Jonathon Gilbertson

Jonathon Gilbertson is a Client Success Lead at Practifi, where Jonathon oversees and mentors a team in the Client Success department, manages a multi-million dollar portfolio, implements successful customer retention strategies, collaborates with cross-functional teams, and fosters strong client advocacy. Prior to this role, Jonathon held positions such as Customer Success Manager at Practifi, Client Relationship Manager at Morningstar, and Client Manager at The Plexus Groupe. Jonathon has experience in client servicing, relationship management, and strategic account growth across various industries. Jonathon holds a Bachelor's degree in Economics from the University of Wisconsin-Madison.