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Clark Richards Location
Raleigh, NC, US
Clark Richards Work
2025 -now Vice President of Client Success @
2023 -2025 Principal Customer Success Manager, Enterprise @
2022 -2023 Director, Key Accounts @
2018 -2022 Associate Vice President - Client Success Manager @
2013 -2018 Associate Vice President - Service Team Manager @
2011 -2013 Operations Associate @
2011 -2011 Account Manager @
Clark Richards Education
Elon University
BA (Economics, Sport & Event Management)
Clark Richards Skills
Cold Calling
Sales
Product Support
Account Reconciliation
Coaching
Financial Services
Management
Customer Service
Customer Relationship Management (CRM)
Portfolio Management
Investments
Data Analysis
Financial Analysis
Microsoft Excel
Leadership
Zendesk
Performance Measurement
Performance Reporting
Clark Richards Summary
Clark Richards, based in Raleigh, NC, US, is currently a Vice President of Client Success at Advyzon . Clark Richards brings experience from previous roles at Juniper Square and Envestnet, Inc. Clark Richards holds a BA in Economics, Sport & Event Management @ Elon University. With a robust skill set that includes Cold Calling, Sales, Product Support, Account Reconciliation, Coaching and more. Clark Richards has 2 emails and 1 mobile phone numbers on RocketReach.
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