Designing products that change how businesses work
I empower people to be their best selves by being really good at connecting human needs with business goals in the B2B SaaS space. I've designed for Poggio, Thumbtack, Pathpoint, Truework and Vanta. I've also assisted Fortune 500 companies with research. My contributions span across more industries than you can count with your fingers.
Currently exploring new opportunities and available for collaboration.
Zip
Building the foundation for procurement stakeholders to manager their contracts.
Merge duplicate vendors
Poggio
I helped companies make the most of their customer data, focusing on how data is configured and how its surfaced in the CRM's core views. Here are a few things I worked on.
For each new customer Poggio onboarded, it required work from 3 teams help set them up be cause the product didn't allow for configurations. We also learned from feedback that users refrained from adopting integrations that captured critical customer touch points despite it being crucial for their CRM.
In 1.5 months, we streamlined the setup flow and added configurations so users can self-serve integrations.
As a result, existing and future customers could self-serve onboarding without involving customer success, leadership and the integrations engineering team.
The data in Poggio was rudimentary and was hard to consume. Our customers wanted more their data in the app and our company had goals to acquire more customers.
In response to this, we invested in a pipeline on how the data is shown in the product. With the update, users can see 6 categories (~40+ types) of data across the core product areas (accounts, contacts and opportunities).
Thumbtack
tk
Pathpoint
Pathpoint is the most profitable way for agencies to self-serve business insurance.