I ran Product for SoFi's insurance business (SoFi Protect) and consumer financial product marketplace (Lantern by SoFi). I also managed Product Managers owning Affiliate Marketing. Previously, I owned Product for affiliates channel, where I launched a lead onboarding flow that increased total SoFi revenue by 5%.

Created tracker that updates users as their loan application advances through review, underwriting, and funding. This decreases average time-to-fund by 33%.

Built mobile push notifications platform, including SoFi’s first at-scale pushes, in-app message center, and communications preference center. This feature set now drives 15% of SoFi’s mobile app usage.

Launched call routing logic and call center agent tools allowing users to apply for SoFi products over the phone, yielding $2M in additional revenue annually.

Acquired by SoFiDeveloped industry-leading mortgage workflow efficiency and automation platform. Major releases include:• Front-end loan dashboard seamlessly consolidating and displaying all information required to complete loan tasks. • Rate Lock Extension workflow automating all financial calculation and intelligently supporting all decisioning/escalation use cases.• Appraisal review business logic automating all manual data entry/validation tasks.

Led Product Management on strategic new features while leading Sales Engineering.• Acted as primary Agile Product Manager leading Design and Dev team to integrate Blend with Fannie Mae’s underwriter software, automating initial mortgage underwriting and creating pre-qualification letter frontend user experience. Feature cuts up to five days from the mortgage process.• Collected, analyzed, and relayed product feedback from prospective clients to Blend’s Product team to improve product roadmap and product marketing. • Led Sales Engineering, owning development/delivery of product demonstrations and technical deal scoping instrumental to winning five new clients in six months.

• Acted as Product Manager from conception to first sale of new product improving customers’ satisfaction with their utility. Product delivered insights derived from substation data about the reliability of electricity delivered to each home.• Owned scoping and product development for Opower’s utility rates modeling and data integration engine.

• Led professional services product development, technical scoping/contracting, and product demonstrations for $14 million enterprise web deal sold to Opower’s second largest client.

• Scoped 15 technical professional service projects and managed delivery for three.• Developed and ran behavioral science experiments on methods to increase utility customer trust in Opower’s insights. Turned findings into marketing strategies to drive consumer adoption of utility energy efficiency programs.

• Led best-practice research and data analysis to generate strategic advice for senior executives atlarge financial institutions.• Presented research insights to senior executives at the largest wealth management and brokerage firms in North America, Europe, and Asia.

See Senior Analyst