Jacob Paez Email & Phone Number
Account Director @ Duncan Solutions
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Jacob Paez Location
- Boston, MA, US
Jacob Paez Work
- 2025 -now Account Director @
- 2023 -2025 Customer Success Manager and Account Manager Consultant @ Bluenest Real Estate (FinTech - SaaS)
- 2022 -2022 Customer Success and Strategic Account Manager @ Cross River - PeerIQ (FinTech-SaaS)
- 2021 -2022 Customer Success and Implementation Manager @ SS&C – Intralinks (FinTech-SaaS)
- 2018 -2018 Customer Success, Engagement and Operations Manager @ Santander Bank, N.A. (Protiviti)
- 2016 -2017 Senior RFP Response Manager and Project Manager and Global Operations Account Manager @
Jacob Paez Education
- Drexel University
Master of Science - MS (Data Science)
2019-2020 - Cambridge College
Bachelor's degree (Management Studies)
2013 - The Interaction Design Foundation
Certificate (Human Computer Interaction (aka User Experience or UX))
Jacob Paez Skills
- Implementation Plans
- Attention to Detail
- Customer Interaction
- Upselling
- Strategic Accounts
- Reasoning Skills
- Product Knowledge
- Voice of the Customer
- Project Plans
- Customer Base
- Active Listening
- Storytelling
- Contract Negotiation
- Interpersonal Skills
- CSM
- Technical Communication
- Key Metrics
- Partner Relationship Management
- Consultation
- Creative Problem Solving
- Customer Advocacy
- Investor Relations
- Interpersonal Communication
- Google Workspace
- Business Reviews
- Technical Proficiency
- Technical Enablement
- Enablement
- Client Services
- Client Communication
- Customer Presentations
- Conflict Resolution
- Oral Communication
- Strategic Planning
- Customer Retention
- Key Accounts
- Sales Processes
- Business-to-Business (B2B)
- Microsoft Office
- Management
- Problem Solving
- Customer Experience
- Project Management
- Business Development
- Analytical Skills
- Marketing
- Sales
- Finance
- Marketing Strategy
- Customer Relationship Management (CRM)
- Product Management
- Retail Banking
- Start-up
- User Experience (UX)
- Data Science
- Data Analysis
- Data Mining
- Information Technology
- Microsoft PowerPoint
- Microsoft Word
- Software as a Service (SaaS)
- Python (Programming Language)
- Microsoft Excel
- Team Building
- Time Management
- Customer Service
- Teamwork
- Training
- Presentations
- Business Relationship Management
- Employee Training
- Cross-functional Team Leadership
- Leadership Development
- Communication
- Process Improvement
- Customer Satisfaction Research
- Customer Experience Management
- Data Analytics
- Salesforce.com
- Collaboration Tools
- Salesforce
- Leadership
- Social Media
- Data Management
- Product Cost Analysis
- Start Ups
- Business Analysis
- Product Analysis
- Business Strategy
- Product Development
- Analysis
Jacob Paez Summary
- Jacob Paez, based in Boston, MA, US, is currently a Account Director at Duncan Solutions. Jacob Paez brings experience from previous roles at Bluenest Real Estate (FinTech - SaaS), Cross River - PeerIQ (FinTech-SaaS), SS&C – Intralinks (FinTech-SaaS) and Santander Bank, N.A. (Protiviti). Jacob Paez holds a 2019 - 2020 Master of Science - MS in Data Science @ Drexel University. With a robust skill set that includes Implementation Plans, Attention to Detail, Customer Interaction, Upselling, Strategic Accounts and more. Jacob Paez has 1 emails and 2 mobile phone numbers on RocketReach.
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