Product Specialist
Current• Empowered executive-level decision-making by building SQL queries and presenting comprehensive client insights to C-Suite & senior leadership; helped establish key Wealthsimple features, including one that automatically pays ~$1M / month to clients• Led workstreams by identifying requirements for successful launches, creating documentation for the customer service training team, reviewing app designs and providing leadership to stakeholders; successfully supported 30+ feature launches and enabled $1M of transactions for the RRSP deadline• Developed a comprehensive consumer insights database by interviewing users, writing SQL queries and reading thousands of customer support tickets; internally consulted for product, marketing, management and design as an expert on money-movement-related client insights• Partnered with highly technical stakeholders by quantifying problems with their AI model, summarizing insights and creating recommendations for improvements; increased the function’s data accuracy by 30%+