Close to the customer.
Deep in the product.

I lead AI-native products from strategy to delivery.

15+Years of Experience

22Epic-based cross-functional Scrum squads built and led

120+UX designers trained across my career

56Microservices documented across Marketeq Projects and LeadIQ

What I bring to product teams

Market-backed product strategy + AI-native execution + accountable leadership.

I originate product vision and strategy, validate market opportunities, and personally define product features, roadmaps, backlogs and sprint priorities. I lead cross-functional teams through AI-native prototyping, technical definition, testing and delivery, with deep expertise in UX, conversion strategy and product execution.

Client Advisory Boards, interviews, heatmaps and user analytics

Product vision, self-directed backlogs, MVP scope, epics and roadmaps

AI-assisted prototypes, React/Next.js and technical product requirements

Customer retention, monetization and cross-functional product leadership

01 / My perspective

I define the strategy before the build.

My decisions are informed by deep competitive, market and behavioral research, with validation down to individual interactions before concepts reach user testing. Each feature starts with a defined customer problem, a reason to build it now and the evidence that would change the plan.

VOICE OF CUSTOMER / LIVE INSIGHTSDISCOVERY 01

Client advisory boardCustomers need a shorter onboarding path01

Usability testingFriction identified in the first key action02

Market intelligenceOpportunity identified against competitors03

RESEARCH SYNTHESISPrioritize activation

Market-backed product strategyMarket analysis, competitive positioning, customer segmentation, monetization models and differentiated product opportunities.

Deep UX and conversion strategyMicro-features, interactions, flows, messaging and conversion psychology, each grounded in customer research and behavior.

Personal product ownershipI weigh customer value against commercial potential in every scope decision and own the tradeoffs that follow.

Strategy leadership and mentorshipLed recurring product and UX strategy reviews that train designers to back each decision with research, data and customer insight.

STRATEGY LEADERSHIP / 15+ YEARS

Over 3,500

Product and UX strategy sessions across my career

Across product leadership, consulting and startup work, I have led strategy sessions focused on defining stakeholder vision, validating markets, identifying competitive opportunities and improving conversion. I coach teams to support each feature, flow and interaction with research, customer psychology and evidence rather than visual preference.

Industries & engagement types

SaaS platformsDigital marketplacesFintechB2B intelligenceIT consulting

Startup developmentProduct strategyConversion strategyOnline education

01 / OWN THE DIRECTION

Vision and positioning

I help founders and stakeholders define what the product should become, who it serves and where it should compete, then translate that direction into the priorities teams build against.

Vision ownership
Sprint direction

02 / RESEARCH THE MARKET

Competitive and innovation strategy

I use competitor benchmarking, cross-category audits and market analysis to uncover where a product can win and establish its differentiated value.

Market research
Differentiation

03 / VALIDATE AT THE DETAIL LEVEL

Features, flows and interactions

My design teams document the rationale behind micro-features, behavior, navigation, messaging and interaction patterns, so every detail can be defended in review before it reaches development.

Micro-feature validation
Behavioral insights

04 / OPTIMIZE COMMERCIAL VALUE

Sales and conversion psychology

I apply customer motivations, persuasive messaging, onboarding friction and retention principles to product decisions. I also served as the sales subject-matter expert for an IT consulting firm’s instructional design team.

Conversion strategy
UX psychology

MY PRODUCT STRATEGY DISCIPLINE

Every detail of the vision deserves a reason to exist.

I develop product vision in close collaboration with stakeholders, often as the primary product stakeholder. I define the decisions behind each feature, record the rationale, and carry that vision through backlog, design, implementation and review. I expect the design rationale to hold up beyond the wireframe.

01 / VISION & ALIGNMENT

Capture the vision precisely

Lead stakeholder discovery, align goals and constraints, and define the intended experience across user flows, interface states and micro-interactions.

Vision capture
Decision rationale

02 / PSYCHOLOGY & MOTIVATION

Anticipate what users need

Use UX and conversion psychology to anticipate customer questions, motivations, hesitation and trust signals before they become barriers to action.

Motivation & trust
Friction points

03 / COMPETITIVE + INNOVATION

Familiar where it helps. Different where it matters.

Combine familiar interaction patterns with competitive research and cross-category inspiration to create meaningful product differentiation.

Market evidence
Feature-level audits

04 / TRANSFER THE METHOD

Train teams in strategic thinking

Train teams in market research, competitive analysis and conversion strategy, drawing on curricula I authored for startup launch and growth programs.

