SYS.STATUS: ACCEPTING CONTRACTS

Senior Product Designer
// FINTECH, ENTERPRISE SAAS
& AI WORKFLOWS

I help product teams define how complex products behave before engineering starts building.

Most requirements work until you introduce multiple user roles, approval chains, integrations, missing data, exception paths, or AI-generated outputs. That's where teams slow down.

I work with Fintech, Enterprise SaaS, and AI product teams to turn that complexity into clear, buildable product behavior that engineering can implement with confidence.

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// Selected Performance Impact
[✓] Designed secure, compliant digital banking workflows at scale supporting 10M+ active users.
[✓] Led UX architecture for an enterprise enrollment system supporting a 700,000+ user acquisition target.
[✓] Translated complex compliance and KYC constraints into high-conversion onboarding interfaces.
[✓] Eliminated downstream engineering rework by resolving edge cases and mapping state-machine logic before handoff.
[✓] Modernized rigid legacy workflows across banking, B2B SaaS, and complex ERP systems.

"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."

Jason Moccia
CEO // OneSpring

// How I Can Help Your Team

[ SVC.01 ]
Embedded Product Design
Need a senior designer inside an active sprint? I drop into your existing team to untangle complex workflows and deliver implementation-ready UX without hand-holding.
[ SVC.02 ]
Legacy & ERP Modernization
Modernizing a legacy workflow? I map the rigid backend constraints of old systems and translate them into a modern, progressive UI that users actually adopt.
[ SVC.03 ]
UX Architecture Rescue
Engineering blocked because nobody can agree how the product should behave? I audit the current requirements, identify the missing decisions around users, permissions, exceptions, and integrations, then deliver the implementation logic needed to move development forward with confidence.

// 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

Status // Execution Protocol

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.

[+]
Edge Cases Resolved
Unhappy paths, API timeouts, and error states are documented before Figma is opened.
[+]
State Machine Logic
Visualized database schemas and transition logic accompany all UI components.
[+]
Permission Boundaries
User roles, systemic authority, and backend constraints are explicitly mapped to the interface.

// Let’s unblock your engineering team

If your developers are playing product manager during implementation to fill in missing UX logic, that’s a handoff problem. Let’s fix it.

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