Casey Knecht

Director of Client Success at Bespoke Financial

Casey Knecht has a diverse work experience that spans different industries and roles. They began their career as a Lead Bartender at Valanni Social in 2011, where they were responsible for developing and executing a successful beverage program while mentoring their team. They later became the Beverage Manager at Valanni Social, where they further improved employee retention, reduced beverage costs, and implemented a trend-leading cocktail program.

In 2014, Casey transitioned to Air Products as a Logistics Planner, where they worked until 2016. They then joined Trellis in 2018 and held the position of Customer Success Manager, where they effectively supported cannabis producers by ensuring their operations were streamlined and compliant. They also acted as a partner to clients, providing education, setting transparent expectations, and advocating for their needs during the development process. In 2020, Casey became a Product Manager at Trellis, where they continued to contribute their expertise until 2020.

Following their time at Trellis, Casey joined Akerna Corp. in 2020 as a Strategic Account Manager, where they were responsible for managing key accounts. They then joined Bespoke Financial in 2021 and served as a Senior Client Success Manager until early 2022. Currently, Casey holds the position of Director of Client Success at Bespoke Financial, where they continue to excel in their role.

Overall, Casey Knecht has demonstrated a strong ability to adapt to different industries and roles, consistently delivering value and success throughout their career.

Casey Knecht obtained a Bachelor of Arts degree in History from Temple University. This degree was awarded between the years 2008 and 2012. In addition to the bachelor's degree, Casey also holds a certification as a Certified Scrum Product Owner (CSPO), which was obtained in April 2019 from the Scrum Alliance.

Links

Previous companies

Trellis logo

Timeline

  • Director of Client Success

    January, 2022 - present

  • Senior Client Success Manager

    February, 2021