Verified Artifacts
137 career artifacts validated by colleagues.
I'm currently a marketing team of one, and not a writer by trade. But I run marketing for a pre-seed startup, so I need to be writing. So this was the perfect time to test how AI can improve my content planning and efficiency. I built a content brief skill and scheduled prompt…
Our HR team was drowning in repetitive inquiries, spending over 15 hours per week answering the same questions about benefits, PTO policies, and employee handbook items. Employees often waited for responses, which created frustration and prevented our HR team from focusing on…
Vendr · Head of People
When I joined CloudZero in May 2024, the company had reached 65 employees with strong market traction and headcount growth signals—but no dedicated HR leadership. The people function had critical gaps: no performance management system, compensation philosophy, talent strategy…
CloudZero · VP, Head of People & Culture
I founded Job Search Divas in 2017 to address a problem that exists among job seekers: many people find the job search process daunting and lack the guidance to navigate it effectively. I recognized that job seekers needed more than just tactical support—they needed someone to…
During a period of rapid organizational growth, our company faced significant leadership challenges. Many managers were new to leadership roles or had never led remote teams, resulting in struggles with change management, communication, and collaboration. Employee engagement…
We were launching a new show aimed at DTC subscription box marketers who cared deeply about retention strategies. The challenge was breaking through the noise in a crowded space and creating a campaign that would genuinely stand out and drive attention to the show among this…
ProfitWell · October 2020When I joined Nava Benefits as Client Manager, the company was facing critical growing pains in how we managed client relationships. Client onboarding was almost entirely ad hoc, with no standardized processes in place. Each Client Manager handled onboarding differently, which…
Nava Benefits · Senior Client Manager
Built and co-ran a pricing practice from the ground up over 10 years with 200+ projects. Worked with companies like Canva, Intercom, Blue Bottle Coffee, and many more. Over ten years as cofounder of ProfitWell I built and led a pricing advisory practice that served hundreds of…
When the Trove plugin was submitted to our marketplace, thousands of potential users were waiting for this critical integration to launch. The stakes were high: if I discovered security vulnerabilities or malware during my audit, we would need to block the plugin from the…
Anthropic · May 2026
Blue Moon was opening its first tasting room and restaurant in Denver, and VBP Orange was brought in to define the visitor experience. I was one of two strategists on the project; I was the one working day-to-day with the designer to actually shape the experience — narrative…
VBP Orange · March 2016
At Native Design, this project was the first opportunity in my career to own primary research end-to-end as a design strategist. The brief from our POS client was substantive: their internal design team was rolling out new capabilities across security, usability, and…
Native Design · June 2014
In the summer of 2024 I was invited to Strange Ventures' inaugural Design Fellowship, a four-week sprint applying ArchetypeAI's NEWTON multi-modal foundation model (a Strange portfolio company in physical AI) to a real industry problem. Healthcare emerged as one of the most…
Strange Ventures · Design Fellow · August 2024
OpenView's portfolio companies were rapidly adopting AI technologies, but leadership lacked a standardized way to track progress or compare capabilities across the portfolio. Without visibility into which companies were leading versus lagging in AI maturity, it was difficult to…
OpenView Venture Partners · June 2025
Building evergreen lead gen by treating templates as tools, not billboards. Nava had a b2b sales motion and we were a lean start-up. We were already seeing lead gen success with both our in person and virtual events, but as anyone who runs those knows, it's laborious to keep…
Physician credentialing was stuck in the dark ages - a 90-120 day manual paperwork shuffle between physicians, insurance companies, and hospitals that delayed patient care and cost physicians thousands in lost income. Doctors couldn't see patients or receive payment until fully…
Accel Health · February 2026
In 2018, I joined ProfitWell as Events Manager, hired to build out their events and experiences program. The first big thing I built was Recur Boston, our flagship conference. At the time this was peak SaaS and in terms of events, SaaStr and SaaStock were the giants of the…
ProfitWell · December 2018Following our Series A funding round, we faced a critical challenge: extend our runway by at least 12 months while continuing to deliver on product roadmap commitments to customers. With limited capital and aggressive growth targets, we needed a way to maintain engineering…
When I joined as Growth Lead, the organization faced a critical visibility problem: the team had no insight into pipeline conversion rates, and leadership could only forecast revenue 30 days out. This lack of visibility meant we couldn't identify which growth levers were…
NineTwoThree AI Studio · August 2023
- EYEric Yu
ProfitWell's core offering was billing analytics for SaaS companies, and one of our most requested features was to be able to segment a company's SaaS metrics (e.g. MRR, retention rate, growth rate, etc.) by all of the various attributes of a company's customer base (e.g…
Was frequently the "product guy" helping our enterprise sales teams at PW with on the ground support at events like SaaStock, SaaStr to provide product context to prospects. Would serve as a technical touch point to high priority leads and represent the company at VIP events.
