
Brad Potthoff
Verified Expert in Product Management
Growth Product Manager
Arlington, TX, United States
Toptal member since April 14, 2020
Brad is a senior product manager with extensive experience in B2B enterprise software and edtech. Central to his approach is delving deeply into customer problems and workflows, then delivering market-smart solutions that delight and are easy to implement.
Project Highlights
Expertise
- B2B
- Business Cases
- Education Technology (Edtech)
- Enterprise
- Product Research
- Roadmaps
- Software as a Service (SaaS)
- User Stories
Work Experience
Senior Product Manager
Paycom, LLC
- Researched and reported on the candidate CRM market, including customers, competition, sizing, and trends, culminating in a business case for a new candidate CRM.
- Scoped an MVP for the candidate CRM to complement Paycom's comprehensive human capital management (HCM) suite of products.
- Trained a 200+ member product organization in business case creation, including problem identification and statement, persona generation, user cases, business and customer objectives, solutions, UI/UX design, financials, and all other components.
- Enhanced search and tagging capabilities in an applicant tracking system to support customers and future complementary products.
Product Manager
Parchment, LLC
- Delivered a strategic roadmap to consolidate multiple legacy platforms into one core product for transformed user experience, capabilities, and performance.
- Worked with senior executives and managers reps to develop, test, and launch a comprehensive tool for support reps to more quickly diagnose and resolve customer account and ordering problems.
- Researched and prepared studies of adjacent markets, products, and associated enterprise metrics for senior leadership to inform acquisition decisions.
- Enabled cross-functional distributed teams to market, sell, and support products through user and internal documentation, beta testing, face-to-face and virtual presentations, and ongoing consultation.
Senior Product Manager
LineLeader by ChildcareCRM
- Worked with senior executives to build a product roadmap and capacity plan for a three-product portfolio, including cross-platform feature development, UI/UX reboot, integrations, mobile apps, API, and technical debt management.
- Implemented a comprehensive agile product process to maintain stakeholder alignment on the roadmap, apportion sprints, plan development capacity, monitor progress, create consistent user stories with acceptance criteria, and prioritize the backlog.
- Collaborated closely with a cross-functional team to design and release major features in enterprise CRM products, supporting diverse enterprise and SMB user persona requirements.
- Led weekly user story workshops, including SMEs and a cross-functional team, to ensure quality, on-target feature development.
- Delivered multiple research projects: competitive analyses, industry benchmark statistics, continual customer research, and market analysis (TAM/SAM/SOM).
- Selected, contracted, and managed onshore and offshore vendors to gain efficiencies for key initiatives via an RFP process.
- Created functional mockups of all new features to maximize the development team's velocity and efficiency.
- Recruited and hired a business analyst/technical writer and mentored that person to assume the product owner role in under one year successfully.
- Created enablement tools, delivered training for sales and support teams, and managed the rapid evolution of public-facing user documentation.
- Represented the product function on the senior leadership team, participating in the strategic direction of the enterprise.
Marketing Consultant
Freelance
- Consulted with a private K-12 school to refine value proposition, research customer (parent) attitudes and opinions, establish partnerships, and develop and implement enrollment campaign during the interim period between headmasters.
- Established and monitored web analytics and SEO using WordPress and Google Analytics, developed content on a public website to energize potential enrollments, and drove social media campaigns in the same K-12 environment.
- Conducted a large comparative study of four undergraduate and graduate degree paths for a regional university seeking to launch competitive online programs.
- Outlined, for the same university, a full course sequence for those programs based on curriculum research and recommended best-aligned courseware for each course.
Senior Product Manager
Cengage
- Managed a portfolio of digital and print undergraduate and high school courseware products during the time of rapid digital transformation, increasing standalone digital unit adoption by 60% YoY.
- Conducted a comprehensive study of the $7-million American government survey market to identify growing and shrinking opportunities, informing streamlining of product portfolio for enhanced profitability.
