Research, Content Writing & Podcast Features in Fintech

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Illustration by Bench Accounting.

Overview

Role: Lead Client Researcher

Timeline: 2020 - 2021

Tools: Contentful, Google Workspace, Jira, Tableau,
Salesforce, Confluence, Zoom

Before becoming a UX Designer, I supported thousands of small business owners at Bench Accounting - a B2B fintech startup that provided bookkeeping, financial reporting, and tax-filing services.

It was in this role that I learned to approach problems with a human-centred lens, collaborate with stakeholders across the company, and conduct research to provide deliverables under tight deadlines. 

Below are some of the works proudly completed during my time - including blog content, podcast features, and articles about our team's successes.

Bench Blog Articles

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EIDL is Back: What You Need to Know
 

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How to Review Your EIDL Application Status

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What is the PPP Direct Forgiveness Portal: A Simple Guide
 

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A Guide to SBA 7(a) Loans for Small Businesses
 

Podcast Features

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Square: Paying it Forward - S1:EP3
What is Payroll & Why does it matter? 

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Square: Paying it Forward - S1:EP5
Why Profit & Loss Matters for Small Businesses

Impact

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BetaKit: Bench Re-hires Workers as Sales Rebound Following Shift to Helping US Businesses with Covid Relief

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The PPP Challenge: How Bench and BlueVine Solved It

Want to work together?

Get in touch for opportunities, or just to say hi 👋

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