With a focus on optimizing the key customer experience across Product Owner and client engagement roles, providing financial advisory, streamlining practice management, driving business development targets and maximizing clients’ Salesforce Financial Services Cloud investments, I successfully:

 Product Manager / Salesforce | 2021 – 2023

• Refined Salesforce product strategies and roadmaps, taking development activities from ideation to roadmap development to launch, furthering the company’s $1 trillion wealth advisory business.

• Developed and enhanced product features, and deliverables with customer User Stories.

• Collated and curated user experiences, deploying Agile methodologies to guide development efforts that achieved an estimated $7 million in savings.

• Designed impactful Client View and Practice View dashboards and portals to provide a holistic view of client portfolios, rolled out to over 8,000 clients and users across the enterprise.

• Conducted regular Scrum style sessions to address product development roadblocks.

• Advocated for a high touch model of client engagement to ensure successful implementations, a 15% increase in successful product adoption, while raising customer satisfaction scores by 10%.

• Instituted a servant leader approach to Agile Scrum implementation to define feature development and release activities.

• Helped align internal resources to create a singular vision around product development.

• Reviewed and assessed industry offerings to identify gaps and opportunities across existing customer value chains.

 Financial Consultant Partner | 2019 – 2021

• Supported internal Salesforce offerings through gathering feedback to optimize the client-side experience, increasing key KPI scores while generating an additional $20 million in net new assets.

• Conducted client solutions requirements gathering sessions to review needs, specifications and objectives while acting as the Pacific Northwest Region’s Salesforce SME.

• Supported and guided clients through migrating from Legacy systems to Salesforce to improve data capture and insight analysis

• Structured outcome focused agile backlog management, sprints, documentation and iterative quality assurance testing.

• Provided client advisory around financial planning and wealth management, focus on reducing exposure and elevating the overall risk management posture.

High Net Worth Client Specialist | 2018 – 2019

• Analyzed and reviewed client portfolios to review current positions and alternative strategies.

• Delivered feedback on financial statements, addressing and responding to concerns and queries.

• Conducted deep-dive market analyses to maintain an awareness of trends and movements impacting client investments.