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Driving and executing strategy for a deeply integrated enterprise CRM with multiple stand-alone AI-powered SKUs to penetrate all segments of a market faster. Leading multiple efforts to expand SOM (Serviceable Obtainable Market), enabling strategic deals, and building up a product leadership team that manages an international product org of 25.

Drove 11 product teams to hit 40% revenue and 50% market YoY growth resulting in a very favorable acquisition on 10/2022. ▪ Multi-Product Strategy- Refined business model drivers (Land, Expand, Retain, and Up-Sell) and weighted investment in each which determined roadmap, product org design, and resource allocation to hit mission-critical business objectives in the pandemic. Outcomes included launching multiple AI, ML products including an Omni-channel Conversation AI (Rasa, DialogFlow) and a market-first, Call Intelligence (Deepgram). ▪ Product Org Maturity- Created an org chart with Directors, PMs, BA’s focused on areas of our customer concerns. Setup Heap and incorporated product analytics deeper into our prioritization framework and BRICE scoring. ▪ Cross-Org- Drove higher levels of engagement with CS and ENG to execute on roadmap and deliver customer outcomes. Results for CS include self service documentation, higher beta and GA adoption, churn reduced to less than 1.5%.

Owned flagship CRM Product and provided leadership oversight for Integrations and Platform Products.▪ Multi-Product Strategy- Aligned product roadmaps to support product and engineering tech debt initiatives. Collaboration with Sales, Marketing and CS on competitive positioning research to drive product, design and engineering efforts. ▪ Product Org Maturity- Created our Customer Advisory Board and the first Product Strategic Retreat resulting in new Mission, Vision and Values translated to Behaviors and Practices with qual and quant commitments to build world-class product org. ▪ Cross-Functional- Drove deeper engagement with CS and ENG to execute on roadmap and deliver customer outcomes. I drove CS enablement, documentation and proper function delegation to gain Product/ENG time back to focus on innovation. For ENG, I setup strategy co-creation ceremonies that drove a deeper understanding of and faster delivery of business and customer outcomes. DataScience and emphasis on bringing problems to other functions to solve. ▪ Product- CRM: Launched our Cross-Sell feature set resulting in 250% increase in pipeline conversion rates for our customers. Platform: Led a successful split from CRM team and early wins stabilizing Unit & legacy data pipelines, A2P compliance, feature deprecations, creating new CDC pipelines. Integrations: delivered on new SKU needs, hired/trained new PM and aligned roadmaps to unlock next phase of innovations with new data.

Developed an enterprise platform integration strategy with 8 developers for a CRM SaaS B2B startup growing fast. ▪ Product Strategy- Established an Integrations Platform Visionary Roadmap balancing tech debt, must-haves, linear and 10x innovation as well as tech, customer and market dynamics. Strategic facilitation, planning and influence coupled with sound business judgment and quantitative skills led to funding an aggressive re-platforming effort and 2x headcount. ▪ Product Management- Transformed our integrations product to scale with 10x more throughput, 30% less resource usage, lower costs, 60% lower defect rate. Lead very technical problem and solution space discussions across all internal teams, integration partners, and customers. Built dev capacity by pushing work upstream, automation, process, product enhancements and shared focus. ▪ Product Maturity- Persistent “bar raiser” status has led to many maturity leaps for our startup with customer and strategy-aware developers, efficient discoveries, accurate estimations (w/in 2% YE), SDLC alignment, quality controls, SLAs, root causes analysis, all with 0% developer churn and meeting OKR’s and QDP quarterly commits. ▪ Technical- Dev background and acumen used to refine the ‘how’ solutions leading to best practices for real-time bi-directional integrations, race conditions, API design. Led a data discrepancy monitoring solution to guarantee data parity between systems, shift from reactive to proactive and enable test-driven development. Stood up SFDC for Sales Org saving 50k vendor fees.

Developing an enterprise platform integration strategy with large team of developers for a CRM SaaS B2B startup growing fast!

▪ Multi-Product Strategy- Lead effort to create the first Strategic Framework used to create roadmaps for Engineering and two Products: Enterprise Document Management (B2B) and eSignature (B2B2C). Balanced needs of business goals, legal, privacy, security, compliance, support, service, and engineering for two products in different stages of maturity for 100 B2B and B2B2C customers and millions of monthly transactions. ▪ Product Operations- Established customer outcomes, KPI’s and OKR’s to monitor and track the efficiency and effectiveness of our services, initiatives and sprints. Managed relationships with key stakeholders, sponsors and customers. Ensured compliance with all federal and state regulations for A11Y accessibility, security and retention policies for sensitive data: PII, PHI, HIPPA. ▪ Management- Provided supervision and performance management for a team of 7 by helping individuals set their OKR’s and further specializing Dev roles to support QA and Architecture. Team included 2 Product Managers, a ScrumMaster/ServiceManager and 4 Developers. Altered emphasis based on 360 Review to repair and rebuild a team culture. Drove engagement with Strategy Co-Creation exercises setting Mission, Vision and Values translated to Behaviors and Practices. The result was 0% employee churn and 100% alignment as we pivoted our product strategy. ▪ Technical Project Management- Established business and project goals, guiding principles, vendor and product evaluation criteria for a major re-platforming project. Facilitated the kickoff, planning, implementation, operations, and evaluation of a complex multi-year, multifaceted project to re-platform our Enterprise Document Management product off of Oracle.

Executive team member who helped define the mission, vision and program goals and then drove technical initiatives that increased our program's reach and impact, increased revenue and a 30% reduction in TCO (Total Cost of Operations). ▪ Multi-Product Strategy- Created a multi-year roadmap for 5 business units. Initiatives delivered included re-platforming and integrating our eCommerce and CRM, 40% COGS reduction, 30% page performance increase and 2x increase in revenue. ▪ Application Management- Spent 5 years migrating every application from an on-premise to a best-in-class cloud-based solution for a 30% reduction in Total Cost of Ownership (TCO). Chose flexible integrated applications, managed risk early and kept business rules flexible to address the technical constraints of Saas off-the-shelf solutions that integrate well with other applications. ▪ Vendor Management- Managed all tech vendor relationships and contracts to maximize value of their strategic guidance, deep engineering expertise, open-source technology integrations, and TCO reduction.

Duties included: Product Manager, Business Analyst, Full Stack Developer. ▪ Multi-Product Strategy- For B2B2C products, I gathered requirements, created consensus on strategic goals by facilitating project portfolio management meetings with leadership team and managed in-house development and outside vendors to achieve goals. ▪ Business Intelligence- Used SQL queries to identify underutilized strengths, inefficiencies, increase conversions and create KPIs. Insights, analysis, and presentations resulted in new initiatives, best practices, and metrics to measure success.▪ Web & Database Development- From conception to deployment, designed, developed and assisted with hundreds of components and overhauls of an in-house web-based back-end business software site with its own CRM, among other systems. Over the course of the first year reduced error flow by 85% and increased key conversions for both sides of a dual-facing B2B2C marketplace.

As a Sole Proprietor: Lead generation, direct marketing, advertising, sales, budgeting, recruiting, interviewing, training, customer service, operations, production and business basics like payroll, accounting, taxes, licensing, and bonding. • Over two summers: $260,000 in sales, painted 70 homes, managed 9-12 employees, 100% customer satisfaction. Received Rookie of The Year Award, Quality Outlet of the Year Award, and Presidents Club. Paid my own way through college.

General construction, renovation, remodeling, painting, hauling, power washing and odd jobs.• Small Business Fundamentals: Generated leads, closed sales, built estimates, executed production, and satisfied customers.