Sales Navigator

Empowering sellers to automate workflows and save time

In my role as Principal Designer, I led a design team of five to build a cohesive sales vision that aligns with our strategic goals (i.e. empowering SMBs) while working closely with leadership to accelerate the product development.

With and emphasis on team cohesion and communication, I ensured our innovative design solutions were delivered efficiently and effectively, driving our projects forward and achieving successful outcomes (i.e. MSFT integration: ~$135M in FY26 bookings opportunity).

Time on project: 1yr
Focus area: AI, Sales

Sales Agent

In the Seller Agent project, we envisioned empowering every seller with their own virtual assistant. This innovative tool functions as an Automated Prospector, akin to a "Virtual SDR," that schedules meetings with qualified leads while sellers focus on other priorities. Additionally, it operates as an AI Chief of Staff, ensuring sellers are always prepared and informed, acting as a trusted advisor to their buyers.

By streamlining the lead generation process and enhancing seller readiness, the Seller Agent aims to transform how sales professionals engage with prospects, ultimately driving better outcomes and fostering stronger relationships. This project highlights the potential of AI to revolutionize sales workflows, making them more efficient and effective.

Copilot for Sales (+ LinkedIn)

In the MSFT Copilot for Sales and LinkedIn Sales Solutions project, we focused on integrating AI chatbot capabilities for Meeting Preparation and Key Notifications, identified as top customer requests.

This integration aimed to enhance customer experience by embedding LSN in familiar productivity tools like Teams, Outlook, and Calendar, increasing the value of Sales Navigator licenses. Additionally, we explored a bundling solution to leverage Copilot for Sales' growing user base of 400k weekly active users. In return, LinkedIn provided exclusive access to profile data through APIs, enriching the AI-driven sales experience and demonstrating the power of seamless integration.