Operational Strategy, Technical Program & Project Management
Advanced, Sr. Scrum Master - Agile / SAFE / SDLC - Continuous Improvement - Process & Strategy - On-time Delivery
Leader of Multiple, Large-Scale Technical Programs & Projects with Unparalleled Efficiency & Quality, Empowering Seamless Delivery.
I’d Build That, LLC
Owned and operated by Graham Cohen, providing the development & implementation of product, process, technical frameworks, and alignment, Agile coaching & guidance, streamlining communication & collaboration, data-driven insights, friction & risk mitigation strategies, and future-proofing for clients:
GryphTech provides a comprehensive technology platform to RE/MAX companies in over 60 countries (2,000+ offices, 30,000+ agents) and 40 languages to help accelerate their growth. As a proud partner of RE/MAX LLC, GryphTech also hosts the incomparable RE/MAX Global Website with listings from over 110 countries and territories.
Phoenix Software is the host of the enterprise Real Estate Platform (REP) empowering companies around the world to manage and grow their business.
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The incorporation of ceremonies like Daily Stand-ups, Sprint Planning, Sprint Reviews, and Retrospectives provided structured touchpoints that enhanced transparency and accountability across the team. NOTE: These ceremonies not only encouraged consistent progress tracking and timely issue resolution but also promoted a culture of continuous improvement.
Communicated summaries, and iteratively implemented team, as well as company improvements, with each Retrospective, evidenced through follow-up and review in subsequent discussions.
Continuously monitored the adoption of Agile with Scrum across the organization, identifying areas for improvement and fine-tuning Process Guidance to optimize its effectiveness.
Developed and executed against, whilst training across teams in comprehensive product roadmaps, prioritizing features, and defining milestones to meet business objectives while adapting to evolving market demands.
Spearheaded JIRA consolidation and cleanup initiative, streamlining workflows and enhancing team productivity through automation implementation, hands-on training and proactive backlog housekeeping.
Continuously monitored the adoption of Agile with Scrum across the organization, identifying areas for improvement and fine-tuning Process Guidance to optimize its effectiveness.
Mentored individual team members on process-related matters, empowering them with the knowledge and tools to contribute actively to process refinement and optimization initiatives.
Presented product updates, project statuses, and strategic plans to senior management and stakeholders, effectively guiding and communicating the product vision, while demonstrating output and efficacy at the end of each sprint.
eSignature Product - Successfully rebooted a two year old initiative with net-new requirements.
Redefined workflows & UX and scope & requirements for the multi-system integration of a stand-alone eSignature product, effectively refactoring to meet existing present technologies and business goals, resulting in improved efficiency and user experience - including Global email mapping (required discovery & guidance) as well as eSignature email & content maps
Program Manager - Strategic Operations, Scrum Master & Agile Coach
Proptech: Websites, CRM, Listings Management, Transaction Management, Marketing, Reporting & B.I.
110+ Countries & Territories, 8000+ Offices, 130,000+ Agents & 850,000 Property Listings
Led cross-functional teams in decoupling processes within a monolithic application, successfully disentangling and refactoring applications into standalone and microservices, enabling their individual availability across existing products and seamless integration with third-party systems through API-driven architectures (Marketing Editor, Email, eSignature, Transactions & Reporting & Global Referral System)
Worked alongside Product, Development & QA teams in multiple roles (Program, Product & Scrum Master) to exemplify and transform Waterfall organizational flows into Agile resulting in feature-focus, streamlined operations, process guidance documentation and a ≈30% increase in productivity.
Presented organizational opportunity and led Agile transformation by initially creating macro and micro-level flow diagrams, illustrating end-to-end processes, in order to implement strategic change, optimize and introduce efficiency to enhance overall company performance and product delivery. (e.g. Org (Macro), Meeting Cost Calculator)
Led cross-functional workshops in technical groups to collaboratively build out Agile organizational flows, fostering its methodologies with a new culture of innovation, continuous improvement, effective communication and coordination among teams, resulting feature-focus and streamlined operations with ≈30% increase in productivity sprint-over-sprint.
Trained on Agile methodologies across non-technical business groups and promoted new means of visibility, knowledge sharing, and organized access to Product, Development & QA teams within a Scrum framework.
Utilized visual aids for Capacity Planning and monitored key performance metrics such as Original Estimated Hours and Time Spent to pinpoint weaknesses in existing workflows, enabling targeted key performance indicators (KPIs) for the ability to continue to refine and optimize performance.
