Expert Details

Expert in Product Management

Expert ID: 736586 California, USA

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Product manager, businessman, biologist, writer, and speaker. Fascinated by the intersection between tech, business, and life. Passionate about enabling people to overcome obstacles. Approaches challenges with an entrepreneurial spirit.

Shipped multiple multi-million dollar software products and continues to launch even more. Wrote multiple books and best-practice guides about product management, totaling 160+ publications. Featured by 60+ organizations around the world.

Has a wealth of experiences in a variety of roles and industries: product management, product-led growth, software development, big data, management consulting, corporate strategy, change management, consumer research, academic research, marketing, sales, deployments, customer success, real estate, fintech, mortgage lending, consumer lending, consumer finance, education, startups, nonprofits, writing, publishing, interviews, podcasts, webinars, blogging, speaker engagements, SEO, and community management.

Currently tackling a variety of social issues: economic empowerment, educational inequality, gender inequality, racial inequality, mental health, effective altruism, and climate change.

Top Skills:
Public Speaking

Available for panels, in depth interviews, and surveys only.

Expert may consult nationally and internationally, and is also local to the following cities: San Francisco, CA

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Year Degree Subject Institution
Year: 2014 Degree: BS Subject: Business Administration Institution: University of California, Berkeley
Year: 2014 Degree: BA Subject: Molecular and Cell Biology Institution: University of California, Berkeley

Work History

Years Employer Title Department Responsibilities
Years: 2017 to Present Employer: Undisclosed Title: Product Manager Department: Product Management Responsibilities: Technology company transforming the consumer lending ecosystem. Company's technology delivers speed and efficiency to lenders, so they can serve the modern borrower and safely navigate the industry's changing rules and regulations.

• Q3 Golden Dew Award • Empire State of Mind Award • Hackathon Winner for Blend Efficiency
Years: 2017 to Present Employer: Undisclosed Title: Co-Founder Department: Responsibilities: Published 70+ product management best practice articles on the PMHQ website, and articles have been read 300,000+ times. Also provide product management advice within Slack community of 9,000+ members, and curate weekly newsletter with 30,000+ subscribers. Company is the trusted career destination for aspiring product managers and experienced product managers. The world’s first and largest online Slack community for product managers, with members from 500+ companies around the world. Has been featured in Forbes, Huffington Post, Product Hunt, Social + Capital Partnership, Mattermark, UXPin, and Alpha.
Years: 2016 to 2017 Employer: Movoto Title: Group Product Manager Department: Responsibilities: Owned all of company's real estate agent products, including mobile apps, profile pages, lead generation, and CRM; served thousands of real estate agents, handling 100K's of leads and millions in revenue annually. Was rapidly promoted from associate product manager to product manager to group product manager.
• Spearheaded new business model (>50% of annual revenue within 1yr), new strategic partnership (worth millions in annual revenue), and new tech stack
• Coordinated internal team of 18 (engineers, QAs, analysts, designers) in India, China, and California while managing 3rd party team of 10 (engineers, QAs, delivery managers) in India and Hawaii
• Delivered new sales funnel and team management features in mobile and web apps across multiple technology layers (Salesforce, Node.js, iOS, Android, and web)-- Researched, iterated, and validated features through interviews and user testing-- Managed program rollout, conducted training sessions, crafted marketing collateral and training materials, and created internal release announcement
• Integrated consumer-facing Agent Directory with agent productivity tools and with CRM platform, enabling agents to manage their online profiles, enabling Agent Directory leads to convert 3x better
• Created new processes to enable transition from single call center to three simultaneous call centers; re-designed call queues and lead delivery to prevent concurrency problems
• Sped up operator onboarding by 15% through task automation and help text
• Accelerated release cycle from quarterly to bi-weekly (6x faster) by simplifying requirements with stakeholders, streamlining processes with developers, and pushing for best coding practices
• Cut average bug resolution time from 3 weeks to 4 days (3.8x faster)
• Reduced agent complaint volume from 12 cases per week to 6 cases per week (2x fewer)

Awards:• ACT Champion for 2 years • Valu-You Award • Q2 Spotlight Award
Years: 2016 to 2016 Employer: Movoto Title: Product Analyst Department: Responsibilities: Movoto has sold more than 16,000 homes across the U.S. since its founding in 2006 and is the only online brokerage to offer listings in 42 states and the District of Columbia. Movoto's unique business model delivers complete and up-to-date listing information directly from the MLS and connects home buyers with expert local agents at no cost.

