Jacqueline Li

Senior Product Manager with 17+ years building fintech, payments, and HR tech products for businesses and their workforces. Track record of owning complex product areas end-to-end in regulated environments: earned wage access, B2B payments, PCI-compliant card products, AR automation, and SMB financial software. Consistent 0-to-1 product builder with deep experience running customer discovery, aligning cross-functional stakeholders without direct authority, and measuring adoption against north star metrics.

Strong technical foundation from an early career as a software engineer. Daily AI practitioner using Claude and ChatGPT to accelerate discovery, analysis, and execution, with a structured understanding of agentic systems and LLM evaluation frameworks.

Senior Product Manager at ZayZoon (2024-01 – 2026-05)

• Owned end-to-end product strategy and roadmap for ZayZoon's employer-facing suite across 500+ SMB and enterprise clients, including Earned Wage Access, Off-Cycle Pay & Tips, and the Engagement Suite.
• Built the Engagement Suite from zero to one with no prior product, roadmap, or playbook: ran structured discovery across three personas (HR admins, managers, employees), identified the core insight that EWA felt optional because employers had no reason to use the platform regularly, and sequenced delivery around that insight. Engagement suite adoption correlated with a 44% increase in employee sign-up rates and 13.2% higher EWA utilization.
• Led Off-Cycle Pay beta: identified the opportunity, built the business case, aligned payment processing partners on compliance requirements, navigated KYB escalations, and launched a net-new payment rail enabling instant fund transfers outside scheduled payroll runs.
• Rebuilt product discovery and execution workflow using Claude and ChatGPT, applying AI to synthesis, cohort analysis, competitive intelligence, and PRD drafting as a daily practice.

Senior Product Manager at Versapay (2021-09 – 2024-01)

• Led 0-to-1 development of a PCI-compliant virtual card product in a regulated B2B payments environment, owning the full product lifecycle from discovery through active build. Conducted customer interviews revealing 2-3 minutes per transaction in manual processing time and recurring invoice matching errors, translating insights into a scoped MVP.
• Coordinated cross-functional delivery across eight teams — security, engineering, legal, compliance, sales, support, product marketing, and an external card brand partner — through structured bi-weekly syncs without direct authority over any contributing team.
• Owned the migration from Versapay C-AR to Intacct ERP, onboarding 90% of net-new clients to the new solution. Designed the customer transition journey, defined success metrics, and resolved early activation blockers in partnership with CS.

Senior Product Manager – Analytics & Mobile at Zenefits (2018-10 – 2021-08)

• Rebuilt Zenefits' analytics platform after significant SLA degradation by diagnosing the real root cause through structured VoC discovery — trust erosion from data accuracy failures, not performance. Rebuilt strategy around trust restoration first, then performance: reduced support issues by 250% and improved report generation speed by 80%. Customers who had stopped using the product started using it again.
• Redesigned the custom reporting tool to eliminate adoption friction: converted standard reports into editable templates and grouped fields into module categories (HR, Benefits, Time and Attendance), removing the blank-canvas problem for non-technical HR users.
• Shipped customer-facing mobile platform from scratch, achieving 4% YoY improvement in crash-free session rates on Android through iterative post-launch measurement.

Senior Product Manager at QuickMobile by Cvent (2016-09 – 2018-10)

• Expanded social engagement features across iOS, Android, and Web for an enterprise event platform, enabling attendees and organizers to connect during events. Managed competitive analysis and win/loss reviews to inform roadmap prioritization.

Senior Product Manager · Multiple Roles at Sage (2008-06 – 2015-10)

• Eight years building financial software for SMBs and mid-market businesses globally across Sage 300 (ERP/HCM), Sage One (cloud accounting SaaS), and Sage Simply Enterprise, developing deep familiarity with how businesses manage accounting, payroll, payments, and HR workflows day to day.
• Launched Sage One in Canada from the ground up: conducted Canadian market research, developed competitive analysis of the local accounting software landscape, defined pricing strategy and onboarding experience, and led GTM execution across sales, marketing, and partner channels.
• Developed multi-year business cases for platform investments including market analysis, financial projections, and ROI models presented to senior leadership.
• Led platform migrations including the transition of Sage 300 from on-premise to web-based architecture, managing Business Partner stakeholder change management through a multi-year transition period.

Product Manager / Software Engineer Team Lead at NGRAIN (2005-01 – 2008-12)

• Transitioned from Software Engineer Team Lead to Product Manager, building a technical foundation that enables close engineering partnership and credibility in architecture and system design conversations today.

Master of Business Administration (MBA) in Management of Technology – Beedie School of Business, SFU (2015-01 – 2017-12)

Bachelor of Business Administration (BBA) in Management Information Systems – Simon Fraser University (1999-01 – 2004-12)