Process Guidance: Orchestrated the implementation of best practices, tools, and methodologies to enhance the team's agility and adaptability, positioning the organization for success in a dynamic market landscape
NOTE: Process guidance and Agile adoption is unique to every company
Process Guidance (highly edited for sharing): ScrumMaster Role, Daily Standup Guidance, Daily Standup Log, Definition of Done (DoD), Sprint Planning, Sprint Review, Sprint Retrospective, Sprint Retrospective Log (4L’s), Agile Overview (Dev & QA) Process Guidance
Demonstrated the Scrum Master role and process to build against the flagship product, leading the team in adopting Agile best practices, facilitating Sprint Planning and Review meetings, and ensuring smooth project execution.
Implemented a suite of Agile ceremonies within the team, strategically designed to facilitate the seamless adoption of Agile methodologies. These ceremonies, carefully chosen and customized to suit our specific project dynamics, played a pivotal role in fostering collaboration, communication, and alignment among team members.
Implemented strategies and processes that led to substantial improvements in cross-team communication, fostering collaboration and synergy across the organization.
Successfully advocated for and oversaw the implementation of the recommended enhancements to the Monday system, resulting in valuable benefits for the product management team.
Collaborated closely with the leadership & development teams to successfully deliver complex, newly introduced financial real estate brokerage commission plans necessary for multiple clients to transition onto FinancialBAY transaction management system
Achieved notable progress in improving cross-team communication during a limited-term engagement, leveraging the available resources to their maximum potential.
Product Manager (Financial Bay)
Proptech: Websites, CRM, Listings Management, Transaction Management, Marketing, Reporting & B.I.
SocialBAY, ClientBAY, and FinancialBAY - Over 300 Brokerages and 150,000 Real Estate Agents
Completed final, complex stages necessary for the integration of RealistIQ transaction management software, following its acquisition, into the real estate CRM platform to improve the overall customer experience and expand company footprint in the marketplace
Cross-functional coordination between technical teams at both companies, determination of critical data in either system, mapping of data points, facilitating custom development across platforms, building net-new integration APIs for seamless data exchange, as well as the necessary design updates for style and branding.
Planned and ensured robust security and compliance measure existed to safeguard against exposure of sensitive financial data during the integration process and across role-based system privileges.
Introduced and trained internal staff on the transactions platform to understand their experience and gather feedback for continuous improvement to make additional and necessary adjustments for product optimization and rollout.
Reviewed and ranked custom development requests backlog to determine next up deliverables in accordance with client ARR/MRR and maximum benefit across client base.
Explored and developed new use cases for unforeseen real estate brokerage financial scenarios involving unfulfilled requirements.
Back At You is a real estate software company serving brokerages and their agents. They provide a comprehensive suite of solutions under the names SocialBAY, ClientBAY, and FinancialBAY, aimed at streamlining various aspects of the real estate business.
Mooveguru, Inc provides ongoing support after a home buyer’s purchase and keeps the Realtor and services available top of mind. Key services required for various aspects of the relocation process are made available in a single location, primarily focusing on utility connection, home services & vendors, neighborhood data, lenders, and cost-saving opportunities.
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Executed data migration for Homekeepr.com following its acquisition, seamlessly integrating local vendor data into the platform for enhanced search functionality and monetization opportunities.
This initiative bolstered the platform's value proposition, allowing users to access relevant local vendor information effortlessly while creating new revenue streams through targeted monetization strategies.
Implemented robust integrations that facilitated seamless compatibility between our system and leading Transaction Management Platforms (Realogy/Dash, Tribus, Moxiworks, Dotloop, Propertybase, and Zapier).
This empowered real estate professionals to effortlessly utilize their preferred transaction management platform while benefiting from Your Home Hub features and capabilities and greater overall product satisfaction
Achieved on-time delivery of a feature-rich, highly customizable, and cost-effective CRM platform.
Successfully met and exceeded board and investor expectations following on-time delivery.
Vice President of Product
Proptech: Network & Client Services, Engagement, Market Insights, Communication, CRM, Transaction Management Platform Integration(s) & Document Management
Companies, Offices & Brokers, Real Estate Agents & Homeowners (Past & Present Clients)
Stepped in to offer crucial assistance and guidance to a company facing significant challenges, aiding in reaching a critical milestone. Subsequently, assumed the role of VP of Product, leading strategic product initiatives and driving the company towards a path of growth and success.
Leveraged design mocks, presented to investors and prospective clients, as the foundation to develop comprehensive system requirements and spearhead end-to-end development of an independent platform.
Revamped company product lifecycle and management, including staffing, within a span of 96 workdays.
Strategically utilized both onshore and offshore teams across the entire Software Development Life Cycle (SDLC) to drive successful project outcomes and ensure seamless collaboration and delivery.
As MooveGuru transitioned to 100% onshore resources, adeptly managed the integration of new team members while maintaining smooth continuity in the project's SDLC, ensuring consistent quality and efficiency throughout the process.
Successfully led the end-to-end construction of the innovative YourHomeHub.com platform, a multi-tenanted solution designed to facilitate white-label services for real estate offices, professionals, homeowners, and service professionals.
