Starting in public accounting (an odd start for sure) and gaining his CPA license, Jeff moved to Riskalyze where he served first as Director of Support. Two years in, he also took on starting a CSM team from scratch and then the Onboarding team to coordinate the customer journey from sales into perpetuity. These teams were spread across two states and doubled the team each year from zero to over 30. Joining RightCapital, He launched their Customer Success program, raised Gross Retention by 5%, cut delinquent churn in half, and operationalized the customer journey.
Most of all, Jeff wants a positive and inviting future for leaders. We all had to start somewhere — as this world continues to evolve, it should be for the good of mankind.