Experience
BrokerEngine Product Owner
AFG 2023 – Present
AFG 2023 – Present
- Owned and prioritized the product backlog, translating business needs and broker insights into clear, outcome-driven user stories.
- Led the end-to-end delivery of an integrated lodgement flow (Fact Find, Credit Guide, Privacy Consent, Credit Proposal, and lodgement via AOL and Simpology), reducing broker admin time by 90+ minutes per deal.
- Championed Agile practices, acting as Scrum facilitator to drive iterative delivery and continuous improvement.
- Partnered with engineering, design, and customer success to align discovery and delivery with strategic objectives.
- Conducted ongoing user research and usability testing to validate features and refine product direction.
Scrum Master/Operations Manager
BrokerEngine 2017 – 2023
BrokerEngine 2017 – 2023
- Acted as Scrum Master for the BrokerEngine development team, facilitating daily stand-ups, sprint planning, retrospectives, and ensuring delivery was aligned with the founders’ product vision.
- Championed agile best practices and created a culture of continuous improvement across the product and engineering teams.
- Established and maintained all operational systems of the business including automation pipelines, IT infrastructure and support workflows.
- Designed and implemented scalable systems for billing, customer support, CRM, and marketing automation, enabling BrokerEngine to grow efficiently while minimizing overhead.
- Worked cross-functionally to align internal operations with customer-facing product strategy and support initiatives.
Operations Manager
Marketing Results 2016 – 2017
Marketing Results 2016 – 2017
- Oversaw daily operations and delivery processes for a portfolio of digital marketing clients, ensuring efficiency, consistency, and alignment with strategic goals.
- Designed and implemented scalable automation systems using Zapier, ActiveCampaign, and Infusionsoft to streamline lead capture, email marketing, and reporting workflows.
- Improved team coordination and transparency by introducing internal SOPs, documentation standards, and task management practices.
- Worked cross-functionally to ensure strategic alignment across technical, creative, and client services teams.
Production Coordinator
Marketing Results 2013 – 2016
Marketing Results 2013 – 2016
- Supported the execution and delivery of digital marketing campaigns across email, landing pages, and content channels.
- Built and maintained marketing automation funnels using Infusionsoft and ActiveCampaign, facilitating highly targeted customer journeys based on behaviour and lifecycle stage.
- Used Zapier to integrate tools and automate repetitive tasks, reducing manual effort and improving accuracy across campaign setups.
- Managed production timelines, conducted QA, and coordinated with internal teams to ensure consistent, high-quality outputs.