Agent/Office: Market data insights, CRM integrations, Communications, Brand Reinforcement, Transaction Management Integrations, Concierge Services & Local Service Professionals: Paid Search Placements
Homeowners: Market data insights, Debt to Loan Information, Exclusive Discounts, Action Plans, Home Valuation, Local Service Professional Search & Document Storage
Franchises: White-label tenant experience, Branding, Conversion & Incentivisation, Reporting and Business Intelligence
Lenders: Intelligent scoring system that both monitors and identifies likeness to engage in subsequent real estate transactions for marketing and engagement purposes.
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Mobile App
Facilitated the establishment of comprehensive requirements by fostering collaboration among internal teams, support functions, influential clients, and executive leadership.
Conducted meetings with vendors to obtain mobile app (potential) product overviews.
Secured a contract and funding agreement with a vendor after a thorough vetting process, culminating in executive-level consensus on the roadmap.
Worked with Support & Sales teams to produce training and documentation.
Enhanced Commission Plans & Funding Disbursements
Identified Key Competitors: Analyze the market to pinpoint major players and emerging rivals in the industry.
Comparative Analysis: Conduct in-depth research on competitors' products, features, and user experiences.
Gather Essential Requirements: Extract vital insights from competitors' offerings to inform your product development process
Constructed multi-tenanted Enhanced Commission Plans microservice for scalability and transaction management for handling of common and not-common (outlier) agency agreements between brokers, agents and teams.
Developed processing systems capable of handling high volumes, including outlier commission plans and disbursements.
ADA Compliance
Conducted meetings with vendors to obtain product overviews and subsequently conducted a comprehensive comparison among the vendors.
Provided recommendations for the implementation of WCAG 2.1 (Web Content Accessibility Guidelines) compliance for WAVE test & additional all-in development housekeeping hours
JIRA Migration
Researched and presented a comprehensive solution for migrating two Jira instances, encompassing both cloud and server environments.
eSignature Microservice
Mapped out workflow and comprehensive scope for stand-alone eSignature microservice (project placed on hold in absence of Back Office CTO).
Product Manager
Proptech: Network & Client Services, Leads, Engagement, Market Insights, Inter-Company & Office Communication & Sharing, CRM & Relationship Management, Transaction Management Platform Integration(s) & Document Management
250,000+ Users, 4,500+ Real Estate Businesses, in 80+ Countries
Strategic Product Management and Roadmap Development:
Managed end-to-end product strategy and roadmap for a suite of Software as a Service (SaaS) offerings of (3) companies: Boston Logic, BackAgent & Bold Leads
Collaboration and engagement with internal stakeholders, crucial in product management, involved regular communication of release events between stakeholders of all three companies to help ensure that the product remains aligned with needs and expectations.
Spearheaded the crafting of requirements, seamlessly coordinating with cross-functional stakeholders, visionary designers, and a balancing of development between multiple engineering teams.
This collaborative approach culminated in the development of a series of impactful solutions, including the cutting-edge BackOffice 4.0 platform, all of which were delivered within stipulated timelines.
Project/Team Leadership & Cross-Functional Collaboration:
Led (3) dynamic company project teams, collaborating closely with key stakeholders in each, to effectively translate business requirements into specifications, comprehensive project plans, and cutting-edge technology solutions.
Spearheaded the development of robust risk assessments, laying the foundation for delivery roadmaps and architectural building blocks encompassing integration, logical frameworks, and precise burndown strategies.
Showcased exemplary leadership as a dedicated team lead and scrum master, orchestrating the seamless execution of pivotal projects.
Development and Deployment of Transformative Initiatives:
PBGO (Flagship Product) "Teams" Product & "Quick Setup" Module
Revolutionized the traditional, enterprise onboarding process, redefining the norms in the real estate vertical. In a departure from the conventional approach of Client Services providing extensive hand-holding over an onboarding period of up to six months, introduced an automated "wizard" interface.
This interface enabled immediate generation and seamless branding of an extensive range of online services, available to businesses and agents alike, including websites and communication tools.
Engaged in iterative planning and requirements with full stakeholder involvement, spanning support, account management, design, and development teams, to ensure optimal and strategic alignment and executed against the plan for on-time, successful release
BackOffice 4.0 Platform
Collaborated closely with engineering and design teams to execute a complete refactoring of the Backoffice into 4.0, as part of an upgrade and transformation of the entire platform.
This process was carried out methodically, focusing on enhancing each feature incrementally.
Collaborated with the account management team to establish ambassadorship for select clients, granting them exclusive access to the beta phase.
Coordinated subsequent rollout and announcements with the marketing team, ensuring a seamless transition and effective engagement for the remaining clientele.
