Angie S.

Director, Customer Success (and Operations) at Lockstep

Angie S. has had a long and varied career in the financial services industry. Angie began their career in 2009 as a Senior Sales & Service Manager at US Bank. In 2012, they moved to North Coast Credit Union as the Director of Marketing & BD/Outreach. In 2014, they joined Kasasa as a Managing Director (Sr CSM). In 2016, they became a Regional Vice President (Financial Institutions) at Buzz Points, Inc. In 2017, they moved to Fiserv as a Sr Account Executive. In 2018, they joined Bottomline Technologies as a Senior Solutions Account Executive. In 2020, they became a Sr Customer Success Manager at Finix. In 2021, they began working at Trailhead Credit Union as a Board Member and at Rochdale as a Chief Revenue Officer (CRO). Finally, in 2022, they joined Lockstep as the Director of Customer Success and the Director of Customer Success-US (Receivables).

Angie S. holds a Dual Bachelor's of Business Administration from Boise State University in Accounting and Finance, as well as a Master of Business Administration from Western Governors University.

Links

Previous companies

Bottomline Technologies logo
Buzz Points logo
Fiserv logo

Timeline

  • Director, Customer Success (and Operations)

    July, 2022 - present