Jason Berman

Jason Berman has a background in customer service and client services, with experience in the financial industry as well as business automation and contract lifecycle management software. Jason currently holds the position of Senior Proposal Writer at Agiloft, where Jason previously worked as a Customer Success Manager. Prior to their time at Agiloft, Jason was a Sr. Client Services Representative at Regus. Additionally, Jason served as a Customer Service Manager at NewRetirement.com, where Jason handled lead generation, financial research, and content generation for various platforms.