Joshua Cantwell is an experienced Customer Success Manager with a strong background in client relations and data management. Currently serving as Customer Success Manager for the US Market at FileInvite since June 2022, Joshua manages 93 mid to enterprise clients and is tasked with planning and implementing new processes while developing customer workflows and sales strategies. Prior to this role, Joshua held various positions including Customer Success Manager II at Orion Advisor Tech, focusing on customer engagement for premier clients, and Cost Basis Specialist, where detailed financial data audits were conducted. Joshua's experience spans roles as a Research Associate at Axiometrics, Recovery Analyst at Real Time Resolutions, Operations Coordinator at High Shots Video, and a Research Analyst at the University of North Texas. Joshua holds a Bachelor of Arts in Sociology and Anthropology from the University of North Texas, earned in 2013.
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