Jeffrey Ross
Verified Expert in Product Management
Product Manager
New York City, NY, United States
Toptal member since February 17, 2022
Jeffrey is a technical product leader with over 20 years of experience innovating B2B/B2C solutions for social networks, eCommerce, fintech, and SaaS. As an entrepreneur, he has led development from concept to market and exited multiple web startups. He is an empathetic leader who identifies the customer need and the larger business objectives, articulates what success looks like for a product, and rallies a team to turn that vision into a reality.
Expertise
- Agile Project Management
- Azure
- Product Management
- Product Strategy
- Salesforce
- Software as a Service (SaaS)
- User Requirements
- Web Development
Work Experience
Product Manager
Memorial Sloan Kettering Cancer Center
- Led MSK's bio-specimen initiative to create a centralized biobank collection and annotation platform where millions collected samples are available for state-of-the-art research across the MSK franchise.
- Developed RFP and managed LIMS SaaS vendor discovery and selection process.
- Guided user discovery of workflows to streamline integrations with MSK systems from patient consent to sample collection to inventory management to sample distribution.
- Created a self-service central data repository to empower collaborations between MSK laboratory-based and clinical investigators.
- Developed data synchronizations using LIMS vendor APIs and Palantir’s Foundry services to ingest large data sets, cleanse data through pipelines, create ontology objects for a common data model, and integrate with MSK’s research cohort builder.
- Built an automated AI agent using GPT-5 LLM to perform part of the clinical trial eligibility evaluation by processing unstructured protocol and patient data through AI and human teaming.
- Used Palantir’s AI platform, built a POC for semantic search, enabling researchers to more easily find bio-samples for investigation.
Technical Product Consultant
S.A.M.
- Conducted interviews with internal stakeholders and customers to gather user requirements and the MVP prototype.
- Managed the agile development of a registered investment advisory firm's client portal.
- Integrated Plaid financial APIs for investments, assets, and liabilities to provide a complete financial picture of the firm's clients for better insights and wealth management advice.
Head of Technology and Product Management
Euromoney Institutional Investor
- Led strategic transformation of Euromoney’s $100 million events and research businesses from print and siloed digital products to an integrated, collaborative suite of web and mobile services.
- Oversaw IT budget, resource allocations, and management of in-house and offshore product and engineering development teams.
- Introduced Agile principles and Scrum methodology to the development process and implemented Jira and Slack services to facilitate project communication.
- Established Institutional Investor as the leader in innovation across Euromoney.
- Defined new product strategy and managed the agile development of II’s MS Azure web services, a marketplace that matches investors with asset managers, is responsible for searches worth $30+ billion across asset classes.
- Delivered custom Salesforce cloud solutions for Euromoney's global businesses, eliminating redundant systems and providing workflow and communication efficiencies, which contributed to YoY increases in new/existing clients and profitability.
- Introduced mobile event app replacing costly printed materials and polling services, saving $2+ million annually, with the added value of event marketing and client networking services for exclusive annual events.
- Implemented Pardot marketing automation services, website-to-Salesforce sales alerts, Google Optimizely experimentation, and SEO improvements, resulting 1,000 % increase in traffic and leads.
- Standardized quote-to-cash workflow through Salesforce API integrations with DocuSign and NetSuite to reduce errors and increase velocity and visibility of payment processing.
- Managed execution of client security services and GDPR privacy compliance.
Founder, Product Manager, and Developer
WebMâché
- Developed novel vision and strategy to unify what were at the time, disparate business services into an all-in-one SaaS web publishing platform, making it easy for non-technical users to build and manage their business online.
- Analyzed competition, researched customer needs and pain points, and validated ideas through the creation of an MVP.
- Evangelized services and market opportunity to raise angel investments.
- Recruited and managed the development, design, and support teams.
- Developed architecture from the ground up to support customized designs, interchangeable web components, and services integrations.
- Modeled MVC framework in C#, ASP.NET, SQL (before Microsoft’s release,) to facilitate development through a separation of concerns, complete control over rendered HTML, and easier integration of JavaScript libraries.
