Toronto, Ontario, Canada
👋🏼 Hey! I'm Song - a former management consultant turned product manager. Starting my career in consulting taught me foundational skills, challenged me to solve ambiguous problems, and exposed me to brilliant cross-functional leaders to learn from across diverse industries. The pivot to product came because I was drawn in by the opportunity to apply my strategic thinking in a more tangible way, building accessible products to simplify complex domains for the average person. Outside of work, you can find me with a book in hand (currently Multipliers by Liz Wiseman), learning how to ski as an adult, or practicing my Mandarin & Spanish.
The greatest generational wealth transfer in history is happening right now, and the systems families rely on to navigate it are fragmented and out of date. ClearEstate's tech-powered platform is modernizing Will creation and estate planning - making it more transparent, efficient, and accessible for all. Backed by leading Canadian investors including OMERS Ventures, Diagram Ventures, and National Bank of Canada.
AI Virtual Assistant - Canadian Bank - B2C: Defined and executed a multi-year product roadmap to transform the bank's self-serve capabilities and decrease contact centre call volume by introducing new chat topics and banking features within chatbot (web, iOS and Android mobile apps). Social Program Platform Redesign - Public Service Agency - B2C: Led design and build of front-end features for a refreshed national platform that allows Canadians to apply for and receive financial benefits, acting as key liaison in a complex government stakeholder environment that required balancing UX with legal and regulatory needs. Product Discovery - Internet Marketplace Startup - B2B2C: Designed and executed a user research plan, including user interviews and surveys, to identify ideal customer profiles (ICP) and subsequent go-to-market (GTM strategy) for a new marketplace offering.
Experience in strategic assessment, operating model design, and business process optimization projects across the retail, healthcare, tech, utilities, and financial services industries. Analyst - Nov 2019 to Dec 2020 Senior Analyst - Dec 2020 to Nov 2021
Led a team of 5 TA's responsible for ensuring students got back graded exams and case study assignments quickly and with constructive feedback for learning.
Supported digital transformation in the Global Wholesale Operations division (design & implementation of an automated reconciliation software).