Techstars.com
Rebuilt the investor-onboarding dashboard on Salesforce Lightning, fit to the actual product.
Techstars needed to modernize the CRM dashboard behind its investment-onboarding process, built on Salesforce — without just dropping in Salesforce's stock design system and calling it done.
Discover
I interviewed stakeholders, developers, and the PM to understand the product's current status, what onboarding actually required, and which Salesforce framework the team was committed to. I walked the existing org in Object Manager first — objects, record types, and field-level reality — so the flows I designed matched data that already existed rather than data I wished existed.
Define
The team built on Salesforce OmniStudio — OmniScript and FlexCards — which ships with the Newport Design System rather than SLDS. Newport and SLDS are different component sets with different tokens, so I defined how a modified Lightning Design System layer would sit over the OmniStudio components instead of letting the two systems collide mid-flow.
Design
I designed the dashboard, landing page, and supporting wireframes in Figma and Sketch, with Zeplin for developer handoff, so the final product matched how the onboarding team actually worked rather than how Salesforce assumes teams work.
Object Manager
Mapped the onboarding data model before designing a screen — which objects carried the investor record, which fields were required, where record types forked the layout. Design decisions that ignore the schema get rebuilt in the sprint after handoff.
Lightning App Builder
Specified record pages as component compositions and region assignments rather than flat comps, so an admin could rebuild the layout from the spec without a developer.
Flow
Structured the guided onboarding as screen flows — screen order, decision branches, and what happens on an incomplete record — and specified each screen's fields and validation rather than handing over a happy-path prototype.
Techstars shipped a dashboard built around its real onboarding workflow instead of a generic CRM template.
Open to senior product design roles
Remote, US hours — full-time or contract. Happy to walk through the decisions behind any case study here.