30+ years leading product at PE-backed SaaS companies, a Fortune 5 enterprise, and founder-led businesses — from $68M to $150M ARR at WorkForce Software (acquired by ADP for $1.2B), to $43M → $93.5M at BS&A Software.
Built product organizations recognized among the world's finest — including a Comparably #1 Product & Design Department ranking alongside Microsoft and Amazon. Great teams make great products.
Every product investment decision I've made has been anchored in revenue impact. I've doubled ARR, tripled EBITDA, and built the product foundation for a $1.2B acquisition.
Not just AI features — AI operating models. Designed BS&A's first AI strategy, shipped Invoice AI and Conversational Reporting, and drove 49% engineering velocity gains through AI-DLC adoption.
Comfortable in board rooms and investor meetings. Co-authored $201.9M 5-year strategic plans, led M&A due diligence with ADP, and served as Interim CRO during leadership transitions.
Joined as founding CPO at a 36-year-old, founder-led municipal ERP company following Serent Capital's largest-ever PE investment. Built the product function from scratch — team, governance, tooling, and PM playbook. Scaled revenue from $43M to $93.5M, grew Cloud SaaS ARR 74% YoY, and shipped BS&A's first AI products. Co-authored a $201.9M 5-year strategic plan and implied $2.18B enterprise value at Strategy Day.
Serent Capital PE-Backed · GovTech · Municipal ERPLed global product strategy for a 85+ country enterprise SaaS platform, doubling ARR from $68M to $150M with 1,100 enterprise customers and 6.3M active users. Built a 30-person product organization recognized as one of the world's best. Partnered with CEO and investment bankers on funding and strategic exit — product investments contributed directly to WorkForce Software's acquisition by ADP in October 2024 for $1.2 billion in cash. Participated in investor roadshows, ADP executive meetings, and due diligence leading to the transaction.
PE-Backed · Enterprise WFM SaaS · Acquired by ADP $1.2BLed $56M P&L across pharmacy systems, POS, mobile, and payment processing at a Fortune 5 healthcare enterprise. Doubled revenue, tripled EBITDA, and captured ~25% retail pharmacy market share. Sunset a 35-year-old product while retaining 70% of the customer base.
Fortune 5 · Healthcare TechnologyCreated and launched the Talk America commercial data product portfolio targeting SMBs. Directed business development and contract negotiations for wholesale/resale service offerings through multiple successful exits.
Start-up · Telecom · Successful ExitsThe company Joe led as CPO from 2016–2023 was acquired by ADP for approximately $1.2 billion in cash — one of the largest enterprise HCM acquisitions of the year. Joe participated directly in the due diligence and executive meetings that led to the transaction.
Read Press Release →BS&A Software earned GovTech 100 recognition in both 2025 and 2026 under Joe's product leadership — the industry's premier recognition for companies most likely to have a significant impact on the government technology market.
BS&A Software publicly launched its AI strategy at the Engage 2025 user conference, including Invoice Entry AI and Conversational Reporting — the culmination of Joe's AI product strategy and monetization framework built during his tenure.
BS&A acquired Boyce Systems and its Keystone software. Joe led the product integration, delivering MVP feature parity on time and the IT integration under budget.
Joe and CTO Greg Heil publicly shared their product & technology leadership philosophy — reflecting the tight CPO/CTO partnership that drove BS&A's engineering velocity, AI transformation, and product execution.
View on LinkedIn →WorkForce Software's product and design department — built and led by Joe — was ranked among the world's best by Comparably, alongside Microsoft and Amazon.
Read Recognition →Exploring CPO and VP Product roles at PE-backed SaaS companies in the $50M–$300M ARR range.
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