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
Customer/Client ServiceView LinkedIn profile

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

  1. Client Services Team Lead

    Clearwater Analytics

    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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James Herzog — Client Services Team Lead at Clearwater Analytics in Boise, ID, US | Unifers