Jack Otis is a Senior Customer Success Manager at OneStream Software since October 2023, recognized with the Constellation Award in 2025. Previously, Jack served as a Customer Success Manager at Planful from October 2020 to September 2023, earning accolades including the Key Contributor Award in 2022, the Presidents Club in 2021, and the Customer GEM Award in 2021. Prior experience includes working as an Operations Specialist at Vanguard from January 2018 to October 2020, where responsibilities included being a Retail New Accounts Subject Matter Expert, as well as roles as an Operations Associate. Earlier, Jack worked at Sonya Way from July 2016 to December 2017 as an Investment Property Associate, driving technology improvements for data tracking. Jack Otis holds a Bachelor of Science in Business Administration Finance from the University of Arizona.
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