Recruited to onboard and support 25 financial institutions in using Lukka’s Enterprise platform, contributing to $1.3M in ARR.Key Accomplishments:- Partner with account managers to drive $56K in upsell revenue through strategic promotion of advanced features and professional service packages.- Reconcile 273 spot and derivative accounts across various exchanges and blockchains via SQL, ensuring data completeness and calculating accurate cost basis, realized gains/losses, and valuations of holdings.- Contributed to integrating customer service operations into Salesforce, improving customerfeedback visibility and streamlining collaboration between customer success and five product teams, resulting in 10+ new features based on insights.

Hired to support the digital transformation strategy of American Express’s expense management platform, At Work.Key Accomplishments:- Teamed up with 4 partner teams to launch a customer satisfaction survey across 7 keyinternational markets, boosting response rates by 22% and identifying regional user pain points.- Managed a scrum team to integrate the One Amex experimentation platform across multipleteams, launching a new homepage in 4 key markets as the platform’s first implementation.- Championed At Work’s Voice of Customer strategy by presenting client insights from10+ sources via Power BI, driving data-driven decision making across partner teams and senior leadership.

Reported to the CTO, focused on migrating the application to AWS and driving growth, increasing the user base by 150%.Key Accomplishments:- Transformed leadership’s vision into a strategic product roadmap, defined businessrequirements, and managed backlog refinement and sprint planning to drive successful product delivery.- Developed Python scripts to correct accounting data, improving data accuracy by +98%and ensuring successful completion of Studio Designer’s system migration in November 2020.