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.

01

Client Advisory Boards, interviews, heatmaps and user analytics

02

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

03

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

04

Customer retention, monetization and cross-functional product leadership

01 / My perspective

I define the strategy before the build.

I originate the vision, define the features, build the roadmap and backlog, and set sprint priorities for the products my teams work on. My decisions are informed by deep competitive, market and behavioral research, with validation down to individual interactions before concepts reach user testing.

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, best-in-class audits, out-of-category comparisons and differentiated product opportunities.
Deep UX and conversion strategyValidate micro-features, interactions, flows, messaging and conversion psychology against research before usability testing.
Personal product ownershipI define the product vision, feature scope, epics, backlogs, roadmaps and sprint priorities, balancing customer value and commercial potential.
Strategy leadership and mentorshipLed recurring product and UX strategy reviews; trained UX designers in innovation, market analysis, competitive strategy and evidence-based decisions.
STRATEGY LEADERSHIP / 15+ YEARS
Over 3,500

Product and UX strategy sessions across my career

Across more than 15 years of product leadership, consulting and startup work, I have led product and UX 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 platforms · Digital marketplaces · Fintech · B2B marketing & lead intelligence · IT consulting & sales enablement · Startup product development · Product strategy consulting · Customer acquisition & conversion · Online education & learning platforms

01 / OWN THE DIRECTION

Vision, roadmaps and backlogs

I define what the product should become, set its roadmap, write and organize the backlog, frame epics and features, and decide which initiatives enter upcoming sprints.

  • Vision ownership
  • Sprint direction
02 / RESEARCH THE MARKET

Competitive and innovation strategy

I use market analysis, best-in-class and out-of-category audits, and competitor benchmarking to uncover opportunities and establish the product’s differentiated value.

  • Market research
  • Differentiation
03 / VALIDATE AT THE DETAIL LEVEL

Features, flows and interactions

My design teams validate the rationale for micro-features, behavior, flows, navigation, messaging and interaction patterns against research before a prototype reaches usability testing.

  • Micro-feature validation
  • Behavioral insights
04 / OPTIMIZE COMMERCIAL VALUE

Sales and conversion psychology

I apply customer motivations, persuasive messaging, onboarding friction, conversion strategy 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 capture the intended customer experience in detailed notes, define the decisions behind each feature, and carry that vision through backlog, design, implementation and review. I don't treat a wireframe as validation.

01 / VISION & ALIGNMENT

Capture the vision precisely

Lead stakeholder discovery, document goals and constraints in detail, reconcile perspectives, and make the product's intended behavior explicit down to flows, states and micro-interactions.

  • Vision capture
  • Decision rationale
02 / PSYCHOLOGY & MOTIVATION

Anticipate what users need

Apply advanced UX psychology, sales psychology and conversion strategy to anticipate questions, hesitation, trust signals, expectations and decision-making before customers articulate them.

  • Motivation & trust
  • Friction points
03 / COMPETITIVE + INNOVATION

Familiar where it helps. Different where it matters.

Establish recognizable, best-in-class interaction patterns, then use cross-category inspiration and innovation strategy to identify meaningful differentiation instead of novelty for its own sake.

  • Market evidence
  • Feature-level audits
04 / TRANSFER THE METHOD

Train teams in strategic thinking

Teach designers to evaluate market evidence, competitive patterns, conversion psychology and individual feature decisions. I also authored curricula for the Start Launch Program and Accelerated Growth Strategy Program.

  • Competitive familiarity
  • Innovation opportunities
02 / Core expertise

The full product lifecycle,
without the handoff gaps.

I set product direction from the ground up: vision, market opportunity, differentiation, feature scope, backlogs and roadmaps. I validate the strategy and detailed UX before guiding cross-functional teams through AI-native prototyping, implementation and outcome measurement.

CUSTOMERSIGNALPRODUCTDECISIONSTESTABLEREQUIREMENTSSHIPPEDVALUE
From evidence to verified delivery
01 / DISCOVER

Voice of customer

Client Advisory Boards, interviews, usability testing, heatmaps, click and scroll analytics, surveys and customer feedback.

