How I Work

Problem Types

• Complex product requirements in regulated industries
• Scaling product systems for early-stage growth
• Balancing feature velocity with technical debt
• Cross-functional alignment on product direction

Approach

I combine data-driven decision making with systems thinking to design products that solve real problems. I work closely with engineering, design, and stakeholders to translate business needs into actionable product requirements, prioritizing based on impact and feasibility.

Representative Outcomes

• •Designed compliance systems handling complex regulatory requirements
• •Led product initiatives resulting in 21x account growth multiplier
• •Reduced churn through strategic product improvements
• •Delivered high-impact features on time in fast-paced startup environments

Problem Types

• Manual, repetitive processes consuming team time
• Lack of visibility into key metrics and operations
• Inefficient workflows slowing down delivery
• Need for better internal tooling and systems

Approach

I identify opportunities for automation and tooling improvements by understanding current workflows, pain points, and bottlenecks. I design and prioritize solutions that provide immediate value while building toward scalable, maintainable systems.

Representative Outcomes

• •Automated reporting processes, reducing workload by 50%
• •Built KPI dashboards providing real-time visibility
• •Designed internal tools improving team efficiency
• •Reduced tax workload by 80% through automation

Problem Types

• Complex regulatory compliance requirements
• Balancing compliance with user experience
• Ensuring accuracy in regulated processes
• Managing audit trails and documentation

Approach

I work with compliance teams and legal to understand regulatory requirements, then design workflows and systems that meet these requirements while maintaining usability. I focus on building systems that are both compliant and efficient.

Representative Outcomes

• •Designed 360° compliance systems meeting regulatory requirements
• •Built workflows ensuring accuracy and auditability
• •Reduced compliance risk through systematic approaches
• •Maintained high user satisfaction while meeting regulatory needs

Problem Types

• Need for external expertise on product strategy
• Account portfolio growth and retention challenges
• Technical due diligence and evaluation
• Product and systems design consultation
• Operational improvement guidance

Approach

I provide strategic guidance based on hands-on experience building products in regulated industries, managing account portfolios with >99% retention, scaling systems, and driving operational efficiency. I work with SaaS startups to understand their specific context and provide actionable recommendations.

Representative Outcomes

• •Advised SaaS startups on product strategy, compliance flows, and UX
• •Managed 120+ employer accounts with >99% retention
• •Conducted technical due diligence for investment firms
• •Advised on systems design and architecture decisions
• •Helped teams improve product development and account management processes