SunShine L. Vann, CSM, CSPO
Hyattsville, MD
********.*.****@*****.***
Areas of Expertise:
● Certified Scrum Master● Certified Scrum Product Owner ● Enterprise Solutions Owner ● Salesforce/Salesforce Cloud● APIs ● User Experience and User Centered Design ● C-level Interface ● Client Engagement ● Business-to-Consumer/Business Product Development Professional Experience
The Hill Family of Madison, Wisconsin Properties Non-Profit Corporation Product Manager (Consultant)
Industry: Non-Profit
January 2019 – Present
•Manage the full lifecycle (ideation to GTM) and ongoing development of a proprietary CRM product used to manage client and vendor relationships.
•Define, groom and prioritize product backlog. Maintain feature roadmap and prioritized backlog with input from internal stakeholders.
• Write and create user stories and mapping.
•Participate in daily Scrum ceremonies. Collaborate with offshore Development Team.
•Track and define KPIs to monitor product success and performance.
•Conduct market research, internal client interviews, and data analysis to identify value-adds to improve the CRM tool.
•Create user stories for future product development. hCentive, Inc - Herndon, VA
Industry: Healthcare/HRIS
Product Manager (Client Engagement)
February 2018 – April 2018
• Managed the full product development lifecycle of a SaaS-based Health Insurance Exchange Platform, servicing Brokers and small- to mid-sized U.S. based Employers.
• Served as SME of existing client use cases. Conducted industry/market research, created client surveys and client focus groups.
• Conducted stakeholder interviews and group to define long-term product strategy, product improvements/enhancements, and new feature interest.
• Worked closely with Product team as well as cross-functional stakeholders to plan and drive an Agile roadmap.
• Defined, groomed, and prioritized User Stories and product backlog.
•Oversaw, created (JIRA) and delivered product requirement documents based on UI and functionality improvements.
• Collaborated with onshore and offshore Development Team and Business Analysts to define team goals and assure they aligned with company strategy.
• Data Analytics: Investigated, vetted, and coordinated the integration of customer engagement software to simplify the user experience, track/analyze client usage, identify upsell opportunities, and identify roadblocks a client may experience while navigating the product.
• Leveraged Salesforce and internal CRM tools to track Sales and Account Management engagement with clients. Utilized client feedback to identify focus group opportunities and data improvements. Tracked Sales team deal progress as well as wins/losses.
•Managed API Product roadmap and processes.
•Conducted User Analytics to identify product development opportunities.
• Wrote and created user stories and mapping.
RegEd, LLC - Morrisville, NC
Product Manager
Industry: Regulatory Compliance
November 2016- February 2017
• Drove the product development lifecycle of a SaaS-based compliance product (Advertising Review), which serviced FINRA registered Banks, Brokers, and other Retail Securities Sellers.
• Defined, groomed, and prioritized User Stories and product backlog.
• Identified user and market requirements (JIRA)for current and future product development via direct interaction with customers and other end-users of the product.
• Wrote and created user stories and mapping.
• Served as the primary resource for pricing recommendations, profit and market potential, new market opportunities, and buy/build partner activities. Utilized Salesforce to communicate/track communications with Sales team on product pricing, including SOWs and upsells.
• Worked closely with Development Team and Clients on web service integration/APIs based on unique client needs. Responsible for determining pricing strategy/model for API service.
• Developed go-to market plans for new product development, collaborating with various departments prior to execution.
• Supported sales engagements, including conducting product demonstrations and maintained/ developed sales tools to support the sale of product.
• Contributed to value-based pricing models for new business and upsells. Completed RFP requests for new business prospects as well as created SOWs for client upsells
• Worked closely with the Implementation and Development teams to create and streamline processes for the ongoing development, maintenance, and implementation of the product.
• Conducted and tracked competitor analysis, key product features, and product statistics in Salesforce to be leveraged by Sales and Account Management teams.
• Data Analytics: Utilized in-house as well as third party analytics tool to track product use and opportunities.
Ipreo, LLC - Raleigh, NC
Director/Senior Product Manager
Industry: FINTECH
January 2012- January 2016
Global Business Management & Product Strategy
• Oversaw the global collection, data management, development and expansion of financial content for Ipreo's SaaS- based Enterprise product suite.
• Led Ipreo's Global data teams in the US, South Africa and India (~120Analysts); directed and managed team output; and oversaw the collection and delivery of global Capital Markets content leveraged by Ipreo's client base.
