SURJEET DHILLON
Product Manager Agile Leadership Business Strategy Tech Innovation Data Analytics
************@*****.*** linkedin.com Dallas TX 201-***-****
Dynamic and results-oriented Product Manager with extensive experience driving data and digital transformation across various domains. Proven track record of delivering scalable products and data-driven solutions through agile methodologies and cross-functional leadership.
Expert in defining product vision, roadmaps, and go-to-market strategies informed by deep customer insights, financial modeling, and analytics. Adept at building and leading high-performing teams, enabling organizational change, and aligning product outcomes with business goals.
Specialized in Data Product Management, leveraging AI/ML, cloud platforms, and robust governance frameworks to enable intelligent decision-making. Skilled in stakeholder communication, executive reporting, and end-to-end product lifecycle management.
CORE COMPETENCIES
●Product Strategy & Vision
●Data & Analytics Products
●Agile / Scrum / SAFe Leadership
●Executive Stakeholder Engagement
●Go-To-Market Planning
●KPI & Performance Monitoring
●Salesforce & CLM Platforms
●API Product Management
●UX Collaboration
●Financial Modeling & ROI Analysis
●AI & Predictive Analytics
●Cross-functional Team Leadership
TECHNICAL PROFICIENCIES
●CRM/CLM Tools: Salesforce (Sales, Service, Marketing Cloud), Conga CLM, Apttus, MS Dynamics, DocuSign
●BI & Reporting Tools: Power BI, Tableau, SAP BO, SSRS, Cognos
●Data Platforms: Databricks, Teradata, Cassandra, SQL Server, Oracle, DB2
●AI Tools: ChatGPT, Microsoft Copilot, Databricks Intelligence Platform
●Project Tools: JIRA, Azure DevOps, Confluence, Miro, Rally, SharePoint
●ETL/Integration: Informatica, IBM OPTIM, Delphix
●Languages & Utilities: SQL, R Studio, Java, HPQC, SnagIt, Erwin, Beyond Compare
PROFESSIONAL SUMMARY
Resolution Life
Senior Product Manager
Remote June 2024 – Present
●Own end-to-end product lifecycle for API and data platform solutions, from ideation to release, aligning product vision with strategic business goals
●Enhanced data-driven decision-making by leveraging analytics and user testing to inform feature prioritization, improving delivery speed and user satisfaction
●Led KPI monitoring and performance analysis for API products, identifying actionable insights to enhance product effectiveness and adoption
●Spearheaded cross-functional initiatives to streamline API product delivery, enhance integration capabilities, and support enterprise data transformation
●Conducted analysis for development of AI products to address key market challenges to integrate AI functionalities into existing platforms, enhancing user engagement by 20%
●Partnered with Data Science and Engineering to develop an LLM-based agent assistant that cut agent handling time by 35% across life and annuity servicing calls
●Owned backlog and user stories for a predictive lapse risk model used in retention strategies, leading to a 10% improvement in persistency rates
●Analyzed policyholder datasets to identify key behavior patterns affecting premium payments and annuity withdrawals
●Led the launch of a retirement benefit explanation tool using fine-tuned LLMs that dynamically generate personalized annuity summaries for customers
Dave & Buster’s
Senior Data Product Owner
Coppell, TX July 2023 – Feb 2024
●Drove enterprise data strategy and AI product initiatives, enabling advanced analytics and operational intelligence across marketing, sales, and finance functions.
●Led implementation of Databricks Data Intelligence Platform, accelerating data ingestion, processing, and model deployment—resulting in a 20% increase in data-driven decision-making efficiency.
●Designed and launched AI-powered data products for market, weather, and traffic pattern analysis to optimize go-to-market strategies and regional campaign planning.
●Built and maintained real-time Power BI dashboards for executive visibility into performance metrics, enabling data-driven decisions by VPs and C-level leadership.
●Modernized data ecosystem by decommissioning legacy systems and migrating workflows into Salesforce Sales & Service Cloud, streamlining user experience and improving data accessibility.
●Orchestrated API integration initiatives to ensure seamless data exchange across platforms, supporting scalable and intelligent product infrastructure.
●Conducted stakeholder workshops to gather AI use case requirements, define KPIs, and lead feature iteration through user feedback loops and data experimentation.