ProfitWell got acquired by Paddle for $200M. Leading up to this transaction, I was on a small team assisting the CEO and legal teams with various aspects of due diligence for the PW Metrics and Retain products.
ProfitWell · Director of ProductWe had 30k+ free users of PW Metrics and we wanted a pulse for how customers were liking our platform. However rather than just getting a score for NPS, we wanted to make it actionable and a feedback loop to improve the product. I implemented a dynamic follow up system to 1)…
ProfitWell · Product ManagerWhile Product Lead for PW Metrics, implemented the following tools to better understand how customers were using our product: -FullStory -MixPanel -LogRocket -Segment -Appcues
ProfitWell · Product LeadWhile Product Lead for Retain, I developed the PLG motion to drive expansionary revenue from our customers. This included tiered usage based billing for self serve customers, and high touch account management for enterprise customers (ACVs > 100k/year). I personally played CSM…
ProfitWell · Product LeadWhile PM of PW Metrics, I implemented AppCues for user onboarding. This included creating a welcome tour that highlighted aspects of the platform, creating a knowledge base for FAQs, and overhauling email campaigns that activate new users. After 6 months, retention for new…
ProfitWell · Product ManagerWhen I joined ProfitWell, the infrastructure was running on Heroku instances—a setup that worked for getting started but had become a significant constraint on our growth. Engineers were manually pushing code from their local machines directly to production without any CI…
ProfitWell · July 2018When I joined Nava Benefits as the second marketing hire, the company was disrupting the traditional brokerage model by delivering higher-quality benefits without inflated costs. The challenge was significant: the industry was staunchly sales-led with no established inbound…
The New England Conservatory needed to showcase their newly built student performance building through an impressive springtime gala that would engage donors and reinforce their brand as a premier Boston institution. This gala needed to deliver a flawless experience for major…
Corinthian Events · April 2018
We lacked a flagship lead magnet despite having a thriving community of marketers constantly requesting salary benchmarks. I recognized a dual opportunity: to create something genuinely valuable for our audience while simultaneously building a new sponsorship inventory channel…
Exit Five · March 2025
We had reached an inflection point where the organization had become overly focused on building integrations at the expense of solving our customers' core problems. After three years of learning, it was clear we needed to fundamentally rethink our product strategy to reflect…
Provi · January 2026
When I joined IANS as an Account Manager, the company was navigating a critical transition to a new pricing and packaging model at a time when client budgets were particularly tight. This combination created a challenging environment where simply meeting quota would have been an…
When I joined the company, there was no paid media program in place. The organization was heavily dependent on field marketing to generate inbound leads and interest—an approach that wasn't sustainable or scalable for long-term growth. My mandate was clear: establish a paid…
After years of recognizing a fundamental flaw in professional hiring - that it runs entirely on self-reported, unverified data - I decided to finally act on the problem and build a solution. The insight was clear: professionals needed a way to capture and validate their real…
Trove · September 2025
Our AI Slack bot, Kai, had become a critical bottleneck in our sales process. We weren't closing any new customers because prospects testing the bot during trials were getting too many unanswered questions, prompting them to choose competitor tools instead. With customer…
Tettra · August 2025
Oversaw the management of a consulting engagement to redesign the packaging strategy for one of our brands. Led cross-functional teams to reduce packaging from 5 tiers to 3, raising prices on all three, and mitigating Product entitlement changes to existing customers.
EverCommerce · November 2025
One of the first AI based tools that I developed to simplify the process of onboarding new customers. I realized that the vast majority of research needed could easily be completed by AI and put together a series of prompts in airtable that would automatically upon receiving a…
Rowan Insights · June 2025
Built the experiential growth strategy that enabled ProfitWell to procure the most leads out of any sponsor (at any level) at the largest industry events (SaaStr & SaaStock)
ProfitWell · January 2018
