Jack Metcalf

Product Director @Monite

Business AnalystAdvisorBanking OperationsFinancial Planner💼 C-level Executive✔️ IT🧨 Consulting🏦 Finance

Visionary financial services professional with over two decades of diversified experience in commercial and retail banking, marketing, and product creation, as well as substantial experience managing B2B payments. Product manager with a proven track record of success in ensuring adequate completion of assigned tasks, attending to business as well as customer needs, and resolving assignments in a cost-effective and time-efficient manner. Strong experience integrating Fintech and banks, as well as demonstrated expertise in instilling the practice of innovation and implementing it in real-world scenarios on a consistent basis. Possesses strong conflict resolution skills utilized to deliver innovative solutions to all escalated issues while achieving the best possible outcomes for customers and employers. With a strong sense of current trends and practices, eager to master new challenges and contribute to the future success of the product management and banking industry.

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Work Background

MoniteProduct Director @ Monite

Jan. 2024Charlotte MetroAs the Product Lead, I'm driven by streamlining workflows, boosting efficiency, and empowering businesses across Europe and the US with cutting-edge AP/AR solutions. Leading a dedicated team, I embrace uncovering client pain points and building solutions that unlock real value. I'm constantly exploring the latest technologies and automation strategies to push the boundaries of what's possible in the industry. If you're a problem-solver who thrives in a fast-paced environment and shares my passion for innovation, keep your eyes peeled for exciting opportunities at Monite!

WeSignatureProduct Advisor to CEO

Jan. 2024Charlotte MetroAs a Product Advisor at WeSignature, I lead product strategy and development in the dynamic landscape of digital signatures and payments. Collaborating closely with our team, I leverage my expertise to shape our product lifecycle effectively. Our mission is to revolutionize digital signatures and streamline payments, empowering individuals and businesses with seamless, secure, and efficient solutions. My role involves conducting comprehensive market research, analyzing customer feedback, and monitoring industry trends to identify opportunities for product enhancement. Working with cross-functional teams, I prioritize features, define roadmaps, and ensure alignment with company goals, bridging the gap between technological innovation and customer needs. I am deeply passionate about driving product innovation and exceeding customer expectations in the realm of digital signatures and payments. Joining WeSignature means being part of a team dedicated to shaping the future of digital transactions.

BriqDirector of Product Management

Jun. 2022 - Jan. 2024Charlotte MetroExperienced managing director fully accountable for executing and leading the product direction for fintech offerings, including Neo banking payment offerings, Accounts Payable automation, and real time Credit Card reconciliation. In charge of the full product lifecycle, from determining the customers’ needs to helping the business respond to those needs by building the right products, translating strategy into a product roadmap, and providing expert support in selling the products. Employs strong product management experience and implements a functional market strategy to support the company’s mission and vision. Coordinates and leads talented teams such as sales, marketing, and customer service, propelling them to deliver results. Proactively identifies new opportunities by conducting a careful customer insight analysis and competitive research as well as by following industry trends. Able to quickly analyze and prioritize critical initiatives to determine the most optimal solutions. Proven ability to attain set goals and deliver clear and measurable outcomes with a results-driven mindset • Regularly ensures the alignment of the company’s strategy and goals with its products through careful and constant evaluation of results. • Demonstrates deep understanding of AP, ERP systems and processes, and employs rich experience in leading product growth in B2B SaaS companies. • Trains and mentors future product managers by sharing knowledge gained from profound personal experience

AvidXchange, Inc.Director of Product Management

Jan. 2018 - Jun. 2022Charlotte MetroDedicated product management director with an impressive track record of establishing and facilitating Bank Channel revenue growth initiatives while coordinating product management operations. Displaying an exceptional ability to establish strong and professional relationships with customers and colleagues while providing high-quality and spotless results. In charge of responsibly planning and executing the entire business lifecycle, prioritizing product requirements, and collaborating with other departments to ensure compliance with financial and consumer satisfaction goals. Exhibiting a capacity for collaboration with coworkers and making sound judgment calls in order to accomplish goals and improve overall performance. Enforcing adherence to strict standards and deadlines to provide timely completion of all tasks. • Increasing service availability and optimizing product integration across three of the industry's largest partner banks • Demonstrating extensive knowledge and comprehension of banking and business development for commercial banking industry verticals • Managing and streamlining the successful completion of numerous integration projects involving partner banks, card issuers, and technology solution providers

