Industry Series: FinTech
Led by Linda Lipovetsky, Eric Cheng, Felicia Rella, Randall Rosen, David Madeo, Pooja Sachan and Jan Young
October 22 2024
In this episode of CxXchange Success Hour, we explore the dynamic world of fintech and its pervasive impact on our daily lives with a diverse group of industry experts.The conversation highlights how fintech touches everything from institutional and retail banking to cryptocurrency innovations, no-code platforms, and consumer-accessible technologies.
If you want the slide deck and breakout room notes from this session, head on over to: www.thecxxchange.com/resources
About Our Guests
Linda Lipovetsky is a dynamic Customer Success Professional with a diverse background across a multitude of industries. Most recently, she has been focused on Codeless Architecture within the Insurance sector, building on a decade-long tenure in Wealth Management and Retail Insurance.
Follow Linda on LinkedIn: www.linkedin.com/in/lindahakimlipovetsky/
Eric Cheng is a CS veteran with experience leading strategic and enterprise accounts at various startups and Fortune 500 companies. Eric has worked in industries like Fintech, Data Visualization/BI, and Digital Ads.
Follow Eric on LinkedIn: www.linkedin.com/in/contactecheng/
Felicia Rella is an accomplished Customer Success Leader with over a decade of experience guiding companies through customer lifecycle management in the Fintech space.Her expertise spans accounts payable,purchasing, HR compensation technology and corporate accounting
Follow Felicia on LinkedIn: www.linkedin.com/in/felicia-rella/
Randy Rosen brings over 20 years of experience in the financial industry, primarily working with banks and credit unions. His goal is to drive adoption, retention, and growth by building strong relationships with clients.
Follow Randy on LinkedIn: www.linkedin.com/in/randallrosen2/
David Madeo is an accomplished Customer Success leader recognized for building high performing teams at Morgan Stanley, Docusign and other startups that increase adoption, create perceived value, and reduce risk within enterprise customers.
Follow David on LinkedIn: www.linkedin.com/in/dmadeo/
Pooja Sachan is an analytical and strategic thinker, experienced in combining customer insight and business data to drive continuous improvement in service delivery and to inform product and business strategy.
Follow Pooja on LinkedIn: www.linkedin.com/in/pooja-sachan/
Jan Young, Founder and CCO of JanYoungCX, is an award-winning Customer Success leader who has transformed CS leaders into award winning executive leaders. She has served as VP Client Services for two successfully exited startups. Since 2016, Jan has been pivotal in advising and coaching startup founders and CS leaders to grow post-sales revenue, align go-to-market strategies, and improve customer advocacy.
Follow Jan on LinkedIn: www.linkedin.com/in/jan-young-cx
Learn more about her services: JanYoungCX.com
Industry Series Sponsor
RevSetter is a cutting-edge Customer & Revenue Platform that helps you 10x efficiency and accelerate results.
For more information check out their website: RevSetter.com
About CxXchange (formerly #CSOfficeHours)
CxXchange is a place to Xelerate your career and Xchange ideas. We're a community of post-sales leaders, individual contributors, and professionals transitioning into Customer Success.
CxXchange started in March 2022 as #CSOfficeHours, a weekly virtual meetup for CS leaders, CSMs, and folks transitioning into CS. It has since grown to include a slack community, a book club, job search cohorts and mock interviews, and CS Leader and CSM Collaboration Groups.
Everyone is welcome. Come join us!
About SuccessHour
SuccessHour is one of the programs of the CxXchange community and the genesis of how it all began. It serves as a weekly gathering of CS leaders, CSMs and professionals transitioning to CS who are committed to lifelong learning. In the session and in the community, they exchange ideas and accelerate their careers. Success Hour has become a community to join for networking, connecting with CS thought leaders, exchange ideas, and learn.
Learn more and join us at CxXchange!
Our website has everything you need including links to our 24-7 slack community, our UA-cam page, and all our resources: www.thecxxchange.com/
Follow us on LinkedIn: www.linkedin.com/company/cxxchange/
Join our LinkedIn group to share your thought leadership: www.linkedin.com/groups/14089431/
This content was edited by Lifetime Value Media.
Learn more at: www.lifetimevaluemedia.com
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