Jason Hoffard

Enterprise CSM

Jason Hoffard is an enterprise customer success manager at iGrad Financial Wellness, where responsibilities include managing relationships with enterprise-level clients and conducting strategic business reviews. Previously, Jason served as a national B2B account manager at Lighthouse Credit Union, focusing on acquiring and expanding B2B accounts. Prior roles include senior business development officer at Desert Financial Credit Union and senior manager of corporate partnerships at Wings Credit Union, with a focus on building long-term relationships across different sectors. Jason also worked as a national account executive at Alliant Credit Union, leading outreach efforts to C-level executives and conducting market research to foster corporate partnerships. Education includes studies at Northland College and the University of Pennsylvania.

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