Scott Kohlhoff Email & Phone Number

Chicago, Illinois, United States

Greater Chicago Area

Greater Chicago Area

Own the product lifecycle of the Quill platform and Quill Extensions, which comprised >95% of the company's ARR. Worked directly with Chief Product Officer to achieve our monthly, quarterly, and annual business, growth, and retention goals.Product Commercialization:- Collaborated with Sales and Product Marketing to coordinate launch activities including collateral development, demonstration requirements, continually refine customer journey, and analyst engagement - Partnered with Customer Success and Professional Services teams to increase NPS and enable Customer Success managers to upsell current accounts- Executive management interaction to set strategy, define roadmap, then make trade-offs between features, speed, and quality to optimize for outcomes (not outputs)- Presented product roadmaps to current and prospective clients, interviewing them to determine how to continually increase valueProduct Development:- Define and maintain near and long-term product roadmap for Quill platform and solution(s) that drive core product KPIs which translate into key business objectives and metrics (market share, growth, etc.) - Develop and test product hypotheses, working in a lean and iterative way. Then engaged with Engineering to build and release new features that aimed to produce certain outcomes.- Run AGILE team of developers for multiple teams that manage multiple in-market products that support majority of revenue; outlining and exceeding expectations to hit milestones on each team and product's roadmapOther Responsibilities:- Product Manager for internal Cloud Operations team, which (i) enables all of company's engineers to increase speed to market of features, (ii) maintains each product's uptime of 99.99%, while (iii) continually finding ways to save significant money on company's AWS and related architecture

Greater Chicago Area

- Formulated new solutions on the next generation of our platform to accelerate adoption, which led to over $1M in ARR in 18 months- Collaborated cross-functionally internally (sales, product marketing, engineering, Professional Services), and deal with multiple stakeholders externally (customers, prospects, and partners)- Lead and grow partnerships with financial services companies- Work to optimize partner relations and expand Quill's integration in their platforms- Define product strategy and product roadmaps with partners- Organize and lead focus groups to gather feedback on the Quill platform

Greater Chicago Area

- Define feature and enhancement requirements for financial services Quill solutions, including investment performance solutions- Led launch of next three versions of our IPC product, leading to 100% ARR growth over two years in that product- Work with Sales and Marketing on financial services solutions demonstration requirements - Collect feedback on financial services solutions by interviewing customers and create product surveys in collaboration with Account Management- Perform competitive offering analysis for financial services suite - Scrum Master for small (2-6) engineering team in the development and improvement of the Quill platform, along with financial services solutions- Consult with current clients to identify other areas where Quill can create value out of their Big Data

Greater Chicago Area

- Perform due diligence of various workflows in financial services to identify an opportunity in financial services in order to increase market share- Develop new products concentrating on the needs of financial services clients- Utilize my financial knowledge to create automated analysis and insights for our current financial services clients (research, trading, sales, asset managers) using a proprietary software- Create samples of our work to help Sales close prospective clients, including ones linked below; very similar to a Pre-Sales and Sales Engineer role- Responsible for developing the Financial Services arm of the company

Greater Chicago Area

- Assist sell-side clients in streamlining their workflow within financial analysis tool that is also integrated into Microsoft Office. Clients include bulge bracket investment banks, mid to large equity research firms, consulting firms, and private equity/venture capital shops.- Offer my software expertise to help firms build models using VBA that pulls data from multiple sources. These models often become a staple for their daily projects in the deal or valuation process.- Train new users how to best leverage the application which takes understanding dozens of users unique workflows.- Develop solutions for unique client workflows that involve effective database management so they can then use this data to produce meaningful analysis.- Provide industry-leading support to my personal clients by answering calls, as well as make frequent on-site visits to offer assistance.- Assist Midwest Sales in identifying new opportunities within existing clients and diligently working to ensure trial clients become paying subscribers.

Madison, Wisconsin Area

• Help compose quarterly reports for the firm’s Early Stage Investing fund.• Update deal logs comprised of prospective companies seeking financing.• Create comprehensive spreadsheets detailing a portfolio company’s financing history which allows for quicker valuations by the managing directors.

• Created multiple types of client proposals, including retirement plans, asset allocation analysis, and estate plans.• Analyzed securities, mostly mutual funds and stocks.• Composed the presentations for seminars that my advisors conducted.• Updated wealth managers’ prospective investment spreadsheets in Excel.• Cold-called prospective municipalities in hopes to transfer some of their investments to one of the Smith Barney wealth managers in my office.

• Compiled illustrations for new insurance policies for our clients and associates' clients. • Implemented their new retirement planning program and composed retirement outlooks. • Frequently launched recruiting projects, which much of it involved cold-calling independent insurance agents in the event that they would want to contract with us.