Enterprise SaaS / Fintech / AI Workflows
Senior Product Designer for complex B2B products.
I help teams untangle complex workflows, clarify product decisions, and get features ready for engineering.
Available for short-term contract engagements, active-project support, and agency overflow.
"Jake is self-motivated and proactive. He started adding value right out of the gate and was a pleasure to work with. I would welcome working with him again."
// How I Can Help Your Team
// THE PAST WORK / CASE STUDIES
TD Bank: Enterprise Enrollment UX
The Work: Led the UX design for a high-stakes digital enrollment initiative targeting ~700,000 new users.
The Impact: I translated complex compliance rules and legacy API constraints into a seamless, modern user interface. By mapping the exact UX flows and edge cases, I aligned 8 disconnected teams around a single, buildable design—preventing massive engineering rework before development even began.
Invest Clearly: Onboarding Optimization
The Work: Redesigned a frustrating, compliance-heavy onboarding process into a progressive, relationship-first user experience.
The Impact: By restructuring the UI to reduce cognitive load and masking complex KYC requirements behind an intuitive step-by-step flow, the new design significantly reduced top-of-funnel drop-off and protected the business funnel.
Project RELAY: AI Interaction Design
The Work: Designed and prototyped a voice-first AI task manager to eliminate the friction of household coordination.
The Impact: I built the complete UX—from defining the AI's natural language interaction model to designing and deploying the live React UI. By defining the interaction model, decision logic, and AI behavior before implementation began, the entire product was designed, built, and deployed in under 72 hours with no production defects.
// The Engineering Handoff Standard
Most implementation problems don't start in engineering. They start when teams haven't fully defined how the product should behave across different users, permissions, integrations, exceptions, and failure conditions. My job is making those decisions explicit before development begins so engineering receives specifications, not interpretation puzzles.
// NEED SENIOR PRODUCT DESIGN SUPPORT?
Available for short-term contract engagements, active-project support, and agency overflow across enterprise SaaS, fintech, AI-enabled workflows, and legacy modernization.