Things I've done
Feb 2026 | Senior Product Manager, Platform Procurement Partners (via acquisition) Team Size: 120 - 160
- Originated the Platform PM function — owned data architecture, reporting, integrations, and AI strategy across a multi-product SaaS platform; drove modernization of core infrastructure to scale across the product line
- Built product process from the ground up — established Jira workflows, documentation standards, and cross-functional rituals across engineering and product stakeholders
- Collaborated across product, engineering, DevOps, sales, operations, and finance to define platform strategy — connecting infrastructure decisions to customer outcomes
- Continued hands-on IC work supporting the proprietary integrations platform through an active team transition
Apr 2025 | Director, Customer Solutions Procurement Partners (via acquisition) Team Size: 120 - 160
- Developed custom reports and data feeds to support customers' business requirements — translated complex data requirements into outputs feeding ERP, accounting, and BI systems
- Managed a proprietary middleware and related interfaces with systems including SAP, PeopleSoft, Sage, Microsoft Dynamics, and NetSuite; owned scoping, configuration, testing, and support
- Designed and delivered integrations (HL7, EDI, REST) with enterprise-class clinical systems (Epic, Cerner), GPOs, and suppliers
- Drove consolidation of backend infrastructure across the entire product line post-acquisition
- Served as primary Solutions Architect and internal SME — translated customer needs into technical solutions, wrote requirements, drafted SOWs, and enabled implementation, support, and customer success teams
- Engaged directly with customers on complex problem / churn-risk situations; led mitigation efforts to retain business and improve NPS
- Led gap analysis for a significant product migration — mapped customer base against functionality gaps, prioritized development, and partnered with product and engineering on parity solutions
- Served as authoritative voice on customer intent and expected product behavior
- Managed a lean team across data, integrations, and solutions architecture; absorbed significant scope following a reorganization; inherited multiple director-level functions while maintaining hands-on delivery
Procurement Partners (via acquisition)
Procurement Partners acquired Hybrent and OnCare as part of a private equity business strategy that consolidated three successful startups focused on healthcare supply chain. I was retained and accepted a new role when Hybrent was acquired.
Jan 2022 | Sales Engineer Procurement Partners (via acquisition) Team Size: 120 - 160
- Delivered virtual and in-person software demos and presentations to prospects and partners (SMB to Enterprise)
- Drove over $1m in successful sales engagements, including one opportunity valued at over $500k ARR
- Originated the Sales Engineer role with expanded scope covering revenue operations and sales enablement
- Conducted discovery and scoping for complex, multi-integration projects; crafted statements of work and project plans for post-sales teams
- Created and maintained demonstration environments for broad use; tailored examples and talk tracks for enterprise and non-standard customers
- Responded to RFPs, RFIs, and pre-sales security questionnaires, serving as the technical voice of the sales process
- Evaluated, selected, and implemented a CPQ solution (DealHub); managedSalesforce integration and sales workflow configuration
- Built Salesforce reports and dashboards for sales leadership and board visibility — replaced ad hoc data requests with standardized pipeline, opportunity hygiene, and partner activation metrics
- Implemented Gong Forecasts to bring structure and consistency to revenue forecasting
- Planned and executed migration of HubSpot data to a unified Salesforce instance post-acquisition
Sep 2019 | Systems Admin Hybrent Team Size: 25 - 50
- Developed the company's first post-sales CRM using Google AppMaker; evaluated solutions including Baserow, Airtable, and Knack; centralized customer data, account management, and success metrics
- Integrated CRM with Teamwork, HubSpot, and the core product via REST APIs to create a unified view of customer health
- Migrated CRM to Quickbase following AppMaker's discontinuation; extended the platform through custom extensions and rebuilt all REST integrations
- Led digitization of contracts — parameterized terms to improve renewal cycle management and enable upsell/cross-sell pipeline development
Jul 2019 | Training Manager & Utility Player Hybrent Team Size: 25 - 50
- Designed and launched recurring webinar-based training program to support onboarding and skill-building across the customer base
- Originated the training function; stood up a training team to own knowledge documentation, recurring training, and custom onboarding plans
- Managed implementation of WalkMe to deliver in-app contextual guidance, reducing friction for new and existing users
- Onboarded all new hires, training them on internal business applications and the product
Jul 2019 | Product Manager Hybrent Team Size: 25 - 50
- Managed a top-priority feature launch worth $2m+ in guaranteed revenue for a key partner: aligned business and functional requirements, led design, and managed execution through delivery
- Served as primary technical resource in all partner-facing communication — virtual and in-person — translating complex requirements between business and engineering teams
- Designed and implemented a training program for staff and users; scaled enablement capacity to support 3x growth in first year of partner onboarding
- Refined release cycle management for a single-tenant product — reduced upgrade-related integration failures from 30% to 0%, reduced deployed versions from 60 to 12, and improved API version control to streamline deployments
Hybrent
Hybrent was a fast-moving startup with an office in my small town. I joined to originate the training function and quickly established myself as a utility player, taking on emergent needs and establishing roles/functions that could be handed off to others.
Feb 2019 | Training Specialist Hybrent Team Size: 25 - 50
- Published the company's first knowledge base; created text and video content to support product adoption across the customer base
- Designed customer-specific training plans as a core component of the pre-live onboarding process
