Teams at FMG Suite, LLC

Manage enterprise customer relationships by resolving escalations, troubleshooting product issues, training users, supporting product adoption, coordinating with internal teams, and tracking retention, engagement, and adoption metrics. The role supports an Enterprise Success Manager, handles high-level inquiries, schedules customer appointments, advocates for product improvements, and provides exceptional service to financial services clients.

Lead the Agency Revolution product, building RelationshipOS intelligence to detect churn and cross-sell opportunities. Drive rapid discovery, prototypes, vendor POCs, and AR Connect integrations. Run Voice AI pilots, own roadmap/prioritization, instrument outcomes, and recommend build-vs-buy and modernization decisions. Coach two Product Owners and a Product Analyst, shield the team from thrash, and deliver measurable adoption and revenue impact within the first year.

Lead product vision, roadmap, and execution for FMG's compliance platform. Own discovery, partner integrations (API/SDK/widget), enterprise onboarding, and delivery. Translate regulatory frameworks into product decisions, validate market demand, and drive commercial outcomes.