Anjelika Tan
Portrait of Anjelika Tan

Anjelika Tan

Product & Platform Generalist | Integrations, Workflows, AI Tools

Product generalist working across integrations, internal tooling, AI-assisted workflows, and platform systems in B2B SaaS.

Experience

Experience

A short career anchor for context. Full role scope and detail live in the resume.

Download Resume

Returning AI Pte Ltd

Product Manager

Working across platform features, integrations, internal tools, and AI-assisted workflows in a B2B SaaS environment.

May 2024 to Present

Great Eastern

Financial Advisor

Built client-facing judgment, communication, and ownership in a regulated, trust-based environment.

Dec 2021 to Jan 2024

Platforms

Platforms and ecosystems I’ve worked across

A quick-glance view of the systems, channels, and platforms I have worked with across product, integrations, and operations.

CRM & data

HubSpot logo
Salesforce logo
Snowflake logo

Channels & social

Meta logo
Instagram logo
LinkedIn logo
X logo
YouTube logo

Commerce & trust

Stripe logo
WooCommerce logo
Trustpilot logo

What I Work On

The kinds of problems I solve

The kinds of product and operational problems I am most useful in.

I am strongest in work that sits between product definition, system logic, and day-to-day operations, especially when the goal is to make something clearer, more reusable, and easier to run.

01

Product systems

I shape product logic across flows, rules, permissions, and edge cases, especially in systems that need to scale beyond one-off requests.

02

Integrations

I work across APIs, webhooks, CRM/data systems, and platform connections to turn external requirements into usable product workflows.

03

Workflow design

I think through how teams and users actually move through a process, then simplify or structure it so the system is easier to operate.

04

Automation

I build and improve repeatable processes that reduce manual work, improve consistency, and make operations easier to manage.

05

Internal tooling

I create tools that help teams work faster, resolve issues more easily, and avoid unnecessary dependency on engineering.

06

AI-assisted product work

I use AI tools to improve specs, planning, prototyping, and workflow quality, especially where they help bridge communication gaps.

07

API and platform capability design

I work backwards from real product and operational use cases to define workflow and integration APIs, including bulk-update capability design.

08

E-Commerce & redemption logic

I have worked on store, transaction, eligibility, and redemption systems where business rules and real-time checks matter.

09

Customer and operational context

My background includes client-facing and advisory work, which helps me stay grounded in real user and business needs.

Selected Work

Three featured case studies

A focused set of projects that show how I approach workflow clarity, platform logic, and reusable product systems.

Supporting Work

Additional work

Broader work across product, integrations, and operations that complements the featured case studies below.

Integrations

  • HubSpot, Salesforce, and Snowflake integrations
  • Social integrations across Meta, Instagram, LinkedIn, X, and YouTube
  • Trustpilot integration
  • Webhook workflow improvements

Operations and infrastructure

  • Widget deployment methods for restricted client environments
  • Translation workflow improvements for dynamic fields and token savings
  • Bulk-update infrastructure for trade-data sync and rewards workflows
  • Internal CS / transaction tooling

Case Study 01

AI-assisted PRD workflow for UX-to-dev handoff

Built an internal AI-assisted PRD workflow grounded in codebase, schema, and design-system context, reducing PM bottlenecks and improving logic quality before engineering handoff.

Cross-functional handoffGrounded AI workflowLogic-heavy features

Used for

Internal workflow design

Impact

Used on logic-heavy features; one implementation moved from a one-week estimate to three days.

Overview

As product work scaled, handoff depended heavily on me translating between leadership, UX, and engineering. Once I also took on more client and operational responsibilities, that became a bottleneck. Direct UX-to-dev handoff looked faster, but business logic and edge cases were often lost, creating rework and too much dependency on PM review before implementation.

What I built

I helped build an internal AI-assisted PRD workflow for the UX team. It was grounded in our GitHub repo, feature-directory notes, AWS schema references, and design-system guidance, and it was designed to ask logic questions first before generating the PRD.

AI workflow design

  • Prompt engineering and iteration
  • Grounded context from repo, schema, and internal docs
  • Retrieval-style setup across internal references
  • Human review before PRD generation
  • Structured markdown output for implementation

Key decisions

  • Grounded the workflow in repo, schema, and design-system context instead of generic prompting
  • Used markdown PRDs because they worked better downstream
  • Added a preview layer so non-engineers could review output more easily

Outcome

The workflow is now used for logic-heavy features. It helped UX validate logic earlier without always waiting on PM availability, improved component reuse, and gave engineering a stronger starting point for AI-assisted implementation.

Proof points

  • In a milestone-reset use case, it surfaced a flaw in start-date logic that delayed rewards while still evaluating all-time data, exposing a design issue early.
  • I also used the same workflow to design, spec, code, and ship a Trustpilot integration to production.

Case Study 02

E-commerce store

Evolved a simple voucher store into the platform’s most-used feature, supporting coin-based redemption, external commerce handoff, API-based eligibility checks, configurable permissions, and fulfilment-aware order logic.

