Expert Details

Expert in Mortgage, Information Technology, and Software Industries

Expert ID: 736422 Texas, USA

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Product Executive with 18 years of Mortgage, Information Technology, and Software industry experience. Dynamic and advanced communicator who is trusted to deliver initiatives that improve organizational awareness of customer, market, and product intelligence. Proven ability to quickly identify and correlate key differentiators of core business offerings to deliver impactful results. Big picture thinker that thrives in an environment where utilizing out of the box thinking is encouraged as an avenue for solving key market pains resulting in new revenue opportunities for product portfolio.

ACCOMPLISHMENTS
 Launched the first cloud-based SaaS platform and mobile application in company history
 Led renewals improvement initiative which delivered >90% retention rate after a significant price increase
 Increased beta registration and participation by 200% over company’s previous product beta test initiatives
 Redesigned tester, prospect, and customer feedback processes to ensure market driven development efforts, improving product release cycles by 2 months
 Managed multiple cross functional product initiatives from solution concept through to successful release
 Built a business case to reduce 14,000+ hours of technical debt by capitalizing the efforts, resulting in an expense savings of >$500K
 Created an expired authorizations management program which increased the recoverability of outstanding transaction fees
 Achieved 96% of annual revenue and 89% of gross profit targets during the 2008-2009 recession, while leading the team in services and warranty attach %
 Reduced time to lock resolution by a full minute for entire department by implementing standards and processes to improve the efficiency the lock and price desk

AREAS OF EXPERTISE
Product Strategy
Product Management
Product Marketing
Go to Market Strategy
Loan Origination Systems
Data & Analytics
Business Intelligence
Business Case Development
Competitive & Market Intelligence
Product & Platform Roadmaps
Product Launch
SWOT & PEST Analysis
Mortgage Information Systems

Expert may consult nationally and internationally, and is also local to the following cities: Houston, TX - Austin, TX

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Education

Year Degree Subject Institution
Year: 2021 Degree: Bachelors of Science Subject: Business, Entrepreneurship and Small Business Management Institution: University of Phoenix
Year: 2009 Degree: Associates Subject: Information Technology Institution: University of Phoenix

