Caleb Warner
Lehi,UT
Summary
Successful product leader with proven accomplishments in driving growth and increasing profits. Articulate and driven leader with high energy and engaging personality. Hardworking team builder motivational in maximizing personnel performance and surpassing business objectives.
Overview
7
7
years of professional experience
Work History
Senior Product Manager
Innovation Refunds
03.2023 - 03.2024
- Conceptualized, implemented, and optimized customer intake funnel/flow that generated $1B+ in revenue over 18 months
- Led critical data warehouse migration from Dropbox to AWS S3. Rapidly scaled data infrastructure to enable business growth
- Directed team of 4 software engineers through, analysis, design, implementation and testing (QA) of two internal online portals connecting customer support team with external partner tax attorney firms. Reducing processing times by 50% and customer inquiries by 30%
- Built custom API integration between HubSpot CRM and DocuSign using Zapier to automate contracting process and significantly reduced average time to send contracts by 1500% down from 30 minutes to 2 minutes
- Met regularly with executive leadership and internal and external stakeholders to ensure adherence to critical product roadmap while planning for future product and services
- Managed product roadmaps, aligning with company goals and ensuring timely delivery of key features
- Increased product adoption by identifying customer needs and developing innovative product features
- Developed new customer intake platform enabling secure account creation, built out complex API integration with multiple leading payroll and accounting software providers, speeding up application intake process and reducing risk of user error
- Spearheaded strategic partnership with Big 4 accounting/audit firm to provide customers with access to multiple new tax credits and Incentives services
- Improved user experience by collaborating closely with design and development teams on UI/UX enhancements
Product Manager
Innovation Refunds
10.2021 - 03.2023
- Developed product documentation to communicate upcoming features and products to internal teams
- Collaborated with sales teams to develop effective training materials that drove increased product knowledge among staff members, resulting in higher close rates
- Documented user stories, specifications, and product features into detailed work order to communicate across teams and build mandatory requirements
HubSpot Administrator & Revenue Operations
Plena Data
04.2021 - 10.2021
- Built out generation and prospecting playbook through targeted outbound cold calls, LinkedIn, and CRM email campaign sequences
- Enabling SDR team to secure to highly-qualified leads and schedule SaaS demo sessions with account executives Consistently exceeded KPIs while also finding ways to optimize outreach and business processes
- Developed HubSpot reporting to track and action real-time deal data and performance analytics to continuously improve outcomes for sales team, operations and engineering departments
- Conducted regular audits of operational processes, identifying areas for improvement and implementing solutions accordingly.
Business Development Representative
Banzai Inc.
09.2018 - 03.2019
- Prospected, qualified and closed Financial Institution (Banks and CUs) CMOs and Senior executives nationwide to offer SaaS financial literacy solution in partnership with their local schools
- Top performer on SDR team
- Performed 2x above quota with average of 8 demos per week
- Conducted UI/UX Quality Assurance (QA) for Spanish version of SaaS solution
Full-time Volunteer Representative
The Church of Jesus Christ of Latter-day Saints
09.2017 - 09.2018
- Taught weekly ESL (English as a second language) class to 10-15 natives (Beginner and Intermediate Level)
- Organized and conducted weekly missionary training to class of 10+ students
- Became proficient in Spanish language
Education
Bachelor of Science - Business Administration And Management
Utah Valley University
Orem, UTSkills
- HubSpot CRM
- Salesforce CRM
- SQL
- Zapier
- Miro
- Notion
- Aha!
- Trello
- HTML/CSS
- BPM Business Process Management/Optimization
- Product Roadmaps
- Cross-Functional Collaboration
Websites
Awards And Interests
Eagle Scout, National Top 10 best High School ultimate frisbee players, Vocal and piano performer and accompanist
Languages
Spanish
Professional Working
Timeline
Senior Product Manager
Innovation Refunds
03.2023 - 03.2024
Product Manager
Innovation Refunds
10.2021 - 03.2023
HubSpot Administrator & Revenue Operations
Plena Data
04.2021 - 10.2021
Business Development Representative
Banzai Inc.
09.2018 - 03.2019
Full-time Volunteer Representative
The Church of Jesus Christ of Latter-day Saints
09.2017 - 09.2018
Bachelor of Science - Business Administration And Management
Utah Valley University