Competitive familiarity
Innovation opportunities

02 / Core expertise

The full product
lifecycle, without
the handoff gaps.

I carry the same product intent from customer research through strategy, technical definition, delivery and outcome measurement. Product, design, engineering and QA work from one shared definition of the problem, the scope and the expected result.

01 / DISCOVER

Voice of customer

Client Advisory Boards, interviews and usability studies reveal customer needs. Heatmaps, click and scroll analytics, surveys and feedback show where experiences need to improve.

Client interviews
Behavioral analytics

02 / STRATEGIZE

Product & market strategy

Define product vision and positioning from market evidence and adjacent-market research. Connect pricing, packaging and monetization to investment decisions and the product’s long-term commercial strategy.

Competitive benchmarking
Innovation strategy

03 / PRIORITIZE

Roadmap & sprint ownership

Own epics, MVP scope and sprint priorities across cross-functional squads. Keep each squad’s backlog tied to the roadmap so sprint work traces back to a customer outcome and a business goal.

Epic planning
Sprint ownership

04 / SPECIFY

Technical product direction

Build AI-native prototypes with React and Next.js. Define API and service requirements, data models, engineering constraints, edge cases and acceptance criteria with delivery teams.

API and service scope
AI prototypes

05 / OPTIMIZE

Conversion & UX psychology

Apply advanced UX, sales and conversion psychology to onboarding, activation and retention. Remove hesitation at decision points so customers understand the value, trust the product and take the next step.

Sales psychology
Conversion analysis

06 / DELIVER

Product delivery

Carry products through release readiness by specifying expected behavior, verifying critical journeys and confirming release criteria. After launch, measure outcomes against the success metrics set before the build.

Acceptance criteria
Test-driven delivery

03 / How I work

From customer signal to testable product decisions.

I align teams around measurable product goals and balance speed, cost, quality and technical possibilities as decisions move toward delivery. Every step produces evidence or a testable artifact that the next step builds on.

Listen

Talk to users, clients and stakeholders to collect evidence.

Research

Audit competitors, market leaders and adjacent categories.

Prioritize

Define MVP scope and future roadmap around value and effort.

Design

Prototype and optimize interfaces and decision flows.

Specify & test

Define technical requirements, acceptance criteria, edge cases and development test cases before coding.

Build & validate

Coordinate test-driven implementation, verify expected behavior with QA, then measure and iterate.

PRODUCT DEFINITION & ENGINEERING EXECUTION

Make the vision clear enough to build and test.

I translate validated strategy into working prototypes and testable requirements, then stay involved as teams move from definition to delivery.

TEST-FIRST PRODUCT DELIVERYSPEC → TEST → VALIDATE

PRODUCT REQUIREMENTS READY

feature: onboarding-flow
condition: first-time-user
require: clear-next-action
expected: successful-activation

Product requirements & experience

01 / DEFINE

Product requirements, user journeys, interface states, user stories, acceptance criteria and edge cases.

Journeys & states
Edge cases

Prototypes & technical scope

02 / CONNECT

AI-assisted working prototypes, API contracts, service boundaries, integration dependencies and engineering specifications.

Working prototypes
Integration mapping

QA & release standards

03 / VALIDATE

Resolve implementation questions before coding so product, design, engineering and QA share the same intended experience. Agree on release criteria up front.

QA scenarios
Release acceptance

04 / Market & client validation

I validate the opportunity before committing to the build.

I use market and competitive evidence to answer three questions before a feature earns engineering time. Is there a market, is this a real client problem, and does the proposed experience work?

01 / MARKET VALIDATION

Is there a market worth entering?

I study direct competitors, best-in-class products and out-of-category experiences. I compare customer expectations, underserved needs, positioning, buying motivations and commercial potential to identify a credible point of differentiation.

My decision: define the target segment, value proposition, competitive position and the minimum product needed to test the opportunity.

Market gaps
Competitive landscape

02 / CLIENT VALIDATION

Is this a real client problem?

I work from client conversations, support patterns, feedback and behavior data. I separate recurring problems from isolated feature requests and challenge assumptions before they become roadmap commitments.

My decision: turn client evidence into problem statements, prioritized requirements and testable success criteria.

Customer interviews
Usage signals

03 / SOLUTION VALIDATION

Does the proposed experience work?

Before user testing, I challenge each proposed micro-feature, interaction, flow and message against market research, product patterns and conversion principles. I then use working prototypes and usability studies to test the experience and refine it with engineering and QA.

