PROGRAM & PORTFOLIO LEADER · ENTERPRISE TRANSFORMATION · DIGITAL PRODUCTS

Complex work,
made clear.

I lead high-visibility programs where business strategy, digital products, marketing, technology, and operations intersect — turning ambiguous priorities into executable roadmaps, aligned teams, and measurable outcomes.

Program Manager, Portfolio Marketing @ Axos Bank · PMP · Certified Scrum Master
Experience
12+
years leading complex cross-functional programs
Operating style
Signal over noise.
Ownership over handoffs.
AT A GLANCE

Where I add the most value.

I’m most effective in roles that require someone to connect strategy to execution across multiple functions, create structure around ambiguity, and keep complex work moving at enterprise scale.

01

Enterprise Transformation

High-visibility programs spanning business, technology, marketing, operations, compliance, and external partners.

02

Program & Portfolio Leadership

Governance, prioritization, capacity planning, dependencies, executive reporting, and portfolio operating models.

03

Digital Products & GTM

Customer-facing products and growth programs from strategy and requirements through launch, adoption, and optimization.

04

Operating Models & Teams

Building teams, clarifying ownership, improving workflows, and creating scalable systems that strengthen delivery.

Portfolio StrategyEnterprise TransformationDigital ProductsGTM & RevOpsOperating ModelsExecutive AlignmentM&A IntegrationLaunch ReadinessPortfolio StrategyEnterprise TransformationDigital ProductsGTM & RevOpsOperating ModelsExecutive AlignmentM&A IntegrationLaunch Readiness
01 / SELECTED WORK

Programs with a lot riding on them.

Selected enterprise programs that show how I operate: align stakeholders, structure delivery, surface risk, and connect execution to business outcomes.

REVOPS
GTM OPERATING MODEL
DATA + TECHNOLOGYMARKETING ↔ SALES
OLB 3.0

$3M Online Banking Transformation

CHALLENGE

Enterprise banking transformation requiring coordinated Marketing delivery across MarTech, Pendo, Web Development, Creative, Strategy, Digital Ads, Brand, Legal, Compliance, Product, Technology, and external partners.

MY ROLE

Marketing program lead · 2 direct reports · SVP engagement

IMPACT

Owned Marketing delivery strategy, executive engagement, dependencies, and launch readiness across a complex enterprise stakeholder group.

OLB 3.0
DIGITAL BANKING
LAUNCH READINESSCROSS-FUNCTIONAL DELIVERY
REVENUE OPERATIONS

GTM Capability Build

CHALLENGE

New Revenue Operations capability requiring an operating model, technology foundation, data enablement, and tighter coordination between Marketing and Sales.

MY ROLE

Program lead · Salesforce · ZoomInfo · Tealium

IMPACT

Helped establish the capability from the ground up and enabled six B2B campaigns within months.

REFER-A-FRIEND

Growth Program

CHALLENGE

Cross-functional growth program requiring coordinated execution across customer journey, delivery, optimization, and measurement.

MY ROLE

Program execution · Growth · Optimization

IMPACT

Scaled to $4M in monthly funded accounts within three months.

REFER-A-FRIEND
$4M / MONTH
GROWTH PROGRAMMEASURABLE OUTCOMES
CRYPTO PLATFORM
NEW PRODUCT
CUSTOMER EXPERIENCEGTM + READINESS
CRYPTO PLATFORM

$1.5M New Product Initiative

CHALLENGE

Emerging-product initiative in regulated financial services spanning customer experience, GTM, launch readiness, executive alignment, and technical dependencies.

MY ROLE

Marketing program lead · New product · GTM

IMPACT

Built the cross-functional structure needed to move a complex new-product initiative toward launch.

Additional selected programs
Enterprise PMO & Operating Model Transformation

Redesigned intake, discovery, ownership, governance, and cross-functional handoffs.

M&A Integration · Arc Acquisition

Built a repeatable framework for announcements, customer communications, nurturing, and transition execution.

UFB Mobile Banking Modernization

Led Marketing delivery across feature readiness, UX/UI, customer experience, and launch execution.

Enterprise Brand Transformation

Partnered with Brand leadership and the CEO on an enterprise-wide modernization of the Axos brand.

02 / IMPACT

The numbers behind the work.

Years
12+

Program and portfolio leadership across transformation, digital products, GTM, growth, and operations.

Capacity increase
27%

Improved team delivery capacity through stronger portfolio structure, governance, and program-management practices.

Funded accounts
$4M/mo

Refer-a-Friend program performance reached within three months.

B2B campaigns
6

Launched after establishing foundational Revenue Operations capabilities.

03 / CAPABILITIES

Built for work that crosses functions, systems, and priorities.

01

Portfolio Strategy & Governance

Prioritization, governance, capacity planning, risk and dependency management, executive reporting, and scalable portfolio operating models.

02

Enterprise Transformation

Structuring complex transformation programs, clarifying decision rights, aligning workstreams, and creating the operating rhythm needed to deliver.

03

Digital Product Delivery

Connecting customer experience, Product, Technology, Marketing, testing, launch readiness, and adoption across digital platforms and products.

04

GTM & Revenue Operations

Building GTM operating models, coordinating Marketing and Sales, and enabling data, audience, activation, attribution, and lead-management capabilities.

05

Executive & Cross-Functional Leadership

Translating complex program detail into decisions, tradeoffs, risks, and outcomes for senior leaders while aligning teams without direct authority.

06

Operating Model & Team Leadership

Building teams, coaching direct reports, clarifying ownership, improving workflows, and creating repeatable systems that increase delivery capacity.

LEADERSHIP

I don’t just manage the plan. I improve how the work gets done.

My scope has expanded from project execution into team leadership, portfolio governance, operating-model design, executive partnership, and organizational change.

Team Leadership

Built and manage a three-person program delivery team, including coaching, development, workload allocation, and resource planning.

Operating Models

Redesigned enterprise intake and discovery processes, clarified ownership, and created repeatable structures for cross-functional delivery.

Executive Partnership

Translate program complexity into clear decisions, tradeoffs, risks, and outcomes for SVP and executive stakeholders.

Cross-Functional Influence

Align teams across Marketing, Product, Technology, Operations, Legal, Compliance, Sales, and external partners without relying on direct authority.

Grace Jee
04 / ABOUT

The connective tissue between strategy and execution.

Over 12 years, I’ve led programs across financial services, digital products, growth marketing, consumer products, and operations. I’m typically brought into work with a lot of moving parts: multiple teams, competing priorities, executive visibility, and no single function that can solve the problem alone.

My strength is creating clarity — defining the path forward, making ownership visible, surfacing risk early, and giving leaders and teams the information they need to make decisions and keep moving.

12+ yearsPMPCertified Scrum MasterPortfolio leadershipDigital productsGTM & RevOps
SELECT EXPERIENCE
AXOS BANKWALMARTALDOTRIBECA FILM FESTIVALSTRIVECTINMARC NOLAN
RootsSouthern California native
EducationUC San Diego
Outside workFood · fitness · travel
AlwaysCurious about technology
How I work

Clarity without bureaucracy. Make ownership visible, connect decisions to business outcomes, surface risks before they become launch problems, and give teams enough context to make good decisions. I’m most useful where business strategy and technical delivery need someone who can translate between both.

Complex program? Bring me in.

Enterprise transformation, portfolio leadership, digital product delivery, GTM & RevOps, operating-model design, and executive cross-functional leadership.