James B. currently works at CDW in a Customer Success role focused on Managed Services, following a tenure as Director of Customer Success at Planful. Previous experience includes positions at Workiva in Enterprise Customer Success and Gartner as a Strategic Client Partner for Emerging Technologies, where responsibilities included collaborating with C-level executives and managing account growth. Earlier in James B.'s career, roles were held at Locus as a Senior Engagement Manager, Taos as an Engagement Manager, and within Investment Banking at a Big 4 Consulting firm. James B. possesses an Associate's degree in Fine/Studio Arts from Saint Mary's College and holds dual citizenship in the United States and the United Kingdom.
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