Delma R. is an experienced Account Manager specializing in small to medium-sized businesses at Plaid since January 2022, overseeing a significant book of business valued at $2,718k in ARR in 2025. Previous roles include Property Manager at Sweet Escape Rentals LLC, achieving Superhost status with over 93% occupancy, and Relationship Credit Manager at Heritage Bank of Commerce, where Delma R. managed complex financial analyses for funding deals. Additional experience spans various customer-focused positions, including Associate Financial Advisor and multiple roles in the hospitality sector. Delma R. holds a Bachelor of Arts in Economics and Philosophy from San José State University, showcasing a strong foundation in both sales and client relationship management.
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