Propertybase, now Lonewolf Technologies, is organized as multiple organizations including former Propertbase companies: Boston Logic, BackAgent & Bold Leads. Integrated, they provide a core suite of tools that simplifies the process of transacting real estate, creates extraordinary digital experiences with their clients’ brand. The platform serves to lessen and automate the manual and often cumbersome work required of agents, allowing for a focus on meaningful interactions – all leading to generate relationships and more real estate closings.
Indeed is the #1 job site in the world with over 300M unique visitors every month. The company strives to put job seekers first, giving them free access to search for jobs, post resumes, and research companies. Every day, Indeed connects millions of people to new opportunities. “We Help People Get Jobs”
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PROGRAM: Glassdoor.com to Indeed.com - Job Search Migration:
Conducted comprehensive stakeholder interviews on Glassdoor and Indeed platforms to analyze job search processes, identifying critical scope of work considerations and enhancing understanding of search engine functionalities.
Led a strategic, globally-scaled program of 30+ leadership members of identified cross-functional teams within both Glassdoor & Indeed for respective workstreams:
2) Company Name Matching (between companies)
3) Accounts & Integration (employers & job seekers)
4) Taxonomy, Metadata & UIL (clicks, signal)
5) Legal
6) Monetization
7) Moderation
8) Crawling & Aggregation
9) Search (API)
10) Ranking
11) Personalization
12) (Internal Ops Team) - name omitted, sensitive
Initiated and scheduled immersive deep dive sessions in Austin, TX to foster collaborative discussions with cross-functional teams. Unfortunately, these were cancelled in March 2021 due to the onset of the pandemic. Swiftly adapted to the situation and implemented an effective online meeting approach to ensure continued progress and engagement.
Implemented a robust daily check-in framework to facilitate seamless communication and ensure alignment among leadership members and global time zones
Upon executive request for high frequency updates, developed and implemented a customized program tracker (must remain in gsheets for functionality) that served as a centralized hub for updates, project milestones, tasks, and deliverables. This tool streamlined accountability by providing a real-time email snapshot of progress, enabling timely identification of bottlenecks and opportunities for optimization.
Accelerated timeline: Successfully met and surpassed expectations through adaptive program management (from decisions made, & changing circumstances) and adherence to timelines, resulting in the early delivery of critical milestones
PROGRAM: Company-wide, Holistic Feedback & Moderation Conformity - Unified Content Feedback
Engaged cross-departmental feedback & moderation stakeholders at indeed.
Initiated and led meetings across Indeed, focusing on defining moderation approach, identified pain points, and aligned goals.
Collaborated closely with the design team, guiding the iterative process of mock-ups through multiple rounds.
Gathered feedback from focus groups used gather user insights, incorporated executive feedback, and facilitated consensus-building between various stakeholder groups.
Ranked and prioritized the initiative within moderation groups by aligning it with their existing goals and backlog, while advocating for the preferences of the executive team.
The strategic approach(es), resulted in a company-wide feedback & moderation style-guide for improved content management practices.
Several feedback and moderation teams successfully executed changes prior to their transition to Glassdoor program management, showcasing their proactive approach and effective implementation.
Program Manager
Jobtech: International Market for Online Job Recruitment Services, Pay-for-Performance Recruitment Advertising Services, Resume & Career Services, & Free Access for Job Seekers.
PROGRAM: Content Operations (COPS) & Content Acquisition (CA) - “One Content Workflow” (OCW):
Conducted interviews, internal and external to assess current operations
Proposed and implemented workflows through a holistic automation strategy, replacing the previous, manual practice of job and company data collection by external and internal human resources across various countries saving the company an upwards of $175K per month.
The manual process involved human interactive task of navigating to, capture and upload to Indeed by vendors in other countries with 30% margin of error. Subsequent normalization, de-duplication, and cross-referencing with company & job data was performed by Indeed personnel using manually run “cleaner scripts” to ensure accuracy.
Held deep dives to collaborate on best approach and workflow…
Collaborated extensively with a specialized development task force to spearhead a complex initiative encompassing spider-based data extraction from diverse job boards and platforms called “Deep Thought”. The primary objective of was to establish a scalable and repeatable process for each country.
This comprehensive assimilation effort involved an intricate, asynchronous SQS queuing of voluminous messaging for: text cleansing (by language), normalization, and Elasticsearch for de-duplication against internal corporate and job-specific datasets on a country-specific scale.
Introduced Scrum and Scrum of Scrums framework to enhance the management and automation rollout of COPS “Deep Thought” data collection automations and Salesforce implementation.
Led COPS team in adopting Agile methodologies, leveraging the JIRA platform. This initiative entailed the creation and implementation of comprehensive project dashboards, providing real-time visibility into ongoing projects and enabling effective tracking of progress. Additionally, facilitated training sessions to equip team members with the skills and knowledge to utilize Jira within an Agile mindset.
