Sadhvi Sharma

Portfolio

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Résumé

Staff Product Designer · Fintech · Enterprise · AI

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Key Impact

$1M → $500M
AUM managed through the platform
Shaped 3 financial platforms from vision → launch, supporting growth from $1M to $500M AUM.
545
Financial advisors
Built for advisors managing 1,000+ ultra-high-net-worth (UHNW) client relationships and $10M–$60M+ portfolios per advisor.
0 → 15+
Enterprise firms
Took the platform from 0 → 15+ firms through new product bets, customer partnership, and iterative execution.
78% ↓
Support tickets
Redesigned JioMoney's self-service experience through qual + quant research, reducing support demand by 78%.

Experience

May 2026 – Present

Cubby Enterprise

Staff Product Designer

PropTech · AI · Seattle, Remote

Leading Voice AI for Collections, automating delinquent-tenant calls through workflow-driven experiences; Voice AI has recovered $77K, saved 57+ hours of human work, and achieved an 80% success rate. Leading two core AI initiatives for Communications, working directly with engineers to prototype and ship in the codebase using Claude to build workflows, pushing PRs for UI fixes, and staying hands-on from product direction through production. Building an in-app AI assistant extending Cubby's MCP connector, bringing conversational access to product capabilities directly into the user experience.

Voice AIAI Product DesignDesign in CodeMCP / Agentic AI
Jul 2022 – Apr 2026

Opto Investments

Lead Product Designer

Fintech · RIA Finance Management · Remote

Founding sole design leader - set vision and quality bar for CIO, Advisor, and Investor Portal from zero to launch, scaling from $1M to $500M AUM. Took bold product bet on Radar app from vision through enterprise sales. Designed in code (vibe coding with Claude, FigmaMake, HTML/CSS/JS). Drove 0→545 users completing complex agreement workflows in-app through qual + quant research. Grew enterprise adoption from 0 to 15+ firms.

0→1Design SystemsAI & Vibe CodingMixed-Methods Research
Aug 2020 – May 2022

Round Feather, Inc.

Senior Product Designer

Product Consultancy · San Diego, CA

Owned consumer product design for Paven App - Meta's internal personal finance tool ($7–8M valuation). Applied "Design for Human" framework. Shipped product website in 48hrs as sole contributor. 24% user growth v1→v3, 50% of Deloitte coaching booked via Paven.

Consumer Finance0→1Qualitative Research
Jun – Aug 2019

BCG Digital Ventures

Experience Designer

Innovation Studio · New York, NY

Strategic innovation sprint for MetLife - took bold design vision for Financial Wellness platform, scoped phased strategy targeting 5× revenue growth and 29,000 new customers over 6 years. Influenced outcomes through executive-level design presentations applying behavioral finance frameworks.

InsurTechFinancial WellnessExecutive Comms
Feb 2017 – Jul 2018

Reliance Industries · JioMoney

UX/UI Design Lead

Fintech · Bangalore, India

Led mixed-methods research for 10M+ users - qual interviews + quant ticket and funnel data. Self-service redesign drove 78% reduction in support tickets and lifted Play Store rating from 3.1→4.3★. Managed coordination across 15+ R&D projects.

Consumer FintechMixed-Methods ResearchSelf-Service UX
Sep 2015 – Feb 2017

Wingify · VWO

UI/UX Designer

B2B SaaS · New Delhi, India

Improved UX and business metrics for VWO - global A/B testing platform with 6,000+ customers and $20M ARR - through data-driven iteration in an Agile environment.

B2B SaaSA/B TestingAgile
Jul 2014 – Sep 2015

Tata Consultancy Services

Developer & UI/UX Designer

Technology Consulting · New Delhi, India

Designed in code - shipped cross-platform Unity 3D simulator (Android, iOS, desktop) using Java and C#. Led 25 trainees in UI animation.

Design in CodeUnity 3DMentorship

Education

2018–2020

Parsons School of Design

MS Strategic Design & Management

New York · Dean's Merit Scholar · GPA 3.9 · 1st Prize, Best Sustainable Product Design

2016

CareerFoundry

UX Design Program

Professional Certification

2011–2014

University of Delhi

BS Computer Science

India

Skills & Competencies

Design Leadership

Design Vision & Bold Thinking Zero-to-One Product Design Design Systems Architecture High Craft & Prototyping Phased Execution Planning Cross-functional Leadership Executive Communication

Research & Strategy

Mixed-Methods Research Qualitative User Interviews Usability Testing Funnel & Quantitative Analysis Behavioral Finance Frameworks Consumer Finance Platforms Fintech · RIA · Private Wealth

AI & Technical

LLM Prompting & AI Integration Vibe Coding / Design in Code Figma · FigmaMake · Claude Code HTML · CSS · JavaScript Python (fundamentals) Java · Unity 3D Data Analysis · Agentic AI