Headline

Product Owner @ Lera Technologies | Building FinsightAI — Agentic AI for Financial Analysis | SaaS · Agile · LangGraph · RAG | Ex-Evergent

About

Product Owner with 4 years across SaaS and AI, currently leading FinsightAI at Lera Technologies — an agentic AI platform that sits on an organization's financial data and compresses analyses that take analyst teams days into hours (e.g., modeling how a rate change impacts a bank's revenue). I own the product end-to-end: vision, roadmap, backlog, and delivery with a cross-functional team of 9, while covering Scrum Master duties. I drove our architectural shift from LLM + RAG (sandbox) to Small Language Models + RAG for production, orchestrated with LangGraph, balancing cost and data privacy. Before this, at Evergent Technologies, I designed a two-stage churn management system for OTT/DTH subscription platforms — a prediction model that identified 80% of churning customers, feeding a deflection engine whose personalized offers achieved 90% acceptance among flagged at-risk users. I also built a configurable demo platform that let sales reps self-serve prospect-specific demos without engineering support. What I care about: data-driven prioritization, honest metrics, and shipping products users actually adopt.

Location

Vijayawada

AI stack

antigravity

claudecode

Work experience

Product Owner at Lera Technologies, Jul 2025 - Present · 1 yr 2 mos, Hyderabad, Telangana, India, Led the team on developing a product from the Ideation Stage to Market Ready. Acted as Scrum Master, handling daily scrum calls to align the team and resolve blockers efficiently. Drove product vision, roadmap, and delivery for a cloud-native analytics platform through collaboration with engineering, design, and business teams. Prioritized and managed the product backlog in Jira, facilitating Agile ceremonies, including sprint planning, reviews, and retrospectives, to ensure high-quality, on-time releases. Defined user stories, acceptance criteria, and release plans based on thorough user research and stakeholder feedback to maximize user value. Led a cross-functional team of 9 members to deliver 6+ major product features, resulting in enhanced platform adoption and user satisfaction. Authored Business Requirement Documents (BRDs), Product Requirement Documents (PRDs), and Functional Requirement Documents (FRDs) to align development efforts with business needs.

Product Specialist at SaaS Labs, Sep 2024 - Apr 2025 · 8 mos, Bengaluru, Karnataka, India, - Analyzed user behavior data to customize SaaS solutions, driving 15% adoption growth across 10+ client accounts. - Collaborated with engineering and sales teams to prioritize product features, reducing feature delivery time by 20%. - Presented data-driven insights to clients, enhancing satisfaction scores by 10% and strengthening account retention. - Developed strategic product roadmaps based on market trends, aligning solutions with client needs and boosting engagement. - Leveraged analytics tools (e.g., SQL, Tableau) to identify churn risks, informing feature updates that improved user retention by 8%.

Product Specialist at Evergent, Inc., Oct 2022 - Sep 2024 · 2 yrs, Hyderabad, Telangana, India, - Designed AI/ML-based churn management and deflection systems. - Developed OTT and DTH demonstration tools, streamlining client onboarding and enhancing engagement for 20+ enterprise accounts. - Led cross-functional teams of engineers and designers to implement AI-driven features, meeting deadlines for 5+ major releases. - Presented AI-driven insights and product demos to clients, improving satisfaction scores by 10% and securing contract renewals.

Product Specialist at Evergent, Inc., Apr 2022 - Aug 2024 · 2 yrs 5 mos, Designed and architected an AI-based system using a Random Forest algorithm to predict customer churn with key metrics like usage and payment data. Achieved a reduction in churn by 80% through targeted retention efforts. Implemented an AI-driven system to deliver targeted offers to customers at risk of cancellation, reducing churn by 90%. Designed the system architecture, leveraging customer feedback, viewing patterns, and payment cycles to generate Personalised offers within defined limits. Authored 3 Business Requirements Documents (BRDs) for Churn Prediction, Churn Deflection, and in-app payment system integration. Participated in 7 RFPs, resulting in 5 Proof-of-Concepts (POCs) using Magento and 3 solutions advancing to development. Collaborated with the UI design team to develop a customizable demo interface (OTT and DTH applications) that showcases product capabilities and performance, enhancing the sales team's efficiency by allowing potential customers to experience end-user workflows. Established a data-driven approach to product management by defining and tracking KPIs such as churn rate (for pricing and market fit) and error rate (for product efficiency), ensuring alignment with business objectives. Collaborated with engineering, sales, and marketing to drive product development and execution, including a Churn Management System informed by user research data to identify churn reasons and implement effective retention strategies. Developed tools to showcase the Evergent system, supporting OTT and DTH platforms with Magento. This helped the sales team to showcase the product features more effectively from an end-user perspective, and customer perspective. This increased sales productivity by 70%. Developed a system using Machine Learning techniques to predict and prevent customer churn. The Churn Prediction and Deflection system has reduced customer churn by 80%.

Product Specialist trainee at Evergent, Inc., Apr 2022 - Oct 2022 · 7 mos, Hyderabad, Telangana, India, - Conducted market and user data analysis to inform product strategy, increasing subscription revenue

Education

Product management fellowship, Nextleap

PGDM, Marketing and Business analytics, Institute of Public Enterprise

Public links

github: https://github.com/bobby199707