My decision: simplify, revise, defer or advance features based on what testing reveals.

Interaction review
Usability research

MARKET OPPORTUNITY ASSESSMENT

What I validate before investing in development.

I evaluate the target customer, their current alternatives and the competitive landscape before deciding what the product should offer and which bets deserve engineering capacity.

01 / CUSTOMER PROBLEM

Find the unmet need.

Segment the audience, review customer feedback and current workarounds, and identify the segment with the strongest reason to act now.

02 / MARKET POSITION

Identify the opportunity.

Compare existing customer expectations, barriers to adoption and switching costs to shape a value proposition customers will act on.

03 / BUSINESS CASE

Choose the investment.

Size the commercial potential against build cost, engineering dependencies and technical feasibility to decide which bets earn a place on the roadmap.

PRODUCT OUTCOME OWNERSHIP

Define success before deciding what to build.

I connect product goals to customer and business measures such as activation, retention, task success, adoption and conversion. Research, behavioral analytics and usability testing help me diagnose friction, choose the next investment and evaluate whether a product decision is working.

DECISIONS & OUTCOMES

Validation that changes the product.

43%

Customer churn reduction · B2B SaaSResearch into onboarding and retention friction set the priorities for the experience improvements behind this result.

91%

Checkout usability task completionFive participants completed eight test tasks. Hesitation by three participants at the primary action informed a review-first checkout redesign.

MVP

Scope and positioning decisionsValidation findings set which marketplace journeys and prospecting capabilities were prioritized for the first release and which were deferred.

I also design Client Advisory Board research programs, including recruitment criteria, interview protocols, usability tasks, feedback synthesis and decision-making frameworks.

TWO STAGES OF VALIDATION

Market evidence first. User testing second.

I validate the product concept and its individual decisions from several research angles before putting a prototype in front of users. Testing then challenges what the earlier research suggested, instead of being the first time the idea is evaluated.

LAYER 01 / PRE-PROTOTYPE

Market, competitive & interaction validation

Define the stakeholder vision and hypotheses, then test the concept against competing approaches, customer behavior and the rationale behind positioning and conversion decisions. Challenge the proposed flows and messages before committing to a design direction.

Market analysisCompetitive auditsBest-in-classOut-of-category researchUX psychologyMicro-feature analysis

LAYER 02 / USER EVIDENCE

Usability research & behavior testing

Use moderated tests, interviews, heatmaps, funnels and analytics to see where users hesitate, misread or drop off. Use the findings to refine the product, recheck assumptions and prioritize changes.

Usability testingInterviewsHeatmapsBehavior analyticsFunnelsIteration

Competitive evidence provides an informed starting point. Observed behavior can confirm or overturn it. I draw on more than one source of evidence for a product decision.

05 / ROADMAP & DELIVERY PRIORITIES

I set priorities, not just sprint dates.

I build the product backlogs and roadmaps, define features and epics, and set sprint priorities. Research and client input inform the work, and cross-functional reviews surface insight and risk before I decide sequencing, scope and staffing.

01 / COLLECT THE SIGNALS

What deserves a place on the roadmap?

Bring together customer and client research, market gaps, product analytics, stakeholder requests and strategic goals. Frame each candidate epic around the problem, expected value and evidence.

Customer signals
Market potential

02 / REVIEW & VOTE

Invite input. Keep decision rights clear.

Bring my proposed epics and sprint priorities to product, design, engineering and QA for review. Use structured voting and discussion to challenge assumptions, uncover risks and surface dependencies before work is committed.

Team input
Final accountability

03 / SCORE THE TRADEOFFS

Choose the highest-value work.

Evaluate customer impact, market opportunity, commercial potential, effort, technical dependencies, delivery risk and team capacity. Advance, simplify, defer or remove work accordingly.

MVP scope
Delivery dependencies

04 / STAFF & COMMIT

Turn priorities into owned epics.

Break the approved scope into build-ready stories and acceptance criteria, assign the relevant cross-functional squad and align its sprint commitments, QA requirements and success measures.

Dedicated squad
Acceptance criteria

EXAMPLE / TALENT MARKETPLACE

Sequencing the MVP around dependencies

I prioritized the client and talent journeys first, then planned related features around technical readiness so squads could focus on the work that unlocked the next product milestone.

