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Dave Klein

Designs

Leading AI-First Accounting

Leading AI-First Accounting

Designed an AI-assisted flux analysis workflow for Meta's Close Platform, enabling accountants, finance directors, and executive leaders to review, edit, and validate AI-generated summaries directly in context. The result reduces more than 12,000 hours of annual manual work while giving the CFO and CAO real-time insight into overall financial performance.

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Leading an AI-First Mobile Vision

Leading an AI-First Mobile Vision

Led a cross-functional team to reimagine Salesforce Mobile with an AI foundation and present a vision to the Product EVP. The result showcased agent-powered workflows, transforming dozens of taps into a single, voice-based interaction to increase productivity.

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Designing and Self-Publishing a Photography Book

A personal project combining photography and Swiss-inspired graphic design into a self-published book, from Figma layouts and print production to Blender 3D renders. Sold 41 copies in the first few months.

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Leading the Einstein Copilot Launch

Led the design team to ship Einstein Copilot (Agentforce), Salesforce's systemwide conversational AI assistant, across desktop and mobile for Sales, Service, Marketing, and Commerce Cloud. Introduced a new release operating model that gave leadership continuous visibility into progress and eliminated end-of-sprint surprises.

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Leading the Mobile Builder Team

Leading the Mobile Builder Team

Led a cross-functional team to reimagine how Salesforce customers build mobile applications, uniting three platform pillars under a shared vision. Delivered a working prototype in a two-month sprint that set the foundation for a product projected to generate $100 million in revenue over five years.

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Leading the Salesforce Mobile App Platform Redesign

Leading the Salesforce Mobile App Platform Redesign

Led the complete platform redesign of the Salesforce Mobile App by rethinking information architecture, introducing native components, and partnering with Apple's Enterprise Lab. The result was growing to 1 million daily active users, a 30% increase in engagement, and an App Store rating that rose from 4.1 to 4.7 stars.

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