Steven Hoare

Product Manager (Customer Education) @intelliflo

Woking, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Nov 2025 — Present

Product Manager (Customer Education) @intelliflo

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Transitioned from Learning & Development to Product Management, focusing on customer education strategy and enablement. I lead initiatives that enhance user onboarding, drive product adoption, and improve customer success through scalable learning solutions. Collaborating cross-functionally with Product, Marketing, Customers and Customer teams to deliver impactful learning experiences.

SKILLS

Career CounselingLeadershipResidential MortgagesTraining Programme DesignFinancial PlanningMicrosoft OfficeIntegrationStrategic Financial PlanningBusiness AnalysisMentoringSaasInvestmentsPerformance ManagementFinancial ServicesCrmRelationship ManagementFinanceComplianceTargetsStakeholder ManagementTeam LeadershipProject ManagementTraining DeliveryInstructional WritingInsuranceArticulate StorylineBusiness DevelopmentInstructional DesignAccount ManagementChange ManagementInterviewsProject PlanningHuman ResourcesNegotiationConsultingTraining & DevelopmentTeamworkRisk ManagementTeam ManagementTechnical Training

ABOUT STEVEN HOARE

As a Product Manager focused on customer education at intelliflo, I lead the strategic definition and delivery of digital learning experiences that empower financial advisors globally. My role bridges product strategy, customer success, and learning innovation—ensuring our Academy and Community platforms deliver real value across diverse markets.Key areas of impact- Driving the customer education digital strategy across regions, aligning with business and technical goals- Leading the development and enhancement of Intelliflo’s Learning Academy and Community platform, ensuring features meet customer needs and regulatory standards- Collaborating with UX, instructional design, and stakeholder teams to deliver engaging, scalable learning solutions, tailored to wealth management and financial planning professionals- Managing a prioritized product backlog focused on business value, customer experience, and technical enablement- Championing customer-centric problem solving, validating needs and solutions through direct engagement- Supporting platform adoption and feature rollouts across global markets.I bring a strong foundation in financial services, product leadership, and cross-functional collaboration—combined with a passion for simplifying complex learning journeys through technology.Outside of work, I enjoy spending time with my family, watching films, and exploring new tech.Let’s connect if you’re passionate about digital learning, AI in education, or transforming customer success through smarter enablement.

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Steven Hoare — Product Manager (Customer Education) at intelliflo in Woking, GB | Unifers