Vault Finance — Onboarding
Problem: Only 41% of signups reached their first funded account; KYC asked for everything up front.
Shipped: A progressive-disclosure flow with smart defaults and save-and-resume, built with three squads.
Problem: Only 41% of signups reached their first funded account; KYC asked for everything up front.
Shipped: A progressive-disclosure flow with smart defaults and save-and-resume, built with three squads.
Problem: Internal teams rebuilt the same data pipelines, slowing every roadmap by weeks.
Shipped: A self-serve events API and SDK with golden-path docs, plus a deprecation plan for legacy endpoints.
Problem: Patients abandoned care plans; reminders were generic and ignored.
Shipped: Personalized adherence nudges and a daily check-in built around clinician-validated moments.
Problem: Enterprise deals stalled in security review over missing roles and audit logs.
Shipped: Role-based access control, SSO, and a tamper-evident audit trail, sequenced with the sales pipeline.
Problem: A flat plan left money on the table and confused mid-market buyers.
Shipped: A three-tier packaging model with usage-based add-ons, validated through pricing interviews and a live A/B test.
Problem: Notifications drove opens but not replies; engagement was shallow and falling.
Shipped: A redesigned composer, smart-reply suggestions, and a quieter notification model tuned by cohort.
Problem: Teams shipped without measuring; "wins" were anecdotes, not evidence.
Shipped: A company-wide experimentation platform with guardrail metrics and a lightweight review ritual.
Problem: Manual invoicing capped onboarding to 20 accounts a month and frustrated finance.
Shipped: Self-serve plans, metered billing, and dunning, integrated with the finance stack.
Problem: Word-of-mouth was strong but untracked; paid acquisition costs were climbing.
Shipped: An in-product referral loop with a double-sided incentive and a clean attribution model.
I'm happy to walk through the discovery, the trade-offs, and what I'd do differently. The detail behind every number is a conversation away.