Portfolio
Product Leadership Across Enterprise Transformation, Digital Platforms, and Customer Experience
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My portfolio reflects the kind of product leadership I bring to complex organizations: creating structure, scaling digital platforms, improving customer and employee experiences, strengthening roadmap governance, and connecting execution to measurable business outcomes.
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How Erik Creates Value
Builds Product Structure
Scale Digital Platforms
Modernize Experiences
Connect Strategy to Outcomes
Creates governance, planning cadences, role clarity, roadmap discipline, and decision-making systems that help teams move from reactive delivery to intentional product leadership.
Leads product strategy and roadmap execution for platforms serving employees, customers, students, families, and internal technology users.
Improves digital banking, education planning, employee technology, platform access, service management, and customer or employee engagement experiences.
Aligns product decisions to adoption, engagement, retention, deposit growth, delivery confidence, operational efficiency, and business value.
Featured Work
01
Symetra: Enterprise Product Transformation & Employee Experience Technology
Context
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At Symetra, I lead product strategy, roadmap governance, and product maturity work across Employee Experience Technology.
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The work spans Microsoft 365, ServiceNow, device experience, digital workplace tools, executive support capabilities, internal technology services, employee-facing platforms, and enterprise technology governance.
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Challege
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The organization needed stronger product maturity around enterprise technology work. Roadmaps, intake, governance, PI planning, Azure DevOps visibility, stakeholder alignment, and product/engineering partnership practices needed more structure to support clearer prioritization and delivery confidence.
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Established and matured product governance practices across Employee Experience Technology
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Improved roadmap structure, planning discipline, and portfolio visibility
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Supported PI planning, quarterly alignment, and roadmap review practices
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Improved visibility into planned versus unplanned work
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Strengthened Azure DevOps hygiene and delivery transparency
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Helped clarify product, engineering, and stakeholder responsibilities
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Partnered with Product Owners, Scrum Masters, technology leaders, HR, operations, information security, vendors, and executives
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Supported enterprise evaluation and governance strategy for Generative AI platforms, including ChatGPT Enterprise and Microsoft Copilot
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Helped move the organization from reactive technology delivery toward intentional product leadership
What I led
Impact
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Created a stronger foundation for product maturity, clearer roadmap conversations, improved leadership visibility, stronger stakeholder alignment, and better decision-making around enterprise employee technology platforms. ​
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Relevant Skills
Enterprise product strategy, employee experience technology, Microsoft 365, ServiceNow, ITSM, digital workplace, product governance, Azure DevOps, PI planning, roadmap discipline, stakeholder alignment, Generative AI governance, transformation leadership.
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02
Sallie Mae: Scaling the Sallie College Planning Platform
Context
At Sallie Mae, I served as Director of Product Management for Education Services, leading product management and agile delivery for an education-focused digital product portfolio within a newly established digital product organization.
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The portfolio included the Sallie College Planning platform, a digital experience designed to help students and families navigate college planning and related education decisions.
Challenge
The product organization needed to scale a digital platform while building stronger product management practices, improving delivery alignment, and creating a more mature operating model. The work required strategy, roadmap prioritization, cross-functional leadership, stakeholder alignment, and a clear connection between product decisions and user engagement.
What I led
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Directed product management and agile delivery for the Education Services portfolio
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Oversaw Product Managers, Product Owners, analysts, and contracted Scrum Masters
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Led roadmap strategy, prioritization, and execution for the Sallie College Planning platform
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Helped scale adoption to more than 1M active users
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Introduced AI-driven personalization and engagement capabilities
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Improved product operating models, governance, collaboration, and delivery alignment
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Connected roadmap decisions to engagement, retention, growth, and business performance goals
Impact
​The platform scaled to more than 1M active users. AI-driven personalization and engagement capabilities contributed to stronger user engagement and retention. The work also helped establish a more scalable product operating model inside a newly formed digital product organization.
Relevant Skills
Product strategy, Director-level product leadership, education technology, roadmap ownership, AI personalization, agile delivery, team leadership, product operating models, user engagement, retention, platform growth.
03
Beacon Bank / Brookline Bancorp: Digital Banking Growth & Consumer Product Leadership
Context
At Brookline Bancorp / Beacon Bank, I served as Vice President, Director of Consumer Product Management, leading product strategy, innovation, and lifecycle management across consumer banking products, digital platforms, customer experience capabilities, and operational services.
Challenge
The organization needed to modernize customer-facing banking experiences, improve product offerings, strengthen digital access, and connect product strategy to measurable business growth. The work required leadership across banking products, digital capabilities, Agile delivery practices, customer experience, and technology modernization.
What I led
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Led enterprise digital product strategy across customer-facing banking platforms
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Managed product lifecycle strategy for consumer banking capabilities
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Revitalized product offerings to improve customer growth and deposit performance
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Championed Agile practices across product and delivery teams
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Partnered with engineering and technology teams on digital banking modernization
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Supported Zelle integration and AWS-based online platform capabilities
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Improved collaboration across product, business, technology, and operational stakeholders
Impact
The work contributed to 44% growth in the affluent customer segment and a 25% rise in deposit balances. It also helped modernize customer interaction through digital banking initiatives, improved Agile delivery practices, and stronger product execution across banking platforms.
Relevant SkillsÂ
Digital banking, consumer product strategy, product lifecycle management, Agile transformation, customer experience, deposit growth, Zelle, AWS platform collaboration, stakeholder alignment, financial services technology.
Enterprise product strategy, employee experience technology, Microsoft 365, ServiceNow, ITSM, digital workplace, product governance, Azure DevOps, PI planning, roadmap discipline, stakeholder alignment, Generative AI governance, transformation leadership.
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The work contributed to 44% growth in the affluent customer segment and a 25% rise in deposit balances. It also helped modernize customer interaction through digital banking initiatives, improved Agile delivery practices, and stronger product execution across banking platforms.
Digital banking, consumer product strategy, product lifecycle management, Agile transformation, customer experience, deposit growth, Zelle, AWS platform collaboration, stakeholder alignment, financial services technology.