- Built site administration services for non-technical users to create a site, customize the design, edit content, manage customers, send marketing emails, analyze engagement, and more.
Co-founder, Product Manager, and Developer
I Stand For
- Led product strategy and development of SaaS solution for political campaigns and not-for-profit organizations' integrated suite of campaign tools, constituent communication, and fundraising operations.
- Product offering served clients from large organizations, mayors, and congressmen.
- Sold services to a NYC-based political strategy group.
Senior Application Developer
Sixdegrees
- Developed communication services for the first online social networking community, home to over 3.5 million members.
- Led rapid application development (RAD) and design sessions for connection engine and auction products.
- Defined requirements and developed Angie’s List type product to match local services with home projects enabling customers to make more informed decisions.
- Sold the platform for $125 million to a media company.
Project History
ManagerMatch
Defined product strategy and managed the agile development of a marketplace that matches investors with asset managers. ManagerMatch is a new revenue stream that has executed searches worth $30+ billion across several asset classes.
ManagerMatch, delivered from concept to market, targets investors who seek anonymity. The private web platform provides a marketplace for anonymous investment searches that, unlike consultants and asset managers’ time-consuming solicitations, saves time by allowing the investor to eliminate clutter and find the right asset manager for their request.
Education
Computer Technology and Applications (CTA) Program in Computer Programming
Columbia University - New York, New York, USA
Bachelor's Degree in English
University of Michigan - Ann Arbor, Michigan, USA
Certifications
Salesforce Certified Developer
Salesforce
Salesforce Certified App Builder
Salesforce
MIT Blockchain Technologies: Business Innovation and Application
Massachusetts Institute of Technology
Salesforce Certified Administrator
Salesforce
Skills
Tools
Jira, Flow, Confluence, Zapier
Paradigms
Agile Project Management, Requirements Analysis, Agile Product Management, Scrum, Agile, B2C, Kanban, Model View Presenter (MVP)
Platforms
Azure, Shopify, Blockchain
Industry Expertise
Financial Services, Healthcare
Other
Salesforce, User Requirements, Web Development, Software as a Service (SaaS), Product Management, Content Management Systems (CMS), Cross-functional Collaboration, Feature Backlog Prioritization, Startups, User Stories, Project Management, Product Requirements Documentation (PRD), Technical Product Management, SQL, Product Strategy, Technology Strategy & Architecture, Team Leadership, SaaS, JavaScript, Active Server Pages (ASP), Rapid Application Development (RAD), Product Owner, API Management, C#.NET, Microsoft Teams, APIs, Fintech, B2B, Technical Documentation, Product Leadership, Process Documentation, Business to Business (B2B), Business Strategy, Finance, Mobile, Product Discovery, Web Applications, Business Analysis, Analytics, Progressive Web Applications (PWAs), Product Ownership, Minimum Viable Product (MVP), Technical Requirements, Business Cases, Solution Architecture, Fintech Consultant, Proof of Concept (POC), Technology Consulting, eCommerce, Mobile Applications, Technology Solutions, User Experience (UX), UX Design, Web Design, Customer Relationship Management (CRM), Product Design, Wireframing, Business Process Analysis, Business Intelligence (BI), Dashboards, Agile Leadership, Sprint Planning, Reporting, Roadmaps, UX Specifications, Conceptualization, Budgeting, Social Networks, Specs, Ideation, Data Integration, Amazon Web Services (AWS), YAML, Artificial Intelligence (AI), Workflow Tools, Python, Database Management, Data Management Platforms, Technical Project Management, Data Strategy, Data-driven Decision-making, Data, Data Analysis, Data Management, Customer Data Platform (CDP), Communication, Analysis, C++, Development, .NET, Visual Studio Code (VS Code), Market Research, Product Roadmaps, MVP Design, User Research, Blockchain & Cryptocurrency, Scaled Agile Framework (SAFe), Vendor Selection, Data Visualization, React, Generative Artificial Intelligence (GenAI)
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