Summary
Overview
Work History
Education
Skills
Websites
Accomplishments
Certification
Timeline
Generic

Priya Sajja

Product & Design Executive

Summary

Product & Design Executive with 15+ years’ experience focused on B2B and B2B2C multi-persona enterprise SaaS. Venture Capital & Founder experience with fundraising and executing Pre-seed to Series B rounds. Proven track record of leading companies through high-growth stages ($10M to $300M) Thrive on creating innovative products, building awesome teams, and establishing happy processes. Insanely focused on delivering results while having fun on the journey. Unique balance of business, tech, and customer-centric design.

Overview

18
18
years of professional experience
1
1
Certification

Work History

Head of Digital Experience

Broadridge Financials
03.2021 - Current
  • Leadership for Product / UX departments and company-wide strategic efforts, resulting in 38% YoY growth.
  • Fully re-built PM+UX groups in 6 months and re-organized agile teams according to client persona-based goals.
  • Developed a multiyear strategic Sales product vision, roadmap, & execution plan for $44M in incremental revenue and achieved 178% of revenue targets for Startups & Prime brokers by leading Business development, Workstation Products to solidify Broadridge’s market leadership position.
  • Executed product strategy and launch plan for API ecosystem for the Portfolio Management API’s & Micro services architecture to have seamless integration with client & Vendor Platforms.
  • Responsible for Global goals, KPI’s & Metrics to evaluate the success of products across the Capital markets for financial results & due diligence into Vendor management.
  • Introduced PLG (Product Led Growth) concepts, and expanded revenue channels by through a new product offering Revenue & Expense management (RevPort), Private Debt & Analytics via Snowflake offering with zero incremental Sales or Marketing efforts (over $11.1M ARR).
  • Helped plan and execute a full UX/UI redesign of web interfaces and native iOS/Android apps for mobile.
  • Executed solid marketing strategy based on Brand research to position the product solutions to be a leader in the buy-side market segment.
  • Executed cross functional goals and subsequent implementation for global, regional, and local communications for product strategy with Sales/Account Mgmt., Technology & Client Services.
  • Managed third-party ecosystem via Microservices and Financial technology partners like OpenFin & LLM AI solution providers like Cohere & Data Camp.

Head of CX – Institutional Platforms

BNY Mellon
10.2015 - 02.2021
  • Led Product Management, CX, and ProdOps for $50M ARR Pershing Wealth Ecosystem
  • Planned and executed Wealth ecosystem strategy for leading clients like Schwab, Ameriprise, NWM for Broker Dealer Enterprise contracts.
  • Formulated a new Global Product org from both BNY and Pershing personnel; conducted full analysis of all product benefits and capabilities and established strategy for platform focus and consolidation.
  • Developed third-party open framework ecosystem API network of integration with Customer Relationship Management (CRM), Financial Planning, Machine Learning and Industry leading Fintech Partners to create new revenue programs.
  • Managed teams (up to 32 people) that fueled 65% average YoY growth from 2015 – 2021.
  • Executed a strategy to move beyond financial results, investment performance and talent for Pershing’s Integrated Wealth Initiative with strong focus on Global, Emerging Markets, Hedge Funds, Thematic Sectors, and Sustainability into a full end-to-end workflow product suite by building an industry-leading work-in-progress platform for financial planning, Trading, rebalancing resulting in $33.5M new ARR.
  • Built out the integration Platform via NEXEN & Data Aggregation components PM and UX groups by recruiting and hiring top-notch talent (10 new hires)
  • Expanded into global markets by adding new AWS regions, complying with GDPR requirements. Defined UX design processes and planned a complete UI/UX overhaul of all Web and Mobile products.
  • Extended OEM capabilities which drove a 75% increase in channel revenue (22% of total 2018 Pershing ARR)

Head of CX, Marketing Analytics

Workfront
10.2013 - 11.2015
  • Led a target market initiative that pivoted the company into new strategic direction focused on Marketing & Creatives
  • Created (together with Nate Bowler, Workfront co-founder) a new business unit to specifically address the needs of creative and marketing groups, saw consistent 105+% YoY growth.
  • Added new capabilities via white-labeled 3rd party components: Digital Proofing via ProofHQ (with 80% attach rate), and Workfront DAM using Widen (selling 2x the projected rate)
  • Proposed and help execute the acquisition of ProofHQ (global leader in digital proofing), solidifying Workfront’s market leadership position.
  • Created new and expanded client groups for data information/experience exchange.
  • Designed, documented and facilitated new project management Office (PMO) and combined agile-user interface design (UxD) processes and best practices.