- Unified products around a common digital platform and content strategy, resulting in 24% cost savings to allow increased investment in innovation.
- Designed comprehensive customer surveys to identify issues and aspirations in key courseware markets. The results informed a new roadmap and rapid feature development for simulations, integrated assessment program, and other activity-based learning.
- Delivered a simulation MVP in six months from survey to launch while also protecting major adoption sites and opening adoptions at other institutions upon release.
- Collaborated with and led cross-functional teams of 40+ individuals directly involved in the creation, delivery, and marketing of the portfolio.
- Planned and delivered semi-annual presentations to the large executive leadership team and other stakeholders to review my portfolio, its strategic direction, new initiatives, and P&L results.
- Traveled around 20% to work with field representatives, customers, and prospects, focusing on revenue growth and acquisition of SMEs and other talents.
Senior Acquisitions Editor | Product Manager
Pearson
- Delivered, developed, and acquired print and digital courseware in ultra-competitive composition and technical communication markets during pivotal digital transformation.
- Transitioned a product portfolio to a digital subscription (SaaS) model, doubling annual revenue responsibility in established markets.
- Launched over 100 new products and major iterations for consistent growth.
- Exceeded acquisition goals (business case acceptance) 11 out of 12 years for around $20 million in budgeted first-year revenue.
- Consistently demonstrated excellence in developing and collaborating with internal and external talents to create, sell, and market new and revised products.
Senior Sales Representative
Pearson
- Grew the outside territory representing digital and print products to the university market in North Texas.
- Achieved the "Top Manuscript Performer" award in 2002 for exceeding content acquisition goals by 100%.
- Achieved "$300,000 Club" national distinction for 2002 year-over-year revenue increase.
Project History
ChildCare CRM
Managed the ambitious feature development and rearchitecting of a major customer relationship management system (CRM) in the $15-billion global childcare industry while implementing a comprehensive cross-functional product process.
In my role as the sole PM/PO, I managed the entire SDLC in an agile/scrum environment. Key activities included strategy, research, road mapping, capacity planning, extremely attentive backlog management, user stories and workshopping, UI/UX, release management, and enablement. These efforts resulted in the acquisition of numerous enterprise-level and SMB clients, a more powerful system, and greater NPS.
Strategic planning and customer research-informed intensive and rapid feature development: public calendaring, a kiosk to facilitate tours and meetings, contact center functionality, UI/UX reboot, enhanced reporting, a mobile app, broad expansion of marketing capabilities, rearchitecting to enhance system performance at scale, creation of alternate versions to address other functions and verticals, and numerous other targeted enhancements for ramping up customer acquisition and retention.
ChildCareForms
Completely rebuilt the internal administrative system of an acquired product, switching a cumbersome RTF process for an efficient native PDF process and road-mapped/storied major upgrades to the client-facing side.
Input from customers and SMEs informed a vision to enable dramatically more efficient implementation and a smoother user experience. Completely rebuilding the administrative interface for document conversion was the top priority, beginning from scratch with story mapping and leading to a large backlog of similarly-sized items for refinement and scheduling. User-facing upgrades included an integration with ChildCareCRM to eliminate any re-keying after registration and numerous items targeting enhanced UX for parents and childcare administrators.
ChildCare CRM Mobile App
Led the cross-functional effort to select key functionalities from the web app and transform it for the mobile environment while encouraging best practices for customers around lead tracking, follow-up, and communication.
The key to success was including the right subset of functionality and keeping it simple, focusing mainly on what the owner or staff member needs to accomplish today.
Those items include consulting the tour and meeting schedule, viewing alerts, performing scheduled tasks, accepting pending leads, accessing lead history, communicating promptly via email, phone, or SMS, and updating the lead status to reflect progress with their evaluation and registration activities.
The mobile app is available for iOS and Android phones and tablets.
