Design Management Highlights: PitchBook

My Work

PitchBook is one of the leading financial data platforms in the world. Our customers shape the global economy. I approach my work as the UX Manager through the following lenses:

Strategy

I helped lead a couple of key initiatives that have a large impact on PitchBook. One relates to a partnership we recently announced with RSRCHX to provide a library of financial industry research to our customers, which is one of their biggest requests. The other centers around an initiative to take over a large third-party data set and integrate it into the platform. My designers were involved in every step of the way with both efforts.

Situational Leadership
I support my team by leading with empathy and adjusting my management style to fit their needs.

Systems Thinking
Lead designers to consider how their work impacts the entire PitchBook ecosystem, our customers, and our business goals.

Design Culture
Building out design culture is something I love to do. At PitchBook I redesigned many of the key processes impacting designers' day to day work and happiness. These efforts include:

  • Updating our hiring process.
  • Redesigning our on-boarding process to bring structure to the first 90 days of employment.
  • Changing the way design critiques run so that they focus more. on the problems being solved and less on personal preferences.
  • Mentoring designers' career aspirations.
  • Teaching my teammates to challenge their thinking.
  • Spearheading the effort to create a design system.

Sample Projects

Many of the projects I am working on I cannot discuss. Below you will find a few I oversaw, as well as a high-level version of one currently in progress. You can also read their press releases here: