Taylor Rief is a seasoned professional with extensive experience in project management and client relations within the SaaS and financial services sectors. Currently serving as a Senior Solutions Architect and Senior Solutions Consultant at Talkdesk since January 2020, Taylor has successfully managed implementation projects for SMB and Enterprise clients. Previous roles include Support Manager and Implementation Specialist at Brokermint, where project delivery for clients was a primary focus. Prior to that, Taylor worked as a Transition Specialist at Transition Support Services, facilitating the smooth transition of financial advisory businesses. A significant tenure at JPMorgan Chase & Co. involved roles such as Chase Private Client Banker and Relationship Banker, consistently meeting sales goals and providing exceptional client service. Taylor holds a Bachelor of Business Administration in Marketing from California State University-San Bernardino.
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