Portfolio

Strategic Financial Rearchitecture & Portfolio Optimization

Led high-impact financial and strategic initiatives to significantly improve profitability and realign the business for future growth.

Business Model Transition: Architected a custom financial model to analyze the company’s transition from a perpetual license to a SaaS model. My analysis and presentation to executive stakeholders forecasted a $6M+ improvement over a 5-year timeline (a 10% gain).
Profitability & Margin Improvement: Conducted a deep-dive financial analysis of a core product family to re-evaluate margins. This project identified and led to a $2.5M+ annual improvement (a 25% increase).
Portfolio Restructuring: Led a portfolio restructuring and alignment initiative to redefine the product offering, better meeting customer needs in the competitive digital technology landscape.

Go-to-Market Execution & Commercial Enablement

Managed the end-to-end commercialization of a new product while leading major market engagement activities and mentoring a junior Product Manager.

New Product Launch: Oversaw the entire launch process, including market evaluation, competitive and price analysis, and the development of a comprehensive Claims Matrix.
Sales & Marketing Enablement: Developed a full suite of marketing collateral (Sales Sheets, Information Guides) and sales tools (Quoting Guides, Presentations) to equip the commercial team for success.
Executive & Market Engagement: Led the vision and planning for one of the largest tradeshows of the year, managing the budget and organizing KOL and executive discussions. Additionally, I regularly presented the “Futures Roadmap” to customer executive teams to align on long-term strategy.

Operational Process Re-engineering

Identified and resolved key inefficiencies within commercial operations to improve scalability and customer experience.

Process Improvement: Led a full evaluation of the existing Quoting and Support processes, designed the optimal future state, and presented the transition plan to key stakeholders.
Change Management: Created and managed the project plan and associated change plans to ensure a smooth and successful implementation of the new, streamlined processes.

Concept-to-Launch of a Novel Digital Health Platform

I spearheaded the entire product strategy for a new clinician platform, taking it from an ambiguous concept to a market-ready product in a highly accelerated timeframe.

End-to-End Product Development: Drove the initiative from concept to a validated v1 product launch within an aggressive 6-month timeline.
Commercial Validation: Architected the foundational business case for the platform’s long-term financial viability by investigating reimbursement pathways and the applicability of CPT codes.
Leadership & Execution: Led a matrixed team of researchers, software engineers, and clinicians to establish product-market fit. Successfully launched the v1 service to an initial cohort of 15+ clinicians, validating core features and securing crucial feedback.

Commercial Growth & Workflow Automation

Owned the strategic roadmap and go-to-market execution for a portfolio of medical device products, resulting in significant revenue growth and customer efficiency gains.

Revenue Growth: Drove a commercial strategy that grew the portfolio’s annual recurring revenue by $1.1M.
Workflow Automation Launch: Led a cross-functional team of five to launch a new workflow automation module, resulting in a 20% improvement in provider efficiency at key client health systems.
Commercial Strategy: Defined product positioning, pricing, and sales enablement tools that empowered the sales force to exceed new business targets by 15%

Large-Scale Portfolio Management & Sales Enablement

Managed a large and complex product portfolio, driving significant sales growth through a combination of strategic roadmap definition and robust sales team support.

Portfolio Management & Growth: Managed the full lifecycle for a portfolio of 2,000 surgical tool and implant products, defining a roadmap that increased sales by 20% over two years.
Sales Enablement: Developed and delivered comprehensive commercial training programs and sales collateral for a sales team of 60, directly supporting the successful launch of two new products.