Courtney C. Wilson
Global Business Transformation Advisor | Girl Dad | exAT&T | exHome Depot | Executive MBA | Change | Quote-to-Cash Strategy | Cross-Functional Growth | Adoption
- Role
- Customer Success Financial Transformation & m & a Enablement at Intuit
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
About Courtney C. Wilson
A trusted transformation advisor, aligning business goals with digital, financial, and operational change strategies.What I do best is work across customers, managers, and executives to ensure strategies translate into tangible results. I’ve led efforts that protected revenue during acquisitions, created new cross-sell opportunities, and given teams the tools to perform at a higher level. My focus is always on execution, adoption, and ensuring that organizations emerge stronger on the other side of transformation.
Experience
Customer Success Financial Transformation & m & a Enablement
Aug 2025 — Present · Atlanta, GA, US
Lead ERP and Q2C adoption initiatives that modernize client financial operations and improve systemLeverage data transformation techniques to translate complex financial datasets into actionable insights for business decision-making.Apply Agentic AI management principles to design and oversee intelligent process automations within finance and operational workflows.Partnering with cross-functional teams to drive digital transformation initiatives that integrate human expertise with AI-driven efficiency.Apply AI agentic training to automate workflows, enhance decision support, and accelerate customer outcomes.Collaborate cross-functionally to design scalable success frameworks that boost retention, satisfaction, and time to value Act as a trusted transformation advisor, aligning business goals with digital, financial, and operational change strategies.
Education
Saint Joseph High School
Regents Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Clark Atlanta University
BS, Development Economics and International Development
Georgia State University - J. Mack Robinson College of Business
Executive MBA, Strategic Leadership/Global Business
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