Senior Product Manager - Dallas, TX
Product leadership for complex B2B software.
I build AI-enabled platforms, APIs, and integrations for financial and operational workflows where usability, data quality, and trust matter.
Selected outcomes
Measured improvements tied to product changes.
Product focus
Product areas where I bring depth.
Complex B2B Platforms
SaaS products, financial workflows, ERP integrations, inventory, accounting, reporting, and tools used by operational teams every day.
APIs & Integrations
REST, GraphQL, authentication patterns, partner onboarding, developer documentation, system-to-system integrations, and scalable data delivery.
AI Product Workflows
LLM-assisted extraction, prompt pipelines, JSON schemas, evidence-grounded generation, and AI features that reduce manual effort.
Product samples
Original demos built with synthetic data.
These samples are separate from prior-company work. They are designed to show product judgment, workflow design, and technical fluency without exposing proprietary systems.
Financial analytics dashboard
A private-credit style dashboard with filters, KPIs, exposure trends, sector breakdowns, exception queues, position drilldowns, and CSV export.
Open dashboard sampleAPI developer portal
A developer-experience sample for authentication guidance, endpoint documentation, webhook examples, partner onboarding, errors, and a request builder.
Open API portal sampleStructured AI workflow explainer
A planned sample showing document intake, extraction, evidence review, schema validation, human checkpoints, and grounded generated output.
Selected work
Product stories worth deeper inspection.
Each example is framed around the product problem, my role, and the business or user outcome. The strongest candidates can become deeper case studies with artifacts.
Self-service ERP integrations
Owned roadmap, partnership strategy, and backlog for integrations with major ERP, accounting, and operational platforms.
- Problem
- Integration setup and support depended heavily on specialized teams and long services cycles.
- Outcome
- Reduced support tickets by 90% and new implementation time by 75%.
API platform and partner program
Took ownership of the API program, including partner management, gateway implementation, monitoring, quotas, rate limits, and application keys.
- Scope
- Balanced developer experience, platform controls, partner onboarding, and operational readiness.
- Focus
- Made API access more governable, observable, and scalable for external and internal consumers.
Flagship web experience modernization
Led roadmap and phased delivery for WSO Insights, a redesigned web platform serving front-, middle-, and back-office teams across syndicated loans and private credit.
- Approach
- Replaced popup-heavy flows with persistent navigation, smart search, and in-frame drilldowns.
- Outcome
- Reduced key workflow clicks by 65% and page load/report generation time by 75%.
WSO Insights Reporting
Built a reporting and analytics product that let clients choose data sources, create visualizations, assemble interactive dashboards, and explore data with natural language.
- Capability
- Combined real-time dashboards, graph building, data-source selection, and output table creation.
- AI workflow
- Enabled users to ask for data, explain changes, run calculations, and combine complex data sets.
Automated reporting reconciliation
Partnered with AWS and engineering teams on a WSO Reporting migration workflow that orchestrated long-running validation and reconciliation jobs with AWS Step Functions.
- Problem
- Client upgrades required large-scale report comparison across current and next software versions.
- Outcome
- Public AWS write-up cited 4,000+ developer-hours saved and first reconciliations running within 6 weeks.
Receipt scanning to purchase orders
Led an AI-driven inventory workflow enhancement that lets users scan receipts and quickly create purchase orders within an inventory and accounting workflow.
- Role
- Defined the enhancement, prioritized delivery, and aligned the experience with the core product.
- Outcome
- Reduced PO and invoice creation time by more than 90%.
Real-time data APIs
Designed GraphQL and OData APIs to deliver real-time financial data to institutional investment users and simplify data access patterns.
- Problem
- Users were pulling bulk exports and building their own processes to identify changed data.
- Outcome
- Reduced data volumes by 75%, improved retrieval time by 90%, and lowered infrastructure cost.
WSO downstream integrations
Built system-to-system integrations that delivered WSO data into downstream client platforms including reconciliation, warehouse, cash, trade, and security master workflows.
- Scope
- Translated complex loan and position data into reliable feeds for specialized enterprise systems.
- Impact
- Owned initiatives to protect more than $5M in ARR by identifying, championing, and delivering strategic integrations.
Experience
Built from implementation depth into product leadership.
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Contact
Let's talk product, platforms, APIs, or AI workflows.
Best fit conversations: senior product roles, API and integration platforms, fintech workflows, B2B SaaS modernization, and practical AI features for enterprise teams.