David Grubman
Verified Expert in Product Management
Product Manager
Paso Robles, CA, United States
Toptal member since December 19, 2019
David is a Silicon Valley-based product manager with specific domain expertise in fintech, corporate social responsibility (CSR), and employee benefits. Experienced from early-stage (founder, first employee) through scale-stage (Fortune 10), he takes a customer-first, data-driven approach to products. David is a versatile leader operating in many executive roles, and he is equally comfortable working hands-on or at a strategic level.
Project Highlights
Expertise
- Business Coaching
- Business Strategy
- Early-stage Startups
- Fintech
- Product Management
- Product Strategy
- User Research
- User Stories
Work Experience
Chief Revenue Officer
Bright Funds
- Grew the corporate client count from 40 to over 200 clients through sales, marketing, and partnerships.
- Built a world-class marketing team and function, growing month-over-month Marketing Qualified Leads (MQLs) by 10%.
- Negotiated multiple partnership agreements, including two leading payroll providers, HRIS platform partners, and United Ways, and negotiated the acquisition of a competing platform.
Strategic Advisor
Shopmonkey
- Collaborated with the founder to define the product and go-to-market strategy for this automotive service platform targeting independent repair shops.
- Strategized revenue expansion to double revenue capture per client with a payments processing platform integrated into early versions of the product.
- Coached the leadership team through the initial funding rounds.
Founder, Chief Product Officer
Clever Finance
- Created the business plan and execution strategy. Validated product-market fit and developed and launched the MVP.
- Led the seed funding round to raise capital to launch the business and support initial clients.
- Performed customer research loops to validate customer needs and go-to-market strategy.
Strategic Advisor
Charity Karma
- Conducted product fit market research, interviewing candidate clients to inform product strategy.
- Worked on a regular basis with the first time CEO on GTM, Product and Partnership strategy.
- Negotiated and delivered on the first partnership distribution agreement.
Director of Partnerships
FutureAdvisor / BlackRock
- Owned client and partner roadmap for major partner implementation in the Robo-advice space. This was a B2B2C-focused project.
- Led the cross functional team to deliver on client requirements (legal, compliance, engineering, product, operations and marketing).
- Managed team of implementation and relationship professionals who collected client requirements and deployed product features.
Head of Product
myFinancial Answers
- Developed the business model.
- Defined and delivered v1.0 of an automated financial planning product.
- Led sales conversations with early customers.
- Researched customer needs and surveyed users to inform product road map.
- Worked with product designers and the engineering team to develop user stories, wireframes, and perform acceptance testing of deliverables.
Director of Product Management
Financial Engines
- Managed a product team of ten product managers and business analysts.
- Led the Agile transformation of the entire organization from Waterfall.
- Owned the product roadmap and execution for all customer-facing experience elements (call center, online, and print).
- Worked closely with customers and partners to understand their requirements and incorporate into the product roadmap.
Project History
Partnership Agreement - Charitable Giving
Researched, identified and executed key partnership agreement for startup to secure 85% of first years revenue
Business Plan (Financial Wellness)
Developed the business plan and model for this startup in the Employee Financial Wellness space.
Agile Transformation
Co-led organizational transformation from Waterfall to Agile.
Front-end Redesign of Flagship Product
Led the front-end redesign project of the entire client-facing product.
Education
Executive Certificate in Product Design and Development
Northwestern University - Evanston, Illinois, USA
Master's Degree in Computer Science
Northern Illinois University - DeKalb, Illinois, USA
Bachelor's Degree in Computer Science
Northern Illinois University - DeKalb, Illinois, USA
Certifications
Registered Investment Advisor
FINRA
Certified Scrum Product Owner (CSPO)
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Certified Scrum Master
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Skills
Tools
Trello, Confluence, Jira, Slack, Zoom
Paradigms
Team Development, Agile, Scrum, B2B2C, Business to Business to Consumer (B2B2C), Change Management
Industry Expertise
Automotive, Exercise & Fitness
Other
Certified Scrum Product Owner (CSPO), Fintech, User Stories, Product Requirements Documentation (PRD), Requirements & Specifications, Product Roadmaps, Product Management, Digital Product Management, Mentorship & Coaching, Business Coaching, Business Advisory, Product Strategy, Roadmaps, Team Leadership, Best Practices, Business to Business (B2B), Story Mapping, Certified ScrumMaster (CSM), User Research, Market Research, Market Research & Analysis, Business Model Canvas, Business Modeling, Wireframing, Startup Funding, Account Management, Relationship Management, Client Relationship Management, Strategic Partnerships, Advisory, Corporate Social Responsibility (CSR), User Experience (UX), Business Plan Consulting, Business Design, B2B, Business Strategy, Pitch Decks, Product Discovery, Product Vision, Consulting, Remote Team Leadership, Software as a Service (SaaS), New Product Development, Chief Product Officer (CPO), Growth, Charity, Investments, Business Models, Sales, Marketing, Partnerships, Partnership Strategies, Startup Consulting, Early-stage Startups, Startups, Agile Transformation, Wireframe to Product, Market Fit, Product Launch, Venture Funding, Software Development, Strategy, Early-stage Funding
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