Gene's Unique Value Proposition

"I help executive teams target strategy & alignment

to achieve SMART business objectives."

Where I've Created Value...

Who I am...

A Powerful Strategist.

I am a lean six sigma black belt, and have over a decade of experience informing executive & functional leaders, & Board of Directors on data-driven roadmap development, decision-making, and strategic deployment models. Generated 75X to 700X revenue multiples.

gene h lee strategist
  • Developed Go-To-Market strategies, product roadmap, and launched several successful platform and products at Viewring, Paylani, Educon, Kaseya, and Rakuten Super Logistics

  • Conducted executive workshops and implemented strategic alignment, prioritization, change management, customer/product/project lifecycle management, and risk scoring models.

  • Developed a portfolio management strategy with the definition of SMART portfolios that aligned performance goals to corporate objectives at all levels from each business unit to the team down to the individual level.

  • Expert at leveraging Voice of the Customer feedback to inform program & product roadmap development

  • Prevented millions of dollars in sunk costs and faulty expansion strategy into Australian market

A Customer Evangelist.


I am a customer advocate, and expert in capturing & analyzing Voice of the Customer (Internal/External) feedback, and translating this data into program & product development initiatives, and happy customers.

Gene H Lee Customer Evangelist Image
  • Developed the entire customer journey pipeline, defined SLAs, process metrics, & KPIs by pipe to increase throughput, reduce takt time, and improve CX at byte

  • Adept at competitive positioning conducting competitive research including competitor and pricing reviews to position business for market differentiation

  • Leveraged VOC feedback and data to launch a brand, new project management program that generated a 75X revenue multiple at Educon


  • Boosted CSAT scores at Educon by 16% from 8.0 to 9.7

  • Leveraged VOC feedback to rebuild fintech mPOS app (Paylani 2.0) generating a 700X revenue multiple and boosting adoption rate to over 1,000 end-users after 6 months launch; Lifted CSAT scores at Paylani by 7.8% from 9.0 to 9.7

A Financial Guru.

I have over 15+ years experience with financial & business management including P&L and balance sheet optimization, cost benefit analyses, business requirements and budget analysis, and business case development & justification. 

Gene H Lee Customer Evangelist Image
  • Enabled 75X to 700X revenue multiples at underperforming business units

  • Developed cost benefit analyses and budget requirements for enterprise projects resulting in Go/No Go decisions

  • Achieved $33k out of $53k monthly target COGS reduction (or 62% of annual goal) through Q1 2020 for SaaS infrastructure

  • Saved over $1 million annually by preventing faulty expansion strategy into Australian market

Business Results & Performance Areas I've Driven...

Business Results & Performance Areas for Gene H Lee

Gene's Areas of Expertise

  • Customer/Product/Project Lifecycle Management

  • Lean Agile (SAFe)

  • Business Process Optimization

  • Financial Performance & KPI Management

  • Strategic Planning

  • Portfolio, PMO, Program & Project Management

  • Go-To-Market, Business Case, Voice of the Customer

  • Roadmap & Capacity Planning

Licenses & Certifications

  • Strategic Planning

  • Lean Six Sigma Black Belt

  • PMP

  • ITIL Service Operations & Analysis

  • Certified Scrum Master

What My Colleagues Say About Me...

" Gene is a valuable asset to any software company. He has great domain knowledge in the IT space and vast experience in Product/Program/Project roles. His hard work, dedication, and moral ethics are second to none. During the time I worked with Gene, he was able to quickly learn the product and lead an Eng. team to a successful transformation on our networking solution. Gene is able to construct extremely complex long term plans and execute those plans with precision. "

Mickey Presiach, MBA, PMP, PSM, UplandMe, Inc.

" Gene is an intelligent, thoughtful, and seasoned IT product and project manager. I managed him directly at Kaseya where he was responsible for the product modules covering License, Deploy, and Ops. Gene is great at working with key stakeholders and turning these stakeholder interactions into requirements and execution plans. I welcome opportunity to work with Gene on future products and projects. "

Michael Yang, Senior Director of Product Management, Elastic


" I've really enjoyed working with Gene Lee. He has a high acumen for driving revenue growth, CSAT, and business performance/processes while reducing costs. As the director of our EPMO, Gene: - Created and refined our 2025 technology roadmap. - Established governance and a Change Advisory Board (processes and documentation) for project request management, change management process, product release management, and project lifecycle management. - Created and deployed a Strategic Deployment Model using a concise change request document, change request backlog and a Balanced Scorecard to facilitate the proper definition of strategic objectives and a Strategic Priority Score which effectively prioritized project requests and the release schedule. - Led the effort to become a customer-driven organization (vs. competitor-driven), captured "Voice of the Customer" feedback, and led the creation and management of the product backlog for our mission-critical, proprietary internal applications. Gene is very personable in all his interactions and executes effectively. He's a fabulous addition to any organization. "

Rick Fox, PMP, FDC

Frequently Asked Questions

What is your ideal role?

I'm looking for a strong senior executive team and role targeting strategy and alignment around the customer experience, product development, and financial performance. I have found incredible success where I have leveraged my expertise in Voice of the Customer capture, analysis, & translation into profitable yet powerful customer experiences. I'm also adept at re-defining, and optimizing business processes and working across the enterprise to streamline program & product operations.

How would you describe your leadership style?

I believe that if you take care of your employees, you will take care of business. I am a big believer in treating every resource with respect and professionalism, mentoring, and driving global teams toward a vision. That means being honest, and transparent with my communication with upline, downline, and cross-functional colleagues. 

What motivates you?

I am a customer advocate, and believe that you have to take care of customers and your employees to drive business performance and results. I am skilled in targeting strategy & alignment, and truly enjoy working with global teams across the enterprise to realize a vision.

What I Like to Talk About...

Are We Really a Customer-Focused Organization?

Are We Really a Customer-Focused Organization?

I posed this question in a cross-functional meeting with customer-facing, functional leaders in Sales, Marketing, Operations, and Customer Support when I was hired to stand up an ePMO for an establish... ...more

process enterprise

November 17, 20222 min read

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