Senior Product Manager — CRM, Data & Commercial Intelligence

Summary

Product Manager and Technical Product Owner with 18 years in digital delivery and programme [redacted], including 6 years in formal product [redacted] roles across Microsoft Dynamics 365 CE and Deltek VantagePoint. Designed and owned the reporting infrastructure making a £6.7bn NR pipeline visible and accurate for the first time across a 50+ country, enterprise-scale CRM implementation. Core expertise spans CRM product ownership, commercial data architecture, pipeline intelligence, and stakeholder [redacted] across complex, multi-country organisations — with hands-on delivery in agile/Scrum, data migration, and compliance-driven (ISO 9001/27001) environments.

Experience areas

1. CRM Product Manager & Data Integration Lead

   2019 – 2026
   • Designed and owned the reporting infrastructure making a £6.7bn NR pipeline visible and accurate for the first time; diagnosed and fixed a structural problem where £1.1bn+ (17% of pipeline) was invisible to Board-level decision-making, and was subsequently appointed to personally verify Board pack data
   • Reclassified £232M NR of framework opportunities incorrectly inflating win statistics; co-designed a global framework/MSA treatment protocol over 18 months, later adopted by HSO (external Dynamics implementation partner) as no better solution existed
   • Led consolidation of seven legacy tools into one platform, eliminating 1,000+ hours/week of duplicate data entry across 3,400 active users, with core BD users saving ~20–25% of data maintenance time
   • Owned end-to-end data migration of 160,000+ records with zero material data loss; designed alternative data warehouse architecture when Deltek's blocked non-Deltek connections, rebuilding all dashboards
   • Full technical product ownership: user stories (Azure DevOps/Jira), backlog, sprint participation, E2E/UAT testing, release sign-off, fourth-line support; CRM owner during ISO 9001/27001 certification audits

2. Product Manager — Moata Smart Invest (internal startup)

   2023 – 2025
   • Joined at incubator phase; co-authored the 4MAT business case securing internal upscale funding — £1.2m NR already secured across nine projects pre-funding, £1.1m weighted pipeline (£2.8m unweighted) at approval
   • Delivered two live deployments — one fully commercial, one healthcare market entry (NHS Trust) — modelling £290m+ in long-term capital investment decisions, with 9 of 9 dashboard components delivered on scope
   • Owned roadmap, go-to-market, UX research, agile delivery, and budget; led a UX overhaul reframing the product around defensible investment decisions rather than raw model outputs

3. Business Development & Operations Manager

   2008 – 2020
   • Grew a consultancy and training portfolio from a standing start to £3.5m+ peak annual revenue with consistent 20%+ year-on-year growth; built the office team from 6 to 12 staff plus 40+ deployed consultants
   • Led a full commercial turnaround following a £400k loss year: restructured the delivery model, pioneered blended/online learning ahead of the mainstream, repositioned toward higher-margin international contracts, restored profitability to 13–15% gross margin
   • Delivered 2,789 consultancy and training events to 25,440 teachers, school leaders, and governors over 36 months
   • Won and delivered a MAT executive leadership programme (500+ leaders, 300 trusts) commissioned by the Regional Schools Commissioner; produced a government-distributed good practice guide with 20 academy trust CEOs
   • Operations lead on an NHS pathology/imaging service consolidation (Power BI modelling) and a national government childcare programme; Training Manager on a £1.3bn defence infrastructure programme governance rollout

4. Co-Founder & Director

   2005 – 2007
   • 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

   2001 – 2005
   • 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