Barry Ambrose

Driven and results-oriented professional with a unique blend of strategic leadership, project/product management, analytical, and support skills. Leveraging a Bachelor's degree in Psychology from the University of North Carolina and an Associate's in Culinary Arts (Summa Cum Laude) from Johnson & Wales University, and over 20 years experience in End-to-End Software Product Management, I bring a diverse perspective, a strong work ethic, and a keen eye for detail to every project. My core competencies include strategic planning, roadmap development, process optimization, cross functional coordination, and exceptional client management, complemented by a strong ability to provide efficient QA and User Acceptance testing, accurate data entry, comprehensive administrative support, and excellent customer service. I excel at translating complex data into actionable insights, utilizing tools like Salesforce, Google Analytics, SQL, and the Microsoft Office Suite, and am adept at ensuring data accuracy and client satisfaction. I'm proficient in both Waterfall and Agile methodologies, ensuring projects are delivered on time and within budget. I'm passionate about driving operational excellence and enhancing client experiences through effective communication, meticulous planning, and a customer-centric approach. Whether you need strategic guidance, project management expertise, data entry, QA testing, administrative assistance, or customer support, I'm here to help you achieve your business goals.

Steritech Brand Standards | 2018 - 2025

PROPRIETARY SOFTWARE LEAD PRODUCT MANAGER, CUSTOMER EXPERIENCE

OnBrand360® is proprietary QMS software developed to conduct 3rd party Assessments for multi-location corporations to ensure quality, safety, and consistency across the entire brand. I led the strategic roadmap and project execution for OnBrand360, Salesforce, and supporting technologies, enhancing client experience and enterprise management.

  * Supervised BAs and directed cross-functional teams, internal and 3rd party, owning timelines and deliverables

  * Strategically managed a $3 million annual budget for BAU and strategic enhancements, ensuring optimal resourcing and the delivery of a prioritized pipeline based on ROI, growth scalability, and competitive analysis

  * Transformed OnBrand360 from a customer pain point into a key sales differentiator and improved client satisfaction through platform enhancements, also enabling SaaS/B2B subscription offerings and API

  * Influenced executive leadership to recognize OnBrand360 as a strategic investment driving profit and growth

  * Led the end-to-end project management to transform disparate platforms into a unified, device-agnostic app with an overhauled UI

  * Managed requirements and use case documentation, data and process mapping, and system integrations for the implementation of a tailored Salesforce experience, encompassing Service Cloud and Field Service

Bank of America | 2006 - 2018

VP, PORTFOLIO MANAGEMENT & STRATEGIC PLANNING, DIGITAL BANKING PMO

Spearheaded strategic planning and the digital roadmap for Bank of America’s Online Banking and Mobile App platforms, a portfolio encompassing ~80 strategic initiatives and a $175 million annual investment.

  * Drove strategic alignment and delivery of key customer functionality by managing the Digital Strategic Roadmap and creating customer experience highlights for executive communication

  * Streamlined digital project lifecycles by implementing standardized Digital Intake and Governance processes, enhancing efficiency from ideation to execution

  * Enhanced team collaboration and information access by administering SharePoint, managing permissions, and designing internal sites and custom forms

VP, BUSINESS ANALYST, ECOMMERCE

 Oversaw and successfully executed critical transition projects for Countrywide, Merrill Lynch, and LaSalle, encompassing Client Relationship Management, Mortgage Accounts, and Bank-Brokerage Integration systems.

  * Spearheaded User Acceptance Testing for Online Banking, developing comprehensive test plans, scripts, data requirements, and training materials for testers and test leads, ensuring successful system implementation

  * Partnered with developers, technology leads, and business partners to define system requirements, translating business needs into clear and concise System Use Cases and achieving OKRs/KPIs; SAFe 4.0 Certified Agilist

  * Established a centralized business rule repository and developed an inventory of 150 Use Cases for e-commerce processes, improving clarity, consistency, and knowledge management across teams

AVP, BUSINESS ANALYST, CRM SERVICES

Drove the successful support of critical Client Relationship Management applications, including the Client Management Process, Client Planning Tools, and the system migration for the Countrywide acquisition.

  * Coordinated cross-functionally with business, UX, and Development to translate complex business requirements into intuitive designs and functional specifications for system enhancements

  * Ensured successful system adoption and data integrity through proactive stakeholder communication, including design reviews and targeted training, alongside precise data mapping and rigorous SQL-based verification

Wells Fargo (formerly Wachovia and First Union) | 2000 - 2006

BUSINESS SYSTEMS ANALYST, RETIREMENT SERVICES

  * Collaborated with business stakeholders to elicit and document comprehensive business requirements for enhancements across Wachovia's 401(k) websites, Voice Response Unit (VRU), and core recordkeeping system

  * Streamlined User Acceptance Testing (UAT) and production verification by developing and managing detailed scripts, scenarios, and defect tracking, ensuring high-quality system releases

  * Proactively developed and executed communication plans for all system releases, ensuring business partners were well-informed of upcoming changes and minimizing disruption

ACCOUNT MANAGER, RETIREMENT SERVICES

  * Managed 32 retirement plans, administering rules for contributions, matching, distributions, loans, and investments to ensure accurate compliance

  * Served as primary liaison between clients, consultants, and operations, ensuring seamless communication and efficient issue resolution

  * Provided employee retirement plan education and facilitated enrollment, increasing participation

SENIOR CUSTOMER SERVICES REPRESENTATIVE, RETIREMENT SERVICES

  * Advised retirement plan participants on 401(k) options and tax implications; Series 6 and 63 licensed

  * Delivered customer support, efficiently resolving inquiries and accurately processing savings plan transactions

  * Developed and delivered engaging training materials and sessions on plan processes and regulatory compliance

• University of North Carolina  |  Chapel Hill, NC  |  Bachelor of Arts, Psychology
• Johnson & Wales University  |  Charlotte, NC  |  Associate of Applied Science, Culinary Arts  |  Summa Cum Laude