Training - Developed and delivered training programs to equip employees with the skills and knowledge necessary to navigate systems and processes, ensuring a successful transition into Agile and process automation.
JIRA training - COPS
Post automation training (Aggregation) - COPS, CA, AGG
Approvals & Change Management - COPS, CA
Summary & Updates - Punctual, pertinent executive updates
Program Status - Leadership & Executive Team
Simultaneously, spearheaded the Salesforce migration initiative with internal task force, transitioning from a custom-built Indeed lead management platform to Salesforce,
In addition to the automation of data collection, Salesforce contributed to overall improved process and lead management between COPS, CA and downstream workgroups (e.g. Sales)
Throughout each phase of the automation process, certain interfacing apps necessitated refactoring efforts. Collaborated extensively with cross-functional teams at Indeed to ensure timely updates to legacy systems, while also aligning these updates with ongoing current initiatives.
For instance, in the case of "TTURKEY," (must remain in gsheets for functionality) where data identification and aggregation were integral, worked closely to select and integrate the required data sets efficiently.
Kendra Scott combined her love for fashion, fashion and philanthropy to create jewelry that has become a household fashion staple. A fashion-lifestyle, a brand of big dreams, colorful confidence and inspired design, her company also accomplishes a philanthropic mission by bringing Kendra Cares to communities, homes, business and even hospitals to make a positive impact in the world around us.
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Optimized User Experience - Product, Design and Analysis
Established Strengths, Weaknesses, Opportunities & Testing (SWOT) program for kendrascott.com, constructing A/B & multivariate tests to incrementally optimize performance, features and website organization.
Strategic development and deployment of transformative initiatives (e.g. product positioning), through data-driven insights, were implemented across KendraScott.com for improved profitability and enhancing market positioning.
Product Owner - Flagship Product Development & Enhancement
Steered strategic initiatives and configuration of flagship “Colorbar” jewelry and accessory customization, existing in both eCommerce site and brick & mortar stores.
The design-your-own interface configured and calculated cost of individual creations, using touch or drag and drop (device dependant), of unique pieces based on product SKU, stone & metal compatibility and available inventory.
Spearheaded ongoing maintenance, including new additions, retiring outdated products, pricing updates, image optimization, and resolution of UI/UX challenges.
Ensured seamless cross-platform functionality of the product, optimizing performance on handheld tablets in stores, desktop computers, and mobile devices.
Leveraged “Colorbar” experience to consult and participate with special team for the “Charms” product rollout.
Kendra Scott
Web Development Operations
Fashiontech: Fine Jewelry, Jewelry and Accessories, eCommerce & Retail
$1B company, 2,000 employees, 100 standalone stores in 39 states
eCommerce Website Management and Roadmap Development
Prioritized web development (JIRA & Confluence) & vendor-provided product integrations across KendraScott.com (e.g. Google, Bazaarvoice, Facebook, Amperity, Listrak, Monetate, Publitas, BorderFree, Cybersource, Avalara, Proship & UPS) with a specialized focus on overseeing bug prioritization and feature rollout for the Demandware Salesforce Commerce Cloud application.
Company integrations built and/or maintained: Google, Custora, Bazaarvoice, Facebook, Listrak, Monetate, Publitas, BorderFree, Cybersource, Avalara, Proship & UPS.
Responsible for Salesforce Commerce Cloud production uptime and support of: Website eCommerce Team, Sales, Customer Service, Warehouse (purchasing, inventory, scanning & shipping).
Website events (e.g. Sales, Holidays, Discounts) and scheduled jobs included: Gift Card Reconciliation & Activations, Online & In-store Order Processing, Catalog, Sales, Inventory, Purchasing, & Vendor Integrations, Pricing Updates, Sales Taxation, and Geolation updates.
Leveraged SharePoint for the secure collection and indexing of sales data sourced through “Kendra Cares” charitable events - orchestrating Extract, Transform, Load (ETL) processes to seamlessly transfer the curated data into the organization's data warehouse for reporting.
Upon calculation of disbursement totals by the platform and review by finance department, checks for thousands of individual events were disbursed to event hosts and charitable organizations.
Provided business intelligence through Tableau data visualizations and dashboards across multiple, relational data sources for product & eCommerce insight to drive business decisions, as well as the executive dashboard rollup for “Kendra Cares” charitable event contributions and revenue.
AlienVault, now AT&T Cybersecurity, mission is to provide phenomenal threat intelligence, collaborative defense & effective security for organizations of all sizes. The Open Threat Exchange (OTX) enables private companies, independent security researchers, and government agencies to openly collaborate and share the latest information about emerging threats.
