Kathryn Patullo, Project Manager in Glen Ridge, NJ, United States
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Kathryn Patullo

Verified Expert  in Project Management

Project Manager

Glen Ridge, NJ, United States
Toptal Member Since
October 20, 2019

Kathryn is a senior leader with extensive experience in project and program management, change management, process development, and Agile coaching with a reputation for leading business and technology transformation. She specializes in building new programs from the ground up and adding structure and rigor to teams during times of business expansion and growth.

Project Highlights

SaaS Platform Implementation
Built and operationalized the implementation process for a new SaaS and logistics product.
Digital Platform Strategy Execution
Led product transformation efforts for Thomson Reuters' Tax and Accounting's new digital platform strategy.
Digital Professional Services Library
Led efforts to create and populate a digital platform for Smarter Balanced Consortium to support professional development.


Work Experience

Senior Program Manager

2019 - PRESENT
  • Build program structures and processes as the initial program manager on a new product.
  • Set up go-to-market processes and strategies to support new product launches to over 700 organizations.
  • Coached multiple development teams on agile and release management best practices.
  • Refined customer support and production issue management processes to improve customer product support.
  • Developed stakeholder management structures to program updates to all levels of the organization, ranging from lateral partners to executive leadership.
  • Managed special projects to enhance the growth and influence of the product development teams across the organization.

Senior Program Manager

2018 - 2019
  • Established and operationalized efforts to create and onboard clients on to a third-party enabled client SaaS and operations platform.
  • Collaborated with C-Suite and key business leaders across engineering, data science, client services, logistics, and operations to develop a roadmap of projects and programs necessary to support third-party clients.
  • Built sustainable, flexible frameworks from the ground up to operationalize client onboarding across multiple departments, spanning across all disciplines within the company.
  • Established standards for portfolio management, reporting, risk management, and change control across complex, interdisciplinary programs.
  • Coordinated between business services teams and technology teams by creating detailed product requirements, aligning sprints and backlog grooming efforts, while consulting on deployment and production pushes for client-facing features.

Vice President, Corporate Technology Research

2017 - 2018
Gerson Lehrman Group
  • Directed a large department of operations and project management associates to execute on client research projects and expand the portfolio of technology clients.
  • Built and rolled out an Agile, lean framework to allow for better data-driven decision making for a diverse, client-service organization.
  • Directly managed an organization of over 20 research professionals and managers, creating professional development and staffing strategies to enhance team performance.
  • Partnered with business development, sales, and research to advise on technology trends, needs, and client behavior to grow accounts and meet business objectives.
  • Defined and monitored department KPIs.

Program Manager

2015 - 2017
Thomson Reuters
  • Led change management and business transformation efforts during an enterprise-wide product redesign and Cloud migration.
  • Instituted Agile - Lean project management structures and best practices across the Tax and Accounting product organization to increase capacity, transparency, and consistent interdepartmental reporting.
  • Created and prioritized a long-term vision and roadmap of product redesign, including UX resourcing strategy, budget planning, and product strategy to allow for optimization of resources and proactive approaches for solving business challenges.
  • Coached over 20 team members and designed rigorous team programming, increasing knowledge sharing and team unity.
  • Increased the knowledge base for project managers across Thomson Reuters through developing programming for the Project Management Center of Excellence.

Project Manager

2012 - 2015
Amplify Education
  • Created project plans for custom software and multimedia design work.
  • Managed client relationships.
  • Created stakeholder management reporting and communication structures.
  • Served as Scrum Master for three teams.
  • Wrote and edited RFP bids and proposals.

Project Manager

2012 - 2012
Shift Forex
  • Developed project plans for custom engagements.
  • Managed stakeholder communications.
  • Coordinated team member schedules.
  • Managed project risks.
  • Completed vendor selection for development and design capabilities.

Project Manager

2009 - 2012
Geotext Translations
  • Created, executed, and maintained project plans.
  • Managed client relationships.
  • Coordinated editing schedules.
  • Recruited translation providers.
  • Managed translations vendors.

SaaS Platform Implementation


Built and operationalized the implementation process for a new SaaS and logistics product.

