Hi there 👋, I'm Alex – Product Leader bringing ideas to life for 15 years

— Case Study · Solar Operations CRM
$1B+
pipeline managed through the CRM

Freedom Forever manages thousands of active solar installations simultaneously. Built the CRM that gave every role — operations, sales, field — a single place to understand project status and act on what's blocking.

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Problem
No shared structure across thousands of concurrent installations
Hierarchy
Collapsible stages that surface blocking logic without drilling in
Sequencing
Multi-system workflows enforced by the UI, not memory
Audit Trail
SOW comparison and denial history for every scope change
— Case Study · AI Photo Validation
75%+
reduction in financing rejections
From a 20% failure rate to under 5%

Built an AI photo validation tool for solar installers — real-time feedback before they leave the site. Caught photo errors that caused financing delays, return site visits, and slower payment flow.

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Analysis
Uncovered 20% financing rejection rate in submission data
Solution Design
Mobile-first field validation UX for installation crews
AI Agent Build
Vision model + custom Claude skill for photo evaluation
Deployment
Real-time feedback loop embedded in the field app
— Concept Project · Solar Financing Advisor

Buying Solar Without the Sales Pitch

Solar is still sold the way cars were in 1985 — through in-person reps with inconsistent pitches and no independent path for buyers. Designed a conceptual AI-powered financing advisor that removes the salesperson entirely: transparent options, one clear recommendation, and a full application path from home.

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Problem
Solar buying locked behind opaque, high-pressure in-person sales
AI Advisor
Conversational assistant answers questions without replacing the decision UI
Transparency
Every recommendation includes plain-language reasoning
Application
Full financing application path directly from the decision screen
— Case Study · Build.com Checkout
+22%
checkout completion rate

Build.com's checkout was losing customers to form friction — no autofill, no inline validation, and a multi-page flow that made guest checkout the path of least resistance. Redesigned the end-to-end experience to fix all three in a single-page accordion layout.

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Problem
High guest checkout rate creating friction in post-order account linking
Validation
Inline card error states prevent dead-end order attempts
Autofill
Grouped field pattern unlocks reliable browser autofill for addresses and cards
Flow
Single-page accordion reduces cognitive load and eliminates back-navigation
— Case Study · InvestorKeep
0→1
concept to live fintech platform

Took InvestorKeep from blank canvas to live product as the sole designer — a fintech platform giving investors and advisors a shared view of portfolio health, fees, and actionable alerts.

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Problem
No shared data layer between investors and their financial advisors
System Design
Dashboard aggregating accounts, fees, fit score, and quality rating
Alerts
Actionable intelligence connecting portfolio data to next steps
Build
Design through production code, concept to SOC 2–compliant launch
— Experience · 2010–Present
Freedom Forever
Senior Product Manager · AI & Operations
Mar 2021 – Present · 5 yrs 4 mos
Helped lead product strategy for the internal platform, managing a $1B+ pipeline across 2,500+ employees — spanning sales, financing, and installation workflows for a nationwide solar business. Directed roadmap for pipeline tooling and automations, reducing financing and processing cycle times across the install-to-funding pipeline. Identified and built AI automation opportunities, configuring agents and workflows that eliminated manual work and drove meaningful cost savings. Prototyped in code alongside engineering, accelerating delivery and reducing handoff friction.
−50%
Funding Time
$1B+
Pipeline
InvestorKeep
Director of Product
Mar 2020 – Mar 2021 · 1 yr
Sole product owner and lead product designer for an early-stage fintech startup, taking the product from concept to live with a small, lean team. Owned strategy, end-to-end design, and worked directly with engineering — contributing to front-end development to keep delivery moving.
0→1
Concept to Live
SOC 2
Compliant
Pocket Points
Director of Product
Apr 2018 – Mar 2020 · 2 yrs
Owned product strategy and led design across multiple native and web apps used by 2.5M+ users across 10K+ schools, aimed at reducing phone distraction in school, while driving, and at home. Partnered closely with engineering to scope and ship features across iOS, Android, and web.
2.5M
Users
10K+
Schools
Build.com
Director of User Experience
May 2010 – Apr 2018 · 8 yrs
Established and led the first User Experience and Product Management team for a top home improvement online retailer. Championed optimizations to the web and native shopping experience based on strategic goals and user research, lifting KPIs across checkout and browse.
$1B+
Revenue
+12%
Conversion Rate