Jack Henry & AssociatesIndependent Consultant: Product Execution Lead

Jan. 2016 - Dec. 2017Charlotte, North Carolina AreaResults-oriented independent consultant with extensive experience and in-depth knowledge of banking, finance, and marketing processes combined with expertise and success in planning and coordinating multiple customer onsite sessions. Accountable for diligently completing all tasks and projects, concurrently coordinating, and ensuring revenue growth optimization while delivering investments. Exhibited a superior customer-service orientation, as well as active listening, patience, mediation, and facilitation skills. • Responsible for an investment of $8m and the creation of a new treasury and payments platform • Recognized for exceptional work in exceeding sales expectations by more than 150% and accelerating product delivery rate within three months • Developed and maintained a friendly yet professional rapport with 25-member internal and external teams

LPL FinancialVP: Procurement Manager

Jan. 2013 - Dec. 2015Charlotte, North Carolina AreaProcurement operations manager in charge of standardizing the auditable process for managing over $400m in annual addressable spend. Assumed responsibility for implementing a no-pay policy to certify authorization for purchasing authorizations and designing an enterprise vendor management program. Demonstrated ability to prioritize in high-pressure, fast-paced environments, simultaneously remaining pragmatic and highly focused on the execution of daily operations. • Oversaw numerous vendor relationships, including a $300k per-year corporate travel function • Consolidated over $50m in shadow IT and used the funds to further reduce expenses • Insourced vendor risk management function to ensure process control and workflow security across more than 200 relationships • SAP/Ariba Conference speaker 2015 & 2016

Bank of AmericaVP: Program Manager

Jan. 2012 - Dec. 2013Charlotte MetroResults-driven program manager responsible for developing and managing project plans, as well as reducing expenses and risks through program management initiatives that resulted in a $10m annual cost savings. Responsible for ensuring the project's successful implementation by liaising with development, business, marketing, and sales teams. Demonstrated the ability to handle crises and lead a team in the right direction. • Consistently met the over 90% lead time adherence goal by executing and delivering projects on time • Addressed and resolved 20 operational audit issues by minimizing the risk of regulatory fines and reputational damage • Communicated project risks and issues to appropriate stakeholders and escalated as necessary in accordance with the project's escalation process

Bank of AmericaVP: Senior Process Design Manager

Jan. 2007 - Dec. 2011Senior process design manager with extensive experience in managing an organization's business operations and developing as well as implementing effective business strategies and programs. Proven expertise in managing the successful delivery of a $200m process and technology portfolio by identifying and addressing opportunities and risks. Ensured superior customer service and streamlined administrative processes while providing visionary leadership, establishing strategic direction, and leading long-range planning in collaboration with cross-functional teams to achieve the best possible outcomes. • Increased service efficiency through standardizing the execution model for over 30 in-flight audit remediation projects • Exceeded financial variance to achieve the end-of-year portfolio goal within 4% of the target

Bank of AmericaVP: Product Manager

Jan. 2004 - Dec. 2007A well-organized product manager focused on developing superior strategies for managing and executing numerous projects, resulting in the launch of a $100m commercial treasury management online portal. Utilized a diverse set of skills to conduct business development, recommend and implement action plans, interdepartmental coordination, communication, and plan schedules. • Launched innovations by coordinating resource and technology management, resulting in over $5m in operational cost savings • Delivered initiatives aimed to save over $10m in investment expenses associated with platform migrations by managing and completing multiple six sigma projects