Summary:

• Over 20 years experience developing technology products and solutions for B2B, B2C, B2G and internal needs in multiple market spaces. Proven experienced leader in inbound and outbound product management, business analysis, partner/vendor management and client relations roles. Pragmatic Marketing certified product manager. Recognized nationally as a thought leader and innovator in previous roles having been chosen by industry peers and trade organizations to serve on several education industry technology standards steering committees and through leadership and evangelization of new technology innovations. Highly successful in achieving increased sales revenue, organizational efficiencies and client satisfaction by:
• Creating innovative, market leading technology solutions to solve organization and client needs utilizing broad knowledge and experience in technology, marketing, operations, compliance and sales.
• Strong client and user focus and experience driving development based on quantitative and qualitative market data following Pragmatic Marketing best practices.
• Experienced manager and leader of cross functional teams including offshore and 3rd party vendors.
• Expert in business process engineering and software development life cycle, including analysis, design, development, testing and implementation of software applications. Strong technical skills leading development teams in web, client server and mainframe platforms and SaaS delivery model.
• Developing processes and procedures to gain the most effective use of resources, improve the quality of technology products and services, improve customer satisfaction, and secure business from clients.
• Excellent communication, analytical, interpersonal, and presentation skills expert at managing multiple projects and products simultaneously.
• Developing product positioning, value proposition, white papers, marketing collateral and sales tools.
• Supporting sales, services and operational staff through training and product support of internal staff and clients.
• Equally versed in strategic and tactical, technical and marketing product management responsibilities. Strong experience in new product development and maintenance of existing products.

Professional Experience:

Business Process and Implementation Manager

Key accomplishments:

• Overhauled new client implementation process and streamlined operations. Developed standard implementation project and communication plan and process which resulted in significant decrease in implementation issues and increased customer satisfaction.
• Led development of company's first employer group Medicare plan offering leading a cross functional team to document requirements and drive system enhancements to support.
• Product manager on a first to market integration of medical and pharmacy claim data that is a key strategic initiative and market differentiator for the company.
• Leader in effort to implement a new more structured project/requirements process to address issues with incomplete requirements and lack of quality assurance

Product Manager

Key Accomplishments:

• Established formal process, procedures and tools to track and prioritize product backlog based on market evidence leading to increased awareness and transparency throughout the organization of product roadmap and insuring development resources were properly focused.
• Established Pragmatic Marketing concepts including market scoring, market requirement documents and buyer/user personas leading to a more customer focused product.
• Successfully managed and delivered three critical strategic initiatives ahead of schedule needed to launch baseline product.
• Successfully discovered, designed and documented business case, market requirements and technical requirements to deliver a first to market solution addressing the needs of non-traditional colleges.
• Developed integration white paper addressing key sales roadblock enabling sales to address prospect concerns with adopting a best of breed solution.
• Successfully managed reseller partner relationship responsible for 50 of sales and implementations.

Consultant

Key Accomplishments:

• Led organization wide strategic effort to design and implement an SOA electronic signature and document management solution in conjunction with a third party vendor under tight deadlines which reduced operational costs by 30 and increased customer satisfaction.
• Led analysis and design of major overhaul of user experience for customer service department leading to significant increased efficiencies for internal users.
• Led strategic effort to design and implement a web portal for external reseller partners which greatly increased partner satisfaction and reduced operational costs.
• Successfully worked with audit department and data warehouse IT staff to design and implement a new fraud detection reporting solution.
• Successfully helped design and establish a change management SharePoint repository for system requirement documentation.
• Led system design and implementation of consumer web site changes to comply with a NY Attorney General settlement working in conjunction with legal department.

Product Manager

Key Accomplishments:

• Successfully worked with the large international customer to design, scope and document market and functional requirements for a major product enhancement resulting in completion of the largest sale in the history of the organization.
• Successfully worked with a key third party partner to identify, document and implement system change requirements to address major implementation issues resulting in increased customer satisfaction for shared clients.
• Successfully worked with a key client to identify and document customization requirements needed to upgrade the client to the latest product version on schedule.
• Led the development and implementation of Pragmatic Marketing's best practice product management and requirements structure resulting in reduced development time, lower costs and increase in client satisfaction.
• Successfully defined the business case for a new product offering targeting workplace communities following merger between KnowledgePlanet and Shared Insights which was chosen as one of two products the new company would pursue as it changed direction and focused on providing social networking/community products targeted at business and learning.

Independent Consultant

Key Accomplishments:

• Provided business analysis and industry market expertise to a large higher education ERP vendor to enhance their financial aid processing system with a new industry standard XML data exchange interface. Led JAD sessions with marketing and development staff to determine and document business and system requirements to implement the enhancement.
• Provided product management expertise to a start up company which led to a successful launch of a student loan product set. Worked with development staff and 3rd party servicers to develop and document market and system requirements needed to develop an internal student loan origination system, external data interfaces and consumer web interface. Managed relationship with industry business partners. Provided regulatory, risk and competitive information to CFO and worked together to determine product pricing. Provided regulatory and competitive information and feedback to marketing staff on design and content of consumer web interface and advertising.
• Provided design and quality assurance services to a national credit card and ecommerce processing system vendor allowing them to successfully launch a new initiative on time. Developed business requirements, test plans and cases and performed system, regression and acceptance testing.
• Provided market analysis and documented functional system requirements for a national student loan provider to enhance their consumer electronic signature solution.
• Successfully stabilized a national client's declining relationship with their largest school customer to retain 140 million annual loan volume which was at risk.
• Assisted in the development and design of product and system requirements to launch a new private student loan product for a national client.
• Successfully led team of 2 consulting staff responsible for designing and testing a new loan origination system, completing effort on time under tight deadlines allowing client to complete a major system conversion on time.

Skills and Knowledge: