Rich Lee Email & Phone Number

Sarasota, Florida, Us

Understanding client's needs and constructing solutions that meet them.

Chicago, Il, Us

• Directed a team of product managers and product owners to oversee and manage the product portfolio.• Developed and executed a product integration plan for integration into benefit administration and HCM systems including Workday, Benefitfirst, and Plansource.• Created business cases, pricing and packaging plans, and led sales rollout for new products and initiatives.• Implemented a product feedback system to aggregate and prioritize features from buyer and user client personas, sales, and support feedback.

Los Angeles, Ca, Us

• Spearheaded the development of a client-driven product vision and roadmap.• Established offshore teams dedicated to creating data analytics and AI/Recommendation platforms for CRM products.• Implemented a new Software Development Life Cycle that enhanced the efficiency of onshore and offshore scrum teams, leading to a 20% increase in sprint velocity.• Guided teams in successfully launching two new products tailored to the seller persona and CRM market.

• Led product and development efforts for a cutting-edge Sales Automation SaaS solution, which was seamlessly integrated into Salesforce and Microsoft Dynamics CRM.• Established and cultivated a high-performing team, defining requirements, creating roadmaps, overseeing product launch, and managing ongoing service delivery for a new AWS-based SaaS solution.• Drove the product to achieve $9M in Annual Recurring Revenue within a 12-month period.• Transitioned product and development teams to operate in an agile environment.• Oversaw a team of seven product managers, four technical staff, and fifteen offshore developers/QA personnel.

Cherry Hill, New Jersey, Us

• Led the development and launch of four new products in the Procure to Pay marketplace.• Documented detailed requirements in JIRA for offshore development team.• Created wireframes using Balsamiq for user interface design.• Coordinated product launches and participated in sprint reviews.• Tested and validated software against requirements.• Developed a logical model for a new SaaS platform, enabling multiple products to coexist in a multi-tenant environment with a single login for six products.

Reston, Va, Us

Promoted into the leadership team to continue to find new revenue opportunities and position the company as a technology leader within higher education. • Responsible for sales enablement, client presentation, webinars, pipeline development and qualification for new products• Tight collaboration with the sales team on deal strategy and support. • Produced and maintain unitized P&L for two new products

Reston, Va, Us

• Partnered with and rolled out two new solutions for electronic transcript and payment solutions

• Developed new lines of business for the company by focusing on understanding client/user needs and producing products or enhancements to meet those needs and solve client problems.• Selected vendors, built cost models, developed solution pricing, created business cases, designed launch plans, and executed market roll-out for managed services and SaaS offering for two existing on-premise software solutions.

• Led efforts to understand client/user needs and develop products/enhancements to address those needs and solve client problems.• Successfully brought a CRM recruiting tool from concept to launch, including developing business case, market requirements, financial model, and product launch materials.• Utilized Microsoft Dynamics CRM platform for vertical market and managed over 15 secondary product releases in preparation for launch, resulting in over $40 million in revenue to date.• Launched an enterprise portal by managing the entire product and services lifecycle from concept to executive approval, leveraging Microsoft Office SharePoint Server platform for vertical market.• Worked with cross-functional teams through product development and sales launch, resulting in product revenue exceeding $10 million within two years.• Managed six corporate strategic projects simultaneously.• Facilitated client online forums to enhance understanding of customer feedback and needs.• Delivered national industry presentations on topics such as Enrollment Management [AACRAO], Data Security [EduCause], and User Interface design [EduCause].Awards: President’s Council 2010

• Promoted into Senior Sales Consultant role• Delivered customized and scripted technical solution demonstrations, RFPs and RFIs for procurement opportunities• Architected and consulted with clients on their hardware environments to run the ERP• Installed, configured and rolled out new solutions out to the Sales Consulting team• Key wins included: Amherst College, Mt Holyoke College, Oakland County Community College, Prince Georges Community College, San Diego Community College District, South Carolina Technical Colleges, Vermont State CollegesAwards: President’s Council 1998, 2003; Datatel Employee of the Month July 2000; Datatel Sales and Marketing Employee of the Quarter Q1 2002, Q2 1997

• Part of a team who rewrote an ERP system used by over 700 clients• Performed high level analysis for application enhancement and design• Conducted on-site implementation for beta clients.• Developed initial web based back end for ERP system

Bs, Computer Information Systems

Computer Science

Education record