Associate Customer Success Manager @ (February 2018 - January 2019)
Brokerage Operations @ (October 2015 - January 2018)
Senior High Net Worth Specialist @ (December 2013 - October 2015)
High Net Worth Service Representative @ (December 2012 - December 2013)
Financial Representative @ (May 2012 - December 2012)
Zach Jackson Education
The University of Texas at Dallas
Bachelor's degree (Finance)
2009-2011
Zach Jackson Skills
Business Reviews
Communication
Confluence
Customer Engagement
Customer Satisfaction
Customer Service
Finance
Financial Analysis
Financial Planning
Investments
Leadership
Microsoft Office
Onboarding
Performance Metrics
Product Adoption
Relationship Building
Renewals
Retention Strategies
Software Industry
Software as a Service (SaaS)
Strategic Planning
Team Building
Zach Jackson Summary
Zach Jackson, based in Dallas, TX, US, is currently a Client Success Manager at Pereview Software. Zach Jackson brings experience from previous roles at Enertiv, Pereview Software and Latchel. Zach Jackson holds a 2009 - 2011 Bachelor's degree in Finance @ The University of Texas at Dallas. With a robust skill set that includes Business Reviews, Communication, Confluence, Customer Engagement, Customer Satisfaction and more. Zach Jackson has 2 emails and 1 mobile phone numbers on RocketReach.
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