Lead Designer @ BILL | AI Agents & Tax Products | PayPal | Fundbox | UCLA alum
Seasoned product design leader with 15+ years of experience in fintech and e-commerce, known for driving significant business growth and leading high-performing teams. Excels as a collaborative leader who blends business acumen with a problem-solving mindset to drive team success and innovation.
BILL is a leader in B2B payments and back-office software, empowering small and medium-sized businesses with seamless payables, receivables, and expense management solutions.
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Led zero-to-one initiatives to launch an MVP 1099 filing product, exceeding the first-year revenue target by 45% and achieving a perfect 5/5 median CSAT score, validating strong product-market fit through relentless customer-centric design, rapid prototyping, and iterative feedback loops.
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Orchestrated the redesign of a v2 1099 filing solution, driving 81% YoY revenue growth while cutting customer support contacts by 28% via intuitive UX enhancements that amplified self-service adoption and empowered users to resolve issues independently.
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Launched an agentic AI solution for automated W-9 collection, significantly reducing coordination effort for payers. Grew the solution from 0 to 10,200 activated customers with a 45% agent effectiveness.
BILL makes payables, receivables, and expense management software for small and medium-sized businesses.
Product Leadership:
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Grew electronic payments volume facilitated by the BILL Network from X% to Y% between June 2021 - June 2023 by launching solutions to improve the company’s business search product, growing network members, and auto-connecting businesses in the BILL Network.
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Launched an improved payment tracking experience which reduced customer service contacts per 1000 transactions by Z% between Apr - Oct 2024 while earning a perfect 5/5 median FSAT score from end-users. Key design challenges: designing a scalable payment tracking experience for 130 payment tracking use cases and 19 funding and disbursement combinations.
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Reduced duplicate supplier accounts in the BILL Network by X% by launching a duplicate account detection workflow on the supplier-side of the BILL Network.
People Management:
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Hired and managed one direct report and streamlined new hire onboarding.
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Improved the product design process for two teams at BILL: expanded the role of design in the discovery phase, improved collaboration, increased design output in the delivery phase, and improved product design quality.
PayPal makes point-of-sale, online checkout, and payment software for consumers and businesses.
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Standardized and simplified PayPal’s Know Your Business (KYB) and Know Your Customer (KYC) policies by organizing and leading a policy innovation workshop with cross-functional partners.
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Launched a globally scalable merchant onboarding and Know Your Business (KYB) compliance solution.
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Decreased customer service call volume attributed to KYB and KYC by Y% and reduced go-to-market time from X months → Y weeks to launch customer onboarding and KYB/KYC programs in new regulatory markets.
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Reduced fraud risk and customer friction by leveraging new technology and multiple data-sources for identity verification.
Fundbox is a financial technology company that extends loans to small businesses.
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Strategized, launched, and grew Fundbox Pay, a B2B payment network and payables financing solution, from $0 to $Y in payments and loan origination within 6 months of launch.
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Led key design initiatives to drive network effects, increase engagement, and improve credit application completion.
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Led customer research to define customer pain points, the product’s value proposition, and product pricing.
