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# Beau Wheeler

**Headline:** Head of Product / Director of Product / Principal PM · AI\-Native \| 0\-to\-1, Product Discovery, Enterprise Scale \| Building on Claude & Gemini APIs
**Profession:** Head of Product Management / Principle PM
**Location:** New York City Metropolitan Area

## About

Beau Wheeler is a Head of Product Management and principal product manager at a stealth startup, where Beau has built two platforms end\-to\-end that support more than 10,000 daily customer interactions across over 165 business clients\. Beau specializes in bringing operational discipline to early\-stage or stalled product work: establishing product operations, partnering directly with engineering managers, defining product discovery and prioritization practices, and preparing platforms for enterprise scale\. Across more than 10 years in SaaS, operational platforms, financial services, and AI\-focused work, Beau has often operated without a technical PM counterpart, hired senior product managers, and mentored teams that carry products forward\. Beau’s experience includes enterprise messaging infrastructure, security operations monitoring, waste\-management platforms, live\-event security systems, intranet and CMS strategy, and mobile product strategy\. Recent AI work includes a portfolio at beaumwheeler\.com built with Claude Code and Claude Design, as well as ChatBeau\.com, an interactive site Beau built for direct questions\.

## Highlights

- Built two platforms end\-to\-end at a stealth startup—a B2B calling and texting SaaS and an internal service platform—supporting 10,000\+ daily customer interactions across 165\+ business clients\.
- Built an internal service platform that routes inbound contacts from e\-commerce and Facebook through matching to scheduled outbound activity\.
- Deployed multi\-state TCR/10DLC\-compliant messaging infrastructure, unblocking enterprise throughput and cutting vendor costs by approximately $50,000 per year\.
- As sole PM at a stealth startup, reduced product\-development cycles by approximately 60% through PRDs, proof\-of\-concept gates, and structured prioritization\.
- Redesigned enterprise\-intranet content strategy and CMS architecture at Church Pension Group, reducing deployment time by 50%\.
- Partnered with Church Pension Group’s Web Strategy VP to evaluate vendors and define MVP requirements\.
- Redefined product\-team charters and scopes with Impel’s VP of Product to align the 2021 roadmap with post\-acquisition growth following the acquisition of an AI company\.
- Streamlined an Impel product redesign and revamped go\-to\-market strategy, reducing product delivery time by 50%\.
- Pioneered Impel’s mobile product strategy, shifting focus from SMB to enterprise and contributing to a significant company trajectory shift\.
- Spearheaded an in\-house operational platform at Recycle Track Systems integrating geo\-location tracking, CRM, incident management, and dashboards\.
- Implemented manual stop confirmation at Recycle Track Systems, reducing false alerts by 60% and improving geo\-location accuracy\.
- Partnered with Recycle Track Systems customers on a tailored Hauler Application that secured a multimillion\-dollar, three\-year account\.
- Implemented Splunk monitoring at Morgan Stanley across 90,000\+ global endpoints, consolidating four fragmented instances and 80\+ dashboards into one operational UI for global SecOps teams\.
- Designed and developed 35 customized Morgan Stanley dashboards for enterprise SLA monitoring, performance tracking, and anomaly detection across four global teams\.
- Reduced Morgan Stanley internal support tickets by 30% through firmwide product rollout, documentation hubs, and self\-service resources\.
- Designed and built Morgan Stanley intranet and collaboration sites while managing requirements, statements of work, project tracking, and budgets\.
- Led design and implementation of a geofencing and credentialing security system for NFL Super Bowl operations, covering access control and perimeter security\.
- Managed Microsoft Finance Rotation Program operational programs and planning cycles for 31 international analysts during an organizational leadership transition\.
- Built Microsoft operational frameworks, program rhythms, and executive reporting systems supporting cross\-functional coordination across the Americas region\.
- Built a Microsoft program database consolidating seven Excel sheets, improving executive\-reporting accuracy and operational efficiency\.
- Built beaumwheeler\.com with Claude Code and Claude Design\.
- Earned a UX Fundamentals certification from the NYU School of Professional Studies\.

