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Gather and document business requirements, collaborate with insurance carrier stakeholders, define scope decisions, and translate requirements into technical specifications for engineering implementation. Organize complex product configuration datasets and support data-driven solutions during a six-month implementation engagement.

Owns accounting support for the deal desk and quote-to-cash process at a SaaS company. Responsibilities include reviewing contracts for ASC 606 implications, advising Sales and Legal on deal structures, establishing approval workflows, translating contract terms into billing configurations, managing amendments and renewals, and partnering with Sales Operations, Finance, and Accounting. The role also supports commercial governance, SaaS metrics analysis, audit, and cross-functional training.

Leads the Insurance Product Configuration and Enrollment Platform Core, managing engineering managers and 20–30 engineers. Owns technical vision, distributed systems architecture, delivery commitments, operational excellence, testing strategy, partner implementations, and cross-team interfaces. Develops engineering leaders, manages hiring and vendors, and drives adoption of AI-augmented development tools and practices. Ensures scalable, secure, reliable platform services while balancing contractual delivery dates with long-term platform maintainability.

Own full sales cycle for net-new and expansion opportunities with life insurance carriers. Prospect, qualify, run discovery, present tailored demos, coordinate Sales Engineering, maintain pipeline and forecasting in Salesforce, and meet quota while selling value and ROI to senior stakeholders.

The Senior Product Marketing Manager owns platform messaging, leads product launches, collaborates on sales enablement, and conducts market research using AI tools to enhance performance and outcomes.