Modus

• Shape creative strategy and conceptual UX direction for digital products and experiences • Participate in discovery, including stakeholder interviews, user research, analytics review, and user needs analysis • Synthesize research findings into clear insights, opportunities, and recommendations • Develop personas, customer journeys, sitemaps, user flows, wireframes, prototypes, and functional specifications • Conduct UX heuristic audits of existing software, websites, and digital products • Design conceptual prototypes and detailed annotated wireframes to align stakeholders and guide development • Structure information architecture, navigation systems, content taxonomies, component models, and data-driven experiences • Design across conversational UI, responsive websites, large templated sites, native mobile apps, enterprise platforms, and digital products • Collaborate closely with product owners, UI designers, content strategists, engineers, project managers, account teams, and client stakeholders • Present research, concepts, UX strategy, and design recommendations clearly and confidently to internal teams and clients • Work independently and proactively with remote, cross-functional teams while managing priorities and deadlines • Report progress, communicate risks or dependencies, and contribute to project planning as needed

• Develop a playbook to bring low growth services businesses to hypergrowth • Engineer a high-velocity experimentation program across messaging, channels, targeting, pricing, and sales process; turn wins into repeatable playbooks • Deploy AI and automation to eliminate manual GTM work (lead enrichment, segmentation, personalization, sequencing, routing) and improve speed-to-lead • Build the data foundation: standardized lifecycle stages, CRM hygiene, dashboards, and weekly operating cadence that leadership can trust • Standardize GTM infrastructure and playbooks across acquired firms; accelerate post-acquisition funnel integration and performance lift

• Bridge the gap between our newly acquired CPA firm and our engineering team • Interface directly with auditors to understand their current workflows and translate them to AI (and non-technical) solutions • Turn messy, real-world audit workflows into scalable AI product specs • Partner with engineers to deploy LLM pipelines, RAG systems, and browser automation into production • Work directly with the auditors at our firm to ensure our tools drive real business impact • Standardize how we modernize traditional CPA firms through technology

• advising corporate leaders with insightful digital strategy • growing client relationships and cultivating new opportunities • overseeing digital consulting teams • optimizing account revenue and profitability • facilitating internal problem-solving and presenting recommendations • understanding and advocating for the client’s needs • providing guidance and oversight to teams • generating big-picture vision and seeing it through to implementation • delivering engagements on time and on budget • coaching, mentoring and managing employees