  • Client interviews
  • Behavioral analytics
02 / STRATEGIZE

Product vision & market strategy

Self-directed product vision and innovation strategy; competitive positioning, best-in-class and adjacent-market analysis, monetization and evidence-led investment decisions.

  • Competitive benchmarking
  • Innovation strategy
03 / PRIORITIZE

Roadmap, backlog & sprint ownership

Personally define epics, features, backlogs, MVP scope and sprint priorities. Decide what to build, simplify or defer based on market evidence, business value, dependencies and capacity.

  • Epic planning
  • Sprint ownership
04 / SPECIFY

Technical product management

AI-native prototypes, React/Next.js delivery, API and microservice requirements, engineering constraints, data models, edge cases and acceptance criteria.

  • API and service scope
  • AI prototypes
05 / OPTIMIZE

Conversion strategy & UX psychology

Advanced product UX, sales and conversion psychology, onboarding, activation and retention. Research-validate micro-features, interactions, user flows and messaging before usability testing.

  • Sales psychology
  • Conversion analysis
06 / DELIVER

Product definition & engineering execution

Documentation-first product delivery: product requirements, service and API specifications, user stories, acceptance criteria, edge cases, AI-assisted prototypes, Test-Driven Development, QA test plans and release criteria. Engineers work from documented, testable scope.

  • Acceptance criteria
  • Test-driven delivery
03 / How I work

From customer signal to testable product decisions.

Find the customer problem, validate the commercial opportunity, prioritize a valuable MVP, and test ideas with working prototypes. I align teams around measurable product goals and balance speed, cost, quality and technical possibilities as decisions move toward delivery.

01

Listen

Talk to users, clients and stakeholders; collect evidence.

02

Research

Audit competitors, market leaders and adjacent categories.

03

Prioritize

Define MVP scope and future roadmap around value and effort.

04

Design

Prototype and optimize interfaces and decision flows.

05

Specify & test

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

06

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
01 / DEFINE

Product requirements & experience

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

  • Journeys & states
  • Edge cases
02 / CONNECT

Prototypes & technical scope

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

  • Working prototypes
  • Integration mapping
03 / VALIDATE

QA & release standards

Test scenarios, release criteria and a documentation-first approach that makes features testable before coding. I resolve scope and implementation questions throughout delivery so product, design, engineering and QA share the same intended experience.

  • QA scenarios
  • Release acceptance
04 / Market & client validation

I validate the opportunity before committing to the build.

I define products through market and competitive evidence first, not visual preference. I assess customer segments, best-in-class solutions, adjacent-category patterns and commercial opportunities, then validate even small feature and interaction choices before usability testing or roadmap commitment.

01 / MARKET VALIDATION

Is there a market worth entering?

I study direct competitors, best-in-class products and out-of-category experiences; compare customer expectations, underserved needs, market 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, user interviews, feedback, support patterns, heatmaps, behavior analytics and usability studies. 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, investigate friction and refine the solution 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 distinguish recurring problems from isolated requests.

02 / MARKET POSITION

Identify the opportunity.

Compare competitors, existing customer expectations, barriers to adoption and possible differentiation to shape the value proposition.

03 / BUSINESS CASE

Choose the investment.

Balance customer value and commercial potential with build cost, engineering dependencies, technical feasibility, speed and quality.

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 · ReferrizerProduct and customer-experience improvements focused on retention, onboarding and long-term customer value.

91%

Checkout usability task completion · Marketeq ProjectsFive participants completed eight test tasks; hesitation by three participants at the primary action informed a review-first checkout redesign.

MVP

Scope and positioning decisions · Marketeq Projects & LeadIQPrioritized essential marketplace journeys and core prospecting capabilities, deferred nonessential features, and sequenced delivery around customer value and technical dependencies.

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; audit direct competitors, best-in-class products and out-of-category examples; study market and customer behavior; assess positioning, innovation and conversion rationale. Validate flows, messages, micro-features and interactions 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, click and scroll behavior, funnels and analytics to examine comprehension, friction, trust and task completion. Use findings to refine the product, recheck assumptions and prioritize changes.

