-Developed a crowdfunding product to generate capital for purchasing inventory-Met with clients to develop product strategy and gather requirements for scope, budget, and timeline-Analyzed industry and consumer data trends to create the product roadmap and forecast project needs using the agile scrum methodology-Assessed developers’ individual strengths and leveraged product management software to allocate development sprints accordingly-Coordinated across teams to manage their function and resource needs, established two-week sprint goals, and led daily firm wide stand-up meetings -Led the implementation processes for Zendesk, Podio, Hubstaff, and two CRMs

-Created organizational roadmaps to assign workloads across teams, tracked project progress, and iterated on automation processes to drive efficiency and reduce errors -Analyzed the demographics and KPIs of marketing channels to optimize spend-Built scope of position documentation to train new hires in proprietary processes

-Developed a custom API to pull quotes from multiple insurance companies to get clients the best rate-Structured and developed a Salesforce CRM customized to the needs of the firm-Built a sales funnel to qualify high-quality leads-Optimized marketing channels, including social media and SEO-Analyzed industry data to provide key insights that drove the marketing team’s strategy-Sourced and hired new insurance agents and developed a program to train them in firm processes and proprietary software

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