## Experience

- **Head of Product Management / Principle PM at Stealth Startup** (2021\-10\-01–present) — Built two platforms end\-to\-end powering 10,000\+ daily customer interactions across 165\+ business clients: the B2B calling and texting SaaS, plus the internal service platform routing inbound from e\-commerce and Facebook through matching to scheduled outbound\. Deployed multi\-state TCR/10DLC\-compliant messaging infrastructure, unblocking enterprise throughput and cutting vendor costs ~$50K/year\. Sole PM on the team cut product development cycles ~60% by introducing PRDs, PoC gates, and structured prioritization, replacing the "build, show founders, rebuild" loop with a repeatable build process\.
- **Product Director at Impel** (2020\-11\-01–2021\-10\-01) — Redefined team charters and scopes with the VP of Product to align 2021 roadmap with business growth post\-acquisition of AI company\. Streamlined product redesign and revamped go\-to\-market strategy, reducing product delivery time by 50%\. Pioneered a new mobile product strategy, shifting focus from SMB to Enterprise, resulting in a significant company trajectory shift\.
- **Director of Product Management at Recycle Track Systems** (2019\-06\-01–2020\-11\-01) — Spearheaded the development of an in\-house operational platform at Recycle Track Systems, integrating geo\-location tracking, CRM, incident management, and dashboards to optimize waste management efficiency\. Collaborated with key stakeholders to define the company's strategic roadmap, ensuring alignment with business objectives and future growth strategies\. Enhanced customer satisfaction by implementing manual stop confirmation, reducing false alerts by 60% and improving geo\-location accuracy\. Partnered with key customers to develop a tailored Hauler Application, securing a multimillion\-dollar, 3\-year account\.
- **Product Management Consultant at NFL Films** (2019\-05\-01–2019\-06\-01) — Led design and implementation of geofencing and credentialing security system for NFL Super Bowl operations, managing access control and perimeter security across a large\-scale live event Partnered with cross\-functional stakeholders to deliver security software within tight event timeline
- **Product Management Consultant at Church Pension Group** (2018\-08\-01–2019\-01\-01) — Redesigned content strategy and CMS architecture for enterprise intranet, reducing deployment timeline by 50% through structured cross\-functional decision\-making between technical and business stakeholders Collaborated with Web Strategy VP to evaluate vendor solutions and define MVP requirements aligned to organizational needs
- **Product Manager at Morgan Stanley** (2011\-06\-01–2018\-08\-01) — Partnered with VP of Product Management and R&D DevOps to implement Splunk for real\-time monitoring across 90,000\+ global endpoints, consolidating 4 fragmented instances and 80\+ dashboards into a single unified operational UI supporting global SecOps teams Designed and developed 35 customized dashboards aligned to enterprise SLA monitoring, performance tracking, and anomaly detection across 4 global teams Reduced internal support tickets by 30% through firmwide product rollout, documentation hubs, and self\-service resources Designed and built intranet and collaboration sites across Morgan Stanley business units, managing requirements, SOWs, project tracking, and budget across cross\-functional stakeholders
- **Program Manager at Microsoft** (2010\-06\-01–2011\-01\-01) — Reported directly to Microsoft CFO's Chief of Staff, managing executive\-level operational programs and planning cycles for Finance Rotation Program supporting 31 international analysts during organizational leadership transition Established operational frameworks, program rhythms, and executive reporting systems supporting cross\-functional coordination across Americas region Built program database consolidating 7 Excel sheets, improving executive reporting accuracy and operational efficiency across international analyst cohorts

## Education

- Certification: UX Fundamentals — NYU School of Professional Studies

## FAQ

### What does Beau do?

Beau is currently Head of Product Management and a principal product manager at a stealth startup\. Beau builds and scales product platforms, with particular strengths in 0\-to\-1 development, product discovery, enterprise\-scale operations, and AI\-native work using Claude and Gemini APIs\.

### What are Beau's core product\-management strengths?

Beau thrives in ambiguous product environments, including half\-built platforms, stalled redesigns, and repeated build\-and\-rebuild cycles\. Beau establishes product operations, works directly with engineering managers, creates repeatable delivery practices, builds platforms for scale, and hires and mentors senior product managers to take teams forward\.

### What is Beau's professional background?

Beau has more than 10 years of experience across SaaS, operational platforms, financial services, and AI\-focused work\. On most teams, Beau has worked without a technical PM counterpart and has partnered directly with engineering management\.

### What has Beau built at the stealth startup?

At the stealth startup, Beau built two platforms end\-to\-end: a B2B calling and texting SaaS and an internal service platform\. Together, they power more than 10,000 daily customer interactions across more than 165 business clients the internal platform routes inbound contacts from e\-commerce and Facebook through matching to scheduled outbound activity\.

