Product Manager — Moata Smart Invest

Summary

An experienced Product Manager and Technical Product Owner with 18 years in complex digital delivery and programme, including 6 years in formal product roles. Specialist in CRM ecosystems, commercial data architecture, and pipeline intelligence, with proven ability to operate at both strategic and delivery levels. Experienced in stakeholder from C-suite to delivery coalface, with track record of implementing large-scale data infrastructure and leading cross-functional teams.

Experience areas

1. CRM Product Manager & Data Integration Lead

   • Owned product lifecycle and commercial intelligence infrastructure for enterprise-scale CRM serving 9,000+ users across 50+ countries
   • Designed and implemented reporting infrastructure making multi-billion pipeline visible and accurate across global firm for the first time
   • Led consolidation of seven legacy tools, eliminating 1,000+ hours of duplicate data entry per week
   • Achieved 44% active adoption across 9,000-strong user base and executed end-to-end data migration of 160,000+ records with zero material data loss

2. Product Manager — AI-Powered Asset Investment Optimisation Platform

   • Led internal startup from incubator phase through funding approval and commercial deployment
   • Co-authored business case securing upscale funding with £1.2m revenue already secured across nine projects
   • Delivered two live market deployments: one in public sector and one in healthcare sector, establishing market entry
   • Owned end-to-end product lifecycle including roadmap, go-to-market strategy, UX research, and agile delivery

3. Business Development & Operations Manager

   • Grew consultancy portfolio from standing start to £3.5m+ peak annual revenue with consistent 20%+ year-on-year growth
   • Built team from 6 to 12 office staff with 40+ deployed consultants and led full commercial turnaround following significant loss year
   • Delivered 2,789 consultancy and training events to 25,440 participants over 36 months across UK and international markets
   • Won and operationally managed large-scale programmes including executive leadership programme for 500+ leaders and multi-country inspection and training contracts

4. Founder & Director

   • Co-founded student advisory consultancy and grew organically through word-of-mouth referral
   • Managed EU educational projects with full P&L responsibility

5. Senior Sales Manager

   • Built new overseas study service arm within established language school, identifying emerging market opportunity
   • Drove expansion to new cities and adjacent markets, establishing largest international student advisory network in region

Skills

Certifications

• APM PMQ
• PRINCE2 Practitioner