Innovative product leader with 15+ years in full-cycle consumer facing enterprise SaaS software product development delivering product. Formulates vision for best-in-class products that drive better consumer experiences. Partners with leaders across engineering, clinical, and growth to build out consumer-facing strategy and products. Triple digit growth in online digital engagement through vision, design, and execution of human-centered experience. Skilled in executive stakeholder management, able to synthesize and communicate complex frameworks. Partners with data and technical leads to develop phased roadmaps. Builds high-performing teams, fostering strategic thinkers and helping each member reach full potential.

Core Competencies

Thought Leadership | Data Analytics & Products | Cross-Team Collaboration | Strategic Roadmap Planning | Market & Competitive Analysis | Business Case Development | Machine Learning | Agile Methodology | Team Leadership & Mentoring | Digital Experience/UI Design | PM + Engineering Alignment | Public Speaking | Vendor Selection + Management | Market Research | SaaS

Career Overview

OakBloom Marketing – San Francisco, CA

Fractional Product Leader

April 2024 - Present

Provides startups with tailored product leadership and strategy, offering support across all stages of product development to accelerate growth and maximize success.

OakBloom Marketing helps startups build magnetic brands (and now products!) and stories that land. We work as a fractional solution for overstretched teams. What is fractional? Adaptable and scalable, we plug into teams to offer support across services — from communications to content to product — with more cost flexibility than hiring equivalent in-house talent.

Health Advocate (subsidiary of Teleperformance Corp.) – San Francisco, CA

Vice President, Product

2018-2023

Sets product strategy for expanding 5 product lines of nation’s leading provider of health advocacy and well-being programs, servicing 12k+ employers and 50M+ members. Leading a team of 6 geographically distributed product managers, 3 UX, 1 content writer. Oversee $3.2M CAPEX budget and product roadmap. Develop and manage over 50 vendor/partner relationships.   

• Initiated and led UX redesign, improving digital integration and navigation, to create engaging, modern, mobile first digital experience across all product lines.  

• Skyrocketed app downloads 480%, unique users 64%, and data-driven notifications from zero to 2.4M annually with features such as personalized self-service benefit hub, access to telehealth, chat, guided pathways, and quizzes.  

• Boosted ability to implement new features faster by updating applications to modern technologies (e.g., React, .NET Core API, AWS) from .NET Framework and Webforms.  

• More than doubled provider search tool utilization (253%) by enhancing with quality algorithm that enables members to locate in-network providers that deliver the best care at the highest value. 

• Added 9 new clients with over 100K members within 3 months of launching new Be True Well-Being program (Jan ’23) to motivate positive behavior change and improve outcomes.    

• Invested in training/coaching hand-selected Client Services associate on product management fundamentals, resulting in new product manager able to guide development via creation of epics, user stories, and acceptance criteria. 

• Coached entry level product manager on leadership skills ultimately leading to promotion to product strategist.  

Health Advocate – San Francisco, CA

Vice President, Digital Product Strategy                                                                                                                                                 

2016-2018

Developed and launched new interactive website and mobile app to enable members to access all Health Advocate services as well as other health, wellness, and benefit services in one place, seamlessly connecting them to experts and resources to help navigate the healthcare system and improve their health. Had one direct report.  

• Built out digital presence from brochure-wear site of largest product line to a personalized experience that drives consumer action. 

• Developed library of nearly 1,500 unique health and wellness reminders utilizing unique data analytic abilities and machine-learning algorithms including prescription adherence alerts, care gaps, preventive screening reminders, relevant wellness workshops, and follow-up appointments. Delivered personalized recommendations with 54% of recipients taking action within a week. 

• Increased first time app downloads more than 250% and unique website/app visitors by 86% since launch. 

• Based on 2018, data analytics evaluation of program outcomes, the annual net medical trend for members that responded to outreach was 6.4% lower than for the outreach to non-engaged group. 

Health Advocate – San Francisco, CA

Vice President, Consumer Applications                                                                                                                                          2014-2016

Hired as individual contributor by CEO to develop Health Advocate’s health care transparency strategy to help client employees become more effective healthcare consumers.   

• Launched easy-to-use web and mobile Health Cost Estimator+ (HCE+) that identified highest-value providers and surfaced full costs of care based on personalized, real-time out-of-pocket estimates. 

• Sourced data from nearly 5 million members’ commercial medical claims and Medicare claims from 50 million members to ensure HCE+ provided accurate estimates for common procedures. 

• 73% of users chose a lower-cost provider, for example, users who searched for colon biopsy saved $1512 on average.  

IMS HEALTH, San Francisco, CA                                                                                                                                        

2013-2014

Director Product Management, Payer and Provider Solutions

Product owner of suite of provider and payer-facing applications for health plans, Accountable Care Organizations (ACOs), large provider groups, and hospitals. Leading product was MDsource 360, an interactive Provider Scorecard solution that helps Payers engage providers in initiatives like Patient Center Medical Home (PCMH). Established product roadmap. Directed design, development, deployment, marketing, and sales support for owned products.  

• Introduced ability for clinicians to view their PCMH Provider Scorecard online and update member data for standardized measures resulting in increased performance reimbursements for 74% of eligible primary care panels and an average 4.7% savings against expected care costs. 

BLUE SHIELD OF CALIFORNIA, San Francisco, CA                                                                                                               

2011 - 2013

Senior Product Manager

Drove the eBusiness consumer and provider-facing transparency strategy. Managed online experience for provider portal that enabled over 300K providers to perform tasks including support patient intake and manage payments an average of 10 times each month. Lead member of vendor selection committee for implementing member facing cost and out-of-pocket estimator tool. 

• Demonstrated tangible cost avoidance of over $1.5M/year through deflection of service inquiries to more efficient channels (i.e., from phone to web).  

• Increased use of Find-a-Doctor tool 10% and member satisfaction 5% through integration of online patient reviews.  

• Research and developed Transparency Factbook, used by the eBusiness team to guide its Transparency Roadmap for the consumer and provider web portals.  

Previous Experience

Group Product Manager, Platform & Consumer-Facing Applications | IMS Health; Market Analyst | Weathernews 

Media & Public Speaking Appearances

The impact of evolving transparency tools | Benefits Pro | June 2022

Wishful thinking: Brokers predict 2022’s top headlines | Benefits Pro | December 2021, BenefitsPro Editors

Using Navigation Platforms to Boost Health Care Decisions | SHRM | December 2021, Lin Grensing-Pophal

New frontier: Artificial intelligence offers opportunities for brokers | Benefits Pro | March 2020, Alan Goforth

Education and Awards

Masters, Business Administration

Santa Clara University, Leavey School of Business, Santa Clara, CA

 B.A. Economics

University of Illinois, Champaign, IL

 Rutgers University

Advisory Board for Rutgers Big Data San Francisco certificate program focused on how to use data to gain hidden insights and drive improved business decisions.