Responsible for Project Management of the first 100% affordable housing project approved in Palo Alto, CA since 2012, Wilton Court is a four-story development featuring 59 apartments for single and two-person households. Twenty one apartments will be reserved for adults with intellectual or developmental disabilities.

The Open Platform venture develops and sells open banking APIs to share bank data and transfer money. FinTech clients create financial applications using these APIs to serve their customers.• Established the first accurate and in-depth financial view of the business. - Surfaced business perspectives and actionable insights by interpreting data from disparate systems and reports. - Developed granular understanding of cost drivers to inform operational decisions and budget planning. - Discovered and re-aligned the accounting of numerous financial transactions.• Led competitive analysis project for the product. • Initial effort to rationalize product roadmap prioritization and improve alignment with processes governing the funding, tracking and accounting of engineering projects.

Hiatus from professional career to care for family.• Admissions Ambassador, International School of the Peninsula. Head parent representative to advocate the value of a bi-lingual education. Developed format for campus tour and FAQ for new ambassadors.• Student Mentor, Menlo-Atherton High School Academy Program. One-One mentoring to help assigned student achieve enrollment in a four-year university.

Turn is an independent digital advertising platform for global marketers.• Enforced standardized messaging via creation of master sales presentation with key feature details, case studies, datasheets, product packaging, and consistent conference presentations. • Delivered consistency in customer understanding of Turn product suite through scheduled product roadmaps, release notes, performance statistics and quarterly business reviews for Major Accounts. Investigated and wrote weekly Major Account client advisory notes to explain unexpected campaign behavior or outages. • Led product council to review and prioritize upcoming features. Led launch team for major new product.

Led inaugural effort to penetrate the mid-market, including positioning SaaS versions of core Procurement products for sales advantage across the marketing funnel. • Developed solution-specific micro-sites and sales tools for core Ariba solutions (Spend Visibility, Sourcing, Contract Mgt., Procure-to-Pay) featuring mid-market oriented datasheets, flash-demos, savings calculators, success stories, sales presentations, RFP templates/response.• Led primary market research to accelerate persona-based sales approaches.- Market segmentation study to determine customer challenges and requirements.- Message testing to position new Procure-to-Pay product.- Created market surveys then presented results and analysis via webinar: “CFO’s view of Procurement” (CFO.com) to elevate sales/marketing approaches; “Winning Investment” (Purchasing.com) to determine customer purchase criteria; “Measuring Effectiveness” (Purchasing.com) to uncover executive perceptions.• Created executive-level thought-pieces to drive awareness: "Mid-market Priorities and Challenges" illuminated top customer issues and Ariba recommendations; "Spend Management Survival Guide" was the first holistic articulation of Ariba value proposition; Speaker at CFO Magazine’s “CFO Rising” conferences.• Created financial model describing marketing and sales funnel interaction from initial leads through sales wins. Ongoing analysis of pipeline and lead flow to uncover leakage points.• Developed strategy, positioning, messaging and content for demand generation campaigns to extract more product and services revenue from the installed base.• Co-developed professional services specific to mid-market. • Created Upgrade Program messaging and communication plan for major CD-release (9r1).

Managed the marketing of enterprise software products forming the foundation of Serena’s “Change Governance” strategy for IT management. Product responsibilities included flagship SaaS workflow software, flagship distributed systems development software, and mainframe products during Serena’s growth from $98 to $250M.• Product Marketing: Led product positioning and messaging, sales tool creation, sales and partner readiness, and press/analyst relations. Developed initial analyses of market opportunity, pricing and product business. Daily interaction with product management, sales and partner organizations to drive revenue or facilitate customer situations. Managed launch team. Led Serena’s most comprehensive product launch to-date. Responsibility for TeamTrack, Serena’s SaaS workflow solution and fastest growing product.• Product Management: Managed Product Team for ChangeMan DS, Serena’s source code control tool. Led product requirements, roadmap, and content definition for major and maintenance releases. Managed operational release readiness, Beta program, Change Control Board, major customer escalations and Customer Advisory Council. • Led creation of product collateral, brand awareness and lead generation campaigns. Contributor to trade shows; speaker at Worldwide User Conference.• Appointed Transition Team Lead during Serena’s two largest acquisitions.• Assisted implementation of Product Life Cycle and Marketing Life Cycle processes.• Elected to President’s Club in 2000 and 2003 for outstanding work. Management bonus for outstanding Project Management of 1999 Global User Conference.

Managed the development, marketing, and implementation of Network and Help Desk packaged consulting services. Introduced proactive services to drive customer relationships, and remote services to increase utilization and revenue per consultant growing revenues by 80%.• Directed development of packaged services plan and defined new services consistent with corporate strategy.• Launched new services such as subscription-based network troubleshooting, network health analysis, and Help Desk software integration. Drove process changes to ensure success.• Created and implemented push/pull programs to increase customer demand, build brand image, and increase sales mindshare. Extensive experience presenting to customers at executive briefing sessions and to sales at management and training events.• Managed Associate Product Manager through complete revision of product support service offerings leading to 50% annual revenue increase.