Jason Richards

Leader and Team Builder in Customer Success - Implementation, Training & Consulting

Role
Director of Customer Success & Experience at TaxPlanIQ
Location
Dothan, AL, US
LinkedIn followers
500 followers
Customer/Client ServiceView LinkedIn profile

About Jason Richards

Accomplished business leader with 20+ years of experience in business development, consulting, account management, and executive leadership. Expertise in articulating technical product solutions and driving customer success through a consultative approach. Focused on brand growth, product optimization, and delivering measurable results. Ability to thrive in dynamic environments, adapt quickly, and integrate seamlessly into new roles and organizational structures. Focused team builder and people leader with teams experienced in implementation & training with a successful history of working in the computer software industry. Strong healthcare services professional with experience in Medical Devices, Sales, Management, Capital Equipment, and Software Documentation.

Experience

  1. Director of Customer Success & Experience

    TaxPlanIQ

    Sep 2025 — Present

Education

  • Enterprise State Community College

    AA, Pre-Med

    2000 — 2002

Skills

  • Cataract
  • Management
  • Team Building
  • Medical Billing
  • Pharmaceutical Industry
  • Healthcare Management
  • Hospitals
  • Healthcare
  • Clinical Trials
  • Hipaa
  • Surgeons
  • Research
  • Healthcare Information Technology
  • Medical Education
  • Optometry
  • Refractive Surgery
  • Public Speaking
  • Strategic Planning
  • Emr
  • Medicine
  • Physicians
  • Angiography
  • Capital Equipment
  • Cornea
  • Plastic Surgery
  • Sales Management
  • Ophthalmology
  • Leadership
  • Medical Terminology
  • Medical Devices
  • Clinical Research
  • Ehr
  • Cataract Surgery
  • Pediatrics
  • Account Management
  • Customer Service
  • Training
  • New Business Development
  • Surgery
  • Project Management

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