Sachin Patil
Waterloo,Canada
Summary
Strategic digital product and systems leader with deep experience across regulated insurance and data platforms. Leads cross-functional teams, sets quarterly OKRs, and improves roadmap prioritization, backlog focus, and delivery predictability while aligning business, technology, and stakeholder needs to outcome-based product decisions.
Overview
1
1
Certification
21
21
years of professional experience
Work History
Digital Product Owner
Sun Life Financial
Waterloo, ON
02.2023 - Current
- Drive outcome-based product delivery across Sun Life's digital ecosystem, balancing strategic business capabilities, platform modernization, and technical debt to maximize business value and customer experience.
- Develop and maintain product roadmaps, quarterly OKRs, and prioritized backlogs, aligning engineering delivery with enterprise strategy, business outcomes, and stakeholder expectations.
- Translate product vision and business needs into actionable user stories, product requirements, and release scope, ensuring clear product intent and alignment across delivery teams.
- Partner with senior business stakeholders, engineering, QA, data, and UX/UI teams to deliver digital product enhancements through design, development, testing, and launch.
- Leverage customer feedback, digital channel insights, and product performance indicators to identify experience improvement opportunities and inform roadmap prioritization.
- Facilitate agile delivery and stakeholder collaboration, managing competing priorities, communicating trade-offs, and proactively addressing risks, dependencies, and complex business and technology challenges.
- Establish product KPIs and quarterly OKRs to measure delivery performance, business value, and progress against strategic objectives while improving delivery predictability.
- Support digital transformation and organizational change by aligning product capabilities with enterprise objectives, guiding teams through transitions, and fostering continuous improvement.
Product Manager / Lead BSA (Data Platforms)
Data Axle
Mississauga, ON
03.2021 - 02.2023
- Owned strategy and execution for enterprise data products, with a focus on Master Data Management (MDM). Defined and executed long-term product vision and roadmap for MDM solutions aligned to market and customer needs. Built business cases with clear ROI to secure executive and stakeholder buy-in. Led end-to-end product lifecycle from discovery through delivery and performance monitoring. Coordinated cross-functional teams across engineering, data science, analytics, QA, sales, and client services. Established strategic technical partnerships to enhance platform capabilities. Used market research and data analysis to make informed product investment decisions. Supported sales and marketing teams by clearly articulating product value propositions.
- Drove product roadmap for Data Axle data solutions, aligning with client platform priorities.
- Delivered data products that increased customer adoption and enhanced business performance.
- Elevated product decision-making through disciplined use of analytics and market insights
- Collaborated with stakeholders to define and prioritize product requirements and user stories.
- Worked closely with engineering teams to ensure feature specifications are understood and implemented correctly.
- Partnered with engineering to resolve product issues and improve data quality.
- Highlighted leadership impacts
Associate Manager – Business Systems Analysis
Accenture Inc.
Waterloo
09.2011 - 03.2021
- Led business systems analysis for complex enterprise transformation programs within life insurance and financial services, translating business strategy and operational needs into scalable technology solutions.
- Liaised between business leadership, subject matter experts, client stakeholders, vendors, and technology teams to align business and technology domains.
- Directed Salesforce implementations, leading business process design, solution prototyping, requirements definition, and data architecture activities to support enterprise business capabilities.
- Played a key role in enterprise data lake initiatives leveraging AWS cloud technologies, contributing to data platform transformation and scalable enterprise data capabilities.
- Delivered regulatory data feed solutions for Sun Life's compliance initiatives, ensuring adherence to Common Reporting Standards (CRS) and FATCA reporting requirements.
- Led, mentored, and developed Business Systems Analysts and project team members, providing guidance on complex initiatives, delivery practices, and professional development.
- Proactively identified program risks, dependencies, and delivery challenges, developing mitigation strategies to safeguard program objectives and delivery outcomes.
- Contributed to solution design, proposal development, and client business opportunities, leveraging insurance domain expertise and enterprise technology capabilities.
- Supported program governance and client delivery through milestone tracking, status reporting, resource planning, budget monitoring, and executive stakeholder communications.
- Managed team delivery and resource allocation through recruitment, onboarding, performance management, coaching, and capability development to enhance team effectiveness.
Manager – Business Systems Analysis
Canara HSBC Life Insurance
, India
11.2007 - 08.2011
- Led the delivery of a multi-year digital transformation initiative, orchestrating cross-functional teams across Engineering, Quality Assurance, Business Systems Analysis, UX Design, and external vendor partners.
