Product Strategy & Roadmap Ownership
Vision, portfolio intake, business cases, prioritization, acceptance criteria, release plans and post-launch measurement across enterprise Salesforce ecosystems.
I own Salesforce CRM and go-to-market systems roadmaps, from NetSuite integrations to Agentforce governance, and turn fragmented, manual processes into platforms Finance signs off on.

A senior product and platform leader in Atlanta with 8+ years owning product vision, strategy, roadmaps and end-to-end delivery for enterprise Salesforce CRM, go-to-market systems, revenue operations, identity, healthcare and AI automation. I partner with executives across Sales, Marketing, Finance, Engineering, IT, Clinical Operations and Compliance to turn fragmented, manual processes into governed, automated platforms with measurable revenue impact.
Five roles, three Fortune 500 logos and one hypergrowth company. The same knot every time, untied at a bigger scale.
“Every role was the same knot in a bigger company: two teams, two systems, no shared truth. Untie it, then put the automation on data that can carry it.”
Atlanta. The business side first; the platform came after.
Sales Cloud modernization: $1.8M+ cost savings, 2M+ legacy records migrated with zero downtime, data accuracy up 35%.
SSO and MFA across 8,000+ users on $25M+ of regulated contracts. Access incidents down 40%, 10+ critical findings closed.
Vlocity / OmniStudio and Marketing Cloud roadmap. $15M+ retained, $10M+ renewal book, lead generation up 35%.
Sales Cloud roadmap behind $150M+ in pipeline. NetSuite ERP integration, time-to-insight down 40%, adoption up 35%.
Health Cloud roadmap for specialty pharmacy. Agentforce governance, NPI-keyed provider identity, HIPAA-ready controls.
One PM who owns the roadmap, the integration, the operating rhythm and the AI governance. Not four separate people.
Vision, portfolio intake, business cases, prioritization, acceptance criteria, release plans and post-launch measurement across enterprise Salesforce ecosystems.
Salesforce to NetSuite across opportunity-to-order, order-to-cash, billing, invoicing and revenue recognition. External IDs, master data, deduplication, one system of record.
Lead-to-opportunity, pipeline management, forecasting, marketing automation, renewals and retention, KPI definition and the dashboards Finance actually adopts.
Agentforce and Einstein use cases with process mapping, data-readiness gates, human-in-the-loop controls and AI governance in HIPAA-regulated workflows.
Salesforce clouds, the systems they connect to, and the delivery tooling I run every sprint.
Problem, what I did, result. Every number comes from the resume, not from a template.
Opportunity, order, billing and revenue recognition lived in two systems that never agreed. I owned the Salesforce-to-NetSuite integration end to end: external IDs and reconciliation rules first, then the roadmap.
Prior authorization, benefits investigation and referral-to-therapy were the obvious AI targets, but the source data behind two of them could not be trusted yet. I built the readiness path before the use case.
ScriptMed (Inovalon), the Centene prescriber file and Symphony Health each described the same provider differently. I standardized the data models and keyed external IDs on the NPI.
Access-related incidents kept landing on $25M+ of regulated contracts. I stood up enterprise IAM frameworks, integrated IAM with the security stack and drove SSO/MFA to the full user base.
A side project for people making a mid-career move into tech: short talks and a free resume scorer. It is where the Why Tech series lives. The day job is the roadmap above.
Recording this week. The receipts above do not wait.