●Provided Salesforce enablement and data literacy training to finance, accounting, and sales teams, increasing platform adoption and self-service analytics capabilities.
TJVR Inc (Client: Rexel)
Senior Product Consultant
Dallas, TX Aug 2022 – Jan 2023
●Spearheaded eCommerce transformation across six European markets (UK, France, Sweden, Netherlands, Norway, Austria), driving customer-centric innovation through seamless digital payments and localized feature rollouts.
●Led a cross-functional, 20-member global team including Product Owners, BAs, UX Architects, Designers, and Scrum Masters—delivering on-time, scalable solutions aligned with strategic KPIs.
●Delivered successful implementation of Google Pay, Apple Pay, and PayPal integrations, enhancing checkout conversion and real-time inventory sync across web and mobile platforms.
●Owned product roadmap and prioritized backlog items based on market needs, user analytics, and strategic business objectives.
●Collaborated across engineering, customer success, and product to iterate features and reduce cart abandonment by optimizing user journey and performance.
●Established performance monitoring and KPI dashboards to track the impact of product enhancements, feeding insights into quarterly OKRs and product planning.
●Conducted stakeholder and end-user workshops to validate features, gather feedback, and define success metrics across multilingual and multicultural markets.
●Championed agile delivery practices including sprint planning, release forecasting, and continuous delivery of high-value increments aligned with customer demand.
7-Eleven
Product Manager
Irving, TX June 2018 – Aug 2022
●Acted as Product Owner for multiple enterprise platforms including Salesforce CRM, Conga CLM, and a proprietary BPM system supporting Fuels Wholesale operations and nationwide retail inventory management.
●Led end-to-end product lifecycle across two major applications—owning backlog prioritization, stakeholder alignment, and iterative delivery in an Agile/Scrum environment.
●Drove successful migration of disparate datasets (Excel, legacy tools, third-party apps) into scalable Salesforce Sales, Service, Marketing Clouds and Conga CLM, significantly improving operational visibility and automation across departments.
●Managed over 3,000 user licenses and led onboarding and user training across Sales, Accounting, Contract Admin, and Credit teams—improving tool adoption and reducing support overhead.
●Partnered with executive stakeholders and cross-functional teams to define product vision, roadmap, and MVP scope aligned to long-term business goals and digital transformation strategy.
●Created and maintained user stories, acceptance criteria, and Epics in JIRA; collaborated with engineering and UX teams to deliver intuitive interfaces for mobile and desktop Salesforce applications.
●Defined and tracked KPIs across six global markets; created Power BI dashboards and custom Salesforce reports to surface real-time insights for senior leadership and regional teams.
●Led Agile ceremonies (sprint planning, demos, retrospectives, PI planning), defined release scope, and enforced MVP focus to accelerate time-to-value.
●Mentored offshore Scrum team and drove continuous improvements in story writing, slicing, and backlog grooming practices.
xTensegrity (Client: Vanguard)
Senior Product Owner
Malvern, PA July 2017 – June 2018
●Led enterprise-wide data governance and analytics initiatives to improve data quality, reduce compliance risks, and align with regulatory standards across multiple business units.
●Built and operationalized a comprehensive data governance framework—defining data ownership models, stewardship responsibilities, and standardized processes for data access, quality, and lineage.
●Partnered with stakeholders and engineering teams to develop scalable data quality monitoring pipelines and integrate automated anomaly detection mechanisms across key systems.
●Defined product vision and roadmap for data platform enhancements, prioritizing features that delivered measurable value to compliance, analytics, and business intelligence teams.
●Spearheaded cross-functional collaboration between IT, infrastructure, and analytics teams to integrate Microsoft Dynamics CRM with enterprise tools such as Tableau, Outlook, SharePoint, and Exchange.
●Delivered proof-of-concepts (POCs) to demonstrate integrations and usability enhancements, increasing stakeholder engagement and accelerating platform adoption.
●Conducted business analysis to support project scoping, milestone planning, risk assessments, and stakeholder reporting—improving transparency and delivery confidence.
Express Scripts
Senior Business Analyst / Product Manager
Franklin Lakes, NJ Jan 2016 – June 2017
●Owned product strategy and execution for enterprise analytics and reporting solutions across healthcare and insurance verticals, driving key insights for operational efficiency and strategic decision-making.
