Senior Product Manager

• Apr 2021 - Present

• Migrated 500,000 user experience/interaction portals, driving a 20% increase in customer satisfaction & improved client interactions.• Optimized workload assignment & tracking of 14+ initiatives for three direct reports, ensuring on-time completion for 85% of projects.• Analyzed monthly data trends to identify areas of optimization and insight-driven features that enabled an 11% increase in user engagement.• Delivered custom-tailored multi-factor authentication protocols to 5,000+ clients to facilitate efficient identity management, resulting in time savings of 60%.• Facilitated identification of potential performance issues with instrumentation protocols, allowing for successful resolution of 70% of open defects ahead of deadlines.• Conducted in-depth user-testing sessions on 18 pathways and generated interactive prototypes, improving overall performance by 35%.• Established cross-functional partnerships & conducted timely reviews with legal, marketing, risk operations & finance/accounting to ensure smooth product development execution within compliance guidelines.• Collaborated with customer support teams to deliver product documentation & SME expertise on newly launched projects, resulting in reduced issue resolution time by 30%.• Directed roll-out of 40+ feature enhancements across 3 platforms, ensuring on average 30% higher engagement & a 7X improvement in customer satisfaction.• Implementing vendor assimilations including WalkMe & Plaid integrations to allow for faster onboarding and improved workflows.

Senior Product Manager

• Aug 2020 - Apr 2021

• Managed 0 to 1 delivery of B2C personal finance and wealth management tool with 35,000 beta users and scaling integration of over 300,000 accounts for initial product launch.• Redesigned user journey maps & interactions, resulting in 35% improved user experience feedback from initial customer testing.• Launched initiative with vendors to successfully enrich over 1000 transaction categories, account types and activity detail from external institutions, achieving 90% confidence level.• Delivered comprehensive onboarding program to engage 1,200+ new users a month on digital platform, leading to 20% increase in user engagement.• Spearheaded product realization process, driving critical alignment on internal applications while increasing efficiency metrics by 20%.• Provided actionable recommendations for UX/UI design teams based on refined statistical models, ultimately achieving 120 user-driven feature requests.• Maintained cadence of Agile ceremonies, leading up to 50+ active stakeholders connected throughout project cycle which led to an advance technical delivery by 33%.• Collaborated with dev team to build suite of new APIs, increasing platform's data ingestion capabilities by 30%.• Delivered detailed overviews of project progression for 10 senior stakeholders’ network-wide; secured an additional $10M budget towards further technologies.• Surveyed target user base to achieve comprehensive insights into customer experience, resulting in a 20% increase in dataset completeness.• Gathering insights on introduction of alternative assets such as crypto, DeFi, ESG compliant companies, and other niche asset classes, to enhance the overall picture of individual financial performance.• Interfacing with data science team on UX experimenting to validate decisions on visual design and workflow using holistic approach of combining quantitative research and qualitative feedback.

Product Manager

• Jul 2017 - Aug 2020

• Guided product design and development of digital products that resulted in $6 million revenue and addition of several large accounts.• Drove market and product strategy through regular collaboration with sales and senior leadership leading to 16% growth YOY.• Redesigned UX/UI of mobile platform application search which lead to workflow improvements that increased engagement by 45%• Refreshed market data application from Java to nimbler, more fluid HTML5 SaaS solution, lowering development times by 30%• Established robust project management visibility tools, tracking budgets and deliverables, saving an average 25% costs across projects.• Spearheaded cross-functional collaboration to diversify ideation process, leveraging data from 80 user sessions resulting in a new feature roadmap that increased utilization rate by 20%.• Identified opportunities for product improvements & upgrades, driving a 15% increase in product adoption post launch, fulfilling B2B and B2C stakeholder requirements.• Optimized product performance by leading cross-functional teams in competitive analysis of 10+ competitors and conducting usability tests, surpassing client satisfaction goals by 15%.• Used research findings to enhance product capabilities & offerings, achieving an 80% customer feedback rate and finalizing the design & development of a portfolio of 50+ enhancements.

Senior Business Analyst

• Mar 2015 - Jul 2017

• Guided implementation of process redesign, resulting in improved loan origination speed by 20% while enhancing regulatory compliance and yielding $1M in annual savings.• Utilized Agile methodology to translate, test, and improve existing loan assignment processes of underwriters, prioritizing workflow and removing inactive underwriters from queue to achieve 6% improvement in error ratio.• Generated consensus among cross-functional teams to adopt analytical processes used to evaluate and select loan criteria, achieving $4M in yearly cost savings.• Facilitated cross-departmental collaborations to refine product vision, resulting in 20% faster delivery times & 10% fewer contacts from consumers.• Coordinated sprint planning sessions for the engineering team & aligned stakeholders’ expectations through timely documentation of build & release schedules, enabling delivery of 25 new features in timely manner.

Senior Business Analyst

• Jun 2010 - Mar 2015

• Conducted thorough qualitative analysis to devise an umbrella policy formation process, resulting in yearly cost savings of $1.5M.• Engaged in detailed customer research on 500 users to identify user experience pain points, reducing navigation time by 18% and call times by 10%.• Spearheaded documentation of unified policy administration system, eliminating redundant data entry and costly errors, achieving annualized capital cost savings of $1M and improved call handling times by 35%.

Business Analyst

• Jan 2010 - Jun 2010

Business Analyst

• May 2007 - Jan 2010

Business Analyst

• Mar 2006 - May 2007