Otim is a modern treasury platform that helps organizations earn yield on idle cash while keeping funds fully liquid, secure, and operational.

• Co-defined product strategy, positioning, and roadmap in close collaboration with the founder.

• Led problem discovery and rapid prototyping to explore multiple solution spaces and align the product with real customer needs.

• Played a key role in onboarding the first customers and supporting early adoption, contributing to tens of millions of dollars in operational volume flowing through the system.

• Owned all design execution across product UX, design system, and brand, acting as the sole designer during the company’s formative phase.

Anatomy is a vertical SaaS platform at the intersection of fintech and healthcare, functioning as a modern payments and data infrastructure layer for medical billing. The product uses AI to match financial transactions with medical billing data, turning fragmented inputs into reliable, operational workflows.

• Owned product and design for Anatomy’s core data platform, unifying highly fragmented medical billing inputs (~16,000 UOB variations) into a single standardized 835 format — a foundational business challenge.

• Designed and shipped human-in-the-loop internal tools that became critical to scaling accuracy, improving operational throughput, and enabling company growth.

• Re-architected the early MVP experience to make complex workflows intuitive, navigable, and ready for customer adoption.

• Established product development processes, design principles, and cross-functional collaboration workflows across engineering, product, and operations.

Mercury is a financial platform providing modern banking, cards, and financial tooling for startups and growing businesses.

• Joined Mercury as one of the first designers, helping shape the product, design culture, and foundational UX patterns as the company scaled.

• As a designer leading growth design efforts, worked closely with product, engineering, risk, and data teams to optimize performance across Mercury’s core features.

• As part of this work, led credit card onboarding redesign: 11%→22% conversion, 10%→20% day-30 activation, $380M+ annual card spend (no negative risk signals).

• Defined core UX patterns for user onboarding and activation, laying the foundation for Mercury’s growth and continuously improving key funnel metrics as the product and risk models matured.

• Designed and shipped complex customer- and admin-facing features (e.g. multi-admin approvals, customer-facing disputes) and internal tools for onboarding, fraud, and compliance, enabling Mercury to scale safely.

Quartzy is a platform used by scientific laboratories to manage inventory, purchasing, and procurement.

• Brought in to help a long-standing free SaaS product introduce paid plans for the first time, a critical shift for the business.

• Designed end-to-end monetization UX, including payment flows, upgrade paths, and in-product messaging that clearly explained the transition from free to paid.

• Defined and tested the experience for “forever free” users, ensuring clarity, transparency, and trust while setting clear boundaries between free and paid value.

• Enabled a new multi-tier SaaS monetization model (with plans up to $399/month), significantly improving the company’s cash flow.

• Supported a successful rollout with no major user drop-off, as customers were willing to pay once the product’s value was clearly communicated.