Defined the scope of work for initial client SaaS and logistics offerings, inclusive of product, engineering, client services, and data services.
Created repeatable project plans to guide clients and internal teams from contract signing to launch.
Defined conceptual models and process documentation for client implementation teams, creating clear boundaries and ownership over implementation work.
Built rigorous communication and reporting structures across verticals to ensure business objective achievement.
Managed change control processes and plan remediations across complex implementation issues.

Digital Platform Strategy Execution

Led product transformation efforts for Thomson Reuters' Tax and Accounting's new digital platform strategy.

Led the design and implementation efforts to transform the existing suite of legacy and desktop products to a new Cloud-based digital platform strategy.
Developed a product onboarding roadmap and strategy to deliver maximum value to Thomson Reuters' client base.
Managed vendor delivery of initial concepts for the digital platform and design.
Led the Agile transformation across product teams to support the user experience design and testing processes.
Managed budgets for the user experience design team to maximize the ROI on resources.
Facilitated product discovery and ideation sessions, proliferating the Minimal Viable Product (MVP) concept throughout the company.

Digital Professional Services Library


Led efforts to create and populate a digital platform for Smarter Balanced Consortium to support professional development.

Managed the development of a full-stack digital platform populated with multimedia, video, and downloadable assets to support K-12 teachers in transitioning to the new educational standards created by the Smarter Balanced Consortium (SBAC).
Managed the creation of content across five different subject matters and the review and sign-off process by the client.
Managed video and multimedia animation vendors, tracking timelines, costs, and mitigated risks.
Led multiple Scrum teams, functioning as Scrum Master, to support the successful delivery of value to the project at regular increments.
Created and managed weekly and monthly client reporting.
Performed regular QA for both the digital platform as well as the media assets uploaded to the platform.

Lean and Agile Management Roll-Out

Defined and trained on Lean Management within client services organizations.

Managed an organization of 32 project managers executing against client contracts.
Trained all team members on Lean principals and how to apply them in a client services environment.
Developed data displays to manage progress towards goals and spark data-driven conversations and problem-solving.
Coached teams towards Agile principals including self-organization and alignment towards departmental goals and KPIs.
Instituted daily stand-ups and regular client backlog grooming sessions.

Data Literacy Training and Delivery


Managed efforts to create and execute data literacy training for all teachers in the Rhode Island Public Schools Systems.

Managed the full-cycle creation of face-to-face and asynchronous digital learning modules for K-12 teachers in the state of Rhode Island.
Created project plans and review guidelines for client sign-off reviews.
Managed training schedules and logistics for a team of literacy coaches delivering training.
Led data collection and analysis efforts for ongoing program improvement during the execution phase.
Developed and managed regular internal and client communication structures and cadences.
2004 - 2008

Bachelor's Degree in English Language Arts

Pennsylvania State University - Pennsylvania, USA


Certified Scrum Master

Scrum Alliance


Trello, Wrike, Visio, Microsoft Visio, Jira, Basecamp, Microsoft Project, Salesforce, Salesforce Marketing Cloud

Industry Expertise

Education Technology (Edtech), Software, Retail & Wholesale


Agile UX, Agile, Waterfall Delivery, Kanban, Change Management, Design Thinking


Software as a Service (SaaS), Microsoft 365, Project Management, Program Management, Digital Project Management, Project Planning, Product Design, Product Discovery, Smartsheet, Lucidchart, Product Conceptualization, Risk Management, Communication, Project Reporting, Stakeholder Engagement, Stakeholder Management, Project Budget Management, Fintech, Workflow, Coaching, Business Transformation Project Management, Waterfall Methodology, Client Delivery Management, Learning Management Systems (LMS), Software Development Lifecycle (SDLC), SaaS, Lean Six Sigma, Research, Process Improvement, Vendor Management, Budget Management, Agile Coaching, Proposals, Startups, Startup Consulting, Enterprise, Discovery Workshops, Team Management, Distributed Team Management, Product Roadmaps, New Products, Business Proposals, Grant Proposals, Key Performance Indicators (KPIs), Change Leadership, Business Transformation, Agile Transformation, Process Transformation, Customer Success, Customer Support, Request for Proposal (RFP), User Experience (UX), Market Research & Analysis, eCommerce, Data Analysis, Budgeting, Issue Management, New Product Development, Process Design, Process Flows, Communication Strategy, Marketing

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