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Work Background
Principal Product Management and Marketing Consultant
Product Marketing TriagePrincipal Product Management and Marketing Consultant
Mar. 2020Phoenix, Arizona, United StatesPrincipal at Product Marketing Triage - diagnose and treat product, marketing, and customer sat erosion.
Product Manager
FullbayProduct Manager
Aug. 2022 - Jan. 2023Phoenix, Arizona, United StatesProduct Leader over Dev and QA team of 10 rockstars (7 Developers and 3 QA) Focused on core product and multiple strategic projects.
Product Owner
Kryterion, Inc.Product Owner
Nov. 2020 - Apr. 2021Tempe, Arizona, United StatesKryterion, Inc. offers professional associations and businesses a flexible, affordable, and easy-to-use software solution for developing and delivering exams. Our industry-leading Webassessor™ platform empowers both clients and test-takers with a solution that simplifies and automates test scheduling, registration, payment, grading, reporting, and item editing. Our solutions include a SaaS platform for item banking, exam management, candidate management, test center delivery, online proctoring, authentication, security, real-time development, psychometric services, and professional services. Primary Responsibility - Continuously engaged with Sales and Client Success Services on the direction of the product as well as maintaining the integrity of its current functionality - Fully understand the capabilities of the application and how each available role would be relying on various functionalities - Create and Maintain the Product Backlog in JIRA. - Prioritize and sequence the Product Backlog according to business value and Level of Effort and Executive approval. - Advise the Executive Team on how to balance and successfully negotiate competing interests between clients, new development, technical debt, and the needs of all departments. - Assists with the elaboration of Epics, Themes, and Features into user stories that are granular enough to be achieved in a single sprint. - Conveys the Vision and Goals at the beginning of every Release and Sprint. - Represents, interfaces, and engages Clients. - Maintain constant communication with the business of sprint progress and any impediments that may require their input. - Inspects the product progress at the end of every Sprint and has complete authority to accept or reject work done. - Triage, analyze and refine all issues submitted by the business or clients before transitioning them to the Application Support Team. - Partner with Application Support on the implementation of any change requests needed.
Senior Product Manager
Cubex LLCSenior Product Manager
Jul. 2018 - Mar. 2020Phoenix, Arizona AreaAs a Senior Product Manager, I served as a hybrid Sr Product Manager - Product Owner and managed the resource allocation, prioritization, and roadmap for several CUBEX product lines. As a Senior Member of the Product Team, I mentored and liaised with Executive Management, Sales, Marketing, Development, Operations, and Support to drive and maintain customer-driven products. • Manage and establish standard operations procedures for Vet Integrations Channel which includes over 50 strategic development and integration partners that drive or influence 85% of all product sold at CUBEX • Product Owner for Integrations, QBuy, AutoPMP, CSOS, SAS-Dental • Drive and Launch leading-edge products such as QBuy and Auto PMP • Attend and direct daily stand-ups with Development • Represent CUBEX at industry tradeshows and panels • Key influencer in building Product Management strategy and standards • Contribute to the overall corporate near-term and long-term roadmaps based on changing market demands
Chief Operating Officer and Sr Product Officer
SelfStorageAuction.comChief Operating Officer and Sr Product Officer
Feb. 2017 - Apr. 2018Phoenix, Arizona AreaAs Chief Operating Officer and Senior Product Officer, I provided the leadership, management, and vision to support a rapidly expanding Online Auction product, SelfStorageAuction.com. I was responsible for the entire product life cycle, marketing, operational controls, administrative and reporting procedures to effectively grow the organization and ensure financial strength and operating efficiency. Responsible for product management, development, human resources, finance, accounting, sales, marketing, customer service, compliance, information technology, and web site development. • Chief Product Owner • Chief Customer Advocate • Named 2018 Best of Business by industry • Elevated the company from #9 to #2 Self Storage Auction Company in 10 months • Mentored and trained team • Created and drove departmental adherence to annual budgets. Continually sought ways to optimize operational processes and drive revenues, while reducing expenses. • Fostered a success-oriented, accountable environment within the company.
