Technical product leadership
Owned strategy for lending platforms, merchant experiences, and broker channels tied to conversion, processing time, and portfolio performance—partnering across eng, design, data science, risk, and ops.
Product · Architecture · Salesforce · Fintech platforms
Hi, I’m Max. I lead technical product teams for fintech—where platforms, APIs, and customer experience have to line up.
Senior Technical Product Manager building fintech lending platforms at the intersection of strategy, systems, and code.
How I work
I’m comfortable leading when the path isn’t obvious—framing ambiguity into priorities, tradeoffs, and a plan the org can execute. I run cross-functional programs across marketing, sales, operations, legal, and customer service, aligning incentives so delivery isn’t a handoff marathon. I challenge the status quo when “how we’ve always done it” gets in the way of customers, risk posture, or velocity—but I do it with evidence and respect for the constraints.
I’m strongest where product strategy meets technical execution: the narrative has to match what engineering can ship, and what compliance and ops can run. I’ve grown from hands-on technical architecture into owning roadmaps for APIs, portals, and data partnerships that create material impact—conversion, throughput, portfolio performance, and how the company actually operates day to day.
I ship changes, not slides. My bias is toward launches, learning in production, and systems teams trust when the edge cases show up.
Three lenses, one owner
Growing through product, engineering, and Salesforce gives me perspectives—and helps me spot opportunities—that are easy to miss from a single lane.
Platforms & integrations
Partner APIs for real-time loan intake, Plaid-powered bank data for onboarding and renewals, SQL-backed funnel analysis—and comfort debating schema, SLAs, and rollback plans with engineering.
Salesforce & CRM scale
Governed multi-org Salesforce footprints, CI/CD with GitHub and Gearset, security and sharing models—Application Architect certified, with Apex, LWC, and operational discipline.
Experience
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Manager, Technical Product Management
- Own product strategy for core lending and customer experience platforms supporting a $750M+ portfolio across product, engineering, design, QA, risk, and ops.
- Drive API roadmap execution to improve underwriting throughput and operational efficiency; define KPIs and OKRs with executives tied to conversion, processing time, and portfolio outcomes.
- Relaunch broker acquisition—strategy for broker onboarding and merchant experience—and redesign credit decisioning infrastructure for scalable growth within loss constraints.
- Lead initiatives using Plaid bank data and behavioral signals for renewal targeting, re-engagement, and risk segmentation.
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Principal Technical Product Manager
- Delivered external Partner API for real-time loan intake and data exchange—improving integration throughput and partner onboarding speed.
- Owned roadmap for consumer-facing merchant portal; adoption reached 100% and cut end-to-end time to funding by 50%.
- Partnered with underwriting, data science, and analytics on credit evaluation workflows; shipped improvements that reduced underwriting manual processing time by 20%.
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Technical Product Manager
- Led Plaid integration for real-time bank data in onboarding—better conversion, fraud signals, and identity verification; helped lift application-to-funding conversion by 25%.
- Governed and optimized three Salesforce orgs: architecture alignment, data strategy, scalability, and continuity via governance and environment management.
- Prioritized sales-technology initiatives across business units with security, compliance, and engineering.
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Senior Salesforce Administrator
- Designed scalable Salesforce architecture and documentation standards to reduce long-term technical debt.
- Built CI/CD with GitHub and Gearset; cut deployment errors by 40% and improved release reliability.
- Translated business requirements into technical designs and shipped CRM enhancements aligned to platform best practices.
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Salesforce Administrator
- Administration for 250+ users across Sales and Service Cloud with strong uptime and process alignment.
- Bi-directional integrations between Salesforce and databases for reporting accuracy.
- Championed HIPAA-aligned data practices alongside growth.
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Senior Business Analyst
- Delivered Lightning and Salesforce1 solutions for mobile-first field teams.
- Primary liaison across 45 departments—requirements through technical delivery.
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Sales and Operations Analyst
- Consulted with early-stage teams on operations, process design, and scalable technology adoption.
Toolkit
Product leadership backed by architecture, data, and shipping discipline.
Product
- Roadmapping & OKRs
- Experimentation / A/B testing
- Funnel optimization
- Executive communication
- Cross-functional leadership
Architecture & engineering
- APIs & microservices
- HTML, CSS, JavaScript
- Node.js
- SQL
- AWS
- GitHub
CRM & platforms
- Salesforce (Sales, Service, Marketing Cloud)
- Apex, SOQL & SOSL
- LWC
- Flows & automation
- Gearset CI/CD
- HubSpot
- Plaid
- Twilio
Credentials & education
Salesforce
- Application Architect
- Data Architecture & Management Designer
- Sharing & Visibility Designer
- Salesforce Developer I
- Platform App Builder
- Administrator
Product
- Certified Scrum Product Owner (CSPO)
Education
- Full Stack Developer — UC San Diego Extension (Dec 2020)
- B.A. Sociology, Law & Society — UC Riverside (Jun 2014)
Also fluent with
Jira, Confluence, Tableau, Google Analytics; Gainsight, Eloqua, Marketo, Five9, Apttus, Conga, Advologix, and related go-to-market tooling.
Let’s talk
Hiring for underwriting, lending platforms, or partner integrations—or need a TPM who can stand up Salesforce architecture and speak fluently with engineering and risk?
San Diego, CA