Focus: Account Planning & AI Agents
Role: Lead Product Designer
Date: 2024–present
Clari helps revenue teams understand the people behind complex accounts. I designed the relationship-mapping experience that made a high-stakes workflow legible without turning it into another dense CRM view.
I'll focus on a core piece of the initiative and a strategic customer commitment which was relationship mapping inside Clari.
The delivery target was July 31. We could not ship every collaboration and customization request without putting the core workflow at risk. I worked with the product manager, engineers, and a strategic customer team to define the smallest version that would let account teams create, inspect, and maintain a reliable buying-group map.
The hard design problem was scale: the canvas needed to remain understandable when an account contained hundreds or thousands of contacts. I prioritised progressive disclosure—search, filters, zoom, collapse/expand, and inline edits—over a richer first-release collaboration layer. That tradeoff made the MVP usable on day one while keeping a clear path for multi-user workflows later.
I facilitated the scope conversations, translated customer scenarios into interaction principles, and paired with engineering on the behaviours that could ship by the deadline. Product and customer-facing partners validated that the first release supported real account-planning work rather than a static org chart.
The July 31 release delivered a focused relationship-mapping foundation: account teams could build and maintain buying-group views, search and filter large hierarchies, and keep core contact information in sync with Clari. Follow-on investment expanded the experience into a broader people-service foundation.
I cut real-time collaboration.
The alternative was cutting scale handling, and that was the wrong trade.
A map that two people can edit simultaneously but that collapses at 400 contacts is a demo. A map one person can maintain and that stays legible at x contacts is a tool.
Enterprise account teams have one owner per account; concurrent editing was a nice-to-have wearing an urgent costume.
Delivered the July 31 MVP, giving account teams a decision-ready relationship view to create, inspect, and maintain buying-group maps while keeping large hierarchies legible.
I'm also involved in redesigning the whole mobile ecosystem & agentic interactions inside Clari.
