Hi. I’m Sara
With more than 15 years of experience helping simplify the complex, I provide fractional product leadership for B2B SaaS companies who need to move faster. Whether you’re looking for a strategic roadmap overhaul or a hands-on leader to fill a gap, I bring enterprise-grade rigor to growth-stage teams
I’ve led product strategy and global engineering teams that delivered solutions for a top-5 global bank (JP Morgan Chase; NYSE:JPM), institutional investors (Clearwater Analytics, NYSE:CWAN), and companies with global voluntary and regulatory reporting needs (Persefoni AI, a TPG (NASDAQ:TPG) portfolio company).
These experiences have honed my expertise defining product strategy, validating product market fit, and delivering customer-centric solutions.
let’s talk about you
Let’s get in touch if...
You’re a founder struggling to find Product-Market Fit and need a data-backed validation strategy.
Your roadmap is a "wishlist" and you need an objective expert to prioritize what actually drives revenue.
You have a leadership gap and need a high-level "plug-and-play" contractor to oversee delivery so you don't lose momentum.
The "loudest voices" are winning. You need a framework to silence the noise and focus on the customer.
recent work
I’ve spent years delivering high-stakes results across fintech, sustainability, and institutional finance.
Clearwater | Scaling Strategic Growth
$100B+ AUM: Managed global accounts totaling over $100B in assets.
13% YoY Growth: Drove double-digit account growth while leading product innovation.
Zero-Downtime Transition: Led a company-wide data vendor migration in under 60 days with no user disruption.
J.P. Morgan Asset Management | Enterprise Execution
$70M+ Budget: Served as execution lead for a $70M+, 4-year global asset migration.
Led 30+ Engineers & Designers: Product Owner for Spectrum Workflow and delivered v.1 of the Morgan Institutional client portal.
4,000+ Power Users: Reengineered and automated sensitive business processes for a substantial internal user base.
Persefoni | Innovation & Product Ops
Reimagined User Experience: Redesigned enterprise onboarding, cutting time-to-value from ~6 months to <30 days
Multi-Tier Product Launches: Successfully brought Enterprise, AI, and Freemium products to market (including Net Zero Navigator in partnership with Bain).
R&D Optimization: Audited and streamlined communication between Client Services, Engineering, and Product to ensure we built what the market actually needed.
[CONFIDENTIAL] | Fractional Product Leadership
Organizational Stabilization: Re-architected the product function following strategic downsizing, implementing frameworks needed to restore focus and synchronize engineering velocity with business goals.
Technical Translation: Partnered with R&D and engineering to bridge the gap between complex risk models high-stakes features for non-technical enterprise users.
GTM & Monetization: Product voice for pricing and packaging decisions, directly influencing revenue models and ensuring product value was clearly articulated to global enterprise buyers.
how I work
Roadmap & PMF Alignment
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The Goal: To capture the big picture opportunity while maintaining a lean, quick product delivery.
The Proof: This market-first mindset helped me grow strategic accounts by 13% YoY while contributing to the innovation those customers required.
Fractional Product Leadership & Staff Augmentation
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The Goal: Eliminate organizational ambiguity and provide a steady hand during transitions. I bridge the gap between technical complexity and business growth, ensuring your product vision translates into ongoing engineering output and revenue.
The Proof: Rebuilt the product function in a Series B to resolve ambiguity post-layoffs, establishing the prioritization frameworks and roadmap reviews necessary to align engineering velocity with business goals.
Prototyping for Rapid Delivery
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The Goal: To rapidly assess feature feasibility and market adoption with limited overhead.
The Proof: This hands-on execution is how I managed a company-wide data vendor transition in under 60 days with zero downtime for users.