Experience

ConnexPay
• United States
• Financial Services
• 1 - 100 Employee
• Product Manager

  • Dec 2021 - Present


Priority Technology Holdings, Inc.

• United States
• Financial Services
• 1 - 100 Employee

• Director of Product Management

  • Jan 2021 - Dec 2021

  Led a team of Product Managers and Product Owners to develop and maintain a prioritized backlog on multiple web and mobile applications in the merchant payments industry Strategize and plan internal and external product roadmaps focusing on product adoption and increasing revenue Define product requirements in order to design and present business cases and initiative flowcharts to business leaders Work with external product users to determine gaps and additional functionality for product line, leading to increased product adoption and client stickiness Defined and measured KPIs to improve user acceptance across entire product line Promoted from Senior Product Manager to Director of Product Management



MerchantE

• United States
• Financial Services
• 100 - 200 Employee

• Director of Product Management

  • Jun 2020 - Jan 2021

  Managed teams of Product Owners, Architects, Software Engineers, Quality Assurance for multiple projects with a team • Led a project to implement a new Partner Facing Portal and Merchant Facing Portal for users to be able to have a single login to self service their accounts, view reporting and key metrics, create support cases, and marketing materials, etc. • Provided the design and requirements to implement a new merchant onboarding flow through automations to reduce the time to onboard and approve a new accounts • Worked with Architects and Underwriting leads to implement the automation of underwriting rules to increase efficiency and reduce human interaction and error • Spearheaded a data mapping effort to migrate from a legacy oracle system into SalesForce



Priority Payment Systems

• United States
• Financial Services
• 1 - 100 Employee

• Director of Product Management

  • Nov 2019 - Jun 2020

  Led a team of Product Managers and Product Owners to develop and maintain a prioritized backlog on multiple web and mobile applications in the merchant payments industryStrategize and plan internal and external product roadmaps focusing on product adoption and increasing revenueDefine product requirements in order to design and present business cases and initiative flowcharts to business leadersWork with external product users to determine gaps and additional functionality for product line, leading to increased product adoption and client stickinessDefined and measured KPIs to improve user acceptance across entire product linePromoted from Senior Product Manager to Director of Product Management

• Product Manager

  • Feb 2016 - Nov 2019

  Work with team of 25+ Developers on multiple products, including development of brand new payment platformManaging the development of an accompanying mobile app payment platform with team of development contractorsDevelop and maintain technology and product roadmap based on market needs using Aha! Roadmap softwareGather requirements, write user stories and prioritize sprints using JIRA to deliver stakeholder needsResponsible for all UI/UX mockups and flow diagramsLiaison between business and IT, to understand business needs and translate them into technical requirementsCommunicate with key stakeholders on product requirements and delivery



Advocate - The Cloud & Connectivity Insiders

• Service Delivery Manager

  • Jan 2014 - Feb 2015

  IN THE CONSTANTLY CHANGING WORLD OF CONNECTIVITY AND THE CLOUD…WE'RE THE INSIDERS. Advocate is an IT Consulting and Managed Services firm that helps global enterprises transform and optimize their cloud and connectivity infrastructure. To accurately assess their infrastructure, identify what’s currently best-in-class, and figure out how to get there faster, companies need an insider’s perspective. That’s exactly what Advocate brings to the table. As Cloud & Connectivity Insiders, we have more data to work with – which is why we deliver, on average, 25 percent savings and a 10 to 1 Return on Investment. Our insider approach is the reason why over 550 companies have chosen to work with us. • Manage team of Consultants, Billing Analysts, Auditors, and Helpdesk for delivery of all cloud and connectivity services to strategic accounts. • Lead consulting engagements for WAN optimization for clients resulting in $150K cost reduction. • Present Quarterly Business Reviews for CIOs detailing spend trends, ROI, and contract compliance. • Re-engineer customer Quarterly Business Review, resulting in higher efficiency and standardization. • Delivery Manager for successful implementation for a large client, resulting in $56K of found savings. • Cloud and connectivity trend analysis for all clients. • Manage relationship health with key client stakeholders, including onsite consulting and account reviews.



CareerBuilder.com

• United States
• Media Production

• Operations Specialist

  • Feb 2011 - Dec 2013

  • Team Lead of 100+ off shore vendors for Global Partner Support. • Created and managed a job posting product that earned $250K in sales in first year. • Designed the product roadmap and delegated responsibilities to various teams. • Analyzed and created pricing model using costs, discount rates, profitability, and worst-case scenarios. • Created reporting, key metrics, one sheets, and supporting Marketing documentations. • Measured and analyzed team performance to optimize processes for efficiency while identifying learning opportunities.



Pardot

• United States
• Software Development
• 1 - 100 Employee

• Account Manager

  • Oct 2010 - Feb 2011

  • Organically grew portfolio revenue 100% as a result of prospecting new clients. • Conducted in person sales presentations to marketing executives and company VP’s. • Managed accounts and supported with onboarding of new customers. • Created and ran reports to close the loop on campaign return on investment. • Organically grew portfolio revenue 100% as a result of prospecting new clients. • Conducted in person sales presentations to marketing executives and company VP’s. • Managed accounts and supported with onboarding of new customers. • Created and ran reports to close the loop on campaign return on investment.



CCH, a Wolters Kluwer business

• United States
• Accounting
• 1 - 100 Employee

• Software Consultant

  • Jun 2009 - Oct 2010

  • Achieved 110% of sales revenue goals. • Demonstrated value, simplicity, and functionality of software through online live meeting resulting in 75% higher close rate. • Provided support and researched tax solutions for customer service and support during peak season. • Achieved 110% of sales revenue goals. • Demonstrated value, simplicity, and functionality of software through online live meeting resulting in 75% higher close rate. • Provided support and researched tax solutions for customer service and support during peak season.



Sage

• Australia
• Media Production

• Senior Sales Consultant

  • Jul 2007 - May 2009

  • Exceeded sales targets while maintaining a superior level of customer service. Received recognition for high levels of customer satisfaction based upon 100% direct customer feedback. • Effectively networked with existing customers to increase customer base and sales. Provided new customers with product knowledge through online webinar. Thoroughly explained product functionality, value and services. • Selected to train and coach new sales employees. Demonstrated effective inside sales techniques and processes. Provided follow-up on all questions to facilitate new employee learning. In doing so, shortened the time period required for new employees to take on active sales assignments by 30 days.