Philip Taylor

About Philip Taylor

I lead onboarding and activation for a growing B2B SaaS company in the restaurant technology space, working at the intersection of product, data, and operations.My focus is building scalable, data-informed systems that make cross-team work more efficient and transparent. I develop Python-based automations and data pipelines that connect Salesforce, Jira, Slack, and internal APIs, helping reduce manual work and maintain alignment across teams.I’ve helped improve customer activation rates and supported the launch of new product lines—including POS, KDS, and Kiosk—by creating the processes and data flows needed to make those rollouts smooth and measurable.My background combines hands-on technical development with cross-functional collaboration. I enjoy simplifying complex systems, building practical tools, and enabling teams to make better, data-driven decisions.

Experience

1. Head of Smb Onboarding

   Otter

   Jul 2023 — Present · Los Angeles, CA, US

   Constantly developing Python-based automations and API integrations (Salesforce, Jira, Slack, Google Drive) to align data, streamline workflows, and eliminate manual tasks.Maintaining close partnerships with product, engineering, and data teams to design and implement automations that connect customer setup with product workflows.Driving onboarding and activation improvements that increased customer activation from 45% to 90% within 30 days, based on measurable usage and setup benchmarks.Supporting the rollout of new SaaS products—including POS, KDS, and Kiosk—by building onboarding processes, data flows, and performance tracking frameworks.Currently managing a medium sized onboarding organization (3 leads plus BPO teams) focused on scalable implementation and data integrity across systems.

Education

• University of Delaware

  Bachelor of Science (BS), Lerner College of Business and Economics

Skills

• Financial Modeling
• Customer Service
• Strategic Planning
• Forecasting
• Enterprise Software
• Networking
• Social Media
• Microsoft Word
• Analysis
• Data Analysis
• Troubleshooting
• Project Management
• Risk Management
• Powerpoint
• Microsoft Excel
• Employee Benefits
• Microsoft Office
• Process Improvement
• Budgets
• Technical Support
• Business Analysis
• Leadership
• Financial Analysis
• Investments