Facilitated the business strategy, product management, and agile transformation coaching for post-acquisition organizations in partnership with Cuesta Partners, ensuring seamless integration with new business ownership, resulting in a significant improvement in integration efficiency. Fostered a cohesive organizational culture following the acquisition of AppointmentPlus, restructuring the team, promoting key employees, and ensuring a smooth transformation within a one-year timeframeHighlights of accomplishments in this role include:• Mentored AppointmentPlus product management and technology team through agile project management transformation, eliminating siloed development workstreams and implementing Scrum organization-wide, resulting in a 50-75% increase in engagement.• Executed customer engagement program for AppointmentPlus, gaining insights from 20+ diverse industry clients, leading to a strategic shift from enterprise sales to small business expansion, and contributing to growth in revenue and profitability.• Championed agile product strategy transformation for AppointmentPlus, a DaySmart-acquired enterprise SaaS provider, driving strategy definition, client engagement, user experience research, client journey mapping, data-driven feature prioritization, and iterative product design, leading to an increase in client satisfaction.• Orchestrated AppointmentPlus product operations integration with DaySmart revenue operations, covering product, sales, marketing, finance, and customer success, including Salesforce migration, pricing model refinement, market data analysis, and operational process optimization. • Achieved integration targets and goals for AppointmentPlus and DaySmart, including high Salesforce adoption and on-time new product feature launch, improving project team velocity and integration process efficiency, resulting in an increase in project delivery speed.

Manage six direct reports, overseeing tech and product areas. Accelerate company growth as the 5th full-time employee in a data-driven fintech B2B SaaS startup. Oversee P&L, product development, and operations for data acquisition, engineering, and delivery of products encompassing web applications and client-facing REST APIs. Strengthen client relationships through user experience research, client journey mapping, and feature prioritization, directly contributing to enriched product datasets and streamlined internal processes. Spearhead the SOC 2 certification process for the company, enhancing data security and enabling enterprise sales. Highlights of accomplishments in this role include:• Achieved a 45% reduction in product infrastructure expenses by optimizing AWS utilization and strategically outsourcing data acquisition via vendor partnerships, leading to a 50% monthly cost reduction. • Expanded development capacity by 400% through aggressive hiring initiatives and establishing a nearshoring partnership to augment the technology team.• Implemented agile project management lifecycle and product management lifecycle, introducing practices and tools such as Scrum, Kanban, and Asana.• Retained 100% of clients and grew client base 3x from 2021-2022 by launching new product features based on client feedback.• Secured an 80% sales close rate through presales proof of concept demonstrations and client trials, resulting in signed contracts.• Transitioned into Head of Operations and Chief of Staff roles, overseeing revenue operations, technical presales, client onboarding, customer success, and strategic projects like SOC 2 certification.

Managed two direct reports and spearheaded digital product management, program management, strategic initiatives, and sales operations process improvement for B2B, B2C, and B2B2C channels. Supervised internal sales and operational technology projects, encompassing back-office services cloud migration to Microsoft Office365, and implementation of help desk systems for customer success and technical support.Highlights of accomplishments in this role include:• Designed WorldVia's inaugural Digital Product Roadmap, streamlining agent-based travel sales for salesforce, B2B clients, and B2C customers; accelerated 50% product development cycle.• Implemented strategic management framework, crafted global and line-of-business strategic plans, and oversaw strategic sales operations and technology process enhancements.• Introduced enterprise program management framework, increasing technology and process improvement project completion rate by 70%.• Achieved a 40% reduction in digital product operational expenses through migration to AWS cloud services.• Delivered high-impact projects to bolster B2C sales lead generation and close rate, including CruiseWire eCommerce website launch and AgentAir air travel booking system.

2012-2016, 2018-2019Provided product strategy, agile project management, and technology leadership remotely, catalyzing digital transformations for leading organizations. Delivered transformative digital strategy and technology enhancement solutions for high-profile clients. Empowered GameStop's store systems team with training and consultation on lean product management, agile development methodologies, and migration to AWS cloud infrastructure.Highlights of accomplishments in this role include:• Managed short- and long-term projects with outstanding results, including a heightened ROI for the Nutrilite health supplement line and an 80% repeat purchase rate for Meijer's Curbside e-commerce service.• Revolutionized project management methodology by transitioning from iterative waterfall to SAFe-based agile continuous delivery, skyrocketing client engagement value by 10X for the Amway mobile app.• Attained an impressive 80% repeat purchase rate and $10K daily order averages across 33 locations by expertly developing, shipping, and deploying the Meijer Curbside e-commerce order fulfillment service.• Championed digital innovation projects for prestigious clients: Adobe, Amway, T-Mobile, Wells Fargo, Raymond James, Principal Financial Group, Meijer, and GameStop, driving growth and impact.• Directed a diverse product development team, slashing marketing costs and amplifying sales & marketing ROI for Amway's Nutrilite health supplement line through the Nutrilite Product Recommender web application.• Facilitated SAFe training and DevOps consulting for the GameStop store systems team, streamlining lean product management processes, honing agile product development methodologies, and migrating CI/CD pipelines to AWS cloud infrastructure.

Drove product management and development leadership during Everyday Health post-acquisition transition, fortifying organizational foundations. Nurtured vital relationships with three high-churn-risk clients, ensuring annual contract renewals for the entire SaaS product suite. Spearheaded technology due diligence for data room submission and captivated investors with product strategy and capabilities during the M&A divestiture process. Transformed organizational culture by introducing effective project management practices and optimizing operational efficiency.Highlights of accomplishments in this role include:• Orchestrated strategic product vision and roadmap for three hospital marketing product lines, leveraging SAFe-based lean product management methodologies.• Skyrocketed production software deployments by 400% YOY and slashed software overproduction waste by 30% through Scrum and Agile framework adoption.• Revolutionized audit process efficiency by 100% and curtailed net compliance costs by 25% by insourcing HIPAA and SOC2 auditing.• Attained a remarkable 90% annualized client renewal rate via an all-encompassing client engagement program, including in-depth research, analysis sessions, and personalized roadmap presentations.

Spearheaded P&L management for the technology division, expertly overseeing 25 cross-functional IT professionals during the critical ISTA North America M&A divestiture transition.Highlights of accomplishments in this role include:• Revolutionized organizational culture, achieving a remarkable 16% reduction in annual employee turnover by strategically employing targeted hiring, career development, soft skills coaching, and team-building initiatives.• Amplified ROI on projects by seamlessly integrating agile program management, astute financial analysis, and Board-level approvals to fortify alignment between program prioritization and corporate strategy.• Championed end-to-end technology M&A due diligence, skillfully presenting multifaceted strategic, operational, and financial data to drive the acquisition of ISTA MSG by Yardi Systems.

• Led product management, project management, software development, and DevOps teams for MeasureUp e-commerce and product fulfillment platforms.• Decreased projected project costs for the initial release of the MeasureUp.com e-commerce platform by 35% through scope reduction, technology license restructuring, technology reuse, and optimizing vendor contracts.• Utilized Scrum-based agile software development methodologies and supporting systems, effectively reducing actual average project costs to 60% of average estimated cost.• Innovated and launched an automated system enabling continuous deployment of educational products for professional certifications, leading to a 90% reduction in costs for deploying new certification training courses.• Facilitated the M&A divestiture process by handling technology due diligence for data room submission and presenting product strategy and capabilities to investors.• Played a key role in acquiring MeasureUp by Certiport through the aforementioned efforts.