Brendan Pinner
Customer Success Manager @Financial Wellness Labs
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WORK HISTORY
Customer Success Manager @Financial Wellness Labs
I own the end-to-end relationship with employers, advisors, and channel partners, from onboarding through renewal. I lead launch planning, webinars, and engagement campaigns to drive employee benefit registration, financial account connections, and coaching sessions on the platform. I partner closely with leadership and product to surface client feedback, shape roadmap priorities, and refine internal processes. I track and report on key metrics for each account, proactively identifying risks and opportunities to expand usage, improve outcomes, and support overall financial wellness for clients.
EDUCATION
Michigan State University
Physiology
ABOUT BRENDAN PINNER
I support Employers and Financial Advisors by helping them turn financial wellness programs from a nice-to-have into a must-have. I’ve spent the last 5 years in SaaS sales and customer success. Most recently I joined Financial Wellness Labs, where I\'ve aided in sales processes, oversee onboarding and launch of new accounts, and manage client relationships and renewals.If you’re an HR Leader, Benefit Broker, or Advisor thinking about financial wellness programs, send me a message!Professional Highlights- A history of exceeding sales quotas, improving multi-channel processes, and driving client satisfaction- Experience with building engagement and sales playbooks used for training and educating other employees and clients- Managed a book of 140 accounts from all across the USWhat I’m known for- Having a \"jazz radio voice\" and being the \"tech support\" guy- My organization skills, and always having the least amount of tabs open in their browser- Being competitive, professionallyOutside of Work: Husband, Dog Dad x 2, PC Gamer, Investor, Stoic
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