Product Rollout / Growth
Enterprise Rollout & Early Client Growth
Helped move Finliti from pre-revenue startup operations to a more structured B2B platform with paid pilots, firm onboarding, and enterprise-ready workflows.
Status
Ongoing
- Role
- Product & Content Lead
- Timeline
- January 2023 - Present
- Company
- Finliti
- Scope
- External / Enterprise / B2B
- Audience
- Advisors and enterprise firms
- Industry
- Fintech / WealthTech
- Users / Audience
- Advisors and enterprise firms
- Team collaborators
- CEO, CTO, Developer, Advisors, Firms
- Tools / Platforms
- Client onboarding workflows, Product presentation, Advisor delivery process
- Scope level
- External / Enterprise / B2B
Start
Start
The company was shifting from pre-seed experimentation and manual pilot delivery toward a more productized B2B platform with paying advisors, firm relationships, and enterprise-facing requirements.
Goal
Goal
Support product readiness, client onboarding, and delivery systems that could hold up for paying advisors and firms.
Role
- Onboarding readiness
- Product presentation
- User experience clarity
Scope
This work centered more on coordination, ownership, and delivery support than discrete build outputs.
Team
- CEO
- CTO
- Developer
- Advisors
- Firms
Skills Used
Product rollout, Startup operations, Client onboarding, Implementation support
- Product rollout
- Startup operations
- Client onboarding
- Implementation support
Outcome
- Supported growth from 0 clients/revenue to ~10 advisors across ~4 firms
- Helped turn manual pilot delivery into a more scalable platform model
- Supported paid pilot delivery through monthly and annual plan structure
- Supported early enterprise and annual-plan readiness
- Active advisors
- ~10
- Paid pilot firms
- ~4
- Pricing
- $300/mo or $3,000/yr
Resume
Versions
Short resume version
Helped transition Finliti from pre-revenue startup operations to a more structured B2B platform with advisor and firm adoption.
Long resume version
Supported product readiness, onboarding, and client-facing execution as Finliti moved from experimental B2C and pilot workflows to a more commercial B2B platform with advisor onboarding, annual plan structure, enterprise conversations, and more repeatable delivery systems.
Key skills / ATS keywords
- Product Rollout / Growth
- Startup operations
- Client onboarding
- Enterprise adoption
- Implementation support
Related Projects
Onboarding / Implementation
Advisor Onboarding System Transformation
Moved advisor onboarding from a manual Typeform, Google Sheets, and database workflow into a self-serve Pulse platform flow with Stripe billing, survey setup, and in-platform client communication.
Stakeholder / Strategic
RBC FinSec Incubator Participation
Represented Finliti in the RBC FinSec incubator and engaged with fintech and banking stakeholders during early growth.