●Partnered with business stakeholders to define product vision, roadmap, and KPIs for analytics products; translated requirements into actionable features and prioritized development in Agile sprints.
●Spearheaded the delivery of enterprise reporting using BusinessObjects and Teradata, building scalable data pipelines and ensuring high-performance data visualization tools for stakeholders.
●Defined and mapped complex data integrations, including source-to-target (STT) mappings and SQL-based data transformation logic to support advanced BI reporting and predictive analytics models.
●Managed enterprise data migration and storage transformation initiatives, supporting the upgrade of the Teradata environment and relocation to a new data center aligned with Big Data infrastructure.
●Served as liaison between technical teams and business users; drove stakeholder engagement through detailed reporting, executive presentations, and user training sessions.
●Created and maintained JIRA boards for backlog grooming, sprint tracking, and user story progress. Delivered traceability matrices to map business requirements to test coverage and ensure auditability.
●Delivered strategic impact by identifying $200K+ in annual savings through application retirements, optimizing legacy footprint and improving resource allocation.
TCS (Client: Cigna)
Senior Business Analyst
Bloomfield, CT June 2015 – Dec 2015
●Acted as the lead business analyst for Market Master, a web-based insurance intelligence platform enabling regulatory monitoring and market performance tracking across national carriers.
●Collaborated with cross-functional teams to elicit, document, and translate complex business needs into technical specifications, wireframes, and user stories using Agile and RUP methodologies.
●Partnered with ETL and application development teams to define robust data migration strategies, ensuring accurate integration and transformation of legacy data into scalable modern systems.
●Authored key artifacts including BRDs, FRDs, DFDs, and process workflows to support implementation of policy segmentation and regulatory compliance features.
●Conducted in-depth data analysis and root cause investigations using SQL and TOAD, resolving critical data quality issues and aligning datasets across business lines.
●Played a pivotal role in insurance and policy data modeling projects, streamlining segmentation and code management for Marine, Energy, and Reinsurance product lines.
●Participated in Agile ceremonies including daily stand-ups, backlog grooming, sprint planning, and retrospectives to ensure timely delivery of high-value product features.
Express Scripts
Business Analyst
Franklin Lakes, NJ Feb 2014 – June 2015
●Defined and managed product features for Big Data, Data Visualization, and Predictive Analytics initiatives, aligning data-driven solutions with business strategy and operational goals in the healthcare sector.
●Managed product backlog and prioritized development of key features based on stakeholder input, market analysis, and evolving business needs, ensuring continuous product optimization.
●Authored comprehensive user stories, acceptance criteria, and product documentation to ensure alignment across technical teams, product owners, and business stakeholders.
●Led the delivery of advanced BI reporting using BusinessObjects, providing real-time insights on prescription data, patient trends, and operational performance.
●Collaborated with business intelligence teams to design and deploy custom reports, increasing transparency and enabling data-driven decisions at the executive level.
●Managed SQL-based data extraction and transformation processes, ensuring accurate and timely data flow to analytics teams for reporting and forecasting.
●Delivered critical UAT support, leading testing phases and ensuring that all user stories and data outputs were in line with business requirements before final implementation.
●Enhanced product development cycles by contributing to Agile ceremonies such as Backlog Grooming, Sprint Planning, and Daily Standups.
Merck Pharmaceuticals
Business Data Analyst
Summit, NJ Jan 2012 – Feb 2014
●Created Data flow diagrams, wrote functional specifications for upgrades or system changes during each production cycle
●Participated in requirements gathering sessions to refine prototypes, prioritize use cases
●Monitor progress of development and QA teams
●Documented Use Cases and Use Case Models and maintained history of requirements
●Prepared test data for the test cases - Evaluated test results and prepared test summary reports
●Identification and analysis of objects and underlying tables, facilitating the Solution Design for data archival from the data warehouse
CERTIFICATIONS & TRAINING
●Certified Scrum Product Owner (CSPO) – Scrum Alliance
Issued: August 2018 – Expires: September 2026
●Generative AI Learning - Google
Issued: January 2025
EDUCATION
●Bachelors - Business Management
●Masters - Business Management