Daksh Bana

Product Manager with 3+ years building 0 to 1 and AI-driven products across edtech, fintech, SaaS, and healthcare.

Experience spans user research, API integrations, CRM systems, and B2B platforms, with a track record of leading cross-functional teams (engineering, design, data, ops) to ship fast and iterate post-launch using metrics and experimentation. Comfortable owning a product area end to end with limited guidance and driving decisions with incomplete data.

Associate Product Manager - GradRight - Gurugram, India

(2024-10)

• Own three product lines end to end, from roadmap and requirements through launch and iteration: the lending journey (API integrations with 7 financial partners), US student health insurance, and education loan refinance.
• Lead an AI-first undergraduate research product end to end, owning the conversational chat experience and the underlying data collection layer; manage a team of 6 reportees on the data team, setting priorities and reviewing execution.
• Designed and deployed AI calling agents on Optimus (in-house CRM) that call 100% of new leads, schedule follow-ups per vertical logic, and classify sentiment across 1.3 lakh+ calls to 69,000+ leads in 6 months at approximately 95% sentiment accuracy, balancing a 2-minute cron turnaround against user experience.
• Led end-to-end design and launch of Optimus, a CRM built on a "one-lead-at-a-time" model, aligning requirements across 5 verticals and multiple roles to replace round-robin assignment with a unified, priority-based workflow.
• Built Match Score, a university-program relevance model (approximately 7,800 programs across 800 institutions) combining 5 user-research-derived factors with public data and user-driven weighting to personalize recommendations.
• Built AdmitRight, a B2B SaaS platform live with 7 partner institutions for tracking, email campaigns, event creation, and analytics, driving measurable engagement lift.
• Implemented Mixpanel and Clarity across onboarding and dashboard flows, using funnels, scroll depth, and heatmaps to reorder flows, optimize inputs, and reduce friction.

Career Break: UPSC Civil Services Preparation

(2023-06 - 2024-09)

System Architect - Pegasystems Inc. - Hyderabad, India

(2021-07 - 2023-05)

• Consolidated Johnson & Johnson's clinical trial workflows from 5 apps into a single integrated platform, reducing manual handoffs and improving process visibility.
• Supported Kaiser Permanente in upgrading a large-scale healthcare application from Pega 7 to Pega 8, working closely with engineering to ship without disrupting production.
• Built an AI-enabled chatbot for CVS's website to handle customer queries and reduce support load.

B.Tech - Computer Science Engineering with Big Data - University of Petroleum and Energy Studies (UPES) (2017-08 - 2021-05)