End-to-End Product leader with 15 years of experience leading product-market strategy, supporting implementation of innovative products for unique niches, and successfully bringing products from inception to rollout with efficiency and speed.
Overview
14
14
years of professional experience
Work History
Director, Product Management
Equifax Workforce Solutions
01.2023 - Current
Achieve product development milestones by closely collaborating with cross-functional teams.
Streamline product management processes for enhanced efficiency and team productivity.
Deliver high-quality products on time and within budget constraints, effectively managing resources.
Develop comprehensive product roadmaps, establishing clear goals and timelines for development teams.
Implement market research initiatives to identify customer needs and opportunities for product growth.
Spearhead new product launches, driving successful market penetration and adoption rates.
Improve user experience by working closely with UX/UI designers to develop intuitive interfaces and features.
Establish strong relationships with key stakeholders, ensuring alignment of business objectives across departments.
Collaborate with sales and marketing teams to develop effective go-to-market strategies for new products or updates.
Design and coordinate processes applicable to numerous projects for design efficiency and continuity.
Director, Customer Success and Account Management
Intent Macro
04.2021 - 01.2023
Successfully implemented and lead the customer success and account management team within the organization from 2021-2023.
Identified client business objectives and desired outcomes on an executive level to ensure the team was hitting or exceeding all client goals.
Responsible for maintaining all client relationships while retaining and growing the entirety of the wholesale business worth $40M in revenue.
Managed the day-to-day of the overseas business development management team to ensure timely product deliveries to all clients.
Solely responsible for developing and implementing several new KPI driven processes to ensure the team is aligned on meeting client deadlines.
Met daily with the executive and operational teams to review business strategies and ensure alignment across all internal teams in order to meet priority business outcomes.
Senior Customer Success Manager
Terminus Software
08.2020 - 04.2021
Own the customer relationships within a $2.5 million dollar book of business with 50+ customers across a variety of companies and industries.
Develop, implement, track, and execute complex account plans that interact with a variety of internal and external stakeholders.
Conduct strategic and executive business reviews with the C-Suite to ensure business needs are being met and excelled upon.
80% gross retention QTD.
Responsible for running calls twice a monthly with each customer, as well as quarterly business reviews where we dove deep into the metrics they were seeing in the platform, ROI of the tool, and strategic recommendations going forward.
Responsible for identifying; driving, and closing expansion/upsell opportunities within my book of business.
Software Implementation Manager
Terminus Software
09.2018 - 08.2020
Managed 15-20 customer onboarding projects at a given time, ensuring a successful and timely completion of each project (30,45,90 days).
Successfully implemented and trained new and current customers on all aspects of the Terminus software platform to ensure adoption of the service.
Identified areas of upsell opportunities within customer accounts by continuing the discovery process post sale.
Tracked and maintained accurate client records and hit key onboarding services milestones by using project management and professional services automation software.
Became an expert on platform best practices and product enhancements to ensure a smooth implementation and experience for all customers.
Senior Software Sales Executive
Terminus Software
12.2017 - 09.2018
Qualified opportunities sent over by Sales Development team and drove entire sales process from discovery to closing.
Sought out new prospects utilizing cold calling, emailing, direct mail and attending marketing events.
Conducted product demonstrations and detailed presentations that highlight product features and benefits.
Attained 95% to quota in Q1/Q2
Software Sales Executive
CareerBuilder
09.2014 - 11.2017
Managed and fostered the growth of a $1.2-million-dollar book of business by building and maintaining client relationships. (110% YTD)
Provided a customized product and service solution encompassing all customer needs
Identified and sold software solutions to 75 new and existing clients and growing
Met with clients face-to-face and conducted chair sides for a greater understanding of the client's process and business
Grew book of business to 111% in 2016 with an average renewal rate of 85%
Grew and maintained accounts with 100 or more employees
Corporate Account Manager
CareerBuilder
01.2014 - 09.2014
Assisted with the success within Enterprise Accounts at CareerBuilder.com. These included but were not limited to: Account research/blueprinting, Account Strategy with Sales Representative, Proposal generation, Renewals and Win-back Accounts
Scheduled appointments with Enterprise team members (both virtual and onsite) to increase MOM/YOY revenue.
Created and innovated account expansions on new and existing CareerBuilder clients
Monitored and proved ROI on premium CareerBuilder software solutions
Analyzed and researched accounts to identify larger opportunities
Ran offsite meetings in place of Sales Representatives
Worked alongside Senior Account Executives and Account Executives to create innovative proposals and presentations to new and existing CareerBuilder clients
Associate Manager - Client Success
CareerBuilder
05.2012 - 01.2014
Managed a team of 12 success representatives to ensure the renewal of small and enterprise sized accounts
Responsible for overseeing the day-to-day maintenance of more than 3,000 clients, measuring account performance and ROI
Trained client support specialists/New Hires to increase performance metrics and prepare them for the role of Client Success Representative
Conducted interactive, web-based training modules for clients to ramp them up on their purchased solutions
Traveled on-site for client visits and Quarterly Account Reviews, conducted interactive chair-side training initiatives
Created Training Manuals/Interactive Modules for clients, to assist with new core CB products
Manager, Internet Sales
Nalley Auto
04.2010 - 05.2012
Managed a team of 15 sales representatives' E-Lead goals, all awhile measuring performance and responsiveness levels.
Set forth monthly and quarterly car sales goals
Observed online customer requests through a (CRM) customer relationship management system.
Followed up with past leads, creating additional opportunities in attempt to cultivate supplementary sales growth.
Used various systems to ensure service records, appointments, and schedules were properly coded
Education
Bachelor of Arts - Journalism
The Ohio State University
Columbus, OH
06.2009
Skills
Innovation management
Market analysis
Product training
Product lifecycle management
Customer Account Management
Strategic Planning
Client Relations
Selling Techniques
Sales Forecasting
Customer Support
Product branding
Competitive intelligence
Content strategy
Timeline
Director, Product Management
Equifax Workforce Solutions
01.2023 - Current
Director, Customer Success and Account Management
Intent Macro
04.2021 - 01.2023
Senior Customer Success Manager
Terminus Software
08.2020 - 04.2021
Software Implementation Manager
Terminus Software
09.2018 - 08.2020
Senior Software Sales Executive
Terminus Software
12.2017 - 09.2018
Software Sales Executive
CareerBuilder
09.2014 - 11.2017
Corporate Account Manager
CareerBuilder
01.2014 - 09.2014
Associate Manager - Client Success
CareerBuilder
05.2012 - 01.2014
Manager, Internet Sales
Nalley Auto
04.2010 - 05.2012
Bachelor of Arts - Journalism
The Ohio State University
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