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Product Innovation - Introduction of New Features
Within the Open Threat Exchange (OTX) - “The world's first and largest open threat intelligence community, enabling collaborative defense” - pioneered the ideation and garnered funding for the development a new concept of using existing threat detection data, and its timeliness, to create Global Threats Dashboard - “Emerging Threats”, as an interactive mapping tool to visualize global threat origination and propagation.
The tool purposed abundant MQL leads to marketing and sales teams, as well as fostering the adoption and participation in the OTX program.
Strategic development and deployment of transformative initiatives (e.g. navigation, sticky buttons, UX by visitor vertical, chat, resource center organization, product page layout & positioning), through data-driven insights, were implemented across AlienVault.com for improved profitability and enhancing market positioning.
SnapEngage chat platform (now known as Team Support) test and implementation led to reactive chat-to-opportunity conversion rate increasing to 30%, with the opportunity-to-deal rate at 15%. After adding proactive chat functionality, the proactive chat-to-opportunity conversion rate averaged 46%, with the opportunity-to-deal rate at 17% Read about partnership.
Introduced strategically placed interactive video experience powered by Consensus (previously Demochimp) to boost lead conversion,
Multivariate Testing & Analytics for Optimized User Experience:
Established Strengths, Weaknesses, Opportunities & Testing (SWOT) program for AlienVault.com, constructing A/B & multivariate tests to incrementally optimize performance, features and website organization.
Collaborated closely with the BI team (a single badass), to further enhance a robust lead generation process.
Regularly leveraged BI Team and “Funnel Slicer” to analyze visitor behavior with respect to sales pipeline, enabling a comprehensive understanding of user journey and interactions on the site.
"Utilized the Optimizely platform to individually configure and manage 4-7 monthly A/B and multivariate tests, meticulously assessing statistical significance within the SWOT team's test ideation process. Instrumental in bringing several test concepts to fruition
Negotiated across vendors and partnered with a full conversion rate optimization and traffic management service for 3x rate of experimentation and even greater conversion rates.
Account-Based Marketing (ABM) - Acquired company dataset(s) to cleanse and enrich new and existing.
Identified and targeted accounts based on their customer profile and vertical. (size, industry, revenue, location, and key decision-makers) assisting the Sales team with conversion
Tracked visitor engagement and behavior across the website based on profile and business vertical. \
Determined which experiences were most relevant within verticals: Government, Financial, Healthcare, Education
Personalized web and mobile experience - dynamically changed visitor journey based on industry vertical
Tailored the full journey (content, messaging and calls to action) for each of the four targeted verticals
Web Product Manager
InfoSec: Security & Threat Intelligence, Intrusion Detection, Network Monitoring & Compliance
$100M revenue, $240M Funding, 65+ employees
Startup Company - Website Inception and Build
Led end-to-end website development from AlienVault inception, launch & growth, to AT&T acquisition, collaborating seamlessly with Marketing, Design, Product Engineering & Development teams.
Manually instrumented the entire website (team effort - a time before Google Tag Manager) to meticulously track user interactions for sales (SQL) & marketing qualified leads (MQL) production, down to the level of individual links, clicks & buttons, in order to facilitate comprehensive data and analysis.
Through instrumentation and event tracking mechanisms, we correlated a monetary value and accurately measured lead conversion for each clickable element on the website.
This strategic approach provided valuable insights into the effectiveness of different website components and informed data-driven decisions to optimize MQL & SQL lead generation efforts.
Spearheaded the implementation of JIRA across teams, providing comprehensive training to executives, engineers, and design teams, thereby fostering streamlined collaboration and efficiency. NOTE: With training, executives actively engaged in product roll-out and testing, utilizing JIRA to comprehensively document their observations and findings.
Delivered thorough quarterly JIRA reports and project roll-ups to ensure accountability and transparency across business technology and marketing teams
Ensured the website's successful progression and the startup's evolving objectives which entailed the swift adaptation to sudden influxes and demands, including: product releases, Alienvault announcements, critical vulnerabilities, multivariate testing projects, and emergency updates (e.g. Heartbleed, Gartner Review(s) year-over-year).
Growth - End-to-End Website Product Lifecycle Management:
Led, and received accolades, for the participation in a comprehensive product evolution and transformational journey, transitioning from USM Appliance (hardware) to USM Anywhere (cloud).
Operated within a world-class business technology team, benefiting from the mentorship of the myth & legend to enhance proficiency across website and supporting systems, while leveraging data-driven business technologies to elevate website performance and optimize lead generation.
The team's determination, open communication, and camaraderie synergistically set a high benchmark and paved the way for repeated, remarkable achievements in a very short amount of time.
Kick-off meetings, launch plans and proactive thinking to identify key considerations, positioning them as forethoughts rather than afterthoughts for consideration saving hours of development time with decisions in advance.
