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Sean Record Email & Phone Number

Manager | AI Transformation at CBIZ
Location: Raleigh-Durham-Chapel Hill Area, United States 6 work roles 1 school
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✓ Verified August 2026 3 data sources Profile completeness 86%

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Current company
Role
Manager | AI Transformation
Location
Raleigh-Durham-Chapel Hill Area, United States
Company size

Who is Sean Record? Overview

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Quick answer

Sean Record is listed as Manager | AI Transformation at CBIZ, a with 8381 employees, based in Raleigh-Durham-Chapel Hill Area, United States. AeroLeads shows a matched LinkedIn profile for Sean Record.

Sean Record previously worked as Senior Product Manager at Benefitfocus and Senior Product Manager at Artemis Health. Sean Record holds Bachelor Of Science In Business Administration (B.S.B.A), Finance & Banking - Walker College Of Business from Appalachian State University.

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CBIZ

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Profile bio

About Sean Record

I am a senior product leader with over ten years of experience in healthcare and product management, I have a passion for creating and scaling innovative products that solve core business problems, replace manual solutions through digitization and put user needs first.As a Product Leader, I have developed expertise in setting product vision, product strategy, pricing and packaging, go-to-market strategy, user persona development, and cross-functional team leadership. I have led cross-functional teams to deliver successful products that have achieved significant revenue growth through prioritizing the right functionality, driving partnerships, and iterating through continuous discovery.My mission is to reduce user friction, create compelling go-to-market strategies, and establish best practices for product development and delivery to lead product teams to success. I value managing, coaching, and developing team members to drive organizational success and personal growth.

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Sean Record's current company

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CBIZ
Cbiz
Manager | AI Transformation
Chapel Hill, NC, US
Website
Employees
8381
AeroLeads page
6 roles

Sean Record work experience

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Manager | Ai Transformation

Chapel Hill, Nc, Us

Senior Product Manager

Charleston, Sc, Us

- Lead new ICHRA product launch for a health plan focused platform with direct oversight over three distinct products that are integrated to solve new customer pain points- Formulate and communicate a strategic product vision, aligning features and functionality with customer needs and market demands - Coordinate requirements gathering efforts and steer client relationships to focus on the user needs and prioritize the most impactful functionality through understanding pain points and competitive analysis- Drive execution through a team of Product Owners that break down requirements into features and stories while collaborating with product development, QA, and implementation teams- Own and communicate the product roadmap consistently evaluating and adjusting it to align with evolving customer needs and feature criticality- Demonstrate a results-oriented leadership style, tracking and achieving sales, margin, and operational targets through successful product launch and strategic initiatives

Senior Product Manager

Salt Lake City, Utah, Us

- Led product strategy and vision for Artemis' core B2B healthcare analytics product, resulting in a 56% increase in ARR in one year through strategies outlined and executed upon in the product roadmap as well as playing a key role in a new client partnership deal- People Manager, driving success through a team of product managers across multiple products - Successfully launched a new SaaS product, named Cost Advisor, which generated $500K ARR in its first year while playing a pivotal role in demo of the product and driving the deals to close - Developed pricing and packaging models for new products based on thorough analysis of total addressable market, product-market fit, and tiered offerings- Managed cross-functional teams of engineers, QA, product managers, and UX designers distributed across the United States and other countries, and standardized best practice approaches for discovery, agile ceremonies, releases, requirements documents, external communication, and OKRs that were adopted by 7 teams of 30+ employees, elevating the company to enterprise level standards- Presented at leading industry events including two workshops at “The 2021 Conference Board” events in New York, NY and San Diego, CA, demonstrating deep industry experience and expertise- Collaborated with the Data Science team to develop new solutions around healthcare condition-specific risk scores, financial projections, and personalized UI landing pages, keeping the company at the forefront of innovation in the healthcare analytics space- Conducted regular performance reviews and provided feedback to direct reports, resulting in a 100% retention rate for the team over the past year- Facilitated market research and competitive analysis to identify customer pain points by leveraging data from tools like FullStory and directly assisting in helping increase client retention to 99% based on surveyed feedback

Sep 2021 - May 2023

Manager, Product Owner

Boston, Ma, Us

- Led product development for Fidelity's Charitable Giving Marketplace, an integrated product within the NetBenefits platform enabling employees to donate to charities and receive employer matching- Improved search functionality through implementation and integration of AI-powered search with Lucidworks Fusion, resulting in a 24% increase in donations- Designed and implemented reporting dashboards using Tableau that tracked and met KPIs- Developed processes to streamline workflow, improve communication, enhance product readiness, and reduce billable hours required to onboard a new client by 45% or over 600 hours resulting in savings in the millions of dollars

May 2019 - Sep 2021

Analyst

London, England, Gb

- Created analytic dashboards from healthcare data that tracked the effectiveness of human resource strategies and reduced healthcare costs by as much as 21% for employers- Forecasted annual medical, pharmacy, and other benefits-related expenses ranging from $100,000 to $300 million using financial models to help clients track and plan related costs- Advised multiple layers of external and internal executive teams to achieve strategies for employee experience, benefits, healthcare costs, recruitment, and other human resource functions

Mar 2017 - May 2019

Health And Benefits Specialist

Aon

London, Gb

- Consulted with executives, company presidents, and HR leaders in the development and delivery of their healthcare strategy- Managed the RFP process for all benefit lines of coverage and negotiated carrier selection, resulting in $200k in savings- Participated in the sales discovery process, created deliverables, and presented to executive teams, resulting in annual recurring revenue of over $700,000.

Jun 2014 - Mar 2017
Team & coworkers

Colleagues at CBIZ

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1 education record

Sean Record education

  • Appalachian State University
    Appalachian State University
    Finance & Banking - Walker College Of Business
FAQ

Frequently asked questions about Sean Record

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What company does Sean Record work for?

Sean Record works for CBIZ.

What is Sean Record's role at CBIZ?

Sean Record is listed as Manager | AI Transformation at CBIZ.

Where is Sean Record based?

Sean Record is based in Raleigh-Durham-Chapel Hill Area, United States while working with CBIZ.

What companies has Sean Record worked for?

Sean Record has worked for Cbiz, Benefitfocus, Artemis Health, Fidelity Investments, and Willis Towers Watson.

Who are Sean Record's colleagues at CBIZ?

Sean Record's colleagues at CBIZ include Leslie Starks Brophy, Mj-Lel, Kevin Bock, Autumn Brewer, Cwpc, Lourdes Rodriguez, and Debbie Knapp.

How can I contact Sean Record?

You can use AeroLeads to view verified contact signals for Sean Record at CBIZ, including work email, phone, and LinkedIn data when available.

What schools did Sean Record attend?

Sean Record holds Bachelor Of Science In Business Administration (B.S.B.A), Finance & Banking - Walker College Of Business from Appalachian State University.

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