Business Development Real Estate

MOHNISH MOHANTY

San Francisco, CA *******.*******@*****.*** 609-***-****

PROFESSIONAL EXPERIENCE

INTELIZEN San Francisco, CA 2023 – Present

Founder & CEO

• Spearheaded the launch of Intelizen, an enterprise software company driving the future of contracts with AI

• Defined company vision, strategy, and KPIs, leading a team of 6 employees to achieve company goals

• Headed the build of the Intelizen core product, using generative AI to automate and manage the contract lifecycle – from negotiating, enforcing contract compliance with B2B payments, and managing business workflow automation in the enterprise

• Directed and hired all aspects of the business, including product, engineering, and business development CARTA San Francisco, CA 2021 – 2023

Head of Product - Core Captable Products (B2B) Head of Product - Consumer (B2B2C)

• Oversaw Captable product line for SMB, Mid-Market, and Enterprise customers (B2B), reducing churn by 3% and improving Net Dollar Retention by 5%

• Led corp-wide strategy to reduce customer churn, onboarding time to value, and increase go-live rates

• Drove $5M+ ARR in upgrades to paid plans for Carta’s freemium offering, Launch

• Managed roadmap investments, deleveraging 50% engineering capacity and reducing $100K+ OpEx

• Headed the Consumer Experiences group, overseeing product vision and strategy for employee experience

• Revamped customer onboarding, improving conversion by 12%, and north star metric by 5%

• Built staff tools to improve operational efficiency - reduced resolution time by 3.2 days and bugs by 25%

• Directed strategy for Options Exercising, reducing exercise completion time by 50% in 3Q

• Created post-merger integration frameworks and ran product due diligence for international M&A deals, ZenEquity (India) and Capdesk (UK)

• Hired and managed high performing Lead product managers (managers), and senior product managers (ICs) EXTEND San Francisco, CA 2019 – 2021

Director, Product Management – Consumer Products

• Headed the Consumer Platform - Omnichannel Claims, Customer App, Ops Tools, and Fraud Detection

• Built the protection plan industry’s first AI-powered claims engine - 95% of claims volume, fulfilling 57% of approved claims autonomously. Defending a 4.8-star CSAT score

• Steered research, strategy and execution for a new Customers App for a 500K+ user base growing 9% weekly

• Managed 3 product teams to take Shopify, Magento and Salesforce apps to market, unlocking enterprise customers ($500M+ warrantable GMV)

• Orchestrated merchant integration processes across cross-functional teams. Helped create, hire and train for a key company function, Customer Success

• Hired, managed, and coached high performing senior product managers and product managers. Stood up product discipline and processes as company scaled from from 8 to 500 employees DOCUSIGN San Francisco, CA Seattle, WA 2016 – 2019 Senior Manager, Product Management – Core eSignature Product

• Owned the product vision and roadmap for the “Sending Experience” - 18 engineers, 3 designers, and 2 PMs

• Led execution for the next generation DocuSign sending experience, an app modernization initiative migrating all SMB to Enterprise accounts, increasing NPS by 15 points and system performance by 18%

• Launched a strategic redlining feature for the Real Estate business and built in-product adoption tools to achieve 14%+ customer adoption in two quarters. This feature also directly led to the largest deal in the Real Estate vertical

• Built the business case and the eWitness product to grow DocuSign’s revenue in EMEA, unlocked 8-figure ACV in sales

• Owned the product vision and roadmap for the “Signing Experience” - 12 engineers and 2 designers, 1 PM 1

MOHNISH MOHANTY

San Francisco, CA *******.*******@*****.*** 609-***-****

• Launched and rolled out a new platform version which increased successful transactions rate by 3% across the signing user base

• Managed relationships with strategic enterprise customers and recognized in the product org for being top of class for customer engagement

• Built DocuSign Payments on native Mobile apps (iOS and Android) DELOITTE San Francisco, CA 2014 – 2016

Management Consultant – Product, Sales Operations, CRM Strategy

• Team Lead for implementing a Products Repackaging Strategy forecasted to result in 20% growth ($100M increase in ACV) in Y3

• Teamed with Product, Sales, Marketing, and IT to launch new SKUs, rules, and configurations in CPQ systems

• Led the definition, prioritization, and execution of a CRM/Sales Quoting product – worked with 20+ business and technical stakeholders, using agile development practices

• Managed team of 5 analysts and developers (2 onshore, 3 offshore)

• Created a multi-channel support process for 2000 Sales representatives for post-launch issues ACCENTURE New York, NY London, UK 2013 – 2014

Senior Analyst, SaaS Consultant – Top 5 Pharma

• Led Integration team of 2 analysts, and 6 engineers for a global CRM implementation for 3 markets (France, Canada, Italy)

• Managed the system development life cycle for the build of 20+ APIs, from design to launch in 5 months

• Created external partnerships (open innovation) strategy and processes for pharma companies to partner with university researchers and startups

BECTON, DICKINSON & COMPANY (BD) Franklin Lakes, NJ 2011 – 2013 Leadership Program Associate

• Captured voice of customer, requirements, and analyzed sales pain points of the largest grossing business unit

• Implemented BD’s first cloud transformation project, migrating CRM from LotusNotes to Veeva

• Created a homegrown time and project management product for 1500+ employees/consultants for a global ERP implementation, leading vendors and consultants to deliver under budget SKILLS

Products: OpenAI Amazon SageMaker GCP AutoML DocuSign Commerce Cloud Magento Shopify JIRA Salesforce Apttus Veeva MuleSoft SQL Looker MixPanel Amplitude Office Suite Business: AI Strategy Product Strategy Long Range Planning Pricing and Packaging M&A Vendor Management Sales Business Development Product Marketing Customer Service UX Customer Journey General/Interests: Coaching and Mentoring Storytelling Traveling Exploring great food Advising startups RECOGNITION

• Extend Hackathon Winner for most forward-thinking and innovative product - Claims Conversational IVR as a service (for merchants)

• Extend Machine Learning model to predict claims rates and loss ratios for products

• DocuSign Hackathon Winner for best product enhancement (DocuDraw – unlocked usage expansion in Insurance/Healthcare/Telecom)

• Received 5 awards for strong engagement performance at Deloitte

• Recognized by Deloitte global partners for creating high impact value and building client trust

• Awarded Most Valuable Player in the client account (Top 5 Pharma) in Accenture

• Received the SOAR Award for implementing the first cloud-based CRM product (Veeva) in BD EDUCATION

PURDUE UNIVERSITY West Lafayette, IN

Bachelor of Science in Electrical Engineering

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