Lily Yuan

Lily Yuan serves as the Enterprise Customer Success Manager at Envoy since August 2025. Prior to this role, Lily was the Founding Enterprise Customer Success Manager at Dagster Labs from January 2024 to August 2025 and a Senior Strategic Customer Success Manager at Carta from May 2021 to November 2023. At Carta, notable achievements included completing the Carta Revenue Leadership Certification and the Lighthouse Leadership Program, and participation in various task forces. Earlier experience includes roles as Senior Relationship Manager at Wiley and account-focused positions at UCSF Medical Center and the University of California, San Francisco. Lily's educational background includes a Bachelor of Science in International Business, Hospitality Industry Management from the University of San Francisco and a certificate in Italian Cuisine and Wine from the Florence University of the Arts.