Usability testingInterviewsHeatmapsBehavior analyticsFunnelsIteration

Competitive evidence provides an informed starting point; direct customer research and observed behavior test whether those assumptions hold. I use both to make stronger product decisions.

05 / ROADMAP & DELIVERY PRIORITIES

I set priorities, not just sprint dates.

I personally build the product backlogs and roadmaps, define the features and epics, and set sprint priorities. Research and client input inform the work; cross-functional reviews and voting surface insight and risks. I make the final calls on sequencing, scope, staffing and what moves forward.

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 and uncover risks; I retain accountability for the final roadmap and sprint sequence.

  • 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 / MARKETEQ PROJECTS

Sequencing the MVP around dependencies

I prioritized the client and talent journeys first, then planned related features around technical readiness. Time tracking precedes payouts; billing enables transactions. That keeps squads focused on work that unlocks the next useful product milestone.

EXAMPLE / TRADELAB

26 epics defined for product planning

I documented 26 TradeLab epics to organize product scope into actionable initiatives and provide a foundation for roadmap prioritization, requirements and delivery planning.

06 / Selected product work

The decisions behind the build.

I scoped the first Marketeq marketplace, designed how LeadIQ’s AI agents work together, and led product improvements that helped Referrizer retain more customers.

Marketeq Projects Architecture map
How the Marketeq marketplace connects This conceptual map shows the client experience reaching identity, marketplace, and finance services through an API gateway. Client experience API gateway Identity Marketplace Finance
A simplified view of how I mapped customer flows to services, API contracts, and QA scenarios.
  • 56 Microservices documented Marketeq Projects and LeadIQ
  • 94 Routes in the Next.js interface Marketeq Projects
  • 43% Reduction in customer churn Referrizer
MARKETEQ PROJECTS / TECHNICAL PRODUCT

A 36-service marketplace built around clear product decisions

Defined marketplace workflows, policies, API and integration requirements across 36 NestJS microservice folders. Led AI-assisted development of a 94-route Next.js interface and governance of 70 core UI components and 104 Storybook stories.

Product vision · Technical requirements · AI-native execution
MARKETEQ PROJECTS / PRIORITIZATION

MVP decisions that move complex products forward

Scoped core client and talent journeys, search, onboarding and checkout. Simplified project editing rather than delaying the MVP for a larger planning tool; sequenced epics by dependencies and established clear acceptance and QA handoffs.

MVP strategy · Product prioritization · Technical feasibility
REFERRIZER / B2B SAAS

43% reduction in customer churn

Led product, customer-experience and retention initiatives across onboarding, dashboards, marketing workflows and lifecycle journeys. Aligned research, redesign priorities and roadmap decisions with acquisition, activation and retention goals.

Customer retention · Product strategy · Business impact
LEADIQ / AI-NATIVE PRODUCT

Goal-driven AI agents and conversational orchestration

Defined and documented LeadIQ’s specialized AI agents and conversational orchestration system so users could describe business goals, audiences and campaign needs in natural language instead of navigating every workflow manually. Designed agents to interpret prospect and campaign data, identify meaningful patterns and opportunities, recommend next actions and coordinate audience, prospecting and campaign workflows. Scoped the underlying B2B intelligence platform across approximately 30 implemented FastAPI services.

Agentic product strategy · Data interpretation · Conversational orchestration
MARKETEQ PROJECTS + LEADIQ / PRODUCT DEFINITION

56 microservices documented across two platforms

Defined and organized product and technical documentation spanning 56 services across Marketeq Projects and LeadIQ. Connected product workflows to service responsibilities, integration requirements, API behaviors, acceptance criteria and QA scenarios, giving multidisciplinary teams a shared blueprint for implementation and validation.

Technical product strategy · Service requirements · Cross-team execution
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.

MARKETEQ PROJECTS / 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 sequence later systems around dependencies.

Customer value / Scope / Time to market
MARKETEQ PROJECTS / 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
LEADIQ / PRODUCT 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. Design the experience so customers can explain campaign objectives and let coordinated agents handle the workflows, with the traditional interface remaining optional.

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 personally interviewed, recruited, selected and trained people across product, UX, engineering and QA. I then organized contributors into 22 epic-based Scrum squads, assigning clear ownership, developing team leads and guiding delivery across product initiatives.

