Account Type**** *******Account Owner******* ********Account Opps/Deals******** *******Closed Won • Feb 25***K $Closed
******** ******Worked in execs roles at *** together from 2021-2024****** ******Worked in the same department at *** together from 2021-2024
Advice Financial PlanningCustomer Success ManagerSep 22 - PresentCoverCustomer Success ManagerSep 22 - PresentMenora Mivtachim GroupFinancial Customer Retention ManagerNov 15- Jul 20
Rob RuizCustomer Experience CoordinatorView Profile, Rob RuizMichael CarlinCustomer Experience And Process Automation Account ExecutiveView Profile, Michael CarlinMark GouldSenior Technical Customer Success Manager Enterprise AccountsView Profile, Mark Gould