James Herzog
Client Services Leader | Business Manager | Practice Management Expert | Sales Manager | Customer Experience Advocate
- Role
- Client Services Team Lead at Clearwater Analytics
- Location
- Boise, ID, US
- LinkedIn followers
- 500 followers
About James Herzog
Experienced leader and influencer in the financial services industry with a focus on growing revenue through improved effectiveness. Over the course of my career, I have worked across 5 business lines in multiple geographies. My roles have included direct and influential leadership, strategy consulting, practice management development, project management, individual production, coaching and teaching. I have coached and led people in virtual and face to face environments while balancing required travel with other demands on my time and availability. I enjoy helping clients realize their potential, create plans and achieve their goals. Whether I do that with internal customers from a consulting and coaching mindset or external customers as a provider mindset, they both are exciting to me. I look forward to the future opportunities that will be available to continue to expand my experience, learn new skills and grow the impact I can have on future customers and organizations.
Experience
Client Services Team Lead
Mar 2024 — Present · Boise, ID, US
Education
University of Phoenix
Bachelors of Science (BS)
Cal Poly San Luis Obispo
Aerospace, Aeronautical and Astronautical Engineering
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