• Devised, directed, and implemented Product development, collection, and product management strategy for the global Data teams to align with Ipreo's strategic vision goals.
• Managed ~120 offshore and onshore resources. Responsible for offshore and onshore hiring, training, retention, performance evaluations, and salary review/promotions of global employees.
• Conducted Data Analytics to track and monitor quarterly goals and KPIs. Presented quarterly performance and go-to-market updates to Ipreo's Executive Committee.
• Served as lead Product Manager in the acquisition of multiple data companies, content, and resources.
• Oversaw strategic planning, including departmental/team restructuring, new data integration and implementation of data initiatives.
• Proactively identified new business opportunities and forged strategic relationships with potential business partners.
• Proactively participated in the development of data processes, data integration/migration logic, technology advancements, and process improvements.
• Managed the global budget against new Product launch initiatives, resources and retention costs, training and development.
• Forecasted future budget needs to support new product lines/development. Product Management
• Managed the product development life cycle (ideation to GTM) of Ipreo's internal and client facing SaaS-based solutions.
• Developed technical requirements for short-term and long-term product development and collection initiatives, Created and managed product development roadmap.
• Identified and assessed short- and long-term business goals and conducted competitive market research & analysis to stay abreast of market needs/competitive advantage.
• Worked closely with internal/external sales, account management, and end-users to identify product/ business needs and product development opportunities.
• Participated in the planning and execution of UAT and worked directly with development on bug/issue resolution.
• Created and managed all internal/external FAQs related to product developments.
• Conducted internal/external training and presentations for all new product features.
• Defined Minimal Viable Product (MVP), Prototyping and conducted testing to define and develop the product.
Product Ownership & Scrum
•Delivered successful product launches, product updates, as well as product improvements.
• Served as Ipreo’s subject matter expert and translated business objectives to multiple product launches (Fixed Income Product Suite, Derivatives Product Suite, and Retail Product Suite)
• Communicated the vision/goals prior to each release and sprint; accepted and rejected completed work from each development sprint.
• Worked and collaborated with all stakeholders to help build and maintain a well-groomed and prioritized team backlog.
• Collaborated with internal and external stakeholders; Established strong relationships/focus groups for new development ideas.
• Participated in daily Scrum meetings, lead Refinement meetings and Sprint Planning.
• Developed, prioritized and managed epics, features, and user stories (JIRA).
• Conducted A/B testing and post release/regression testing. Participated in Post-Mortem/Lessons learned meetings post-release.
• Engaged regularly with stakeholders to ensure product backlog is groomed and reflects all known priorities.
• Served as “Global” Scrum Master for 4 Scrum Teams.
• Data Analytics: leveraged in-house data and analysis to identify strengths, development areas, opportunities and risks.
Product Launch/Acquisition(s) generated $1,530,000 of new business revenue.
• New Product Launch: Fixed Income Securities Product Suite (18 months)
• New Product Launch: Derivative Securities Product Suite (12 months)
• New Product Launch: Private Equity Product Suite (6 months)
• Acquisition/Product Integration/New Product Launch: Bank and Credit Union (18 months)
• Acquisition/Product Integration/New Product Launch: Retail/Broker (18 months)
• Acquisition/Product Integration/New Product Launch: Institutional Investor (18 months)
• Product Integration: Securities and Exchange Commission ADV Filings Data (12 months)
• Product Integration: Securities Research and Estimates Data (18 months) Client Service
• Served as liaison between Data team and Product/Client services. Engaged directly with Capital Markets and Corporate Investor Relations client base (via on-site visits, calls, and focus groups).
• Utilized Salesforce to track, communicate, and store all existing client details, prospective client details/communication, and proprietary statistics and competitive analysis details.
• Worked closely with Account Management, Sales and Technology to mitigate all data and product issues.
• Managed relationships with all data vendors.
Additional Employment Experience:
Ipreo, LLC
Industry: FINTECH Start Up
• Associate Director/Senior Product Manager (2011-2012)
• Manager, Research Operations/Product Manager (2007-2011) Education
Loyola University (formerly Loyola College), Baltimore, MD BBA in International Business; Minor in French
University of Maryland Global Campus (UMGC), College Park, MD MBA (2024)
Skills/Expertise
Agile, Waterfall, and Kanban Methodologies
Certified Scrum Product Owner
Certified Scrum Master
JIRA, Confluence, TFS, Salesforce, Wireframe Technology (Visio and Balsamiq), Slack, Trello, Github, and MS Office Suite.