CAREER SUMMARY
A results-driven professional with over 15 years’ experience in financial and utility industries with expertise in product, pricing and marketing management. Experienced and confident in both start-up and global Fortune 500 size organizations. Highly focused on creating unique products that deliver an enjoyable customer experience.
AREAS OF EXPERTISE:
Strategic Planning and Analysis Lean/Agile Methodologies Metrics and Analysis Management
New Product Concepts and Launch B2B and B2C Growth Collaboration and Cross-functional Expertise
Subscription based Products Product Marketing User Engagement and Monetization
PROFESSIONAL EXPERIENCE:
CISCO, RALEIGH, NC
Program Manager (Contract position thru Dec 2015) 07/15 - Present
Responsible for aligning several business units to a common and adaptable set of capabilities that will accelerate Cisco's transition from a largely hardware B2E, B2B company to a XaaS, Cloud, Software B2E, B2B, B2C company
Manage the development of the ICE program through various stages of project life cycles
Work closely with Cisco teams to define project pain points, objectives, scope, outcomes, deliverables and costs
Keep team informed via project plans on tasks identified, completed and not completed
SAGEWORKS, RALEIGH, NC
Director of Product and Marketing Strategy – Innovation Labs 07/14-05/15
Responsible for driving major growth initiatives across the company by assessing new product ideas, current market opportunities, competitive landscape, market trends and customer insights
Delivered 4 SaaS products for CPA and banking segment, expected to add over $3MM in additional revenue for 2015
Helped establish the business value of Sageworks products, develop customer and product messaging and translate customer feedback into roadmap features
Created pricing and packaging differentiation which has helped our bank segment accelerate revenue by 10%
Advisor to product team mates on product features to build, design, value prop and go to market strategies
Project managed all new product features from initial planning to post launch which includes communicating milestones, deliverables, success metrics, budgets, resources and evaluating risks
MANTA MEDIA INC, COLUMBUS, OH 05/11-07/14
Product Manager – Product Innovation, Strategy and Subscription Products
Lead, managed and grew Manta’s subscription products, while identifying market opportunities, defining product vision and strategy for new and existing products
Part of a small cross-functional growth team at Manta that was focused on leading new product initiatives that helps grow new customers, engage existing customers and leverage data to develop marketing and product experiments
Helped deliver lean business cases on 10 product concepts and designed, tested and launched 2 new product ideas
Represented stakeholders’ interest in product results by maximizing ROI on each Sprint, working towards the highest business value and lowest cost items and keeping the product in line with customer needs
Responsible for growing Manta’s premium subscription product from 800 users to approximately 19,000 users while company revenues grew from $1.2MM to $10MM annually
Integrated the outbound call program and email welcome series campaign to help improve retention rate by 4.7%
Worked closely with user experience, project management, marketing and engineering in an agile environment to launch several features that helped engage and retain our paying customers
Successfully partnered with Yext, Web.com, American Express, and Dell helping Manta optimize sales, growth, market penetration and profitability
JPMORGAN CHASE, COLUMBUS, OH
VP - Product Manager – Consumer Deposit Products 04/10-05/11
Managed and developed the business vision for the Consumer Savings portfolio by defining requirements, product innovation and delivering scalable solutions to the 12MM users
Managed the consumer savings portfolio which consisted of $150B in balances and 12MM accounts
Lead the launch of an automatic savings program to over 12MM customers which changed customer behavior regarding savings and help grow the savings portfolio by $35MM annually
Lead the efforts of 4 consumer savings campaigns to over 5MM users through direct mail, ATM messaging, outbound calling and Chase regional offices, that generated over $250MM in additional revenue
Responsible for setting and communicating the consumer saving APY on a weekly basis
DIRECT ENERGY, DUBLIN, OH 10/06-04/10 Sr. Manager / Manager – Consumer Product, Pricing and Marketing
Lead the customer lifecycle which included phases from customer acquisition, conversion, retention and loyalty through Direct Mail, Telesales, Door to Door and Digital channels. Managed a team of Product Marketing Managers and Analysts
Developed and managed all acquisition and retention strategies along with a $4.5MM budget while aiming to deliver excellent customer experience, maximizing revenue and increasing customer lifetime value
Managed pricing and product development for a customer book of 550MM operating in 6 states and 20 natural gas and electric markets generating more than $500MM in revenue and $90MM in gross margin annually
Introduced and created the variable segmentation pricing product that generated overall $50MM in annual revenue
Developed and implemented 5 new product offers and market plans for natural gas and electricity supply based on customer preference, market competitiveness, changing environment and company profitability
Successfully entered 10 new electricity and natural gas markets, continued to monitor several deregulated markets for possible entry and maintained expertise in understanding utility tariff and billing methodologies for all markets
NATIONWIDE INSURANCE COMPANY, COLUMBUS, OH Product Implementation Manager – Consumer Property Product 09/05-10/06
Lead all project work plans, pricing, product design and requirements for new product implementations. Implemented segmentation profiling in 14 states that helped mitigate risk and generated over $100MM in revenue
Sr. Supply Analyst (Spherion Consultant 12/03-07/04) – IT and Telecom 12/03-09/05
Gathered, synthesized and analyzed data from disparate sources and systems in order to identify trends and evaluate supply chain performance from historical data, spend analysis and bench marking
MCI/WORLDCOM, HILLIARD, OH
Sr. Planning Engineer – Narrowband and Broadband Division 06/00-12/03
Designed, entered and engineered all level circuits while working with LEC, IXC’s, vendors and Engineers to assist in the testing, implementation and turn-up of Voice, data, Frame, ATM, 800, 56K-OC192 circuits
VOLUNTEER WORK
FARMERS FOODSHARE, RALEIGH, NC
Board Director – Finance Committee 04/15-Present
A non-profit organization where we help connect farmers who grow food to people who need food within North Carolina
Responsible for determining policies and direction of the organization for continued growth and awareness
Help organization with fundraising, oversight of day to day operations and strategic planning
EDUCATION:
Ohio University, Athens, Ohio
Masters of Science in Economics – June 2000 / Bachelor of Science in Mathematics – June 1998
Six Sigma Green Belt Certified – June 2008