Hector Jimenez

Hector Jimenez

Principal Product Manager, Analytics & Integration

San Francisco, CA
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Summary

Highly-strategic Digital Transformation Leader with years of achievement spanning customer engagement, marketing automation, product management, and data analytics. Expert ability to blend strategic vision with actionable product roadmaps to drive excellence through lean execution and delivery, leverage AI/ML solutions to solve business problems, and capture opportunities to improve processes. Engaging, passionate leader able to build and empower high-performance teams, foster robust client engagements, and deliver winning results.

Experience

2019 Jun - Present
Principal Product Manager, Analytics & Integration
Salesforce / San Francisco, CA

Led the Finance Technology Transformation initiative delivering a single analytics platform consolidating 70+ data sources, 1K+ reports, and 300+ business metrics. Integrated data across Oracle, Hyperion, Salesforce, and Xactly source systems with the Oracle data store layer using Mulesoft and Informatica.

Accelerated data latency to near real time, introducing reporting and governance framework guardrails, implementing SOX controls, and leveraging Einstein Analytics and Tableau for data visualization.

Increased user proficiency through e-Learning, communication strategies, support, and engagement.

Strategized the Tableau rollout with a sharp focus on roadmap capabilities, scalability, platform upgrade cadence, mobile scenarios, data preparation, advanced analytics, and login-based licensing.

Transformed enterprise data services into a modern, cloud-first architecture, creating core services ingesting 10X more data, computing 10X faster, and storing 10X the amount of data. Validated key technology pillars like AWS and Snowflake.

Chaired the Enterprise Data Services Business Community, holding biweekly sessions on roadmaps, mission-critical initiatives, governance, and best practices.

Coached and developed enterprise data services senior product managers and product analysts, advising on career development opportunities, best practices, and solution maturity and proficiency.

2013 Mar - 2019 May
Director Product Management, Analytics
TradeStation Group, Inc. / Fort Lauderdale, FL

Raised payment processing throughout the digital customer experience, introducing self-service tools, launching AI-based fraud protection capabilities, and improving financial reconciliation analysis.

Revamped cost basis data extraction, transformation, and loading processes for 30K customers, offering them the ability to electronically report tax data to the IRS within established timeframes.

Migrated the legacy financial system to Dynamics 365 Finance and Operations, streamlining processes in procurement, AP/AR, sales, invoicing, general ledger, and fixed assets.

Deployed Oracle Enterprise Planning and Budgeting Cloud to replace a manual, Excel-based solution.

Modernized cashiering using Azure Analysis Services, Azure Functions, and Power BI Service.

Teamed with the Wharton School of Business to build a customer engagement framework with the ability to define, track, and enhance the customer journey.

Recruited a team of data scientists and data engineers to create new data pipelines for existing and new customer data points. Revealed at-risk relationships using machine learning and customer scoring.

Revamped cost basis data extraction, transformation, and loading processes for 30K customers, offering them the ability to electronically report tax data to the IRS within established timeframes.

Orchestrated the migration of multiple disparate data marts and operational stores into a massive parallel data warehouse solution (MPP). Consolidated and integrated core business processes (Lead to Order, Order to Cash). Reduced time from question to insight by 50%.

Partnered with Finance, Sales, Marketing, Client Services, Engineering and Product Management teams to gathered business requirements, developed a 3-year data warehouse roadmap based on key business processes.

Simplified AML and Compliance processes by aggregating trading data with customer-level information and funding sources to feed the Anti Money Laundering and Know Your Customer platforms.

Transformed payment processing throughout the digital customer experience, introducing self-service tools, launching AI-based fraud protection capabilities, and improving financial reconciliation analysis.

Directed the move of an on premise massive parallel data warehouse to a cloud-based data warehouse (Azure SQL DW). Orchestrated the loading pattern architecture for initial data loading and incremental data loads using Azure Data Factory and Azure Blob Storage as a staging environment. Reduced annual maintenance costs by 40%.

Launched a process to collect telemetry logs from 30,000 distinct customer sessions and process in real time, providing insights to product management and engineering on product/feature usage. Implemented Azure Log Apps for data gathering, transformation and workflow. Deployed event Hubs to ingest JSON and output to Azure Stream Analytics for real time processing using a Power BI Streaming dataset.

2008 Mar - 2013 Feb
Senior Solution Manager
Microsoft Corporation / Fort Lauderdale, FL
Headed the deployment of regional and global BMO marketing solutions, achieving an 80% adoption rate for planning and execution solutions and a 70% attainment for ROI measurement tools.

Won the Microsoft deliverIT Award for leading the Agile deliver of a CRM-based solution for telesales.

Improved managed partner pipeline visibility, building a 450+ partner community across 14 LATAM subsidiaries and generating almost $1B in opportunity revenue.

Strategized the onboarding of 65 LATAM partners supporting the Solution Incentives initiative.

Achieved a region-wide 80% adoption rate for account planning, CRM, and reporting tool solutions.

Replaced 80% of local reporting tools and shrunk the ‘shadow’ reporting application landscape 30% by leading the LATAM Business Intelligence project.

Built robust relationships with regional business partners and the business marketing and operations community, prioritizing the Top 5 IT projects, and improving decision making processes.

Education

2011 - 2015
Northwestern University
Master of Science in Predictive Analytics
1998
University of Los Andes
Bachelor of Business Administration

Skills