Product Design and User Experience
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Solar Sales and CRM

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All the photos in this template are taken by the talented photographer Akos Major.

Solar sales experience and customer relationship management

Mosaic's installer portal, where solar installer sales reps could manage all of their Mosaic Home Solar Loan customers, was initially built in a week-long hackathon. It was very functional for the first reps on the platform, but as we turned our focus to building brand loyalty and driving more home solar loan sales, a truly stellar sales rep experience became even more important.

I worked with the leadership, sales, marketing, product, and engineering teams to first map out the entire sales rep journey from meeting the customer to closing the loan. Then I collaborated with each team to identify areas of improvement, and optimized everything from the customer-facing marketing collateral to the installer portal and resources.