VP of Product Management & Marketing
OpenTech Alliance, Inc.VP of Product Management & Marketing
Oct. 2015 - Mar. 2017Phoenix, Arizona AreaVice President Product Management and Marketing Product Management Responsibilities: Setting and managing the strategic direction and growth of OpenTech Alliance product lines. Established and lead a product management team of five. Collaborated with division heads, internal stakeholders, customers and industry leaders to evaluate trends and identify strategic product vision that drives company growth and operational excellence. Work in close collaboration with the development, support, marketing and sales teams design and layout of both software and hardware products including next generation of self-service rental and payment kiosks. Part of the M&A analysis team. Responsible for on-boarding and relaunch of two acquisitions. Marketing Responsibilities: Set the Strategic Marketing vision and definition of roles and responsibilities of a team of 4 charged with outbound marketing, lead generation and product evangelism. Define Community and Social Media, AdWords and SEO strategy for a product suite of both B2B and B2C (950K bidder base) products. Responsible for a product suite of solutions designed to drive profitability for storage facility managers and owners that include: Self-Service Kiosks, Call Center Software, Pay-by-phone solution, Collection Management, Online Rental and Payment Platform, Operational Management Solution, Online Auction Platform, Online Live Chat Results: • Architect of OpenTech’s Strategic Vision, Product Roadmaps and Strategic Marketing Plans • Established and staffed new Product Management Department • Mentored and guide the development of new Product Team as well as establish close working relationship with Development Team. • Reorganized Marketing team and refocused efforts in re-engagement with 950K bidder base • Established Storage Auction Bidder Counsel to contribute to the product vision and roadmap for industry leading Storage Auction site
Senior Product Manager - Contract
Apollo Education GroupSenior Product Manager - Contract
Nov. 2014 - Sep. 2015Phoenix, Arizona AreaSr. Product Manager - Learning Platform Organization Contracted through Insight Global Contract completed 09/30/2015 Key Projects: • University of Phoenix Tablet • Self Service - Application Center Senior Product Leader responsible for strategic direction, product roadmap, prioritization, requirements definition and cross-functional team collaboration. Cross-functional team included Business Stakeholders/ Partners, Development, Architecture, UX, QA, Analytics, and Tech Support. Daily responsibility include contribution to day stand-up meetings. Lead weekly requirements grooming sessions. Results: • Launched University of Phoenix Tablet Classroom iPad App ($6 million project) • Managed and mentored two junior product manager contractors • Established new product management best practices and standards currently used throughout Apollo Group • Key member of cross-function team tasked with evaluating breakdowns in collaboration and identify inefficiencies in the product lifecycle (SDLC)
Product Manager  – Workflow Solutions
CCH, a Wolters Kluwer businessProduct Manager – Workflow Solutions
May. 2009 - May. 2012CCH serves as a strategic partner to professionals by providing innovative, integrated and customer-focused solutions supporting the workflow of CPAs, corporate tax and accounting departments, tax attorneys and auditors to enhance productivity and profitability. Our customers include small, medium and large accounting firms, and corporate tax and auditing departments, and our award-winning solutions serve as the foundation of professionals' workflows and services. Product Manager – Workflow Solutions Responsible for managing the strategic product, marketing, planning, roadmaps and lifecycles of $42M product portfolio, ProSystem fx Suite - Workflow Solutions (on-premise and SaaS platforms) ProSystem fx Suite – Workflow solution set, Document, Portal, Practice Management, & Workflow / CCH Site Builder / CCH KnowedgeConnect Responsible for definition and execution of strategic marketing and product plans for each product line based on customer needs and market demand. Key product leader guiding multiple cross-functional teams through the successfully launches of new product offerings as well as re-launching two declining product lines. Key contributor an advisor to CCH Executive Staff during the complete re-organization of the CCH Product Management team. Redefining the roles and responsibilities of he Product Management organization aligning them to the Pragmatic Marketing Framework, by market segment, and solution sets. Results: • Launched one of the most successful product lines in CCH history, ProSystem fx Portal, growing revenue to over $4 million and 1800 customers. • Successfully salvaged and launched CCH Site Builder v2, reversing declining customer retention rate of 87% to over 98% representing over $3.5 million in renewal revenue. • Key contributor to the organizational implementation of the Pragmatic Marketing framework with the goal of transforming a primarily sales driving organization to becoming more market focused.
