Jamie Phelps
Customer Success Leader in SaaS & Fintech | Helping Financial Advisors Thrive with Scalable Training
- Role
- Customer Success Lead North America at Voyant
- Location
- Fort Collins, CO, US
- LinkedIn followers
- 500 followers
About Jamie Phelps
I believe great technology should empower people, not overwhelm them. As a…
Experience
Customer Success Lead North America
Feb 2021 — Present · Austin, TX, US
As Customer Success Lead at Voyant, I drive global training and support programs that empower financial professionals to maximize the impact of our innovative planning tools. I design immersive, visual learning experiences, ranging from live sessions to self-paced content, that make complex features easy to understand and apply. My work bridges financial planning software expertise with cutting-edge AI integration, enabling scalable, accurate, and responsive solutions.Focused on building genuine relationships, I provide personalized support that boosts client satisfaction, engagement, and proficiency with Voyant’s solutions. My goal is to ensure every adviser feels confident in using our tools to deliver exceptional, holistic financial advice.
Education
Texas Woman's University
B.B.A, Business Administration
2004 — 2009
St.Edward's University
Master of Liberal Arts
2011 — 2013
Skills
- Budgets
- Mailchimp
- Community Outreach
- Leadership
- Event Planning
- Behavioral Health
- Sharepoint
- Training
- Financial Reporting
- Database Administration
- Case Management
- Financial Services
- Hootsuite
- Public Policy
- Project Management
- Interviews
- Leadership Development
- Social Services
- Case Managment
- Program Development
- Management
- Addiction Recovery
- Account Reconciliation
- Marketing
- Financial Analysis
- Nonprofits
- Business Development
- Promissory Notes
- Data Analysis
- Fundraising
- Trend Analysis
- Public Speaking
- Crisis Intervention
- Customer Relationship Management (Crm)
- Event Management
- Complaince
- Office Administration
- Presentations
- Contract Negotiation
- Customer Service
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