Sarah Judd Welch Email & Phone Number

New York, New York, Us

I lead Service Design for all of Citi Global Wealth and am operationalizing and scaling the practice. My team’s work moves design upstream in strategic decision making via design research, blueprinting, journey mapping, deep stakeholder engagement and co-design with business, digital product, operations, risk, and technology. My domains include: onboarding, payments, lending, and data transformation / consent orders.

New York, New York, Us

I started and built out the Service Design practice for Wealth’s Emerging Technology product team, applying participatory design methods to build stakeholder alignment, co-ownership, and validation around GenAI future state solutions. Specific project focuses: Collaboration tools, new client prospecting, client servicing, wire transfers.

Brooklyn, New York, Us

We are not accepting new clients or projects at this time | An innovation consultancy for organizations that need to change and don't know how. Select Clients: Google, Waymo, Meta, Anheuser-Busch, Novartis, Johns Hopkins Hospital, Cornell Tech, DoSomething.org, The Skoll Foundation, Central Synagogue

Ny, New York, Us

Loyal is a community design agency specializing in customer experience, community-driven innovation, and brand communications. I transformed customer and community experience for 54 companies such as Google, GE, Pepsi, National Geographic, Grammarly, Meetup, and American Medical Association while leading 6 team members simultaneously. I aligned customer experience, marketing, and membership to successfully craft a physician-centricity for AMA through co-designing workshops and physician interviews.Select Clients: Google, General Electric, Pepsi, American Medical Association, Meetup, Grammarly, NYU, National Geographic

I independently consulted with early stage startups on on product, brand, and customer/sales development.Clients included: Contently (HQ), Kik, Consmr (acquired by Purch), Quarterly, iDoneThis, and more.

New York, New York, Us

I acted as the 1st Sales Manager to collaborate with the CEO on sale progression and projections, setting and communicating team priorities to the CEO and team, and managing team work flow. I also directed meetings, interviewed and trained new hires, and collaborated with the CEO on the development of the sales model, strategy, pricing, pitches and sales/marketing collateral.In addition, I participated in discussions on the changing revenue model and established sales processes which often led to leading the team in sales or exceeding targets. I also created a lead generation model to track and analyze lead acquisition efforts including email marketing, cold calling, inbound leads, events and customer referrals. I then determined lead generation strategies based on an analysis of resources spent, conversion rate and cost of conversion.Contributing to the product development of new qualification assessment and work flow for professionals, I led user testing and co-managed a 6-month pilot program for a partnership opportunity with major non-profit from market research, product development, outreach, and implementation to assessment. I also spearheaded an initiative to collect and aggregate “success stories” for sales and marketing collateral.

San Francisco, Ca, Us

I launched the NYC market and led all local business development, sales, marketing, community management and social media with a focus on development of strategic relationships. As a result, I increased task volume and grew the NYC market to the second largest of 5 U.S. markets within 3 months.

New York, New York, Us

I spearheaded a risk management process that revealed a tech error, allowing the firm to repo an additional $365M/year.