- Translated business strategy and customer servicing requirements into product capabilities, functional requirements, and delivery priorities, guiding teams through solution design, development, testing, and implementation.
- Drove product strategy, roadmap development, and delivery for a customer-facing digital policyholder portal, aligning product capabilities with business objectives, customer experience priorities, and insurance servicing needs.
- Delivered a comprehensive, user-centric self-service portal enabling policyholders to independently manage insurance policies through digital capabilities, including real-time policy portfolio viewing, investment fund switching and redirection, on-demand statement generation, and policy servicing transactions.
- Collaborated with business stakeholders, technology teams, and vendors to resolve complex business and technical challenges, manage dependencies, and ensure alignment throughout the product delivery lifecycle.
- Championed customer-centric digital servicing by enabling policyholders to access information and execute policy-related transactions independently, enhancing digital accessibility and self-service capabilities.
- Managed delivery risks and organizational change by implementing risk mitigation strategies, guiding teams through transitions, and maintaining focus on program objectives and delivery commitments.
- Led, coached, and mentored business analysis team members, delegating responsibilities based on individual strengths and fostering professional development and delivery excellence.
Business Development Manager
SBI Life Insurance Co. Ltd.
Pune, India
06.2005 - 11.2007
- Led regional business development and sales initiatives across life insurance, annuity, and wealth management products, driving revenue growth and market expansion.
- Developed and executed regional sales strategies in collaboration with bank branches, improving distribution productivity, active branch engagement, and business performance.
- Recruited, trained, and mentored insurance advisors to strengthen distribution capabilities and achieve sales objectives.
- Monitored sales performance, key business metrics, and policy persistency, implementing strategies to improve target achievement and renewal performance.
- Collaborated with internal teams to streamline business processes, improve operational efficiency, and support seamless sales execution.
Education
Master of Business Administration - Marketing
Mumbai University
IndiaBachelor of Engineering - Mechanical
Shivaji University
IndiaSkills
Product Strategy & Leadership
* Digital Product Leadership
* Product Strategy & Vision
* Product Roadmap Development
* Outcome-Driven Product Planning
* Backlog Management & Prioritization
* Product Performance Metrics & KPIs
* Release & Lifecycle Management
Product Delivery & Business Analysis
* Agile Product Delivery
* Scrum & SAFe Frameworks
* Requirements Elicitation & Analysis
* User Story Development & Acceptance Criteria
* Business Process Analysis
* Cross-Functional Delivery Leadership
* Change & Release Management
Technology & Domain Expertise
* Insurance Technology & Digital Platforms
* Enterprise Data Platforms & Cloud Solutions
* CRM & Salesforce Solutions
* Digital Transformation
* Data Integration & Regulatory Reporting
Stakeholder & People Leadership
* Executive Stakeholder Engagement
* Business & Technology Alignment
* Strategic Stakeholder Management
* Team Leadership, Coaching & Mentoring
* Risk, Dependency & Issue Management
* Strategic Thinking & Problem Solving
Personal Information
Title: Strategic Product Leader (Insurance & Data)
Certification
- Certified AI-Empowered SAFe® 6 Product Owner/Product Manager
- ICAgile Certified - Agile Product Ownership
- Certified Scrum Master (CSM)
- LOMA ALMI Certified
- Salesforce Certified Administrator
- AWS Certified Cloud Practitioner
- Certified Audience Stream Professional
LEADERSHIP PHILOSOPHY
I focus on elevating how teams think, not just what they deliver. My leadership approach emphasizes clarity of problem definition, disciplined decision-making, and aligning people around outcomes that matter. I believe sustainable impact comes from strong systems, empowered teams, and long-term product vision.
Timeline
Digital Product Owner
Sun Life Financial
02.2023 - Current
Product Manager / Lead BSA (Data Platforms)
Data Axle
03.2021 - 02.2023
Associate Manager – Business Systems Analysis
Accenture Inc.
09.2011 - 03.2021
Manager – Business Systems Analysis
Canara HSBC Life Insurance
11.2007 - 08.2011
Business Development Manager
SBI Life Insurance Co. Ltd.
06.2005 - 11.2007
Master of Business Administration - Marketing
Mumbai University
Bachelor of Engineering - Mechanical
Shivaji University