Hello
I’m Kody, a seasoned professional with over 15 years of experience from business intelligence to product management.
Understanding digital customer journeys and leveraging data to drive change has been the cornerstone I’ve built my career on.
I have especially strived in startup-like roles where learning and growth is paramount. Navigating the uncertainty of a maturing team or enterprise is energizing.
Able to adapt to meet the needs of the business by having worn other hats simultaneously including data engineer, scrum master, search engine marketer, and UX researcher.
Proven track record in spearheading technological projects, enhancing data-driven decision-making, and leading cross-functional teams to exceed business objectives.
Demonstrated ability of mentoring and developing teams, managing stakeholder relationships, and driving the creation and execution of key performance indicators and roadmaps.
My studies have focused on information systems, organizational behavior & dynamics, and marketing & sales operations.
In my personal time I am probably volunteering as a coach for one of my kids’ rec teams, learning French, or reading books.
Experience
America First Credit Union
Senior Product Manager
Apr 2024 - Current
- Overseer for auto loan portfolio, in charge of delivering incremental value and enhancements.
- Analyze market trends to investigate and resolve matters of significance on behalf of management.
- Calculating the internal rate of return for modifications in interest rates, flat commissions, etc.
- Identify unique strategic endeavors based on exclusive partnerships.
- Create analytical infrastructure to aid in rapid turnaround of recommendations on evolving strategic challenges.
- Technical analysis for our members’ mobile app journey to understand denied Visa transactions significantly decreasing calls to our customer service center.
- Provided user research feedback for our Premium Checking account.
- Scraped data from call center and chatbot records to understand customer pain points.
- Interfaced with vendors to discuss loyalty programs and benefits.
- Delivered on key business outcomes measured by top level business metrics.
Rocky Mountain Sages
AI & Digital Consultant
Jan 2024 - Current
- Provided a vendor evaluation report for a Utah wellness company that wanted to upgrade its customer experience (CX) platform to adopt AI capabilities.
- Setup an AI chatbot (tawk.to) and refined conversation rules to minimize live customer service requests by 50%.
- Configured new PPC campaigns to better align with Google Ads best practices to increase quality score by 22% and click through rate by 45%.
- Lead the creation and execution of advanced email marketing strategies.
- Created a content calendar for email and social alignment on promotional content.
- Utilize ConvertKit for segmenting subscribers and testing content.
- Monitor, measure, and report on key email marketing KPIs to continuously refine and enhance campaign performance.
Berkadia
Senior Product Manager
Jun 2019 - Dec 2023
- Launched a unified marketing platform that blended information from SalesForce, our data warehouse, census data, and generative AI to automate the creation of sales materials by 34% assisting lift of deals by 10%.
- Partnered with data science to formulate a “Lead Score” to optimize the prioritization of correspondence for our book of business.
- Tackled internal platform related issues such as API Gateway upgrade (Kong), authentication (Keycloak), analytics (Matomo), and our design system content delivery network (CDN).
- Supervised and mentored a team of 3 product owners in Hyderabad India.
- Aligned business stakeholders to create Key Performance Indicators (KPIs) and Product Requirements Documents (PRDs).
- Excelled in a scrum setting with engineering and design partners.
- Oversaw up to 4 teams simultaneously.
- Authored user stories, backlog items, & release notes.
- Shared roadmaps in quarterly PI Planning sessions.
Clearlink
Digital Analyst
Aug 2017 - Jun 2019
- Worked jointly with SEO, PPC, UX, engineering, brand, data science, and sales managers to cross-functionally enhance MarTech systems and strategies.
- Leveraged machine learning and A/B testing of online-to-offline journeys to generate millions of dollars for brands like Mattress Firm, AT&T, Verizon, and others.
- Google Analytics and Matomo administrator for over a dozen websites.
- Authored documentation for Web & ETL developers to reference when building wireframes, schemas, and data pipelines.
- Built various dashboards with Sisense and Google Data Studio for online-to-offline customer journeys and marketing operations.
Weber State University
Business Intelligence Analyst
Jan 2017 - Jul 2017
- Programmed and deployed ETL scripts for data warehouse table creation.
- Interviewed subject matter experts for data dictionary documentation.
- Ad Hoc querying Oracle database tables and developing reports with Tableau.
- Consulted with the Director of Marketing to create a framework for Google Analytics administrative configurations, goals, and campaign tracking.
Purch
Digital Analyst
Mar 2014 - Sep 2016
- Lead e-commerce and mobile applications analyst.
- Built a R/Shiny reporting application that automated the previous daily work of 2 FTEs.
- Recruited and managed team of interns for the design and creation of our page classification web application.
- Crafted documentation for API integration for data engineers.
- Produced P&L, LTV, etc. dashboards using Tableau and Microsoft Power View.
- Adobe/Google Analytics administrator and created tags, events, and goals.
- Assisted in the implementation of Google Analytics, AWS, and Tableau Server.
Intermountain Healthcare
Senior Consultant
Aug 2010 - Feb 2014
- Developed and presented education modules regarding compliance matters, government regulations, and billing procedures identifying revenue opportunities.
- Drafted corporate memorandum based on government and payor policies that reduced risk of fraudulent billing and medical notation.
- Produced ad hoc reports with Oracle and Cognos.
Certifications
Education
Masters of Business Administration, May 2022
Masters of Information Systems, Dec 2014
Bachelors of Information Systems, Dec 2010