Julie Robertson

Senior Product Manager at CPA Site Solutions

Julie Robertson is an experienced professional in product management and customer support, currently serving as Senior Product Manager at CPA Site Solutions since August 2022. Prior to this role, Julie spent over a decade at Thomson Reuters in various positions, including Product Manager for Checkpoint Marketing for Firms, where the focus was on solving customer problems and optimizing user experiences. Julie also held managerial roles overseeing customer training, retention, and customer support teams, developing processes for enhanced service delivery. Earlier experience includes leadership as VP of Customer Support at BizActions, and sales management at Capital-Gazette newspapers. Julie holds a BA in Journalism with a concentration in Public Relations from the University of Maryland.

Location

Annapolis, United States

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CPA Site Solutions

In a digital world, you need a digital partner. At CPA Site Solutions, we tailor comprehensive digital marketing strategies aligned to your firm goals to help you find clients and build long-lasting relationships. Over 10K accounting and financial professionals have trusted our services for almost twenty years. With unparalleled account management and servicing teams, CPA Site Solutions is the perfect partner for your business. Join thousands of CPAs who have grown their firm with CPA Site Solutions. Call (800) 896-4300 or visit www.CPASiteSolutions.com to learn more.


Employees

51-200

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