Passthrough
Courtney R. is an experienced Client Success Manager at Passthrough, beginning in April 2023, and has a robust background in customer support and operations. Previously, Courtney served as Head of Customer Support at Influence Machines, where responsibilities included talent planning, monitoring customer satisfaction, and implementing service policies. Additionally, Courtney held roles from Customer Support Manager to Customer Support Specialist at the same company, focusing on team management, performance evaluation, and process improvements. Earlier experience includes managing customer service and operations at Craft Canning + Printing and various positions in the healthcare and beauty industries, including Lead Health Information Liaison and Salon Manager. Courtney holds a Bachelor's degree in History from Portland State University.
This person is not in any teams
This person is not in any offices
Passthrough
1 followers
Passthrough automates the subscription process for private funds. We make it easy to distribute subscription agreements to investors and have them executed electronically. We save everyone time by adding logic to investor questionnaires so investors are only asked the questions that are relevant to them. We require form completion, so investors can only submit completed subscription agreements. Passthrough supports any subscription agreement. The end result is less time spent going back and forth, better compliance, and structured investor data.