Most-used featureCommerce logicPlatform systems

Used for

Coin-based reward redemption

Proof

High daily redemption volume across clients

What I shaped

Permissions, redemption methods, statuses, refunds, and supporting workflows

Overview

The store began as a simple voucher redemption feature inside the platform, where users earned client-specific coins through actions, CRM-linked events, milestones, social quests, and bulk updates. As client needs expanded, the real challenge became turning a basic voucher flow into reusable product capability instead of letting every new requirement become one-off custom logic.

What I owned

I was involved from the first version and later owned major logic decisions across Stripe, WooCommerce, redemption methods, permissions, statuses, refunds, and supporting workflows. A big part of the role was deciding when a client request should stay custom and when it needed to become reusable platform capability.

How the system evolved

Phase 1Voucher redemption

The store started as a simple voucher redemption flow, mainly for prop trading firms, where users spent platform-earned coins on voucher rewards.

What changed

  • Products were initially voucher-based
  • Access followed a category-first visibility model
  • Users needed category permission before they could see products under it
  • The redemption experience was straightforward, with users receiving voucher codes after purchase

What I shaped

I joined from the first iteration, which gave me a strong view of where the original structure worked well and where it would later become limiting as client needs grew.

Outcome

Over time, the store became the platform’s most-used feature. What started as a simple voucher page grew into a configurable redemption system that could support different reward types, access patterns, eligibility checks, refund rules, and fulfilment-aware workflows on the same foundation.

What I learned

This project taught me that commerce features become much more interesting when the hard part is not payment, but the logic around access, redemption, eligibility, and operations.

Case Study 03

Milestone

Built out milestone from a simple reward flow into a flexible backend engine for coins, XP, roles, approvals, hidden permissions, recurring campaigns, and integration-driven logic.

Rules enginePermissionsBackend systems

Overview

Milestone started as a simple gamification flow for awarding coins and XP when users met certain conditions. Over time, it became much more than a reward feature. As the platform gained access to richer data through integrations, webhooks, bulk updates, and CRM systems, milestone evolved into a flexible rules engine for progression, role assignment, submissions, approvals, resets, and repeatable engagement logic. Importantly, milestone was not always a visible user-facing feature. In many cases, it operated in the background to assign roles, control permissions, and trigger access changes elsewhere in the product.

What I owned

I was involved in milestone from the beginning and shaped it across its full evolution. That included core condition logic, reward behavior, role assignment, progression models, approval flows, user-facing rule phrasing, resets, start dates, and newer urgency mechanics such as limited redemption windows. It was one of the systems that came most directly out of my hands.

Core capabilities

Milestone became useful because it could combine product rules, external data, hidden backend logic, and user-facing progression in the same system.

Data-driven conditions

As integrations expanded, milestone stopped depending on in-platform actions alone and became a broader rules layer that could react to external signals.

  • Used custom fields and external system data as milestone conditions
  • Enabled reward logic from CRM, webhook, and bulk-update data
  • Supported use cases where users were rewarded when tracked business events occurred

Rewards and role logic

Milestone eventually supported tiers, access changes, and backend control, not just visible reward mechanics. I also used hidden milestone logic to award regional roles that determined access to the store.

  • Awarded coins and XP when conditions were met
  • Added role assignment, removal, and overwrite behavior
  • Enabled hidden milestones that ran purely as backend permission logic

Progression models

Different campaigns needed different progression behavior, so milestone had to support both sequential and independent completion models without assuming one default structure.

  • Added progressive logic where later stages stayed locked until earlier ones were cleared
  • Added non-progressive logic where tasks could be completed independently
  • Supported more flexible campaign structures such as multi-platform review actions

Submission and approval workflows

This pushed milestone beyond automated tracking and into hybrid workflows where platform logic and operational review had to work together.

  • Added support for text and image submissions
  • Allowed required fields and admin-configured submission instructions
  • Added approval and rejection workflows for actions that could not be validated automatically
  • Introduced custom conditions around review-based milestone handling

Recurring and urgency mechanics

As milestone grew more complex, it also had to become easier to understand and more reusable over time, especially for recurring engagement and time-based reward behavior.

  • Improved user-facing condition phrasing without changing admin setup logic
  • Added start-date and reset logic for recurring milestone use cases
  • Added limited-redemption windows to create urgency and support repeatable engagement loops
  • Used milestone as the basis for the Trustpilot review flow once completion conditions were met

Outcome

Milestone grew from a simple reward mechanic into one of the platform’s most flexible backend systems. It powered coins, XP, role assignment, approvals, hidden access control, recurring campaigns, and integration-driven rewards. In practice, it became just as important as the store and, in some ways, more widely used because it controlled the logic behind how progression, access, and reward behavior worked across the product.

What I learned

This project taught me that gamification becomes much more powerful when it stops being about points alone and starts acting as a reusable system for progression, permissions, behavior, and structured business logic.

Contact / Resume

Get in touch or download the resume

If you are hiring for a thoughtful early-career generalist with hands-on experience in technical product work, operational systems, and cross-functional execution, I would love to connect.