Nicholas Pilner

Nicholas Pilner, CRPS®, currently serves as Team Lead for Client Experience at Ubiquity Retirement + Savings, a position held since April 2024, and previously worked as a Client Success Specialist. Prior experience includes roles at Guideline as Client Relationship Manager from September 2021 to November 2023, where responsibilities included managing client experiences post-onboarding, executing 401(k) plan analyses, and collaborating with cross-functional teams. Earlier roles include Account Manager at GoSite and Implementation Specialist at PatientPop Inc., focusing on customer support and relationship management. Nicholas holds a Bachelor of Science degree in Business Administration with an emphasis in Marketing from California State University, Northridge.