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Paul Marsh Location
Calgary, AB, CA
Paul Marsh Work
Head of Internal Systems Architecture @ (May 2025 - Present)
Director, Business Operations @ (September 2023 - May 2025)
Senior Manager, Customer Success @ (September 2022 - September 2023)
Manager, Customer Success @ (December 2020 - September 2022)
Manager, Private Label Client Service @ Shareworks by Morgan Stanley (October 2016 - December 2020)
Lead, Operational Design and Effectiveness @ Shareworks by Morgan Stanley (December 2015 - October 2016)
Technical Lead, Customer Success @ Shareworks by Morgan Stanley (October 2014 - December 2015)
Customer Success Manager @ Shareworks by Morgan Stanley (May 2012 - October 2014)
Enterprise Risk Analyst @ (September 2011 - May 2012)
Financial Analyst @ (October 2010 - September 2011)
Accountant @ Gienow Windows and Doors (November 2009 - October 2010)
Paul Marsh Education
Mount Royal University
Bachelor of Business Administration (B.B.A.) (Accounting)
Paul Marsh Skills
Account Reconciliation
Agile Leadership
Agile Methodologies
Agile Project Management
Ai automations
Analytical Skills
Anti-Money Laundering
Business Process Improvement
Business Relationship Management
Change Management
Churn Management
Creditor insurance
Cross-functional Team Leadership
Customer Service
Customer Success
Equity Valuation
Equity administration
Gainsight
Incident Management
JIRA
KPI Implementation
Key Metrics
Knowledge Management
Large-scale Projects
Leadership Mentoring
Lean Six Sigma
Long-term Vision
Microsoft Excel
Microsoft Office
ODE
Operational Efficiency
Operations
Operations Management
Organizational Development
Organizational Leadership
PMO set-up
People Management
Post-Sales
Presentations
Process Engineering
Procurement
Product Adoption
Product Road Mapping
Professional Services
Project Management
Project Management Office (PMO)
Project Planning
Project Plans
Rapid Growth
Rapid Process Improvement
Release Management
Remote Team Management
Revenue & Profit Growth
SQL Report Writing
SaaS Sales
Scalability
Service Delivery
Splunk
Strategic Leadership
Strategic Planning
Strategic Relationships
Strategy Implementation
Support Documentation
Team Building
Team Leadership
Team Management
Team Performance
Written Communication
Paul Marsh Summary
Paul Marsh, based in Calgary, AB, CA, is currently a Head of Internal Systems Architecture at Neo Financial. Paul Marsh brings experience from previous roles at Neo Financial, PartnerStack, Absorb Software and Shareworks by Morgan Stanley. Paul Marsh holds a Bachelor of Business Administration (B.B.A.) in Accounting @ Mount Royal University. With a robust skill set that includes Account Reconciliation, Agile Leadership, Agile Methodologies, Agile Project Management, Ai automations and more. Paul Marsh has 1 emails and 1 mobile phone numbers on RocketReach.
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