Summary
Overview
Work History
Education
Skills
Timeline
Generic

LAURENN BERGER

Forest Hills,NY

Summary

Experienced Product professional with a focus on fintech and retirement solutions in the small business market, specializing in building intuitive, scalable customer products for both internal and external users. Focused on user experience, operational improvement and seamless customer onboarding. Expertise in getting to the root of the problem, prioritizing features, creating detailed user stories and executing under tight deadlines while building positive relationships across cross-functional teams. Always working to improve products and processes with a service mindset and an owner mentality.

Overview

10
10
years of professional experience

Work History

Principal Product Manager

Vestwell
07.2025 - Current
  • Spearheaded the development of streamlined onboarding workflows that decreased manual touchpoints by 40% and improved client time-to-activation by over 30%.
  • Launched an end-to-end self-service onboarding platform that allows clients to start a retirement plan in under 10 minutes with no touches from an internal team
  • -Defined and executed product roadmaps aligned with strategic goals, successfully delivering key features under strict regulatory deadlines
  • Created comprehensive user stories and acceptance criteria in JIRA ensure clear communication between business and engineering teams
  • Built and maintained strong working relationships with sales, operations, design and engineering teams as the company grew from 60 people to over 300
  • Led product initiatives from discovery to deployment, with a focus on customer experience, efficiency and profitability
  • Proactively identified opportunities for automation and self-service, reducing internal support requirements in order to help the business scale
  • Repeatedly recognized by senior leadership for outstanding collaboration. Winner of the 2023 Vestwell Values award for “Act Like An Owner”

Senior Operations Specialist

New York City Department of Health and Mental Hygiene
01.2018 - 09.2019
  • - Served as the data operations project lead for $50 million dollar per year mayoral health initiative
  • - Managed department Salesforce database, configured user profiles, permission sets, workflows, page layouts and validation rules
  • - Developed reports and dashboards using SQL, Salesforce, Tableau and SSRS to monitor data quality, track programmatic milestones and display data to end users
  • - Served as the primary liaison from operations to the development team, working to build new data products and analytics solutions

Integration Specialist

New York City Department of Health and Mental Hygiene
07.2016 - 01.2018

Clinical Quality Coordinator

New York City Department of Health and Mental Hygiene
05.2015 - 07.2016

Education

BA - Government

Cornell University
Ithaca, NY

Skills

  • Product strategy and roadmap development
  • Customer onboarding optimization
  • Data analysis and report building using SQL, Snowflake, Sigma and Salesforce
  • UX/UI design collaboration using Figma
  • JIRA management and agile methodologies
  • Stakeholder engagement and communication
  • Compliance and regulatory adherence

Timeline

Principal Product Manager

Vestwell
07.2025 - Current

Senior Operations Specialist

New York City Department of Health and Mental Hygiene
01.2018 - 09.2019

Integration Specialist

New York City Department of Health and Mental Hygiene
07.2016 - 01.2018

Clinical Quality Coordinator

New York City Department of Health and Mental Hygiene
05.2015 - 07.2016

BA - Government

Cornell University

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