Headed product strategy and business operations function at Okta (NASDAQ: OKTA). Partnered with Okta product management, corporate development, and go-to-market teams to plan and execute organic and inorganic growth strategies. Key responsibilities:- Partnering with product managers to develop product strategies and roadmap for new products- Developing business case for acquisitions; partnered with Corporate Development on Okta's acquisition of Azuqua (a low-code workflow engine) and ScaleFT (a zero-trust server access provider)- Analyzing product adoption and churn to develop customer retention strategies and inform roadmap- Running twice annual product strategy offsites and planning sessions; facilitating product QBRs- Defining and monitoring business goals and success metrics across Okta product portfolio

Partnered with SaaS, IaaS, data and analytics and software clients to develop product and go-to-market strategies at Keystone Strategy, a strategy boutique affiliated with experts at the Harvard Business School. Led 50+ strategy projects exclusively for software and technology clients.Sample projects included:Market Segmentation for Microsoft Azure – Managed team of six consultants to segment IaaS market based on customer use cases and adoption of platform services. Sized segments to inform product development, go-to-market strategy, and demand forecasts.Market Entry Strategy for IoT Provider – Developed a market entry for a major Internet of Things and data and analytics provider. Led team of four consultants to interview early IoT adopters, identify key use cases, and size market opportunity. Advised client on priority markets, go-to-market strategy, and positioning.Product Portfolio Management for Hardware/Software Supplier - Developed a strategy and process to manage product portfolio for a multi-billion dollar hardware and software company. Partnered with business unit heads to develop product roadmaps, created resource allocation model, and defined product development and portfolio management governance structured used by company President and heads of product and engineering functions.Microsoft Bing Customer Acquisition Strategy – Led team to develop a behavioral segmentation for launch of Bing search engine. Recommendations informed customer acquisition, loyalty and retention efforts, and product development. Segmentation was developed based on in-depth analysis of consumer behavior and attitudes. Project identified highest potential segments based on user needs and monetization potential with clear guidance for Engineering and Marketing leaders.Responsibilities also included leading SF office and managing team of 25 consultants; published article in Harvard Business Review with HBS faculty

Worked as a Product Manager for Model N (NYSE: MODN), a B2B SaaS provider. Model N customers include Amgen, Boston Scientific, Bristol-Myers Squibb, C.R. Bard, Gilead, MedImmune, and Medtronic among others.Engaged closely with lighthouse customers in medical devices market to define, prioritize, and oversee implementation of functional and technical requirements for Contracts, Pricing, Compliance, and Chargebacks applications Led multi-phased implementations of Model N solution for C.R. Bard, a $1.6B medical device manufacturer, and Ortho-Clinical Diagnostics, a Johnson & Johnson operating company:- Managed project day to day for all phases from scoping through deployment- Managed client expectations on project scope and deliverables- Led development of functional requirements specifications and scoping deliverables- Prioritized customer’s requirements for customizations to the core Model N product; oversaw generation of customization estimates; developed business case for presentation to ManagementContributed to sales efforts for pharmaceutical, biotech, and medical device prospectsDeveloped marketing collateral and case studies which led Model N to be one of five companies to receive the Crossroads A-List Award from Open Systems Advisors

Provided strategic guidance to companies launching new software ventures for this leading Internet incubator. Select project experience includes:US PC Distributor and Value-Added Reseller – Part of a team that formulated the eBusiness strategy for top management of this Fortune 500 client, a major PC distributor and master reseller:- Evaluated attractiveness of eBusiness opportunities by valuing market opportunity, assessing competitive intensity, and gauging feasibility for client- Created and applied screening criteria to identify top eBusiness initiatives- Authored partnership deliverable evaluating and ranking alliances for new venture- Managed team of business analysts in preparation of project deliverablesApplication Services Start-Up – As Business Architect/Project Manager, led inaugural Scient Accelerator project for an Application Service Provider (ASP), a start-up focused on aggregating third-party ASPs and service offerings for its customers; client raised $14M in venture capital financing as a result of the project:- Worked closely with CEO and President to develop go-to-market, customer segmentation, and branding strategies- Developed pitch to venture capital community; refined client’s business plan and executive summary- Contributed to growth of Scient’s Accelerator Program by establishing a project methodology and staffing models for engaging with incubator clients