Product Management Leader · Fintech · Healthtech · AI Builder
Twin Cities, MN

Product leadership,
at AI scale.

Product management leader with 15+ years in B2B SaaS across fintech and healthtech — building agentic AI systems end-to-end. Not prototypes. Not slideware. Real builds running on real infrastructure, demonstrating what a PM AI builder looks like when the build barrier collapses.

Agentic AI, up close.

Each agentic system solves a non-trivial coordination problem — multi-agent orchestration, adversarial reasoning, cross-source signal fusion, human-in-the-loop gating, persistent memory loops. Built solo. Production-deployed. Each a complete proof point.

Everything else I've shipped.

Every project here is deployed, tested, and reachable. Each one started as a question — "could a PM build this in a weekend?" — and ended with a live URL.

// 10
Consulting Diagnostic

AI Readiness Scorecard

Vertical-branched 7-dimension assessment for executive prospects. Generates personalized readiness reports with engagement tier recommendation, preliminary agent strategy, and phased project roadmap. Doubles as ProdAgentCo's proposal-generator.

Next.js · Supabase · Tailwind · Vercel
Claude Sonnet 4.6 — personalized narrative reports need real reasoning; Haiku was too flat for executive output

// 11
Consumer · Personal

The Morning Brief

Daily AI news dashboard built primarily for my 81-year-old father. RSS-fed for cost, Claude Haiku for synthesis, on-demand loading. Includes a dedicated Stillwater Ponies high-school sports tab as the highest-priority feed. Runs at ~$2/month.

React TS · Express · RSS · Vercel
Claude Haiku 4.5 — light news synthesis on a $2/month budget; reasoning depth would be wasted here

// 12
Healthtech

Clinical Notes Generator

Ambient clinical documentation app. Browser MediaRecorder streams to Deepgram nova-2-medical for real-time transcription; Claude generates structured SOAP notes from the transcript. First production AI build — and a clear domain-to-AI bridge for healthtech roles.

Next.js · Deepgram nova-2-medical · Vercel
Claude Sonnet 4.6 for SOAP note structuring — Haiku missed clinical nuance in early tests

// 13
Markets · Agentic

Whale Scanner

Real-time Polymarket whale-activity dashboard. WebSocket connection to the CLOB with 30-sec REST gap-filler, 3-layer dedup, NegRisk detection, and a 4-panel UI (live feed · top markets · volume spikes · whale wallets). Built and deployed in a single session.

Python FastAPI · Next.js 14 · SQLite · Telegram · Railway
No LLM in the hot path — pure WebSocket trade detection. Claude Haiku 4.5 only for alert summaries when fired

// 14
Markets · Sports Analytics

Edge Scanner

3-agent prediction chain for NBA, NHL, and NCAAM — model probability, edge gates, fractional Kelly sizing, Brier-score grading. v3.0 caught a 5-play NHL slate with +10.2% top edge. Originally a Replit build; later wired into a MiroFish multi-agent simulation seed pipeline.

Flask · SQLite · Replit
Claude Sonnet 4.6 for the 3-agent prediction chain — adversarial reasoning matters for edge calls

// 15
Consumer · Direct Bookings

Johnson Lake House

A book-direct vacation rental site at johnsonlake-home.com — full SEO meta stack, Open Graph cards, tabbed gallery with lightbox, embedded map, staging branch workflow on Vercel. Optimized to win hyper-local searches the big OTAs don't bother indexing for.

HTML · CSS · Vanilla JS · Vercel

// 16
Markets · Modeling

MLB Signal Engine

PRD v1.2 baseball picks model — MLB Stats API, pybaseball, The Odds API, and Open-Meteo for weather signals. Adaptive feedback loop logs outcomes and adjusts signal weights, with locked-signal rules to prevent overcorrection on noise.

Python · MLB Stats API · pybaseball · Open-Meteo
Claude Sonnet 4.6 for signal-weight reasoning · Haiku for fast feature extraction across game logs

PM-as-Builder is the wedge.

For 15 years I've led product teams in fintech, healthtech, and dental practice management — including $25M+ digital-lending portfolios at Equifax, all RCM product at Planet DDS ($10M ARR with $2M new ARR from AI insurance verification), and embedded payments operating at $3B+ in annual volume. Before that, two US patents from Canon R&D in NLP and augmented reality.

What changed in the past year is the floor. The build barrier has collapsed. With Claude Code, Vercel, and a coherent architecture, a senior PM can ship a multi-agent system in days that would have required a team a quarter ago. The bottleneck moved — from "can you build it" to "did you design the right thing."

That's the wedge I'm building into. Domain expertise as the defensible moat, the build itself as the proof. Every project in this portfolio shipped because I designed the architecture, wrote the spec, made the model and protocol choices, and ran the integration loop end-to-end. Not vibe-coded. Designed.

I'm currently in conversations for senior product leadership roles in B2B SaaS — where deep product fundamentals and hands-on AI fluency both matter. If you're building something that needs a PM who can hold the technical depth and the customer truth in the same head — let's talk.

