Product Owner Manager

BHARGAVI (BHA) KATARI

************@*****.*** 954-***-**** US Citizen Linkedin

Strategic product manager with 6 years of product experience and 13+ years in technology, specializing in digital platforms, CRMs, payments, and customer workflows.Strong track record of delivering product features through a data-driven approach and exceptional cross-functional collaboration. Known for crafting strategies that align with product vision, delivering tailored solutions and process improvement initiatives. Proven impact on business outcomes, launching products that have contributed to $5M+ in total revenue growth.

SUMMARY

Product Owner, Salesforce Sep 2024 - April 2025

EverBright Solar Financing (B2B finance)

Led cross functional product teams and worked with business users to uncover their priorities in Everbright B2B2C Solar Financing startup company that partners with Installers in servicing Homeowners for Solar product offerings.

•Product Strategy : Led roadmap and execution of Sales, Risk & Marketing applications for Solar financing startup that contributed positively for Revenue generation & increase in user adoption quarterly with Salesforce platform.

•Customer Centricity : Enhanced user engagement and customer satisfaction by 22% in solar product offerings by embedding user-centric approach for Salesforce deliverables, optimizing system functionality to meet the specific needs of solar installers and homeowners.

•Stakeholder Communication & Product Deliverables :Managed a 4 person team, translated business needs into actionable features and launched high-quality product releases to identify lead generation, Risk evaluation & cross-selling with partners, in order to achieve a projected CAGR by $1.3M saving 4400 manual hours per year.

Salesforce Product Owner Jun 2023 - May 2024

Mutual of America Financial Services (B2C finance)

Life insurance company with various retirement plans at sponsor and participant-level, annuities. Prioritized the needs of business users by understanding the objectives & Roadmapped according to resource bandwidth and feature value.

•Team Leadership: Managed a team of 5 -7 engineers defining high-level business objectives & enhanced Integration of Omni Platform to SF, (a FIS finance platform), ensuring high quality migration release, that improved product reliability by 12%. Engage with executive leadership in dialogue regarding product vision and business enablement.

•Roadmap Strategy : Drove the implementation of the Product Roadmap, collaborating with distributed teams & customers to identify & deliver high value features, leading to a 8% increase in customer satisfaction.

•Enhanced Integration of Omni Platform to Salesforce : Developed validation plans for Migration of OMNI financial platform data, streamlining automation of Salesforce Workflow processes, platform migration/integration work within Salesforce resulting in increase in operational performance that aligns with technical feasibility, assess dependencies, and manage risks.

•Customer Centricity: Improved user engagement significantly across product offerings and stabilized 42% of the user interface in order to effectively do their jobs.

SAFe Product Owner

Draiver (B2B logistics / services) Sep 2022 – Mar 2023 Built a roadmap for mobile platform redesign, transforming verification and registration journeys and reducing support hours for a Mobile Driver App in the Transportation & Logistics industry.

•Business-Focused: led the product strategy to enhance registration app with near real-time verification, cutting duplicate registrations by nearly 50%, improving delivery times to under 2 days from 5 days, and reducing support load from 380 to 170 hours a week.

•Technology-Driven: Translated business goals into functional strategies and tactical user stories for the development team, revamping the Mobile App’s registration and verification features.

Deep understanding of end-to-end platforms and how changes impact the product features.

•User Experience: Advocated for a seamless user experience by empathizing with users and understanding the entire app journey, from registration to trip pickup and drop-off.

Validated solutions through user research, testing, and prototyping with stakeholders.

•Collaboration & Innovation:Re-engineered the registration app for the Brazil marketplace in a greenfield environment, aligning with stakeholders and redesigning from the ground up.

Agile Product Owner

Parcelshield Holdings (Logistics /svcs) Aug 21 – Aug 22

●Product Execution: Led the product execution and launched new communication features with real-time updates for our end users with Twilio( automation and analytics), to predict weather and carrier delays that led to a 13% reduction in interactions with courier carriers and transportation vendors from 2 weeks to less than 4 days time.

●Customer Insights & Product Vision : Aligned with product vision by identifying customer and operational needs within the portfolio; removing barriers that impact performance; providing resources; identifying performance standards; measuring progress; and developing contingency plans.

SAFe Product Owner

Thermofisher Scientific (Biotech) Feb 21 – Jul 21

Represented the voice of the customer at the product level, maintaining and prioritizing the product backlog to ensure maximum business value and the delivery of critical functionality for BioTechnology company.

•Product Execution: Managed the product backlog, defined user stories and acceptance criteria.

Worked with UI/UX designers using FIGMA to visualize future states to deliver high-quality checkout features and improvements.

•Implementation and Support: Drove new feature implementation with minimal disruption, providing support and training to internal users.

Troubleshoot and resolved issues related to Sales/Marketing, coordinating with IT and vendors as needed

•Stakeholder Engagement: Collaborated with stakeholders to gather and prioritize requirements, served as the primary point of contact for product-related inquiries and gather feedback.

Salesforce Product Owner

ISC2 (B2C Education) Jan 19 – Nov 20

Translated the high-level strategy and product direction into features, epics for Cyber Security Certification & Course Subscription company by involving in product design efforts & actively mitigated risks as the design emerged.

•Product Execution: Collaborated with the product team to review scope, functional design, and requirements, aligning with the sales enablement program.Balanced technical and team agility to build sustainable solutions.

•Process Optimization & Enhancement: Refined business processes for subscription fees and renewal certifications through Order Management Platforms.

Enhanced subscription management and optimized sales order creation, fulfillment, and payment processes (PayPal, Visa) with cross-functional teams.

•Prioritization & Stakeholder Engagement: Streamlined product priorities, escalating critical issues to the product backlog for timely resolution.

Secured approvals from regional directors, supporting change management and prioritization efforts.

Scrum Master / Business Analyst Roles

Various Companies including Lennar Corp, Genesco, Kaiser Permanente, IBM/Xcel Energy 2011 – 2018

●Facilitated agile ceremonies, wrote user stories, managed backlogs, and worked closely with development teams and stakeholders.

●Led Salesforce CRM implementation to replace legacy customer management systems, streamlining workflows and enabling modern reporting and analytics.

●Oversaw greenfield Migration of Legacy Systems to IBM Websphere Integration platform for PNC bank,, launching critical product features and seamless integration of systems, backing up Historical data within 6 months.

●Collaborated with cross-functional tech teams to map and migrate client data from Oracle CRM into Salesforce, ensuring data integrity and stakeholder alignment for Lennar Corporation, sunsetting Legacy systems.

EDUCATION & CERTIFICATIONS

●M.S., Electronics & Computer Technology – Indiana State University (2010)

●B.S., Electronics & Communications – JNTU University (2009)

●Product Management Certification – Scaled Agile (SAFe POPM), 2024

TECHNICAL TOOLS & DOMAINS

●Product Tools: Jira, Confluence,Figma,Salesforce

●Domains: Financial Services, Lending, Servicing Domain, Logistics, Biotech, Education

●Preferred Systems: Loan Origination (familiarity), Omni Platform (FIS)

●Languages & APIs: familiarity with APIs, integration workflows, BI Reporting

INTERESTS Digital Transformation User Research Process Improvements Data-Driven Product Design

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