EXAMPLE / LEARNING PLATFORM

Comparing priorities across the platform

I framed each initiative around a customer problem and expected value. That gave the team a consistent basis for comparing priorities across the product.

06 / Selected product work

The decisions behind the build.

I scoped a two-sided talent marketplace, designed how an AI-native prospecting platform’s agents work together, and led retention improvements at a B2B SaaS company.

Talent marketplace Architecture map

A simplified view of how I mapped customer flows to services, API contracts, and QA scenarios.

36 Services in the marketplace architecture Talent marketplace
94 Routes in the Next.js interface Talent marketplace
43% Reduction in customer churn B2B SaaS

TALENT MARKETPLACE / TECHNICAL PRODUCT

Marketplace architecture built around customer workflows

Defined marketplace workflows, policies, APIs and integrations across NestJS services. Led AI-assisted development of the Next.js interface, with 70 core UI components and 104 Storybook stories.

Product vision · Technical requirements · AI-native execution

TALENT MARKETPLACE / PRIORITIZATION

MVP decisions that move complex products forward

Sequenced epics by dependency. Time tracking preceded payouts, and billing enabled transactions. Defined acceptance criteria and QA handoffs so squads stayed on the work that unlocked the next milestone.

MVP strategy · Product prioritization · Technical feasibility

B2B SAAS / RETENTION

Improving retention across the customer lifecycle

Led product, customer-experience and retention improvements across onboarding, dashboards and lifecycle journeys. Aligned research, redesign and roadmap decisions with activation and long-term customer value.

Customer retention · Product strategy · Business impact

AI-NATIVE PROSPECTING / AGENTIC PRODUCT

Goal-driven AI agents and conversational orchestration

Defined specialized AI agents and conversational orchestration so customers could describe goals in natural language. Scoped prospect insights, audience recommendations and coordinated campaign workflows.

Agentic product strategy · Data interpretation · Conversational orchestration

TWO PLATFORMS / PRODUCT DEFINITION

56 microservices documented across two platforms

Connected product flows to service responsibilities, API behaviors, integration requirements and QA scenarios across both platforms, giving product, engineering and QA a shared delivery blueprint and a single reference for every service.

Technical product strategy · Service requirements · Cross-team execution

LEARNING PLATFORM / PRODUCT PLANNING

26 epics, organized into a delivery foundation

Defined feature boundaries and dependencies before engineering estimation so each initiative could be evaluated on its own. Turned product scope into actionable initiatives with build-ready requirements and a clear delivery plan.

Epic definition · Product planning · Delivery readiness

PRODUCT JUDGMENT IN PRACTICE

Decisions I make, and the reasons behind them.

I choose what matters now, what can wait and what has to change so a team can build something useful without unnecessary complexity.

TALENT MARKETPLACE / MVP SCOPE

Protect the first customer journey.

My decision: Focus the initial marketplace on profiles, listings, search and onboarding. Defer work that does not unlock the core client and talent experience, and protect that scope as new requests arrive.

Customer value / Scope / Time to market

TALENT MARKETPLACE / CHECKOUT

Remove friction without waiting for a larger tool.

My decision: Simplify project editing during checkout rather than delay the MVP for a full planning experience. Use usability-test hesitation to guide a review-first flow.

Usability / Feasibility / Delivery speed

AI-NATIVE PROSPECTING / ROADMAP

Make the product usable through conversation, not just screens.

My decision: Prioritize audience definition, AI agents and goal-driven orchestration ahead of the landing page. In the proposed experience, customers can explain campaign objectives in plain language and still use the traditional interface when they need it.

AI-native product vision / User experience / Roadmap prioritization

EPIC DELIVERY / QUALITY

Make work testable before it starts.

My decision: Require product specifications, acceptance criteria and QA cases before an epic reaches development, with clear product, engineering and QA ownership in each staffed squad.

Delivery readiness / Quality / Accountability

07 / People & process

I build product teams,
not just plans.

I interview, recruit, select and train people across product, UX, engineering and QA. I organize teams around owned epics, develop team leads and guide delivery with clear responsibilities.

200–300PRODUCT PROFESSIONALS
RECRUITED & TRAINED

22EPIC-BASED
SCRUM SQUADS

UX designProduct managementFrontendBackendFull stackQuality assuranceDevOpsBusiness analysisAI engineering

Design & product

Interviewed and selected product and UX professionals, then trained designers in market research, innovation and conversion strategy. Coached product managers, business analysts and Scrum Masters.

