Robert Genz

Robert Genz has a diverse range of work experience. Robert is currently working as a Strategic Customer Success Manager at Lattice, starting in November 2021. Prior to this, they worked at CB Insights from 2018 to 2021, where they held various roles including Senior Strategic Account Manager, Strategic Account Manager, and Customer Success Manager. At CB Insights, they managed a global portfolio of 35+ accounts, achieved high financial outcomes, and maintained a strong client retention rate.

Before their time at CB Insights, Robert worked at Econsultancy from 2015 to 2018, where they served as a Senior Account Manager and a Digital Transformation Account Manager. In these roles, they submitted multimillion-dollar proposals for Fortune 500 companies, generated significant revenue, and managed key accounts.

Robert also has experience in account management at Allied Signage from 2011 to 2014, where they played a pivotal role in submitting large-scale proposals and bids, overseeing projects, and driving revenue.

Additionally, Robert has experience in fundraising and team management from their time at the University of San Francisco. As a Floor Manager - Annual Giving, they supervised a team of student callers and consistently raised over $500,000 annually. Prior to this role, they worked as a Student Caller, successfully securing over 384 donations totaling $29,751.

Robert's early work experience includes a note-taking position at the University of San Francisco in 2007-2008.

Overall, Robert Genz has demonstrated strong account management skills, client relationship building, revenue generation, and team leadership throughout their career.

Robert Genz attended the University of San Francisco from 2007 to 2011, where they pursued a degree in International Business Administration with a focus on International Marketing. In 2010, they also had a brief study experience at the Universidad Pontificia Comillas, although no specific degree was mentioned for this period.

In terms of additional certifications, Robert obtained the Sandler Customer Success Training from Sandler Training in June 2020. Robert also completed various e-learning modules in different areas such as Content Marketing, Customer Experience, Data and Analytics, Display, Ecommerce, Email Marketing, Fast Track Digital Marketing, Mobile Marketing, Search Marketing, Social Media, and Strategy and Planning. These modules were offered by Econsultancy, but no specific dates were provided for when they were obtained.