Under Professor Dan Keating’s guidance at WorkWise.AI, I tackled diverse challenges, including developing an AI-driven nurture sequence, designing a CRM system for insurance agencies, creating a mini-website with AI features, and producing marketing materials for SixPoint.AI, enhancing my skills in AI applications, digital marketing, and system design.

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Key Responsibilities and Achievements:

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• Leveraged AI and Marketing Strategies: Built lead nurturing sequences, CRM systems, and AI-integrated websites, sharpening skills in data management, system design, and digital marketing through real-world projects.
• Crafted Multi-Channel Marketing Content: Designed brochures, presentation slides, and social media assets for WerkWise.AI, strengthening expertise in branding, content creation, and audience engagement.
• Thrived Through Collaboration and Mentorship: Partnered with Ryan Lin and Professor Dan Keating to refine deliverables, while presenting insights to leadership, boosting teamwork and communication skills.
• Tackled Diverse Challenges: Contributed to varied projects, including a custom initiative aligned with organizational goals, enhancing adaptability and problem-solving in AI-driven business contexts.

As a Data Strategy Consultant for the City of Rochester through Simon Vision Consulting, I supported public service initiatives by applying AI-driven automation and data strategies. My work enhanced decision-making and operational efficiency for city programs, ensuring alignment with community needs and governance standards.

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Key Responsibilities and Achievements:

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• AI-Driven Automation and Analysis: Conducted competitive analysis and customer research to apply AI automation to city processes, improving processing efficiency by 25%.
• Fraud Detection Model: Developed and validated an AI-powered fraud detection model using XGBoost and Isolation Forest, reducing errors by 15% while ensuring compliance with governance standards.
• Stakeholder Engagement: Researched machine learning governance risks, presented insights to city officials, and developed product presentations and documentation to align teams on priorities and feature rollouts.

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As Co-Founder and Product Manager of CloudApproach, I led the development of an AI-powered CRM and marketing automation platform for real estate agencies across the UK, India, Saudi Arabia, and Poland. My focus on product strategy, automation, and client relationships drove significant growth, culminating in a $325K acquisition by a top Saudi Arabian real estate developer.

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Key Responsibilities and Achievements:

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• Product Development and Automation: Spearheaded the development of an AI-powered SaaS CRM, integrating automation tools to optimize workflows, boosting efficiency by 30% and cutting client costs by $25,000 annually, saving 25+ hours monthly.
• Go-to-Market Strategy: Designed product roadmaps, wrote feature specifications, and executed a go-to-market strategy, enabling clients to launch targeted campaigns that generated $5M+ in revenue.
• Data-Driven Growth: Led A/B testing, market analysis, and managed $500K+ in campaigns, increasing conversion rates by 30% for 10+ top real estate developers.
• Client Relationships and Exit: Built high-value partnerships, worked with UX designers and engineers to enhance usability, and managed a seamless $325K acquisition with a 95% customer satisfaction rate post-transition.

As the Founder of Approachables, a design and marketing agency, I led a team serving over 100 high-growth startups and clients, driving customer acquisition and retention through data-driven strategies. My focus on automation and analytics laid the groundwork for a successful $250K acquisition while ensuring a seamless transition.

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Key Responsibilities and Achievements:

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• Business Growth and Client Acquisition: Scaled the agency to serve 100+ high-value clients, leading cross-functional teams (UX, design, growth strategy) to optimize customer acquisition and retention, achieving a 25% increase in client retention.
• Marketing Automation: Developed and implemented automated marketing workflows using CRM tools, data-driven segmentation, and audience targeting, enhancing campaign efficiency and client engagement.
• Strategic Exit: Managed client relationships and transition planning, securing a $250K buyout while maintaining a 95% client retention rate post-acquisition.