Business Development Manager - Seasoned Product Management Professional and Pragmatic Evangelist
Pragmatic MarketingBusiness Development Manager - Seasoned Product Management Professional and Pragmatic Evangelist
Mar. 2005 - Dec. 2008Results: • Exceeded sales quota by 143% year over year, 3 years running • Increased revenue growth by 11% in the public seminar training business unit for 2008 • Maintained business unit’s customer satisfaction of 90% • Achieved and maintained annual revenue growth of 20%, 3 years running Recruited by the founder and CEO because of extensive background in Product Management and Product Marketing, took on the role of Business Development Manager to increase market penetration and grow revenue. This role required the unique ability to articulate value of adopting a market-driven model for managing and marketing technology products. Demonstrated understanding of customer needs and matched them to the appropriate Pragmatic Marketing solutions. Prepared and delivered ROI justification for training initiatives to customer Senior Executives. Proactively armed and prepared internal champions to gain budgetary approval and carry the banner for change. • Analyzed and reacted to market trends to gain new customer acquisitions • Developed and maintained long term account relationships by acting as the primary trusted advisor • Monitored and analyzed trends and buying cycles to facilitate the buying process. • Customer buying cycle expert • Served as the customer’s primary advocate during the entire lifespan of the relationship • Identified and researched new market and partnership opportunities • Served as solutions expert for customer Executives and internal champions • Facilitated complex contract negotiations with Fortune 1000 customers
Product Marketing Manager
PatchLinkProduct Marketing Manager
Apr. 2004 - Mar. 2005Product Marketing Manager Results: • Built new product line revenue pipeline to over $1M in one quarter • Executed OEM Update pilot program with IBM, representing revenue of $500K annually • Built OEM Update service program from the ground up sales tools and collateral • Negotiated complex OEM agreements with Fortune 500 accounts Led the product strategy team responsible for strategic direction of a leading security patch management software solution. Played a key leadership role in introducing PatchLink to the Pragmatic Marketing Framework. Introduced a proven product management methodology that helped PatchLink redefine product and market strategy to reconnect with their market and expand into new markets. Established corporate standards for Market Analysis and Market Requirements definition. Initiated plans to guide PatchLink down the path becoming a more market-driven organization reversing declining market share and revitalization product portfolio. • Lead cross-functional strategy and planning team • Drove product and program enhancements to increase product performance and sales • Evangelized the new product management process • Educated and positioned products throughout the company, industry and customer base • Drove product and program enhancements to increase product performance and sales • Collected and acted upon market intelligence, including market share, competitive intelligence, analyst reports and secondary market characteristics • Created and executed overall marketing strategies and programs, including direct mail, direct email, events, tradeshows and advertising • Win/Loss analysis • In-house market expert and key product evangelist
Product Manager - Sage / SalesLogix / Interact Commerce
Sage SoftwareProduct Manager - Sage / SalesLogix / Interact Commerce
Sep. 2000 - Mar. 2004Product Manager – SalesLogix 2000 – 2004 Product Manager charged with product line direction, requirements definition, backlog management, and product roadmap. I lead the product launch teams, and evangelized the product internally as well as at industry trade shows. As Product Manager I worked with all areas of the company including development, tech pubs, QA, marketing, sales, and the executive team. I was a product champion with sales channel, channel partners, analysts, and industry events. Key Activities: • Performed Market Competitive Analysis and Research • Created Market Segmentation and Identified Target Markets • Evangelized new Product Vision • Developed Market Requirements for Simplified Installs SalesLogix • Organized and managed cross-functional Feature Teams • Conducted many Customer and Partner interviews for requirements gathering
Technical Consultant
CiberTechnical Consultant
Jan. 1998 - Dec. 2000

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