Diane B.

Diane B. currently serves as the Director of Customer Success at Grata since September 2025, following a successful tenure as the Director of Customer Success at Sourcescrub from January 2019 to September 2025, where Diane built and scaled Customer Success, overseeing a team managing $24.4M in ARR. Prior experience includes roles at CIM Group as an Investor Relations professional and various positions in customer and client relations at Fortis Advisors LLC and Merrill Lynch. Diane began a career in finance during an internship at Morgan Stanley and gained research experience at UC Davis, where Diane earned a Bachelor of Arts in Economics. Additional education includes coursework at UCLA Extension in 2018.