"Stateless agents are demos. Stateful agents are products. The gap between 'it works' and 'it's useful' is almost entirely state management and error handling."
Most recent
Sr. PM, Planet DDS
All RCM product · $10M ARR · $2M new ARR from AI insurance verification · $3B+ payments volume
Prior
Director PM, Equifax
6-person PM team · $25M+ portfolio in digital lending · fintech infrastructure
Inventor
2 US Patents
NLP & Augmented Reality at Canon R&D
Education
BS Finance
Carlson School of Management, University of Minnesota

What 90 days of building actually taught me.

Six lessons compounded across ProdAgentCo, Tribunal, Convergence Scanner, Edge Scanner, and the materials pipeline. These show up in interviews more than the resume bullets do.

// 01

Structured disagreement beats single-agent reasoning

Bull/Bear/Risk in Tribunal and the CEO Debate Layer in ProdAgentCo both proved it. It's not about more agents — it's about opposed agents. Forced rebuttals surface what a single agent rationalizes away.

// 02

Model routing is a cost-architecture decision

Haiku for fetch / structure / filter. Sonnet (or Opus) for genuine reasoning and synthesis. The Advisor pattern delivers major cost reduction without touching output quality — once the workload is understood.

// 03

HITL gates need a risk framework, not vibes

A 4-dimension matrix — irreversibility, blast radius, compliance exposure, confidence — gives a defensible answer to "should the agent act autonomously here?" Approve / edit / reject beats binary go/no-go.

// 04

Context handoff is where multi-agent chains break

Each agent owns one clearly defined responsibility. Overlap creates ambiguity that cascades through the entire pipeline. Define what each agent owns before writing a single prompt.

// 05

Adaptive feedback loops are the real unlock

Agents that log outcomes and adjust signal weights are categorically different from static ones. But: explicit rules for how many outcomes trigger adjustment, and which signals are locked — or you overcorrect on noise.

// 06

Framework choice has a half-life

CrewAI was the right starting point. LangGraph's interrupt() + checkpointing is becoming the production HITL standard. Build to migrate, not to last forever. The protocol layer is where the real durability lives — MCP, AP2, A2A.

The complete picture.

15+ years of B2B SaaS product leadership across fintech, healthtech, and dental practice management — owning $25M+ portfolios, shipping AI in production, and now building agentic systems end-to-end. Click through, or download the full Word doc.

Download Word doc

Jeremy Serfling

Principal Product Manager · Director of Product
B2B SaaS · Health Tech · Fintech · AI Product Builder
Minneapolis–St. Paul Area, 55125 · 949-885-6498 · Serf439@gmail.com · linkedin.com/in/jeremyserfling
Professional Summary

Product leader with 15+ years scaling B2B SaaS platforms across fintech and health tech — owning $25M+ portfolios and leading high-performing PM teams from strategy through execution. Proven track record shipping AI-powered products in production, with hands-on fluency across LLM pipelines, multi-agent orchestration, and full-stack AI product delivery.