Engineering

Recruited frontend, backend, full-stack and AI engineers. Formed a separate data science team, aligned contributors around product requirements, and made technical decisions and documentation part of delivery.

Quality & operations

Established QA, DevOps and delivery standards across squads, including escalation paths and handoff practices, so product, engineering and quality teams shared ownership from definition through release.

Training & documentation

Coached engineers to understand the customer problem behind each ticket and designers to think strategically. New team members learned from specifications, acceptance criteria and QA cases.

08 / Career

Executive perspective.
Hands-on product work.

My career spans startup advisory, SaaS product leadership, enterprise financial services, marketplaces and AI-native platforms. Across these roles, I have owned roadmaps and MVP scope and turned customer insight into products teams could deliver.

NOV 2014 – PRESENT

Senior AI-Native Product Manager · Marketeq Digital

Owned product vision and priorities for a talent marketplaceand an AI-native B2B prospecting platform. Led AI-native prototypes,technical scope and a separate data science team. Establisheddocumentation-first delivery so engineers understood each decision.

JUL 2021 – NOV 2023

Chief Product Officer · Referrizer

Led SaaS product strategy, roadmaps, UX and growth.Aligned onboarding and retention initiatives with product goals,turning customer friction into experience improvements thatcontributed to a 43% reduction in customer churn.

JUN 2021 – DEC 2021

Senior Product Advisor · CornerstoneAI

Advised on discovery and product positioning for an AI-focusedworkforce intelligence platform. Helped frame the marketopportunity and identify MVP priorities, connecting customerneeds to a focused direction for product planning.

MAY 2020 – APR 2021

Lead Product Manager · Uptu

Led product vision and market differentiation for a consumerplatform. Connected customer research to MVP decisions andfeature scope, then guided cross-functional backlog planningaround the consumer experience.

EARLIER CAREER

Product Management, UX Strategy & Consulting

Led product research, enterprise UX and strategy consultingacross digital businesses and client engagements. Facilitatedstrategy reviews to shape positioning, requirements andinteraction decisions around a shared product direction.

APR 2014 – MAY 2017

Senior Product Strategist · Startup Launch Program

Advised startup founders on customer discovery and priorities,connecting competitive differentiation with growth strategy.Created more than 200 training videos to share the methodand support informed product decisions throughout planning.

09 / Toolkit

Comfortable with strategy.
Fluent in the details.

product-specification.tsTYPESCRIPT · PRODUCT REQUIREMENTS

01interface ProductSpecification {02 problem: string;03 customerEvidence: Interview[];04 personas: UserPersona[];05 successMetrics: KPI[];06 scope: { mvp: Feature[]; later: Feature[] };07 designStates: UIState[];08 acceptanceCriteria: Criterion[];09 edgeCases: Scenario[];10 apiContracts: ApiContract[];11 integrationDependencies: Service[];12 testCases: DevelopmentTest[];13 qaValidation: VerificationPlan;14 releaseCriteria: ReleaseGate[];15}16const deliveryReady = criteriaMet && testsDefined;

Illustrative specification, requirements and test cases defined before implementation

Product & delivery

Jira, Linear, ProductBoard, Asana, Trello and Confluence for product vision, roadmaps, epic ownership, backlog prioritization, MVP scope and cross-functional Scrum delivery.

Research & design

Figma, FigJam, Miro, Sketch, Adobe Creative Suite and Axure for interactive prototypes, usability studies, heatmaps, behavior analytics and reusable design systems.

Technical collaboration

React, Next.js, Tailwind CSS, TypeScript familiarity and GitHub for AI-assisted prototypes, service specifications, API contracts and test-driven delivery.

Business analytics

Excel, conversion funnels, retention cohorts, KPIs and Net Promoter Score (NPS) to assess behavior, interpret experiments and guide product decisions.

Documentation & collaboration

Architecture decisions, user stories, QA plans and cross-team handoffs, written so product, design, engineering and QA work from the same source of truth.

AI-assisted product delivery

Claude Code, Claude Desktop, ChatGPT, Codex and Figma MCP for working prototypes, AI-native MVPs, research synthesis and code review.

10 / Let's connect

Let's build something
customers actually value.

Open to Senior AI-Native Product Manager, Senior Technical Product Manager and Lead Product Manager roles where market insight, product judgment, AI-native execution and cross-functional leadership create meaningful customer and business value.

Discuss an opportunity

Email Phone LinkedIn Resume

Close to the customer.Deep in the product.