Product Manager | Business Systems Analyst 


  • 4+ years of  co-managing and delivering successful software development products.
  • 7+ years of investigating business systems, identifying improvement opportunities, and bridging the needs of the business
  • Co-designed, produced, and launched over 50 releases(features and fixes) across web platform
  • ** Co-launched order management platform resulting in order fulfillment increase of 400% and creating a web service offering
  • International experience with collaborating with remote teams in China and India. Fluent in Mandarin and Cantonese Chinese.


  • Software product development lifecycle, systems analysis, web services, cross-functional team collaboration, reporting, requirements gathering, AGILE, Scrum, Waterfall, RUP methodologies


Professional Experience

Business Systems Analyst   Apr 2011 to Apr 2012

INTUIT (via TEKSystems, 1-year contract), Mountain View, CA

Contracted to map out usage of Cosmos LEGACY system and business processes in preparation for enterprise migration to Siebel platform. Led product-offering database restructuring effort. Later adopted additional responsibility to coordinate End-to-End product testing for new product launch.

Hired on to facilitate LEGACY platform transition to SIEBEL / Oracle CRM as part of company-wide adoption strategy. Led data transformation project in restructuring database schema for new platform Co-ordinated product End-to-End testing and new product launch.
  • Streamlined database schema 9,300% through simplifying product offering structure and reducing duplicates, from thousands down to 64 base records
  • Documented unwritten business operations and processes from Sales and Operations teams across country, uncovering communication gaps between Business, Sales and Operations teams, including state-specific legal requirements for check copies
  • Gathered business requirements, wrote use cases and functional requirements for migration into new SIEBEL platform
  • Researched national banking institutions’ processing requirements on check anatomy and check design
  • Devised workflow improvements in data file transfer process for bank verification process
  • Transcribed business operations from LEGACY system into workflow diagrams and process charts
  • Compiled system functionality GAP analysis on core sales operations (i.e. Payments handling)
  • Coordinated End-to-End product testing across four time zones with internal and external partners
  • Administered UAT testing on new UI design for new SIEBEL platform add-on portals

Business Systems Analyst / E-Business Consultant  Aug 2010 to Apr 2011

WELLS FARGO (via KFORCE, 6 months contract), San Francisco, CA

Recruited as an e-Business Consultant to troubleshoot defects, document requirement issues, report data interfacing problems, and collaborate with product management team for internal Commercial Credit reporting tool.

 Troubleshoot and resolved issues in high-pressure, time-sensitive environment with credit analysts, development team and product managers.
  • Provided second-tier support on a highly-sensitive loan approval application, meeting all SLA requirements for response
  • Eliminated unresolved issue backlogs, saving legitimate issues for research with business team
  • Logged and tracked application issues and bug defects through resolution implementation
  • Reviewed and identified requirement conflicts and gaps as documented in IBM Clear Quest, HP Quality Centre and formerly used, Excel spreadsheets
  • Collaborated with product management team on enhancements and feature requests from users
  • Performed quality assurance tests as supplement to QA team’s efforts on new developments
  • Communicated product new features with end users
  • Developed training materials and user guides on new implementations

Assistant Product Manager / Business Analyst Aug 2009 to May 2010


Hired to implement a proprietary, order management application to manage the foreclosure publication and compliance process on behalf of attorneys and banking clients. Designed sections of application GUI via mockups and UAT.

 Integral team of two product managers designing and deploying a $1.5 million dollar, in-house software development project using AGILE and Scrum.
  • Assisted Sr. Product Manager to develop product vision and strategy on in-house publication management platform
  • Collaborated on proposal, concept, design, user testing, implementation, testing, launch, support
  • Interfaced with external clients to integrate SaaS web service
  • Deployed publication management system, increasing daily per rep production capacity 400%
  • Designed application GUI through mockups and wireframe diagrams
  • Documented operations workflow into cross-functional charts and requirements documentation
  • Coordinated 60-70 development releases, ensuring user transparency and adoption on features
  • Researched and implemented bug tracking software, FogBugz, into business management process
  • Introduced best practice into company culture through adopting meeting agendas and meeting minutes

Associate Technical Product Manager Aug 2005 to Apr 2009


Joined team of project managers managing and supporting corporate CRM and Sales Analytics applications in everyday operations, release updates, Compliance requirements, and supporting users across the globe.

Part of 5-person Project Management team overseeing production maintenance and releases for company’s CRM platform on $5million+ annual budget.  Simultaneously, a SME on Sales Analytics tool tracking Schwab’s multi-billion dollar sales leads.
  • Assisted in all phases of SDLC –  including proposal, concept, design, user testing, implementation, testing, launch, support
  • Collaborated with internal and external stakeholders to develop release roadmap
  • Moderated application performance through 1-3 months data purge cycles, ensuring intricate Compliance requirements are met
  • Assisted with SIEBEL CRM platform upgrade project with team of Sr. Product managers
  • Optimized user experience through simplifying user experience and UI enhancements
  • Compiled weekly user metrics and system performance reports using SQL
  • Identified system defects and enhancement opportunities through ad-hoc data analysis
  • Developed training programs with corporate training, led in-person training courses to users
  • Conducted UAT and performance testing across multiple time zones

Technical Repertoire

  • Desktop Publishing:                   Microsoft Office (Word, Excel, PowerPoint, Outlook), Microsoft Project, Microsoft Visio, Crystal Reports, Microsoft SharePoint, OmniGraffle
  • Graphics & Media:                       Adobe Photoshop, Illustrator, Dreamweaver & Captivate, Camtasia Studio, GIMP, Paint.NET.
  • Under GNU License:                   Joomla, Mambo, Drupal, WordPress CMS, SMF (all Administrator level)
  • Bug Tracking Tools:                    IBM Requisite PRO, ClearQuest, HP Quality Center, Fogbugz.
  • Methodologies:                            AGILE/Scrum, RUP
  • Other:                                             HTML, CSS, MYSQL, SIEBEL CRM, Analytics, SalesForce, Saas web service

Education and Training

  • BS Psychology & BA in Biological Sciences: Evolution & Ecology, Jun 2004,University Of California Davis, Davis, CA
  • Excellence Is No Accident, Stanford University Continuing Education, Palo Alto
  • Communicate to Influence (Signature Program), Decker Communications, San Francisco
  • Certified Toastmasters, Toastmasters (Presidential Nominee), Rhinos Business Club, San Francisco
  • The Seven Habits of Highly Effective People (Signature Course), Franklin Covey, San Francisco
  • IBM Ratified Unified Process (RUP), San Francisco
  • Sales Force Administrator Certification  (est. Jan 2013).

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