Beatriz Costa

Head of Customer Success at Accountfy

Beatriz Costa has worked as the Head of Customer Success at Accountfy since September 2021. Prior to that, they worked at Refinitiv as a Customer Success Manager from October 2018 to September 2021. In this role, they built relationships with global banks and corporate treasuries to ensure customer engagement with the company's data systems. Beatriz also worked at Thomson Reuters as a Client Specialist from February 2018 to October 2018, where they focused on commodities markets and engaged users with the Eikon product. Beatriz also had an internship as a Client Specialist at Thomson Reuters from January 2017 to January 2018.

Beatriz Costa's education history begins in 2015 when they attended the University of La Verne to study Accounting and Finance for a year. Beatriz then pursued a degree in Economics at the Universidade Estadual Paulista Júlio de Mesquita Filho from 2013 to 2017. In 2018, Beatriz enrolled at B3 Educação for a professional training program in the field of Market Finance Professionals. In August 2020, they obtained a certification in CFA Investment Foundations™ Program from the CFA Institute.

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Timeline

  • Head of Customer Success

    September, 2021 - present

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