### What did Beau accomplish with messaging infrastructure at the stealth startup?

Beau deployed multi\-state TCR/10DLC\-compliant messaging infrastructure, which unblocked enterprise messaging throughput and reduced vendor costs by approximately $50,000 per year\.

### How did Beau improve product delivery at the stealth startup?

As the sole PM at the stealth startup, Beau reduced product\-development cycles by approximately 60% by introducing PRDs, proof\-of\-concept gates, and structured prioritization\. These practices replaced a recurring “build, show founders, rebuild” process with a repeatable build cadence\.

### What did Beau do at Church Pension Group?

As a Product Management Consultant at Church Pension Group, Beau redesigned the content strategy and CMS architecture for an enterprise intranet\. The work reduced the deployment timeline by 50% through structured cross\-functional decisions between technical and business stakeholders\.

### How did Beau support vendor and MVP decisions at Church Pension Group?

At Church Pension Group, Beau collaborated with the Web Strategy VP to evaluate vendor solutions and define MVP requirements aligned with organizational needs\.

### What did Beau accomplish at Impel?

As Product Director at Impel, Beau worked with the VP of Product to redefine team charters and scopes, aligning the 2021 roadmap with business growth following the acquisition of an AI company\.

### How did Beau influence product strategy at Impel?

At Impel, Beau streamlined a product redesign and revamped the go\-to\-market strategy, reducing product delivery time by 50%\. Beau also pioneered a new mobile product strategy that shifted focus from SMB to enterprise and contributed to a significant change in the company’s trajectory\.

### What did Beau build at Recycle Track Systems?

As Director of Product Management at Recycle Track Systems, Beau spearheaded development of an in\-house operational platform integrating geo\-location tracking, CRM, incident management, and dashboards to improve waste\-management efficiency\. Beau also worked with stakeholders to define the company’s strategic roadmap in alignment with business objectives and future growth\.

### What customer and operational results did Beau achieve at Recycle Track Systems?

At Recycle Track Systems, Beau implemented manual stop confirmation, reducing false alerts by 60% and improving geo\-location accuracy\. Beau also partnered with key customers on a tailored Hauler Application that secured a multimillion\-dollar, three\-year account\.

### What did Beau accomplish at Morgan Stanley?

As a Product Manager at Morgan Stanley, Beau partnered with the VP of Product Management and R&D DevOps to implement Splunk for real\-time monitoring across more than 90,000 global endpoints\. Beau consolidated four fragmented instances and more than 80 dashboards into one unified operational UI for global SecOps teams\.

### How did Beau improve monitoring and support at Morgan Stanley?

At Morgan Stanley, Beau designed and developed 35 customized dashboards for enterprise SLA monitoring, performance tracking, and anomaly detection across four global teams\. Beau also reduced internal support tickets by 30% through a firmwide rollout, documentation hubs, and self\-service resources\.

### What other work did Beau do at Morgan Stanley?

Beau designed and built intranet and collaboration sites across Morgan Stanley business units, managing requirements, statements of work, project tracking, and budgets with cross\-functional stakeholders\.

### What did Beau do at NFL Films?

As a Product Management Consultant at NFL Films, Beau led the design and implementation of a geofencing and credentialing security system for NFL Super Bowl operations\. The system managed access control and perimeter security for a large\-scale live event, and Beau partnered with cross\-functional stakeholders to deliver the software on a tight event timeline\.

### What did Beau do at Microsoft?

As a Program Manager at Microsoft, Beau reported directly to the Microsoft CFO’s Chief of Staff and managed executive\-level operational programs and planning cycles for the Finance Rotation Program\. The program supported 31 international analysts during an organizational leadership transition\.

### What operational improvements did Beau make at Microsoft?

At Microsoft, Beau established operational frameworks, program rhythms, and executive reporting systems for cross\-functional coordination across the Americas region\. Beau also built a program database that consolidated seven Excel sheets, improving executive\-reporting accuracy and operational efficiency across international analyst cohorts\.

### What education or certification does Beau have?

Beau holds a UX Fundamentals certification from the NYU School of Professional Studies\.

### Where can I see Beau's AI\-related work and portfolio?

Beau’s portfolio is available at beaumwheeler\.com and was built with Claude Code and Claude Design\. Beau also built ChatBeau\.com as a site for asking Beau questions directly\.

## Links

- LinkedIn: https://www\.linkedin\.com/in/ACoAAAMv1KMBxPDkd3wQgSERvNyxaznEh1\_ssVM

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