Tax Shield
Optima Tax, 2017 to 2019. Director, Product.
A subscription that watches a client’s IRS account and flags trouble early. It launched as the Protection Plan and is sold today as Optima Tax Shield.
What I did
- Architected the subscription model and ran the launch end to end.
- Rebuilt it in 2019, which lifted enrollment 64%.
What happened
$1.5M in year one at 2.5% churn, and a 64% enrollment jump after the rebuild.