Director of Product Management · Technology Solutions

Hi, I'm Izzie Zhong

Product Leader with 10+ years building enterprise software, data platforms, financial systems, and customer-facing products across real estate, fintech, and financial services. Proven track record leading product strategy and cross-functional teams to deliver platforms spanning data & analytics, payments, billing, and accounting. Deep expertise in enterprise systems modernization and technology-enabled business transformation. Leverages AI-assisted tools to accelerate delivery while building AI-native automation into core business workflows.

View Experience ✦ Built with AI Get in Touch
13+
Years in Product
50%
Monthly Close Days Reduction
35%
Payment Cost Reduction
92%
Mobile App Adoption
85%
Reduction in Billing Support Tickets

Expertise

What I specialize in

Deep domain expertise across enterprise product management, from financial systems, customer billing and payment to data infrastructure.

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ERP & Systems Modernization

Led large-scale ERP migrations (NetSuite), retiring legacy platforms while improving operational efficiency and closing cycles.

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Customer Billing & Payment Platform

Redesigned customer billing engine, payment portal, and mobile experience — achieving 92% mobile adoption and cutting billing support tickets by 85%.

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Data Infrastructure & Data Assets

Architected centralized data ecosystems using Fivetran, dbt, and Snowflake — delivering SSOT data assets and BI dashboards for business intelligence.

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Cross-functional Leadership

Partnered with Engineering, Design, Finance, and Operations to ship integration-centric products at enterprise scale.

AI in Action

Built with Claude AI

This website itself is a live demonstration of AI-assisted development — designed, built, and deployed entirely using Claude AI as an agentic collaborator.

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AI-Generated Website

Designed and coded this personal website end-to-end using Claude AI — including layout, responsive styling, content, and structure. Zero manual HTML written.

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Automated Deployment Pipeline

Configured Git version control, created a private GitHub repository, and deployed to Vercel — all orchestrated through Claude AI with SSH authentication.

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Custom Domain & HTTPS Setup

Mapped www.izziezhong.com to Vercel via Namecheap DNS, configured A records and CNAME, and enabled HTTPS — guided by AI from start to finish.

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Agentic Problem Solving

Used Claude AI to diagnose and resolve real-world issues — SSH port 443 fallback, GitHub repo access, DNS propagation, and SSL certificate activation.

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Agentic Tasks & Workflow Automation

Leveraged Claude AI to orchestrate multi-step agentic workflows — automating repetitive tasks, chaining actions across tools, and managing end-to-end processes without manual intervention.

Experience

Career highlights

Jun 2020 – Mar 2025
Chicago, IL

Director, Product Management – Tech & Data

Home Partners of America, LLC – A Blackstone Portfolio Company

Aug 2021 – Mar 2025 · Director  |  Jun 2020 – Aug 2021 · Senior Product Manager

Accounting ERP Modernization

  • Led NetSuite implementation as the enterprise accounting platform, replacing two legacy accounting systems and reducing monthly close cycles from 10 business days to 5
  • Delivered integration-centric ERP services and automated AR/AP workflows that significantly reduced manual processing and operational effort

Resident Billing, Payment Platform & Money Movements

  • Launched new customer payment technology integrated with a new payment processor and Jack Henry settlement cycle, reducing payment commission costs by 35%
  • Built a unified transaction data stream supporting payments, returned payments, reconciliation, and dispute management workflows
  • Led redesign of the customer billing engine, payment portal, and mobile experience, improving transparency and reducing billing support tickets by 85%

Enterprise Data & Analytics Platform Strategy

  • Defined and led enterprise data product strategy, roadmap, and backlog prioritization, modernizing the company's data and analytics ecosystem through Snowflake, dbt, Fivetran, and Power BI
  • Partnered with Finance, Operations, Capital Markets, Analytics, and Engineering teams to deliver a portfolio of enterprise data products and Single Source of Truth (SSOT) datasets, improving data reliability, accessibility, and enterprise-wide decision-making
  • Established centralized data governance, reporting standards, and scalable data foundations that enabled self-service analytics, investor reporting, and operational performance management across a multi-billion-dollar residential real estate portfolio
  • Developed automated calculation pipelines supporting monthly and quarterly securitization reporting across 20+ source systems, ensuring accuracy, compliance, and timely delivery to lenders, investors, and rating agencies
Sep 2018 – Jun 2020
Chicago, IL

Product Manager

Home Partners of America, LLC – A Blackstone Portfolio Company
  • Built lease lifecycle management products from zero to one, launching end-to-end capabilities for lease generation, renewals, move-ins, and move-outs across a large single-family rental portfolio
  • Standardized rent collection and eviction workflows, improving operational efficiency and regulatory compliance
  • Led launch of a revenue management dashboard leveraging accounting and operational data
  • Built software solutions supporting property acquisition, portfolio ownership management, and investment operations
Jan 2012 – Sep 2018
Chicago, IL

Senior Project Manager, Financial Data Products

Morningstar, Inc.
  • Led development and expansion of global financial data products serving institutional investors
  • Defined product requirements and roadmap for equity research datasets covering 90% of publicly listed companies worldwide
  • Managed large-scale data acquisition, transformation, quality, and delivery workflows
Jun 2011 – Jan 2012
Shenzhen, China

Data Analyst Team Leader

Morningstar (Shenzhen) Ltd
  • Led financial data collection teams supporting Utility and Healthcare sectors
  • Improved data collection methodologies and quality standards across critical datasets
  • Managed historical data migration and platform modernization initiatives

Skills

Tools & technologies

Product & Agile

JIRA Confluence Figma Agile / Scrum Roadmapping OKRs PRDs

Systems & Platforms

NetSuite Payment Gateways Jack Henry ETL REST API

Data & Analytics

MS-SQL Fivetran dbt Snowflake Python Dashboard Design BI Analytics

Domain Expertise

ERP Modernization Payment Systems Revenue Management Real Estate Tech Financial Data

AI & Automation

Claude AI Claude Code Claude Cowork Prompt Engineering AI-Assisted Development Agentic Workflows GitHub Copilot

Education

Academic background

Master of Science

DePaul University

Software Engineering, AI Concentration

Bachelor of Business Administration

Shenzhen University

Accounting with minor in Finance

Contact

Let's connect

I'm open to new opportunities, collaborations, and conversations about product, technology, and innovation. Feel free to reach out.

✉️
izziezhong@gmail.com
in
linkedin.com/in/izzie-zhong
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Chicago, IL