Awards: • Q2 Spotlight Award

• Discovered and analyzed customer segments and needs through qualitative interviews and quantitative surveys-- Designed interview guides and surveys-- Moderated 20+ 1:1 interviews with real estate agents and supervised 60+1:1 interviews with homeowners-- Managed and coordinated 3 research vendors across multiple initiatives-- Conducted data analyses on 500+ homeowners across 1,000+ attributes to find attractive customer segments to target
• Advised executive team on go-to-market strategies, value propositions, and execution framework for new business initiative-- Performed competitor analyses, marketing sizing, and SWOT analysis to determine scope and test markets-- Developed key value propositions for homeowners and real estate agents, based on consumer research findings-- Documented 100+ core processes to accelerate expansion for new business initiative across proposed test markets
• Optimized product performance through A/B testing, usability tests, and KPI tracking-- Designed, implemented, and optimized 10+ landing pages and their associated SEM campaigns to determine value proposition viability-- Analyzed conversion and engagement through Google Analytics, Google AdWords, VWO, and
• Championed culture and values across teams and within the organization-- Assisted project leader in developing team culture and values for 15-mancross-functional tiger team-- Selected as key contributor for company HR initiatives, such as improving employee engagement and retention
Years: 2015 to 2015 Employer: Applied Predictive Technologies Title: Senior Business Consultant Department: Responsibilities: Verticals served:
• Retail• Restaurants• Tech• Pharma

Initiatives analyzed:
• Pricing - multi-cell testing, limited time offers and discounts
• Marketing - marketing spend, customer insights, new product introductions
• Operations - sales representative initiatives, menu rationalization
• Capital initiatives - remodels, space allocation, new location openings and cannibalization

Key skills developed:
• Critical thinking and analysis
• Thought partnership with client senior management
• Oral presentation and written communication
• Statistics, iterative testing, and targeting
• Data management and processing
• Resource allocation and teamwork
• UX/UI testing and prototyping
• Training and orientation of new software users
• Onboarding and empowerment of new hires
Years: 2014 to 2015 Employer: APT Title: Business Consultant Department: Responsibilities: APT is the world’s largest purely cloud-based predictive analytics software company. APT’s Test & Learn software is revolutionizing the way Global 2000companies harness their Big Data to accurately measure the profit impact of pricing, marketing, merchandising, operations, and capital initiatives, tailoring investments in these areas to maximize ROI.APT’s client portfolio features some of the world’s best known brands, including Walmart, Starbucks, Coca-Cola, Victoria’s Secret, American Family, Hilton Hotels, SUBWAY, TD Bank, T-Mobile, and others. APT has offices in Washington, D.C., San Francisco, London, Bentonville, Taipei, Tokyo, Sydney, and Chicago.
Years: 2012 to 2014 Employer: Self Employed Title: Founder and President Department: Responsibilities: Company seeks to spread the spirit of innovation throughout UC Berkeley and bring entrepreneurship to people of all majors, ages, and backgrounds. Webring in startup founders to speak at information sessions, and we have a structured curriculum to help even the newest of entrepreneurs get started. We hold club-wide activities geared towards running and managing a small business. Has partnered with over 30 startups and is rapidly growing its member base.
• Implemented a three month long Leadership in Entrepreneurship Program to develop board members professionally
• Executed our First Annual Pitch Competition, which brought in 5 entrepreneur judges, 7 competing teams, and 70 audience members
• Spearheaded rebranding initiative, increasing membership retention to 70%and increasing membership by 500%

Career Accomplishments

Licenses / Certifications
Skills for Inclusive Conversations
Confronting Bias
Diversity, Inclusion, and Belonging
Unconscious Bias
Awards / Recognition
Haas Undergraduate Leadership Award
Concentration in Engineering Leadership
Honorary Alumnus
Q2 Spotlight Award
ACT Champion
Publications and Patents Summary
Publications: 5

Language Skills

Language Proficiency
Chinese Native/ Bilingual
English Native/ Bilingual
Spanish Limited Working

Fields of Expertise

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