Website SQL & MQL production for new, cloud product entailed a systematic overhaul of the entire website and all product instances in all sections (Product, Resource Center, Solutions, OTX, Blog & Search, orchestrating a seamless transition that aligned with the launch of the new product.
Keller Williams Realty, Inc., a franchise company, is an Equal Opportunity Employer and supports the Fair Housing Act. Each Keller Williams office is independently owned and operated. The mission and belief system is to build careers worth having, businesses worth owning, lives worth living, experiences worth giving, and legacies worth leaving - to be the real estate company of choice for agents and their customers.
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Agent & Office (Market Center) Website Migration Program
For a user base and supporting approximately 80,000 individuals and ≈110 offices websites:
Orchestrated and led the initiation of benchmarking activities, analysis of legacy usage statistics, successful kickoff meetings, and the seamless migration of both rollouts of the enhanced, and the net-new 2012 Agent and Office websites migration.
This achievement was realized through effective collaboration and kick-off across multiple teams, including Systems, Marketing and KWRI Support teams.
Product Ownership
Integration: CITI | KW - Led strategic direction, overseeing the implementation of Citi cost analysis and a comprehensive risk assessment across KW.com and office websites.
This encompassed evaluating potential challenges related to budget limitations, unanticipated change requests, extended approval processes, and project timeline disruptions.
Furthermore, I successfully obtained approval from various key Citi executives, ensuring alignment with organizational objectives and goals.
REO & Short Sale - Supporting Initiatives: “Shift: How Top Real Estate Agents Tackle Tough Times” publication released by Keller Williams in response to the 2008 "Great Recession” required prompt initiation and execution to update existing systems and bring essential tools online to ensure the associate’s welfare and uninterrupted operation of the business.
Played a pivotal role in orchestrating system-wide changes to navigate the overwhelming issue, "A Shift Happens" (subsequent materials released), in business dynamics
This encompassed managing informational, transactional (REO & Short Sale), promotional, and risk-related aspects of the transition.
Provisioned new, bank-owned listing transaction types and data points within the internal Keller Williams Listing System (KWLS), for company-wide transaction management, tracking and reporting.
Pending updates to this page:
eEdge Transaction, Marketing & CMS - all-in-one SaaS
KW Company-wide Intranet: Piloted the introduction and KW-custom build of BackAgent systems KW Intranet project for hierarchical communication, social media-like interface, document management,….. (and upsells)
KW.com
Homepage redesign
Specialty Real Estate Groups (Farm & Ranch
MyKW Responsive design refactor…
Calendar sync across KW systems…
Reports migration (from Classic to eEdge)…
KW Quebec - French and English translated website
KW Manhattan - Specialty website to accommodate Manhattan’s unique MLS system and organization
Product Manager
Proptech: Franchiser, Real Estate Sales, Entrepreneurship, Culture, Teaching & Training
1100+ Offices, 200,000+ Associates, #1 in Units Sold & Sales Volume in the U.S.
KW Office (Market Center) Technology & Operations Coordinator Program
Conducted "Trained the Trainer" (KW terminology) events and workshops for the Keller Williams Technology Alliance, made up of leadership and the Market Center Technology Coordinator Admin roles, in each independently-owned office, nationwide:
These sessions provided comprehensive training and support to empower “MC Techs” to effectively operate, support and educate teams within ≈100 Market Centers (# during this period) across North America.
Curated and structured content, orchestrating a total of 152 training and educational sessions over a span of 4 years. These sessions encompassed a diverse range of topics including:
Social Networking - "What's in it for me?"
What About the Other Search Engines (besides Google)?
Wide World of Widgets
Your Market Center's Online Presence
MyKW.kw.com - Why We Needed a Change
Presenting MyKW.kw.com
Why Are Clouds Important?
Online Marketing
Google! (Get Good with Google)
NAR Standards of Ethics vs. Social Media
Everything You Ever Wanted to Know about HTML Email
Marketing Without a Budget - Craigslist
Marketing Without a Budget, Part II - Facebook
Greensheet Release & Advanced Agent Website Training
Tech Training To-Go: Technophobia, Increasing Attendance & Best Practices
Wolfnet - Custom Build IDX Property Search Mastery
Rethinking Online Lead Generation
Acted as a pivotal ambassador and liaison for in the role of KW Technology Coordinator, providing comprehensive communication and support.
Assumed responsibility for organizing exclusive events at tailored specifically for this role at each of the Keller Williams conventions.
KWRI Support Systems - Issue Tracking & Implementation
Executed the implementation, best practices, and training of Numara FootPrints, an IT service management and issue tracking platform for ITIL usage and guidance within the KWRI Support team.
Convention: KW Technology Booth Management & Break-out Presentation
(3 years, multiple conventions/year) ) Assembled materials to showcase latest KW technologies within the exhibit hall booth (Agent Websites, Website Enhancement, Recruiting Tools, MyKW (pre-intranet), and Reporting (et al).
