I specialize in taking messy, complex workflows—accounts receivable, supply chain finance, procurement—and turning them into products that people want to use and deliver results.
Experience
2021 — Now
2021 — Now
Designed and shipped 0→1 products and new features for a cash flow platform consistently rated "easiest to use," improving operations for Accounts Receivable teams and providing real-time insight for leadership.
KEY CONTRIBUTIONS
• Lead designer and occasional product manager on multiple initiatives, directly shaping roadmap and strategy
• Design at platform level, ensuring consistent patterns, coordinated workflows, and appropriate data structure to support user tasks
• Conduct user research and synthesis using a range of methods (contextual inquiry, affinity and opportunity mapping) and pair with quantitative data from surveys, Metabase and Pendo
• Initiated and contribute to a token-based design system (Figma)
• Accelerate design-to-development cycle by collaborating with frontend team to shift to MUI component library paired with AI prototyping
• Manage and mentor design team (up to 4 members including junior, senior designers and UX researcher)
INITIATIVES & IMPACT
LLM-Based Email Agent to Minimize Payment Delays
• Discovery, design, prompt engineering, and AI performance evaluation
• 90% recommendation acceptance rate and 2% decrease in undesirable customer service suspensions
GenAI Payment Extraction to Extend Automation
• Discovery, design
• Reduced manual payment breakdown time and established feature as a net new product entry point (10% bump in prospect engagement)
Automated Payment Matching for Faster Time-to-Revenue
• Discovery, design
• Experience optimized for rapid review of system-matched invoices (~90%+) with a secondary workflow for manual matching using intelligent recommendations and search
2019 — 2020
2019 — 2020
Burlingame, CA
Designed and led delivery for a 0→1 platform to manage supply chain finance programs, translating a fragmented banking process into an online, collaborative experience tracking billions in credit utilization.
KEY CONTRIBUTIONS
• Served as both product manager and designer for the full project lifecycle
• Designed complete application ecosystem: dashboards, program and vendor records, entity matching and de-duplication workflow, customer portals, reporting, data import, and automated communications
INITIATIVES & IMPACT
0→1 Transformation of Supply Chain Program Management
• Discovery, design, product management
• 35% increase in rate of supplier onboarding, accelerated customer conversion, reduced KYC burden through entity discovery/mapping, and increased program adoption via self-service portal
2014 — 2018
Dublin, CA (San Francisco Bay Area)
Designed modern operational systems (desktop and mobile) for procurement and supply chain teams that reduced delays, clarified ownership, and improved issue handling across trading partners.
KEY CONTRIBUTIONS
• Introduced and managed a user-centered design (UCD) process within the organization, ensuring that UX practices were integrated into the production cycle and leveraging design tools like personas, journey maps, and storyboards
• Unified all products under single look-and-feel, managed pattern evolution/style guide, and initiated a code component library
• Designed and delivered a range of responsive and native/mobile (Android/iOS) products, enabling mobile workflows for the first time and driving user satisfaction
• Managed two senior designers and was responsible for performance evaluations and hiring
• Served as product manager for the redesign of the flagship application
IMPACT
Real-Time Clarity & Rapid Issue Resolution in Wholesale Ordering
• End-to-end design of a collaborative procurement workflow based on contextual inquiry with over 30 target users and covering all points of order creation and management including item negotiation, shipping, receiving, invoicing, and automated exception management.
• Improved issue response time, removed ambiguity regarding ownership and next steps in the order lifecycle, and introduced notification-based mobile issue management
4x Faster Supplier Onboarding Through Simplified Data Mapping
• Full design of a master data services solution (GS1/GDSN) including data quality management and data sharing, entrustments, and catalog mapping.
• 400% increase in supplier onboarding rate and 40% reduction in support demand
Illuminating Performance Dynamics for Trading Partners
• Strategy, design, visualization for supplier risk analysis, supplier scorecards, and commodity performance
• Eliminated buyer-supplier information asymmetry with shared performance data
2008 — 2014
San Mateo, CA
Delivered research-based designs that:
• Reduced the complexity of managing mutual fund accounts
• Minimized time spent locating relevant materials used during the inbound sales process
• Simplified the literature request process for external advisors
Conducted a range of research using participatory design, focus groups, and usability testing, including two major initiatives involving contextual inquiry and Mental Models
Partnered with the marketing analytics / data science team to create a user satisfaction survey benchmarking product performance
Education
San José State University
M.S. Human Factors/Ergonomics
Whitworth College