Experience, in short form.
Product and program leader with 10+ years of experience turning complex business, customer, and operational problems into products, workflows, and processes that work. Experience spans SaaS product development, program execution, operations, customer experience, process improvement, and risk management. Skilled at identifying problems and risks, understanding complex systems, and bringing cross-functional teams together to implement better solutions. MBA with a Project Management emphasis and a growing focus on technology risk and responsible AI.
Experience
Product Manager
03/2025 — 08/2026Solo · Remote, UT
- Identified the need to replace Solo's legacy proposal platform, built the business case for a new solution, and led the development of Solo Studio, improving design efficiency by 33%.
- Gathered product requirements through customer discovery conversations, support-team feedback, market research, and internal stakeholder input, translating recurring pain points into product priorities.
- Led 40+ product and operational initiatives from discovery and requirements through prioritization, development, testing, and iteration.
- Drove human-in-the-loop AI initiatives, translating emerging technology capabilities into operational workflows that cut average design time from 12 to 8 minutes.
- Coordinated rollout and adoption of Solo Studio across technical and operational teams, managing release readiness, communicating workflow changes, and supporting training as teams transitioned from the legacy platform.
- Partnered with third-party technology providers to evaluate capabilities, resolve integration issues, and translate external technology into scalable product workflows.
- Assessed product and operational performance data, including workflow efficiency, design times, and user feedback, to identify bottlenecks, measure outcomes, and prioritize product improvements.
Head of Attorney Relations & Legal Operations
03/2021 — 03/2024Estate Guru · Hybrid, UT
- Directed cross-functional operations for an estate-planning software platform, partnering with executives, attorneys, and internal teams to improve service delivery and align business priorities.
- Redesigned and standardized attorney, customer, and internal workflows, contributing to 20% faster settlement and 17% faster legal resolution.
- Coordinated cross-functional initiatives across internal teams and external stakeholders, managing priorities, dependencies, escalations, and process changes from planning through implementation.
- Developed scalable operating procedures, documentation, QA standards, onboarding resources, and escalation frameworks to support consistent execution and organizational change.
- Analyzed workflow performance and recurring operational issues to identify improvement opportunities, recommend changes, and measure outcomes.
- Advised leadership on operational priorities and complex issues affecting attorney relationships, service delivery, and internal performance.
Client Services & Operations
01/2017 — 03/2021Legacy Legal Plan · Provo, UT
- Provided day-to-day people leadership, including training, workload coordination, timecard administration, coaching, and issue resolution.
- Managed complex client engagements and delivery timelines across multiple accounts, coordinating internal teams, priorities, milestones, and client expectations.
- Identified recurring workflow delays and implemented process improvements that shortened average plan-completion time by 16%.
- Resolved escalations and cross-functional dependencies while maintaining service quality across concurrent client matters.
Event & Recruiting Coordinator
02/2013 — 01/2017Traeger Pellet Grills · Salt Lake City, UT
- Organized logistics, budgets, scheduling, and on-site execution for 70+ annual consumer-facing events supporting a $7M revenue goal.
- Led recruiting and coordination for 150+ field representatives, partnering across teams to manage event execution, brand presence, and client-focused engagement.
Skills
Product & Solution Development
- Product Strategy
- Product Discovery
- Requirements Definition
- Prioritization
- Workflow Design
- User Experience
- SaaS Platforms
- Third-Party Integrations
Program & Project Delivery
- Program Management
- Project Management
- Cross-Functional Leadership
- Stakeholder Management
- Dependency Management
- Change Enablement
- Documentation & Playbooks
Operations & Processes
- Process Improvement
- Operational Design
- Customer Experience
- Workflow Mapping
- Onboarding
- Quality Assurance
- Escalation Management
- Service Delivery
Risk & AI
- Risk Identification
- Risk & Dependency Management
- Process Controls
- Human-in-the-Loop AI
- AI-Enabled Workflows
- Exception Management
- Quality Controls
Education
Master of Business Administration (MBA), Project Management Emphasis
University of South Carolina Aiken
Bachelor of Science, Communication
Utah Valley University
