of reference during the startup phase. ◆ Developed a product import tool for interior designers and their clients that allowed users to easily view and test a wealth of design/materials data side-by-side, including regulatory data for different industries, pulling from available products across the internet into a one-stop hub; the tool saw 250K products added to the legacy application, and saved clients significant time making critical decisions. ◆ Presented often to design firms, manufacturers, and potential investors. Related concise data of company needs and risks to the Board, conceptualizing strategies to tackle these issues.◆ Redirected the business plan to include a simple sales site for offloading overstock items, comparing potential products used by competition and recommending appropriate stock; facilitated around $750K in overstocked items.

◆ Led enterprise-wide HR transformation projects in collaboration with organizations such as one of the largest chemical processing companies in the world, developing an HR service delivery strategy, planning projects, organizing employee communications, managing talent, and implementing systems. ◆ Led Workday Implementation Benefits, researching competition to identify and develop solutions for large companies, inspiring product strategy, and instituting an end-to-end Workday benefits system; built a plan for every group of employees within a large corporation, designing a smooth and informative rollout.◆ Oversaw Workday Reporting, meeting with company representatives to understand needed reports, directing requirement sessions, and developing customized solutions within the Workday application.◆ Organized client workshops that identified gaps in functionality for HR software applications, developing and implementing coordinated remedies; met with critical HR representatives at a large company to understand and facilitate a new process for handling promotions, ensuring the updated position was clearly communicated to all appropriate levels of the organization.

◆ Investigated data/gap analyses to create bespoke strategies, examine product functionality, and recommend critical solutions, from implementation to post-project support; developed and completed a critical SaaS benefit administration solution for payroll clients within four months, utilizing a strategic partnership with bSwift, and allowing the startup to compete with established companies.◆ Updated the benefits system to allow concurrent account implementations, utilizing KPI metrics to promote team accountability and client satisfaction; grew clients from zero to 1K in one year, ensuring a smooth implementation and ongoing service.◆ Served as a subject matter expert for the development of an inhouse integrated benefits solution for the enterprise payroll applications to eventually replace bSwift, providing design and requirement data for the development team.

◆ Led teams in the development of various projects, including software for Agile methodology, and a “sign up and use” model for small business payroll clients, building a joint rollout plan with marketing, technology, and support strategies; the model served 500K small payroll clients, doubled YoY growth, and led to the company being acquired by Paychex. ◆ Organized and oversaw information security training, leading necessary requirements gathering, collaborating with engineering to estimate the technology impact, and coordinating with various third parties to present/document accomplished compliant work; achieved PCI/PII compliance. ◆ Implemented an integration software with various financial institutions, syncing data from debit cards and aggregate expenses, and offering credit services/solutions to existing clients; achieved over $1M in credit services within the first year.

HR ONLINE SENIOR PRODUCT ANALYST ◆ Built out the company’s first web-based HR solution, HR Online, developing project timelines, allocating resources, strategizing contingency plans, and creating project proposals for marketing and customer service requests; reached approximately 5K clients within the first two years, up from zero.◆ Oversaw several time-sensitive projects, including the first Agile development, completing projects on time and in compliance with PII/PCI standards. HR ONLINE SUPERVISOR Managed the budget and project timeline, providing a strategic vision for Operations, Marketing, and Sales teams, utilizing client feedback and industry analyses to develop/maintain program enhancements; helped write requirements for new applications and collaborated directly with engineers to institute the company’s first product development process.Onboarded and developed more than 30 employees, staffing, hiring, and training the service team through university recruitment; provided dedicated mentorship to increase career growth and morale, helping several employees see influential promotions.