Worked with Marketing Teams & vendors to determine theme, signage, machines & schwag cost and budget
Great American Financial Resources, Inc. (GAFRI) provides multi-line property and casualty insurance services, tax-deferred annuities and certain life and supplemental health insurance product operations for American Financial Group, Inc. (AFG), and is part of a larger group of companies with more than a century of experience. GAFRI, together with AFG. maintain a strong family heritage that permeates and strengthens our relationships with customers and colleagues.
Note: Shared files are scrubbed of personal & company data. Access is restricted to some files
Devised comprehensive test plans featuring diverse scenarios, facilitating rigorous quality assurance measures.
Crafted reports and enforced robust business controls, fostering accurate data representation and analysis.
Provided comprehensive documentation and training sessions for product business groups, covering both existing and novel practices.
Coordinated and reported on month-end claim balances, ensuring precise financial oversight.
Maintained an expert-level understanding of the day-to-day operations across multiple business units.
Identified operational gaps and championed overarching improvements, contributing to company-wide optimization.
Delivered regular and investigative summaries to executive management, fostering informed decision-making processes.
Business Analyst III - “Model Office”
Insuretech: SaaS, Insurance: Fixed & Variable Annuities,Long-term Care, Life, and Supplemental insurance.
$101M Company, ≈300 employees (GAFRI),
Implemented the LifePRO client-server and administrative solution for United Teachers Associates Insurance Group, encompassing life and health insurance as well as annuity products.
Optimized insurance policy administration by leveraging the adaptable product engine and refining accounting and billing systems.
Managed project timelines meticulously, effecting process enhancements and system adaptations to seamlessly integrate new business initiatives across the organization.
Conducted comprehensive efficiency assessments of both internal and external service delivery processes, ensuring alignment with Sarbanes-Oxley compliance requirements.
Diagnosed and resolved a diverse array of issues within the LifePRO system, diligently addressing confirmation, reporting, and system "bugs."
Formulated intricate queries and generated reports from SQL relational databases, enhancing data-driven decision-making capabilities.
Applied Materials designs highly sophisticated process technologies and manufacturing systems that work at the forefront of engineering and science. The company creates and modifies materials—shaping electrical, physical, mechanical and optical properties through highly sophisticated methods of deposition, removal, modification and analysis — to solve some of the technology world’s biggest challenges
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In 1998, Applied Materials, Inc. announced the RTP XEplus Centura, a new rapid thermal processing (RTP) system that delivers the accelerated temperature ramp rates and precise temperature control required to optimize the electrical performance of sub-0.18 micron device structures. Extending the industry-leading capabilities of the company's RTP XE Centura, the new system enables the formation of ultra-shallow transistor junctions as well as other advanced applications such as critical thin gate dielectrics.
At sub-0.18 micron design rules, virtually all chip makers are expected to design transistors with ultra-shallow (less than 600 angstrom) junctions to increase device performance. The RTP XEplus uniquely addresses the major challenges in creating these junctions by delivering a precisely controlled, uniform temperature ramp rate of up to 150 degrees C per second. Enabling a critical "spike anneal," the XEplus exposes the wafer to the target temperature for less than one second before cooling, thus maximizing dopant activation while minimizing the diffusion of dopants into unwanted areas of the device.
Manufacturing Engineer
Semiconductor: Engineering Solutions - Chip Development, Advanced Display, Atomic-Level Modifications at Industry Scale
$26B Revenue, $3B Research & Development, 33K Employees, 24 Countries, 120 Cities
Configured and oversaw Bills of Material (BoM) administration for Centura platform-based Epitaxial (EPI), Rapid Thermal Processing (RTP), and High Temperature Film (HTF) systems.
Formulated, executed, and upheld procedural methodologies for Final Test processes and operations.
Supervised the implementation and administered the beta SRT (Scanning, Reconciliation, and Toting) software, concurrently establishing an intricate knowledge repository for BoM structures within RTP, HTF, and EPI domains.
Demonstrated full ownership for the successful shipment of all Transistor Capacitor Group (TCG) systems during Q3, Q4, Q1 2000, and Q2 2001.
Drafted comprehensive documentation and procedural guidelines to ensure replicable, step-by-step processes, aligning with ISO 9000 audit requirements. Tasks encompassed facilitation, disassembly, and final testing of all TCG platforms.
Revamped AutoCAD designs for the RTP wafer susceptor shaft, incorporating essential updates to enhance functionality and performance.
Skillfully managed negotiations with vendors to secure optimal terms and agreements for the procurement of necessary components and materials, ensuring seamless integration of the updated designs into the manufacturing process
Played a key role in other outsourcing strategies, including evaluation, recommendation, and negotiation processes.