Sr. Product Manager – Digital Platform

Bank of America
07.2011 - 09.2013
  • Obtained 54% market adoption growth for all SIF-based products by directing all strategic tactical development initiatives.
  • Responsible for building financial planning and analytical client reporting tools across the Merrill Edge Wealth Management Workstation that supported 50,000+ financial advisors worldwide.
  • Championed initiatives to migrate desktop applications to SaaS / Internet services and portals.
  • Key player in the evolution of a multi-year $65 million project aimed to consolidate the performance rate of return calculation across four disparate systems that spanned multiple business development partners transition to Bank of America Merrill Lynch Investment Management Platforms.
  • Spearheaded the Product Strategy & Development for Global Technology Ecosystem and managed the requirement specification process including User flow diagrams, Usability Testing and Platform analytics.

Product Analyst

Broadridge Financials
05.2009 - 06.2011
  • Designed future products and coordinated the development efforts with multiple business units.
  • Lead analyst for the technology solutions and development, and succession planning across the ACATS and Cash Management System.
  • Managed a customer centric team focused on driving the growth of Legacy applications, Client Experience and Practice Development program from concept through implementation.
  • Instrumented a Request for Proposal (RFP) framework and measurement methodology as the team investigated for alternative vendors.

Sr. Applications Analyst

Associated Press (AP)
06.2007 - 04.2009
  • Designed future products and coordinated the development efforts of 20+ software engineers.
  • For AP Images and AP Archive - Built a “Site Provisioning Wizard” solution using a combination of custom code, calls to Web Services and Site Definitions to permit them to crank out large numbers of custom site by filling out a custom UI and Front-end validations using Custom Prototypes.
  • Oversaw the localization effort to offer products and documentation in 18 different languages.
  • Created and Managed Special Interest Group for idea/information/experience exchange.
  • Designed, documented and facilitated new project management Office (PMO) and combined agile-user interface design (UxD) processes and best practices.

Education

Bachelor of Science -

University of Madras

Diploma - Product Management & Economics

Carnegie Mellon University

Master of Business Administration (MBA) - undefined

Northwestern University

Skills

  • Strategy and Vision: Business cases, 3–5-year planning, strategic vision and communication, integrations, partnerships, mergers and acquisitions
  • Market Research & Analysis: Observational research, surveys, analyst relations, usability testing, data analysis, competitive landscape, pricing analysis, market trends
  • Product Management: Use cases / user stories / user story mapping, product requirements, CX & UI Design in FIGMA, Miro , roadmap planning, marketing and sales collateral, presentations
  • Research and Development: Project management, Agile (scrum, Kanban), metrics, defect tracking, QA, CICD (continuous integration and continuous deployment), release management
  • Organizational Management: Recruiting & hiring, retention, training, performance management, goal tracking, (OKRs), recognition, customer and vendor management
  • Financial: ROI, budgeting, forecasting, resource allocation, pricing models, cost center management, build vs buy vs partner decisions

    Digital strategy development

    Customer experience design

    CRM system integration

    Digital transformation initiatives

    Social media strategy

Accomplishments

  • Rebuilt global product and UX teams, integrating customer-centric design into agile workflows, driving 38% YoY growth.
  • Created a transformational sales enablement platform, delivering $44M in new revenue via personalized, data-backed journeys.
  • Launched API-first architecture across Portfolio Management, enabling seamless client and vendor integration.
  • Deployed AI/ML personalization and PLG (Product Led Growth) initiatives that boosted ARR by $1.1M with no incremental sales cost.
  • Oversaw complete UX redesign of web and mobile products to align with client expectations and brand narrative.
  • Partnered with AI innovators (Cohere, Data Camp) and FinTech platforms (OpenFin) to expand ecosystem offerings.

Certification

CX

Timeline

Head of Digital Experience

Broadridge Financials
03.2021 - Current

Head of CX – Institutional Platforms

BNY Mellon
10.2015 - 02.2021

Head of CX, Marketing Analytics

Workfront
10.2013 - 11.2015

Sr. Product Manager – Digital Platform

Bank of America
07.2011 - 09.2013

Product Analyst

Broadridge Financials
05.2009 - 06.2011

Sr. Applications Analyst

Associated Press (AP)
06.2007 - 04.2009

Diploma - Product Management & Economics

Carnegie Mellon University

Master of Business Administration (MBA) - undefined

Northwestern University

Bachelor of Science -

University of Madras

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Priya SajjaProduct & Design Executive