Claudia Gonzalez

MILOOLO

Miloolo.com

Current

Founder | Builder

Building Miloolo: a personal operating system that helps households manage every dimension of life — schedules, home maintenance, vehicle service, health, finances, and personal growth — in one unified, AI-augmented platform.

• Multi-tenant SaaS platform serving families with real-time collaborative dashboards
• Enterprise-grade security: Row-Level Security (RLS), role-based access control, tenant data isolation
• Subscription billing with Stripe integration and automated lifecycle management
• Task prioritization and scheduling engine via serverless Edge Functions
• Calendar federation supporting iCal/ICS sync from external providers
• AI Schedule Optimizer and automated reminder pipeline
• 9 integrated life domains tracked per user; sub-second dashboards across 20+ data sources
• Stack: React · TypeScript · Supabase (PostgreSQL) · Edge Functions · Stripe · REST APIs
• Full product lifecycle ownership: research, UX, architecture, implementation, launch

ALLVUE SYSTEMS

04/2022 – 09/2024

Account Executive

• Managed top-tier Fund Administrators with $1B–$110B in Assets Under Administration
• 100% client retention across strategic top-tier accounts
• Grew key account revenue by 50%, from $1M to $1.5M within 8 months
• Identified new business opportunities and drove additional revenue within existing accounts

FINLYNC

05/2021 – 03/2022

Director, Product Marketing

• Steered company-wide thought leadership for treasury and finance; shaped product marketing strategy
• Partnered in pre-sales; refined demo scripts and presented technical solutions to enterprise prospects
• Broadened total addressable market from Fortune 500 to alternative asset managers
• Lead moderator, Treasury Technology webinar (Strategic Treasurer; panel with Workday & Citrix)
• Lead educator, TMA St. Louis — accredited 1.2 CTP/CCM credits by the AFP
• Featured expert contributor, Forbes Council

ALLVUE SYSTEMS

08/2020 – 04/2021

Senior Solution Engineer

• Selected to deliver company-wide training for 600 employees; video used in new-hire onboarding
• Product support across the sales cycle for Private Capital investment firms
• Deep understanding of prospect requirements, industry drivers, and competitive differentiators

KYRIBA CORPORATION

07/2019 – 07/2020

Senior Solution Engineer

• Discovery, demos, workshops, gap analysis, and closing support for Fortune 500 and PE firm deals
• SME-led marketing webinars and workshops to generate leads
• Kyriba consulting partner brought in-house full time

ADVISOR TRANSLATION, LLC

2013 – 2020

Financial Services Consulting

• Kyriba consulting partner for Solutions Engineering outsourcing
• Advised firms on local Latin market strategies
• Published in Journal of Financial Planning (Oct 2017): "Grow Your Practice by Serving the Spanish Speaking Market"
• Co-translated a personal financial planning book written by a Certified Financial Planner
• Registered Investment Advisor, New York State

FINANCIAL MANAGEMENT CONCEPTS

Orlando, FL

01/2015 – 04/2017

Trading Operations Manager

• Led research, analysis, and weekly Investment Committee presentations for an RIA with $120M AUM
• Delivered investment advice with Financial Planners — trading, tax, and gifting strategies
• Managed cash flow requirements including deposits, transfers, and required minimum distributions

REVAL INC.

New York, NY & Hong Kong

09/2008 – 09/2013

Account Manager · Business Development · Solution Consultant

• Managed $1.5M+ in contract value across Southeast and Mid-Atlantic territory; 93%+ retention
• 300% client contract upsell by matching offerings to client needs
• Led APAC pre-sales expansion from Hong Kong; built the region-specific solution consulting process
• Prepared and led demos and executive briefings for Fortune 500 companies and mid-tier banks