Katie Palermo

Katie Palermo

l
Inspiring customer-centered experiences
through strategic thinking + empathy + positive attitude

Katie at a glance
🧭  Experience: 10+ years in UX Research & Strategy
🌍  Location: Brooklyn, NY | U.S. Citizen
💼  Methodologies: Research Strategy | Design Thinking | Mixed-Methods Research | Service Design | Team Enablement | Process Refinement |Omni-channel positioning
🧠  Industries: SaaS | Finance | Retail | Agency
💬  Languages: English (Native)
🏆 Certifications: Design Thinking Certificate | Collaborative Discussion Coach

Katie at a glance
🧭  Experience: 10+ years in UX Research & Strategy
🌍  Location: Brooklyn, NY | U.S. Citizen
💼  Methodologies: Research Strategy | Design Thinking | Mixed-Methods Research | Service Design | Team Enablement | Process Refinement |Omni-channel positioning
🧠  Industries: SaaS | Finance | Retail | Agency
💬  Languages: English (Native)
🏆 Certifications: Design Thinking Certificate | Collaborative Discussion Coach

I translate complex challenges into actionable insights that influence product and business impact. I’m passionate about efficiency by creating scalable internal processes and bring a blend of rigorous product management, clear stakeholder communication, and team alignment—fueled by energy and optimism.

l
Inspiring customer-centered experiences
through strategic thinking + empathy + positive attitude

Katie at a glance
🧭  Experience: 10+ years in UX Research & Strategy
🌍  Location: Brooklyn, NY | U.S. Citizen
💼  Methodologies: Research Strategy | Design Thinking | Mixed-Methods Research | Service Design | Team Enablement | Process Refinement |Omni-channel positioning
🧠  Industries: SaaS | Finance | Retail | Agency
💬  Languages: English (Native)
🏆 Certifications: Design Thinking Certificate | Collaborative Discussion Coach

I translate complex challenges into actionable insights that influence product and business impact. I’m passionate about efficiency by creating scalable internal processes and bring a blend of rigorous product management, clear stakeholder communication, and team alignment—fueled by energy and optimism.

Portfolio examples

Challenge:

  • Design requirements were not being surfaced until after design sprints had begun in a SAFe Agile environment


Method:

  • Listening tour


Findings:

  • Identified fragmented internal processes

  • Identified what each team needed at which stage


Actions:

  • Mapped out both the happy path and standard path for current processes


Business Impact:

  • Reduced significant risk by identifying

  • Created opportunity for cross-functional teams to work together

  • Piloted new ways of working

  • Increased transparency

  • Brought the right people together at the right time

  • Reduced organizational risk.

Challenge:

  • New leadership in a cross-functional siloed environment where the audience and their needs had not been clearly defined by the previous leadership


Method:

  • Deployed an "I wish I knew" (IWIK) survey to stakeholders and leadership


Findings:

  • Identified critical knowledge gaps among key stakeholders


Actions:

  • Created case-study style one page report on studies and facilitated

  • Identified areas of opportunity


Business Impact:

  • More informed decision-making

  • Opened communication between siloed teams

Concept Creation and Validation

Concept Creation and Validation

Challenge:

  • Processes were not understood by relevant teams


Method:

  • Service design

  • Listening tour

  • Workshop facilitation


Findings:

  • There is no standard sales/onboarding process

  • Identified what each team needed at which stage

  • Synthesized sales team challenges


Actions:

  • Mapped out API sales process

  • Facilitated stakeholder concept strategy

  • Built out 20+ concepts

  • D/F/V scoring with key stakeholders


Business Impact:

  • Documented FAQs that aided Sales teammates, creating standardization

  • Iterated on internal/external tools to aid in sales

Challenge:

  • Processes were not understood by relevant teams


Method:

  • Service design

  • Listening tour

  • Workshop facilitation


Findings:

  • There is no standard sales/onboarding process

  • Identified what each team needed at which stage

  • Synthesized sales team challenges


Actions:

  • Mapped out API sales process

  • Facilitated stakeholder concept strategy

  • Built out 20+ concepts

  • D/F/V scoring with key stakeholders


Business Impact:

  • Documented FAQs that aided Sales teammates, creating standardization

  • Iterated on internal/external tools to aid in sales

"I know when I give Katie a challenge or a task, it's going to get done"

"I know when I give Katie a challenge or a task, it's going to get done"

  • - Jacqueline Lance,

  • Director of User Experience, City National Bank

- Jacqueline Lance,

Director of User Experience, City National Bank

Brands I have partnered with

Get to know Katie

Get to know Katie's Work

© 2024–2026

All Rights Reserved