Select Accomplishments
  • AI Product Builder — Independently designed and shipped production-grade agentic AI applications end-to-end, including an autonomous multi-agent product pipeline (ProdAgentCo) that executes market discovery, strategic planning, and build execution without human intervention — demonstrating hands-on fluency across LLM pipelines, multi-agent orchestration, Claude API, and full-stack AI delivery.
  • Outcome-Driven Product Management — Built and led a 6-person product management team with clear portfolio operating priorities, decision frameworks anchored in value proposition, and execution aligned to customer impact, operational efficiency, and business outcomes.
  • Strategic Partnerships — Identified, evaluated, and onboarded strategic technology partners across payments and RCM, driving partner-led capability expansion that generated $5M+ in product revenue while reducing build costs and accelerating time-to-market.
  • Product Metrics — Defined and operationalized product OKRs and KPIs, including time to activation, adoption, revenue, and client efficiency metrics, that connected team execution to measurable business outcomes.
  • Product Innovation — Co-authored two U.S. technology patents: a contextual office management system leveraging NLP and semantic analysis, and a device repair application using augmented reality and image recognition.
Relevant Skills
AI & Development Tools
Claude Code, Claude Managed Agents, OpenClaw, MCP, CrewAI, Next.js, TypeScript, LLM Integration, Azure OpenAI, ChatGPT, Replit, Vercel, Figma
Strategy & Growth
Product Vision & Strategy, Product-Led Growth, Roadmap Prioritization, Revenue & Monetization, Business Case Development, B2B2C SaaS
Leadership & Execution
Cross-Functional Leadership, Team Building & Development, Stakeholder Management, Go-to-Market Execution, Strategic Partnerships
Product & Data
Product Discovery & Validation, OKRs & KPIs, Data Analytics & Insights, UX Optimization, AI-Assisted Product Development, Tableau, Power BI, SQL
Domain Expertise
Connected Health Platforms, EMR / Clinical Workflow, Revenue Cycle Management (RCM), Embedded Payments, SaaS Platform Management, API Strategy, Regulated Industries
Methodologies & Frameworks
Agile, SAFe, Lean Six Sigma, Design Thinking, Full SDLC Ownership
Product Management Platforms
Confluence, Jira, Aha!, Pendo
Professional Experience
Planet DDS
Orange County, CA
Sr. Product Manager, Revenue Cycle Automation & Embedded Payments
01/2023 – 10/2025
Leading dental practice management SaaS platform serving 13,000+ practices, with $100M+ ARR
  • Owned product vision, strategy, and end-to-end delivery for a large-scale, multi-tenant SaaS platform serving thousands of customers across regulated fintech and healthcare verticals — directly responsible for $10M ARR across revenue cycle products.
  • Conceived and launched AI-powered Insurance Verification by engineering a multi-source data ingestion pipeline paired with an LLM reasoning layer across 300+ payers — cutting processing time by 60%, eliminating thousands of hours of weekly manual work, and generating $2M in new ARR.
  • Introduced AI-powered product development workflows across discovery, prototyping, and artifact creation — compressing planning and design cycles by 40% and enabling the team to move from concept to build-ready in a fraction of the time, directly increasing throughput without adding headcount.
  • Defined and executed automation and growth initiatives across the full product lifecycle — from problem discovery through delivery — contributing to 20% YoY revenue growth and a 25% EBITDA improvement.
  • Built and managed outcome-driven roadmaps tied to activation, adoption, and monetization goals, backed by rigorous business cases, customer journey mapping, and prioritized requirements aligned to revenue and retention targets.
  • Led product for SaaS-embedded payments, driving $3B+ in payment volume and $5M ARR through improved onboarding, time-to-first-transaction, feature attach rates, and scalable payment infrastructure.
  • Streamlined onboarding and operational workflows through automation and UX optimization, delivering 20% efficiency gains across implementation and customer success teams.
Equifax
Atlanta, GA
Director Product Management, Fintech – Digital Lending Experience
08/2016 – 03/2022
Leading global data and analytics company delivering credit intelligence, risk insights, and digital lending solutions
  • Built and led a 6-person product management team, owning portfolio strategy, coaching, and career development across a $25M+ multi-product portfolio.
  • Partnered with executive leadership to shape portfolio strategy, investment priorities, and operating plans, translating business goals into measurable outcomes.
  • Defined product vision, strategy, and roadmaps across a multi-product portfolio, translating business priorities into executable plans that drove measurable activation, adoption, and growth.
  • Owned roadmap prioritization for a data analytics and insights portfolio, driving 25% YoY revenue growth and adoption by top-tier financial institutions.
  • Championed a first-of-its-kind enhanced mortgage credit risk product leveraging differentiated alternative data sources — expanding credit access for underserved borrowers while driving double-digit portfolio growth and adoption by top-tier financial institutions.
Closing Corp (acquired by CoreLogic)
San Diego, CA
Director Product Management, Fintech – Data Insights & Workflow
06/2015 – 08/2016
Leading provider of real estate closing cost data and analytics, powering fee transparency and workflow efficiency
  • Launched SmartFee 2.0 with supporting ROI models and stakeholder alignment, delivering 30% YoY revenue growth.
  • Modernized the core UX and streamlined onboarding and administration tools, improving platform efficiency and client experience.
First American Financial Corporation
Orange County, CA
Director Product Management, Fintech – Digital Experience
06/2014 – 06/2015
Leading Fortune 500 provider of real estate technology solutions powering the U.S. mortgage ecosystem
  • Defined and executed product strategy and roadmap in partnership with sales, business development, and marketing to identify and prioritize high-value opportunities.
  • Built market sizing analyses, competitive assessments, and ROI models to support investment decisions across the product portfolio.
Canon Research & Development
Orange County, CA
Sr. Product Manager, Information Intelligence
10/2007 – 04/2014
The advanced R&D Division of Canon Inc., pioneering intelligent office and document technologies for global enterprise markets
  • Defined product plans, priorities, requirements, and roadmaps; collaborated with development teams to translate business cases into technical designs.
  • Created and integrated a framework for identifying strategic partnerships with innovative technology companies based in Silicon Valley; connected with 100+ startups annually to gather feedback for leadership in Japan.
Additional Experience: Senior Program Manager, Digital Mortgage Platform — First American Financial (2006–2007) · Senior Consultant, Decision Systems & Automation — Fannie Mae (2000–2006)
Education, Certifications & Patents
Education
Master of Science in Information Systems
The George Washington University
Education
Bachelor of Science in Finance
University of Minnesota, Carlson School of Management
Certification
Lean Six Sigma Green Belt (LSS)
Certified 2015
Certification
Scrum Master Certified (SMC)
Certified 2013
U.S. Patent · 2018
Devices, Systems, and Methods for Context Management
Patent No. 9,922,092 · NLP & semantic analysis
U.S. Patent · 2016
Printing System, Image Forming Apparatus
Patent No. 9,235,819 · AR & image recognition

Let's connect.

If you're hiring a product leader for B2B SaaS, reach out. Fintech, healthtech, payments, and beyond — happy to discuss roles where deep product fundamentals and hands-on AI fluency both matter.