22 epic-based Scrum squadsRecruited team members and established dedicated product management, engineering and QA ownership for each staffed epic.
200-300PRODUCT PROFESSIONALS
RECRUITED & TRAINED
UX DESIGNPRODUCT MANAGEMENTFRONTENDBACKENDFULL STACKQUALITY ASSURANCEDEVOPSBUSINESS ANALYSISAI ENGINEERINGUX DESIGNPRODUCT MANAGEMENTFRONTENDBACKENDFULL STACKQUALITY ASSURANCEDEVOPSBUSINESS ANALYSISAI ENGINEERING

Design & product

Personally interviewed, recruited and selected UX designers and product professionals, then trained 120+ UX designers across my career in advanced product and innovation strategy, competitive and market analysis, best-in-class and out-of-category auditing, conversion strategy and research-backed feature decisions. Also recruited and coached product managers, business analysts and Scrum Masters.

Engineering

Interviewed and recruited technical contributors across frontend, backend, full-stack and AI engineering, then led them through documented product requirements and priorities. Formed a separate data science team and made developers responsible for documenting their own work and product decisions.

Quality & operations

Established QA, DevOps and delivery standards across squads, with defined acceptance, escalation and handoff practices.

Training & documentation

Established a strategy-first, research-backed product process: challenge market assumptions and validate detailed UX decisions before usability testing; then define build-ready specifications, acceptance criteria and QA cases. Trained designers to defend product choices with evidence, and coached developers and data science contributors to understand the user problem behind their work.

08 / Career

Executive perspective.
Hands-on product work.

15+ years combining product strategy, advanced UX, technical product direction and leadership. I have owned roadmaps and MVP scope, translated customer insights into implementation, and helped teams deliver complex digital products.

NOV 2014 – PRESENT

Senior AI-Native Product Manager · Marketeq Digital

Owned product vision and prioritization for Marketeq Projects and LeadIQ; directed AI-assisted prototyping, technical requirements, 22 epic-based Scrum squads and a separate data science team. Established documentation-first delivery and trained engineers to think beyond ticket completion.

JUL 2021 – NOV 2023

Chief Product Officer · Referrizer

Led SaaS product strategy, roadmaps, UX and growth initiatives, including onboarding and retention improvements that contributed to a 43% reduction in customer churn.

JUN 2021 – DEC 2021

Senior Product Advisor · CornerstoneAI

Advised on discovery, product positioning and MVP priorities for an AI-focused workforce intelligence platform.

MAY 2020 – APR 2021

Lead Product Manager · Uptu

Led consumer-platform product vision, market differentiation, customer research, MVP decisions and cross-functional backlog planning.

EARLIER CAREER

Product Management, UX Strategy & Consulting

Led product research, enterprise UX, product positioning and requirements across multiple consulting engagements, enterprise products and digital businesses. Facilitated strategy reviews to shape product direction and interaction decisions.

APR 2014 – MAY 2017

Senior Product Strategist · Startup Launch Program

Advised founders on customer discovery, competitive differentiation, growth and product priorities; created more than 200 training videos.

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, Confluence, product vision, roadmaps, epic ownership, backlog prioritization, MVP planning and Scrum delivery.

Research & design

Figma, FigJam, Miro, Sketch, Adobe Creative Suite, Axure, interactive prototypes, usability testing, heatmaps, click/scroll analytics and design systems.

Technical collaboration

React, Next.js, Tailwind CSS, TypeScript familiarity, GitHub, AI-assisted coding, API/microservice specifications, technical requirements and Test-Driven Development.

Business analytics

Excel, conversion funnels, cohort and retention analysis, KPIs, Net Promoter Score (NPS), user behavior analytics and experiment findings.

Documentation & collaboration

Product requirements documents, technical architecture, service-level specifications, API contracts, UX requirements, user stories, acceptance criteria, edge cases, architecture decisions, QA plans, test cases, SOPs and cross-team handoffs.

AI-assisted product delivery

Claude Code / CLI, Claude Desktop, ChatGPT, OpenAI 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