Product Management

Robert D. Davis

Cary, NC

Product leader with 20+ years in product management and business analysis, turning complex regulatory, ERP, and supply chain needs into products clients adopt. Most recently Principal Solution Product Manager at RegEd, owning strategy, roadmap, and go-to-market for a ~$7M ARR compliance solution used by 10 of the 15 largest independent brokerages. Launched a generative AI examiner assistant, led delivery of the features firms needed for FINRA's Remote Inspections Pilot, and took a new risk intelligence product from client discovery to executive approval. AIPMM Certified Digital Product Manager® (CDPM®).

davis.rob.david@gmail.com (919) 578-3190 linkedin.com/in/r-d-davis

Highlights

~$7M ARR compliance product

Owned strategy, roadmap, and go-to-market for Audit Management, used by 10 of the 15 largest independent brokerages.

Generative AI launch

Led product definition for the Branch Examiner Assistant, launched July 2026; sized $326K in potential new ARR.

CDPM® certified

AIPMM Certified Digital Product Manager®, 2024.

Experience

    • Promoted to Principal Solution Product Manager in 2025, owning strategy, roadmap, and go-to-market for Audit Management (~$7M ARR, 50+ enterprise clients) and Compliance Questionnaires, reporting quarterly to the executive leadership team.
    • Conceived and led the Compliance & Supervision Risk Management (CSRM) product from discovery to executive approval. Using Design Thinking with a ~16-firm client advisory board (one-third of the client base), narrowed 58 candidate features to a ranked top 16. Won approval with a business case projecting audit prep cut from 4–5 hours to 1–2 hours.
    • Authored the CSRM BRD (53 business and 23 non-functional requirements) and a 5-phase release roadmap; served as product lead for an outside AI development firm. Designed the dashboard in Figma and used Claude Design to build a clickable prototype that aligned executives, Sales, the advisory board, and the vendor on phased scope.
    • Led product definition for the Branch Examiner Assistant (BEA), a generative AI feature launched July 2026 that surfaces FINRA/SEC rules and firm policy at each audit question on a secure RAG architecture. Co-developed a shared UX standard for AI assistants across three products.
    • Built BEA's pricing model, sizing $326K in potential new ARR. Ran a 4-firm beta that earned a production commitment after a CCO demo; wrote the user guide, fact sheet, and Sales training.
    • Authored annual solution plans (competitive analysis, 5-pillar 3-year roadmap) for executive and Board review; partnered with the VP of Product on TAM sizing ($33M–$37.5M).
    • Partnered with Sales, BDR, and Marketing on a build-vs-buy campaign: defined ideal client profiles, identified 65 target accounts, and delivered Sales enablement training.
    • Managed Audit Management and the client-facing Questionnaire Self-Service Tool for a platform supporting nearly 40,000 branch exams a year.
    • Led creation of the features firms needed to join FINRA's Remote Inspections Pilot (Rule 3110.18) and designate Residential Supervisory Locations (Rule 3110.19). Gathered requirements directly from participating firms; every committed release shipped ahead of each pilot deadline, used by 12+ firms.
    • Designed for minimal client effort (configurable significant-finding flags, remote/onsite tracking as a system setting), so clients avoided template rework and Professional Services engagements.
    • Shipped quarterly major releases, including remote inspection reporting, historical data import, and self-service tool improvements; co-presented industry webinars and used the annual industry survey to shape the roadmap.
    • Owned the roadmap for Navigator ERP (tile and flooring verticals), prioritizing releases with dev, QA, support, sales, and marketing; remained de facto product owner for Quote Portal.
    • As Navigator's representative on the North American Leadership Team, presented monthly product development and financial reports to executives.
    • Drove design and delivery of Quote Portal, a responsive web app integrated with the K8 ERP giving offsite sales staff rules-based quote configuration for a lumber and construction customer; managed a UX contractor and developers in Cary and the UK.
    • Studied the customer's business onsite (including a construction build site) and translated its K8 sales order, product maintenance, and configuration rules into the solution design; supported ERP setup, configuration, and UAT.
    • Captured requirements for a flooring customer's installer-tracking app, built first-ever screen mockups onsite with the customer, and created the final UX workflows for an approved solution that became a signed $115K project.
    • Led the weekly Technical Review Board that vetted Navigator ERP customer requests with the architect and senior developers to produce cost estimates.
    • Built and led a three-member team that overhauled business analysis processes; redesigned intake to cut time from customer request to firm quote by 47%.
    • Worked with a client advisory board to enhance Sales Portal, managing a 14-month, four-release roadmap (visit check-in, activity logging, follow-up reminders, management portal).
    • Managed vendor relationships and integration of third-party tax calculation and credit card processing applications with Navigator.
    • Chosen by the Global Business Director for the strategic Linksys account (then Cisco's consumer networking brand); led client meetings and guided its Czech Republic team through the SAP conversion, resolving go-live issues within two weeks.
    • Partnered with client and internal teams across the US, Czech Republic, and China to improve performance issue resolution by more than 75% over three years.
    • Linksys subject-matter expert through its original ERP implementation and its Riverside, CA move to SAP (sales order, reverse logistics, distribution setup).
    • Began in 1999 in shipping and logistics and progressed to Fulfillment Supervisor, building the hands-on order fulfillment expertise behind later systems work.

Skills

Product
Strategy & RoadmappingBRDs & PRDsUser Stories & Acceptance CriteriaPricing & PackagingMarket Sizing & Competitive AnalysisBusiness Cases & ROIGo-to-Market & Sales Enablement
Discovery & AI
Client Advisory BoardsDesign Thinking & UX PrototypingAI / LLM Product ManagementAgile Delivery & UAT
Domain
Financial Services Compliance (FINRA supervision rules, SEC)Branch Audit & Inspection ProgramsRegTech & Enterprise SaaSERP for DistributionGlobal Supply Chain & 3PL
Tools
FigmaClaude / Claude DesignJira & ConfluenceAha!SalesforceSharePoint & VisioMS Office

Education & Certifications

  • AIPMM Certified Digital Product Manager® (CDPM®)

    2024

  • North Carolina State University, School of Design

    1991 – 1993 · Two years of design coursework, admitted via portfolio review and faculty interview