The Customer Success Team at Adaptive Insights is dedicated to ensuring that clients maximize the value of their business planning solutions. By providing personalized support, training, and strategic guidance, this team fosters strong relationships with customers, driving adoption and satisfaction to help them achieve their financial planning goals. Through proactive engagement and a deep understanding of client needs, they play a crucial role in the company’s mission to deliver exceptional service and foster long-term partnerships.
Andrew Nguyen
Customer Success Manager
Brian Griffith
Senior Customer Success Manage...
Claire Smith
Customer Success Manager
Hitesh Mistry
Principal Customer Success Man...
Jacqueline Meza Tapi...
Customer Success Manager
Jessica Chappell
Customer Success Manager - Asi...
Jim Lesko
Senior Strategic Enterprise Cu...
Katherine Linchey
Senior Customer Success Manage...
Lorrie Twohill
Customer Success Manager
Sean Cox
Vice President Customer Succes...
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