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Click here or scroll down to respond to this candidate Candidate's Name
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Strategic and analytical senior leader offering 10+ years of diversified experience across SaaS and
tech-enabled service companies. Builder of high-performing, diversified teams who grow together to
reach organizational goals. A communicator who delivers clear and concise strategy and product
roadmap information to ensure business alignment with internal and external stakeholders.
EXPERIENCE
KLS Consulting LLC
December 2022 current Morton Buildings Peoria, IL
Software Evaluation/Selection
E-commerce and accounting software integration
Supply chain management, forecasting/demand planning software evaluation and selection for
light manufacturing facility
May 2022 July 2022 ESW/Trilogy Austin, TX
Commercial Product Management
Designed processes to teardown a software product to document product features,
capabilities, and business value post-acquisition
Designed processes to produce price modeling, professional service offerings, and product
portfolio fit for acquired products
Built and led a team of product managers through the duration of the project
January 2022 - April 2022 Plan Forward Carmel, IN
Product Management
Implemented backlog and prioritization tool, as well as developed process for communication
with external development team
Implemented QA processes for testing new features
Authored PRD document for automated billing feature development
Led interaction with third-party development company
January 2017 June 2019 Verros, Lafakis & Berkshire Chicago, IL
Product Manager
Designed and planned releases to custom software product and its interaction with external
state property assessment database and financial management system using agile development
practices
Defined product roadmap, led external IT development resources, coordinated release
management and built and performed end-user training
Full Time Experience
November 2018 April 2022 Zotec Partners Carmel, IN
Director of Product Management - Client Experience (July 2021 - April 2021)
Led and managed the rollout of a next generation analytic reporting tool, including collaboration
with product marketing, external communications, and internal customer support to reach a 250
client and 5000+ user base
Engaged with UI/UX analysts to design mock-ups and process flows based on customer interview
research for new product delivery
Paired with the data science team to integrate machine learning algorithms into analytics
reporting
Director of Product Management - Operations (February 2020 - June 2021)
Key leader in the management team responsible for maturing the product management function
by reorganizing team structure, developing and implementing role competencies, and evaluating
tenured and new employees in career ladder placement
Strategized with Vice Presidents across all operational departments to assess and define
strategic goals focused on proper prioritization of competing cross-functional needs
Led project teams who built and maintained software used by both internal customers and
external clients. Teams consist of UI/UX analysts, quality engineers and software engineers, who
are both full-time employees and contracted developers, working both in-person and remotely
Led a product management and engineering team focused on professional service projects
building custom feature sets for key client accounts
Product Manager (November 2018 - January 2020)
Defined product vision for healthcare practice management product for Walmart Health Centers
to integrate with existing and new Zotec technologies used in healthcare revenue cycle
management; included kiosk and tablet design for checking-in patients at on-site healthcare
centers and integration with the electronic medical record system
Led product roadmap for client facing software used by providers and healthcare business
administrative offices to complete requests for information for proper coding of medical
procedures for claim filing
Led two teams of software and quality engineers and introduced agile development in an Azure
DevOps environment
Visualized with UI/UX analysts to guide mock-ups and usability research of designs and
communicate with customers
January 2017 November 2018 Determine, Inc Carmel, IN
Product Owner
Subject matter expert of B2B SaaS Procure to Pay Software Application: contract management,
sourcing, supplier management, inventory management, procurement with approval rule
management and invoice management
Wrote PRDs for new feature development
Coordinated with in-house technical professional services team to deliver projects for
integrations and customizations during client implementations
September 2013 - January 2017 AppealTrack, LLC Indianapolis, IN
Implementation and Product Manager
AppealTrack SaaS Product
Created and maintained project plans for transfer of knowledge and provided detailed SaaS
product training for twenty individuals post acquisition
Subject matter expert of SaaS Property Tax Appeal Management application
Project managed the external IT development team by coordinating weekly status meetings,
participating in agile development processes, working through feature backlog and scheduling
product releases; successfully delivered 100+ releases in a three-year time frame
Project Implementation manager responsible for the successful implementation of SaaS property
tax product, including budget management for 15 customer projects over 3 years
2001 2013 Independent Consulting Central Indiana
Project Management Consultant
1998 2001 ONEX Indianapolis, IN
Business Consultant
1994 - 1998 State Farm Insurance Bloomington, IL
Computer Programmer/PeopleSoft Implementation
EDUCATION
Eastern Illinois University, 1994
Bachelor of Science in Accountancy
Bachelor of Science in Computer Management
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