JeffreyM Consulting

Product Manager

• Own the Admin Agent. Define the vision, roadmap, and backlog for an agentic admin experience that helps administrators manage the software - configuration, user and permission management, provisioning, and troubleshooting - and become advocates for software in the process.
• Define agentic identity. Partner closely with Security to establish how agents get first-class identity on the platform: authentication, authorization, scoping, governance, and audit for both client-built and customer-built agents.
• Lead build vs. buy. Evaluate whether to build agentic capabilities natively or integrate/procure third-party solutions, and drive the recommendation with stakeholders.
• Run the full product lifecycle. Work with customers and stakeholders to define the roadmap, customer problems, requirements, and product backlog, then manage features from discovery through general availability.
• Become an expert. Develop deep expertise in our software, our customers, the identity/security landscape, and the rapidly evolving agentic market - and identify, prioritize, and execute on both tactical and strategic projects.
• Work cross-functionally. Collaborate with executives, security, product marketing, and customer success to ensure objectives are met, opinions are considered, and plans are communicated.
• Dig into the data. Collect and analyze feedback from customers, stakeholders, and other teams to shape requirements and products, and use customer and usage data to find opportunities and measure success.
• Stay ahead of the field. Work with industry experts to understand where agents, identity, and security are heading, and find R&D opportunities that set us apart from the competition.

Program Manager

• Partner with Executive Engagement Managers to plan and execute executive engagements, serving as a core contributor throughout the engagement lifecycle.
• Own assigned executive engagement logistics end to end, translating engagement objectives into clear execution plans.
• Participate in planning calls with internal engagement owners to align on scope, requirements, timelines, and success criteria.
• Coordinate multiple concurrent executive engagements, prioritizing work and making real-time decisions to ensure smooth execution.
• Lead logistical planning for executive engagements, including catering, room reservations, accessibility accommodations, and on-site readiness.
• Manage speaker logistics by coordinating schedules, sending calendar invitations, and confirming participation.
• Prepare and publish engagement agendas using standard templates, ensuring accuracy and alignment with the final program flow.
• Support presentation readiness by coordinating slide assembly and ensuring materials are complete and available.
• Lead pre-engagement walkthroughs with account teams to ensure familiarity with space, flow, and in-room technology.
• Serve as a knowledgeable resource by providing approved recommendations for dining, hotels, and transportation when requested.
• Serve as a primary on-site lead during assigned executive engagements, ensuring all logistics, timing, and transitions are executed seamlessly.
• Welcome and guide customers through the executive engagement experience, reinforcing a polished and professional first impression.
• Oversee room setup and breakdown, including agendas, name tents, gifts, and other engagement materials.
• Act as the point of contact for catering and A/V needs, proactively addressing issues before they escalate.
• Partner with Executive Engagement Managers to resolve issues in real time and escalate appropriately when needed.
• Contribute to post-engagement follow-up and closeout activities as needed.
• Identify opportunities to improve processes, tools, and execution standards across the Executive Engagement Program.
• Maintain high standards of organization, accuracy, and attention to detail across all assigned work.
• Demonstrate ownership, accountability, and sound judgment in a dynamic, high-expectation environment.

Program Manager – Executive Briefing

Project Manager

• Provide end-to-end event support for a portfolio of predetermined first- and third-party events ranging from small executive engagements to large-scale events with 100,000+ attendees
• Establish and manage Rhythm of Business (RoB) processes and event planning workflows
• Create and distribute event communications, including T-minus emails, newsletters, stakeholder updates, and post event follow-ups.
• Coordinate speaker logistics and content management
• Lead customer “Know Before You Go” meetings and event preparation sessions
• Ensure seamless onsite event execution and operational support
• Manage ongoing communications with internal stakeholders, external partners, show organizers, vendors, and cross-functional teams to ensure events are delivered on time and within budget
• Develop and maintain detailed project plans and workback schedules with clearly defined roles, responsibilities, and deadlines
• Support booth planning and design coordination when applicable
• Coordinate executive and customer engagement experiences including roundtables, receptions, and dinners
• Track event performance metrics, ROI, and post-event reporting in all systems of record

Product Manager

Program Manager – Executive Briefing

Events Project Manager