I am an AI Product Manager who thrives in high-growth startups and scaling enterprises where priorities evolve quickly. With over 7 years of cross-functional experience in software engineering, marketing operations, UX design, systems automations, and finance, I connect business needs, customer experiences, and technology through an AI-first product mindset.
Experience
AI Product Manager — Hype Financial
Eliminated manual friction across the lead-to-client journey by designing and shipping an AI/ML-powered refund estimator that transformed prospect data into preliminary tax refund estimates, automated lead qualification, and triggered personalized onboarding workflows, creating an end-to-end AI assisted journey from lead capture to client conversion.
Reduced internal manual processes by more than 30 hours per week, by integrating an AI document intelligence agent that analyzed uploaded client documents to identify document types, assign contextual classifications, extract structured data, and automatically populate CRM records; transforming a manual document-processing workflow into an automated data ingestion pipeline.
Managed the end-to-end product lifecycle, from discovery and requirements gathering through prototyping, testing, deployment, and continuous optimization using customer feedback and key performance analytics.
Marketing Director — Hype Financial
Mapped and built customer journey workflows across multiple channels (using Miro), successfully guiding buyers from their first touchpoint to the final purchase.
Oversaw high-level strategy, team leadership, and performance analysis for email campaigns to drive revenue and brand loyalty.
Created and managed email marketing campaigns and segmented clients based on behaviors and past services, to offer better personalization; reducing marketing spend by 36% in the 1st QTR 2023.
Automation Specialist — Hype Financial
Led system analysis and automation projects by analyzing internal systems and designing 50+ seamless system blueprints, reducing manual processes by 44% across multiple workflows.
Integrated marketing workflows with CRM platforms, website forms, and analytic tools using native integrations and Zapier automations.
Partnered with internal departments to design and implement automated workflows with CRMs such as Monday.com, Hubspot, GoHighLevel, Basecamp, and Airtable, streamlining the lead-to-opportunity process.
Skills
Product Management
Project Management
Product Management
Requirements Gathering
Financial Metrics & Analysis
Collaboration & Communication
Cross-Functional Collaboration
Business Acumen
Relationship Management
Active Listening & Empathy
Analytical Skills
Market Analysis & Research
Analytical & Strategic Thinking
Problem-Solving
Technical Skills
UX Experience
Process Innovation
Storytelling
Negotiation
Projects
AI-powered tax refund estimator
Developed an AI-powered tax refund estimator that transformed prospect data into preliminary tax refund estimates, automating lead qualification and enhancing the onboarding process.
Technologies: AI, Machine Learning
AI document intelligence agent
Created an AI document intelligence agent that analyzed client documents to identify types, extract structured data, and automate CRM record population, significantly reducing manual processing time.
Technologies: AI, Document Processing
AI Workflow Automation
Implemented AI workflow automation to streamline internal processes and improve efficiency across various departments, integrating multiple systems and reducing manual tasks.