My responsibilities included coordinating with SMEs and customers to validate design and functionality, working with design and development resources to ensure accuracy and attractiveness, testing prerelease builds, meeting the schedule for a soft launch, and training the sales and support teams on the new product.
MindTap for American Government
https://www.cengage.com/discipline-political-science/#technologyLed an initiative to increase student engagement and critical thinking in college and AP American government courses via Cengage's MindTap learning platform.
Upon approval of my business case, I led a team effort of SMEs, developers, a digital product owner, and their managers to formulate an MVP of an engaging American government simulation module for customer validation. Validation came quickly, and I road-mapped a phased release plan for an increasing number of simulations. Funding came through restructuring my product portfolio and creating a new content revision process, resulting in 40% cost savings while delivering no less quality.
Upon release, VIP customers renewed their commitment to the product and many others changed their requisitions to MindTap for American Government.
Revel for English
Adapted a largely print-based portfolio of college composition products for delivery in a powerful new digital learning environment, Revel.
To capitalize on this promising platform, I identified the products in my portfolio most conducive to the new environment, then created plans and budgets and led development efforts for product iterations to ensure a smooth transition to the digital realm. The schedule was vastly accelerated to capitalize on both market opportunity and university adoption cycles. Revel is now the sole delivery method for Pearson English products.
Education
Bachelor of Business Administration Degree in Marketing
The University of Texas at Austin - Austin, TX, USA
Certifications
Professional Scrum Product Owner I (PSPO I)
Scrum.org
Scrum Master Certified
SCRUMstudy
Skills
Tools
Slack, Jira, Google Analytics, HubSpot, InVision, Google Workspace, Trello, Zoom, Hotjar, Confluence
Paradigms
Agile, Requirements Analysis, Agile Software Development, Agile Project Management, B2B2C, Kanban, Business to Business to Consumer (B2B2C), Scrum
Industry Expertise
Education Technology (Edtech)
Platforms
Mixpanel
Other
Enterprise, Primary Research, Stakeholder Management, B2B, User Stories, Sales Enablement, Value Proposition, Content, Product Management, Feature Prioritization, Product Roadmaps, Software as a Service (SaaS), New Product Development, Feature Analysis, SaaS, Digital Product Management, SaaS Product Management, Technical Product Management, Product Owner, Developer Relations, E-learning, Executive Presentations, Business Cases, Product Research, Market Research & Analysis, Roadmaps, Backlog Management, Sales, Feature Backlog Prioritization, Management, Aha!, Contract Negotiation, Mockups, Requirements, Product Launch, Sales Presentations, Client Presentations, Forecasting, Budgeting, Story Mapping, New Business Development, Product Strategy, Applications, Product Design, Agile Leadership, User Experience (UX), Staffing, MVP Design, Qualtrics, SurveyMonkey, Productivity, Communication, Cisco Webex Meetings Server, Profit & Loss (P&L), WordPress, Mobile Apps, User Interface (UI), Data Analysis, Customer Research, App Integration, Technical Writing, Documentation, Competitive Analysis, Backlog Grooming, Presentations, Beta Testing, User Requirements, Business Requirements, Customer Support, Marketing, Social Media Marketing (SMM), Content Strategy, Marketing Collateral Development, Digital Publishing, Surveys, Portfolio Management, P&L Responsibility, P&L Management, Publishing, Intellectual Property, Edtech Design, Demand Forecasting, Acquisitions, Customer Relationship Management (CRM), Outsourcing, Integration, Marketing Management, Scrum Master, Professional Scrum Product Owner (PSPO), Scaled Agile Framework (SAFe), Strategic Planning, Business Planning, Planning, Wireframing, Data-driven Dashboards, Funnel Analysis, Marketing Technology (MarTech), Dashboards, Key Performance Indicators (KPIs), Facebook, Analytics, Startups, Content Management Systems (CMS), SQL, Chatbots, Market Research, CRM Design, Agile CRM
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