Albert Xie
Summary
Innovative product manager with expertise in agile methodologies and a proven track record in launching AI-driven tax preparation solutions. Skilled in enhancing user experience and leading cross-functional teams to meet project goals. Adept at managing product roadmaps and aligning features with stakeholder feedback to ensure project success.
Overview
1
1
Certification
7
7
years of professional experience
Work History
Associate Product Manager
Thomson Reuters
Los Angeles, California
11.2022 - 07.2027
- Led the launch of AI-powered tax preparation product, Ready to Review, contributing to the core product team's success.
- Prioritized and aligned product features with stakeholder feedback, ensuring timely product delivery and enhanced
user experience. - Defined product requirements through business requirement documents and user stories, collaborating with cross-functional teams to enhance user experience.
- Coordinated user testing sessions to gather feedback on usability and translated insights into actionable requirements, improving product performance.
Business Analyst
American Honda Finance Corporation
Torrance, CA
07.2021 - 11.2022
- Saved more than $100K by leading the property tax project and working cross-functionally with stakeholders across different departments.
- Led CCPA project, managing vendor relations and corporate support across nine regional offices.
- Conducted user acceptance testing for Concentrix CX platform launch, improving customer experience analytics for ten core attributes.
- Built queries in Business Objects and analyzed large data sets in Microsoft Excel to identify top call types, enhancing performance and driving customer satisfaction.
- Analyzed CCPA requests database using Excel, Salesforce, and SharePoint, ensuring compliance and providing weekly summary reports for senior management.
Account Support Specialist
SmartBiz Loans
San Francisco, CA
02.2021 - 07.2021
- Assisted customers with the PPP loan application process and outperformed the KPI by 20%.
- Managed high-priority client requests within escalations team, enhancing client satisfaction and loyalty.
- Identified fraudulent transactions through tax document reviews and reported trends to team, improving fraud detection.
Global Research Specialist
Bainbridge, Inc.
San Diego, CA
02.2020 - 04.2020
- Conducted competitor and market research, providing actionable insights that informed strategy for Fortune 500 client.
- Performed SWOT, comparable, and root cause analysis, identifying key factors influencing purchase decisions to guide client recommendations.
- Prepared business presentations by gathering requirements and synthesizing research findings, effectively communicating insights to stakeholders.
Education
B.A. - International Business
University of California, San Diego
San Diego, CA03-2020
Skills
- Product Management
- Stakeholder communication
- Product backlog management
- Feature prioritization
- Agile methodologies
- User acceptance testing
- User story creation
- A and B testing
Certification
Google Data Analytics Certificate (04/2021 - Present), Learned, practiced, and honed skills in spreadsheets (Microsoft Excel & Google Sheets), SQL, R, and Tableau, Developed a data-driven mindset and gained a clear understanding of the entire data life cycle
LANGUAGES
English, Native or Bilingual Proficiency, Mandarin, Native or Bilingual Proficiency
INTERESTS
Traveling, Photography, Basketball & Tennis
Timeline
Associate Product Manager
Thomson Reuters
11.2022 - 07.2027
Business Analyst
American Honda Finance Corporation
07.2021 - 11.2022
Account Support Specialist
SmartBiz Loans
02.2021 - 07.2021
Global Research Specialist
Bainbridge, Inc.
02.2020 - 04.2020
B.A. - International Business
University of California, San Diego