JEFF GOLDSTEIN M.B.A.
Boynton Beach
Summary
Product Management Executive with 15+ years in SaaS, blending product strategy leadership with deep background in solutions engineering and enterprise implementations. Known for translating complex customer needs into scalable product strategy driving significant ARR growth. Highly collaborative team leader focused on delivering results through adaptive strategies and strong communication skills.
Overview
20
20
years of professional experience
Work History
Sr Director of Product Management
Euna Solutions (Formerly Questica) Offices in Atlanta and Oakville ON
Boynton Beach, FL
04.2023 - Current
- Responsible for product strategy, positioning, pricing, roadmap creation and execution, with P&L responsibility for the budgeting suite of SaaS software products.
- Leads cross-functional team to define product vision and strategy aligned with market needs.
- Develop and prioritize product roadmaps based on customer feedback and competitive analysis.
- Define and execute the multi-year product vision aligned with corporate growth strategy, driving 25% ARR growth annually.
- Partner with Engineering, Sales, Marketing, and Customer Success to align go-to-market pricing and product strategy.
- Led the implementation, design and launch of the Aha product roadmap project for the company.
- 97% gross retention across product line with strong EBIDTA growth.
Director of Solution Engineering
Euna Solutions
Boynton Beach, FL
01.2022 - 04.2023
- Built and led Solutions Engineering team for the Budget product line.
- Managed and trained remote team of 3 Senior Solutions Engineers who performed software demonstrations to prospects.
- Developed sales presentation scripts and demo material for all pre-sales presentations to prospects.
- Led marketing product webinars and demonstrations at times throughout the year.
- Authored thought leadership printed and video content partnering with Marketing.
- Assisted with RFI/RFP responses when product expertise is needed.
Sr. Solution Engineer and Sales Director
Euna Solutions
Boynton Beach, FL
04.2020 - 01.2022
- Hired into a dual role performing pre-sales demonstrations for prospects, as well as management of a sales team.
- Managed remote team of 5 Senior Account Executives selling Enterprise software solutions in the Higher Education and Government verticals selling SaaS budget planning product solutions.
- Managed business pipeline, sales quotas and revenue forecasts for assigned sales territories.
- Developed and implemented sales plans, account strategies, territory planning to ensure both short and long-term business development goals were met.
Vice President of Product Management-Healthcare Solutions
Kaufman Hall & Associates (Offices in Chicago, IL, Became Syntellis)
Boynton Beach, Florida
01.2015 - 03.2020
- Promoted to Vice President, and was responsible for the product roadmap planning, direction, sales support, implementation support, and new development features of the Budgeting product line.
- Managed remote staff of Product Managers and Owners with 20% ARR growth for the product line annually.
- Helped team convert to Agile development methodologies delivering quarterly product releases.
- Managed multi-year product roadmaps and quarterly development releases and sprints in Aha software.
- Lead Pre-Sales software demonstrations where detailed product expertise is needed and mentored other Pre-Sales resources as we built out that Solutions Engineering team.
- In 2014, Kaufman Hall acquired Axiom EPM, and built new software products on the Axiom EPM platform. Served as the project manager to move over the entire Kaufman Hall software suite to the new platform, and was responsible for project planning, project management, project staffing, and status reporting to senior management.
Product Manager-Budgeting and Performance Reporting Solutions
Kaufman Hall & Associates (Offices in Chicago, IL)
Boynton Beach, FL
01.2011 - 01.2015
- Promoted to Product Manager and responsible for the planning and development of features for the Budgeting product line.
- Product Management responsibilities included new feature design and development, onsite Sales demo support and building of the demo system, training and education development for internal and external stakeholders, and annual business planning for the product on the ENUFF software suite.
- Led cross-functional teams to define product vision and roadmap.
- Developed and prioritized product backlog, aligning with business objectives.
Implementation Consultant promoted to Assistant Vice President
Kaufman Hall & Associates (Offices in Chicago, IL)
Boynton Beach, FL
07.2008 - 01.2011
- Initially hired as an Implementation Consultant for the Budgeting and Reporting products. The implementation role consisted of project management of multiple implementations, new system builds with client data, delivery and system training for each client, and general consulting on best practices for the annual budgeting process.
- Promoted to Assistant Vice President based on merit and successful implementation work.
- Became Kaufman Hall’s lead implementation resource for their largest, most prestigious clients.
- Implemented the Budgeting and Performance Reporting applications for Kaufman Hall’s clients while presenting and communicating with the C-Suite executives at each client.
- Streamlined project management processes, reducing delivery time and increasing team efficiency by 15%.
Financial Budget/Analysis Manager
Bethesda Healthcare System
Boynton Beach, Florida
02.2006 - 07.2008
- Was responsible for the management, planning, and direction of the organizational operating and capital budget processes.
- Developed daily, bi-weekly and monthly financial operational reporting for the department directors and the leadership team.
- Analyzed healthcare trends to inform strategic planning and operational improvements.
- Implemented Kaufman Hall Budget Advisor software for the organization.
- Led cross-functional teams to implement data-driven strategies improving financial outcomes.
Education
Masters of Business Administration - Business Administration And Management
Nova Southeastern University
Fort Lauderdale, Florida05-1999
Bachelor of Science - Economics
University of Delaware
Newark, Delaware01.1996
Skills
- Product strategy development
- Product backlog management
- Collaborative leadership
- Strategic pricing development
Timeline
Sr Director of Product Management
Euna Solutions (Formerly Questica) Offices in Atlanta and Oakville ON
04.2023 - Current
Director of Solution Engineering
Euna Solutions
01.2022 - 04.2023
Sr. Solution Engineer and Sales Director
Euna Solutions
04.2020 - 01.2022
Vice President of Product Management-Healthcare Solutions
Kaufman Hall & Associates (Offices in Chicago, IL, Became Syntellis)
01.2015 - 03.2020
Product Manager-Budgeting and Performance Reporting Solutions
Kaufman Hall & Associates (Offices in Chicago, IL)
01.2011 - 01.2015
Implementation Consultant promoted to Assistant Vice President
Kaufman Hall & Associates (Offices in Chicago, IL)
07.2008 - 01.2011
Financial Budget/Analysis Manager
Bethesda Healthcare System
02.2006 - 07.2008
Bachelor of Science - Economics
University of Delaware
Masters of Business Administration - Business Administration And Management
Nova Southeastern University
Career Accomplishments
- Experienced Software Product Executive with over 15 + years of experience in multiple high ARR impact roles.
- Significant experience selling into the private and public sectors (Healthcare, Higher Education, K-12, Government) with SaaS technologies.
- Promoted multiple times throughout my career with multiple companies.