Work History

Years Employer Title Department Responsibilities
Years: 2014 to Present Employer: Undisclosed Title: CEO Department: Executive Responsibilities: • Evaluated potential market opportunities to determine viability for investment through risk quantification and collaborative development of financial model
• Ownership of product backlog and presentation of recommendations to Executive Management for release prioritization
• Developed of Product Health KPIs and Performance dashboards
• Responsible for organizational and departmental readiness to launch products across entire portfolio
• Responsible for the alignment of business and technical objectives within a Hybrid (Agile/Waterfall) development environment.
• Directed strategy, technical, and marketing execution across all the entire product portfolio
• Created, maintained, and executed go to market strategy and launch plans for the entire product portfolio utilizing the Pragmatic Marketing Framework.
• Analyzed of buy, build, or partner strategy to maximize development capacity while reducing overall development and support costs
• Defined buyers and users’ personas across entire product portfolio
• Implemented lead generation process designed to nurture a lead from prospect to interested evaluator to engaged sales opportunity in collaboration with Marketing team
• Coordinated, managed, and executed alpha and beta testing for entire product portfolio successfully testing, obtaining user feedback, and implementing into the development pipeline.
• Developed a comprehensive marketing and competitive intelligence base to provide the company with several new product and partnership opportunity
Years: 2018 to Present Employer: Undisclosed Title: President Department: Responsibilities: Design and implement end to end automated business systems then focus on developing an exceptional understanding of the customer and the market dynamics thru analytics then optimize each system in order to achieve success. Business systems focused on:
Demand Generation, Lead Generation, Business Development, Business Operations, Product Management, Product Marketing
Years: 2015 to 2018 Employer: Black Knight Title: Senior Product Manager Department: Responsibilities: • Oversees strategy, technical, and marketing execution across product and platform portfolio
• Evaluates potential market opportunities to determine viability for investment through risk quantification and collaborative development of financial model
• Responsible for the development of business cases and product investment justification for approval of CAPEX to develop solution to resolve market problem
• Ownership of Go to Market plans across entire product portfolio
• Appointed as Business Application Owner responsible for the inventory of assets and their compliance with corporate standards
• Ownership and maintenance of product and platform roadmaps
• Ownership of product backlog and presentation of recommendations to Executive Management for release prioritization
• Ownership of the development of Product Health KPIs and Performance dashboards
• Responsible for organizational and departmental readiness to launch products across entire portfolio
• Responsible for the alignment of business and technical objectives within a Hybrid (Agile/Waterfall) development environment.
• Appointed as the lead on business critical business and product initiatives that require cross functional and/or cross divisional development efforts including the integration of multiple systems to deliver a desired outcome.
• Collaborates with executive and senior management along with development and project management teams through joint application development sessions to clarify project scope, business requirements, and product workflows.
• Managed a team of interns whom contributed to product launch initiatives simultaneously which included implementing net new product functionality, designing a post-production organizational support model, and business process change initiatives
• Creates standardized product presentations and demo scripts used in typical sales process for the sales teams
• Serves as project owner across multiple critical product initiatives.
Years: 2014 to 2015 Employer: On Center Software by ConstructConnect Title: Product Manager Department: Responsibilities: • Directed strategy, technical, and marketing execution across all the entire product portfolio
• Defined and sized market segments to analyze targeted markets are large enough to support current and future product growth
• Created, maintained, and executed go to market strategy and launch plans for the entire product portfolio utilizing the Pragmatic Marketing Framework.
• Conducted win/loss analysis to create a feedback loop that influenced backlog prioritizations and future enhancement development
• Wrote the internal positioning documentation used to develop the external messaging to the targeted buyer and user personas
• Analyzed of buy, build, or partner strategy in an effort to maximize development capacity while reducing overall development and support costs
• Implemented, monitored, and analyzed product KPIs to determine market profitability/performance and operational impact on the organization
• Created and delivered thought leadership materials to influence customers, potential buyers, key 3rd party evaluators, editors and industry specialists
• Implemented lead generation process designed to nurture a lead from prospect to interested evaluator to engaged sales opportunity in collaboration with Marketing team
• Alignment of organization’s sales process to the buying process of the target market using key personas needs at each step of the buying process
• Designed and delivered sales/channel training programs focused on how to sell the product
• Collaborated with CEO, COO, Finance, and Development leadership to establish customer acquisition and retention product strategies.
• Coordinated, managed, and executed alpha and beta testing for entire product portfolio successfully testing, obtaining user feedback, and implementing into the development pipeline.
• Developed a comprehensive marketing and competitive intelligence base to provide the company with several new product and partnership opportunity
Years: 2013 to 2014 Employer: IronEdge Group Title: Business Development, Growth & Strategy Department: Responsibilities: • Responsible for Revenue Generation Strategy (Marketing, Inside Sales, Business Development, Outside Sales)
• Ownership of Revenue Generation Cycle
• Defining and Designing Lead Generation Strategy
• Creation of Sales Process
• Creation of Short and Long Term New Revenue Generation Strategy
• Creation of Channel/Partner Sales Program
• Creation and Definition Web Strategy
• Definition of Competitive Differentiators and Go-to-Market Strategy
• Creation and Delivery of Client Acquisition and Appreciation Events
Years: 2010 to 2012 Employer: Genuent Title: Business Development Department: Responsibilities: • Utilized technical knowledge to understand the business drivers and needs of each of my clients and presented them with personnel options to help achieve those business objectives
• Proactive selling of infrastructure and application development candidates to target companies
• Attended trainings and hosted events by technology providers such as IBM, SAP, and Microsoft for the purposes of developing relationships with clients while understanding what technology initiatives they were trying to achieve
• Strategic planning of market penetration blitzes
• Aligned strategic and tactical Infrastructure, Software Development & ERP resources with client’s business objectives.
• Maintained business relationships with clients through follow up contact and proactive marketing of key skill sets required for business
• Created proactive Infrastructure campaign designed to generate business through existing needs
• Identified key areas of opportunity through research of LinkedIn, Indeed, Houston chronicle, Houston business journal etc.
• Generated orders and revenue through proactive campaign with clients that we had no prior business relationship with
• Established business relationships with consulting partners to utilize their business relationships to further market presence
•Utilize technical knowledge to recommend IT solutions and services to potential clients
•Works with leadership to design and execute market strategies around IT Services (Infrastructure, Applications, and ERP)
•Generates client awareness and preference for IT Services portfolio
•Lead the opportunity development process including client relationship development
•Forecast deal closure with relatively good accuracy
•Drives creation of value propositions, deal structures and commercial mechanisms integrating with the appropriate parties
•Drives, supports, and participates in all relevant proposal activities, both written and oral
Years: 2007 to 2010 Employer: Insight Title: Client Solutions Executive Department: Responsibilities: • Responsible for acquiring and maintaining new business accounts by selling IT solutions in a defined geographic territory.
• Built rapport with clients via the telephone by understanding the overall infrastructure of the client and how Insight could support their business needs
• Provided clients with complete technology offerings including hardware, software and services to ensure success in meeting the organizations business needs.
• Built and managed entire book of business from the initial contact to the close of the sales
• Followed up with clients on quotes and orders to ensure client satisfaction
• Engaged Pre-Sales engineering team when a consultative approach was needed to tailor a solution to their specific technological and budgetary needs
• Developed relationships with the various partners of Insight including but not limited to Microsoft, IBM, HP, Lenovo, Symantec to work leads and close business
• Provided management with accurate forecast of overall book value and projected project in each client
• Advised and introduced new solutions, products and services to solve individual client’s business needs.
• Identify profile, qualify and secure new accounts by “cold calling” and overcoming client objectives to secure new business opportunities.
• Provided excellent customer service through effective communication, product knowledge, utilization of question based selling methods, and providing relevant

Presented clients with solutions in Hardware, Software, Networking, and SAAS solutions for their varying business needs. Especially proficient in software licensing as I handled the licensing agreements and strategies for my client's Microsoft, Adobe, Citrix, Cisco, IBM, and VMware requirements.

Career Accomplishments

Associations / Societies
National Honor Society (2020)
National Society of Leadership & Success (2020)
Licenses / Certifications
Optimal Product Marketing and Product Management

Additional Experience

Marketing Experience
• Defined ideal client profile based on the scalability and scope of services offered to the market
• Performed competitive analysis and made presentation of findings to executive team to assess the current messaging consistency with market expectations of IT service providers in target markets
• Forecasted and reported to management overall market potential, book of business value, and delivered key net new customer relationships
• Aligned competitive differentiators with Go to Market Strategy through vertical opportunity identification
• Designed and executed proactive candidate marketing strategies to increase customer acquisition success in Infrastructure, Applications, and ERP markets.
• Advised clients on complete technology solutions which included hardware, software, and services requirements for delivering anticipated results.
• Projected accurate forecast of overall market opportunity and client revenue commitments.
• Exceeded revenue and gross profit targets by marketing strategies to focus on green technologies with high ROI, tax rebate savings, and short payback periods.

Fields of Expertise

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