Justin Taylor
Client Success Leader | SaaS Strategist | Bridging the gap between technology and trust—one relationship at a time.
- Role
- Relationship Manager at ADVANTAGE, powered by JMFA
- Location
- Oklahoma City, OK, US
- LinkedIn followers
- 500 followers
About Justin Taylor
I believe the best strategies are born from understanding people, not just data points. For over 20 years, my leadership has been grounded in a simple truth: sustainable growth happens when deep empathy meets strategic precision.My approach is consistent: lead with empathy, think long-term, execute with precision.At Paychex, I transformed how enterprise organizations view client relationships. Instead of merely managing accounts, I architected scalable success frameworks that turned client retention into a competitive advantage—creating loyalty that goes beyond contracts to fuel sustained growth.Previously at Fiserv, I guided banks and credit unions managing over $8 billion in assets through core platform transformations that truly stuck. The key? Recognizing that successful change isn’t just about technology—it’s about human adaptation.Throughout my career, I’ve learned that the most complex challenges often have elegantly simple solutions when you start by asking: “What do people actually need to succeed here?”This philosophy now shapes my work as founder of ScoutWorksIQ and author of The Tilly Project, where I explore how AI can amplify human potential rather than replace it. I’m passionate about building technology that enhances our humanity, not diminishes it.I am drawn to organizations at inflection points—where established success must evolve, where relationships drive results, and where the next chapter demands both strategic vision and operational excellence.I’m currently exploring executive opportunities where relationship-first leadership meets transformative growth.Core Strengths:Enterprise Growth StrategyDigital TransformationOrganizational Change LeadershipStrategic PartnershipsRevenue Growth & RetentionBusiness Development StrategyOperational ExcellenceExecutive Stakeholder ManagementSaaS Scale OperationsFinancial Services InnovationCustomer Experience Architecture
Experience
Relationship Manager
Oct 2025 — Present · OK, US
Education
American Institute of Banking
Certification, Commercial Certifications
Louisiana Tech University
Bachelor of Science, Business Management Coursework
Skills
- Process Improvement
- Management
- Team Building
- Commercial Banking
- Corporate Training
- Sales Operations
- Direct Sales
- Coaching
- Customer Service
- Business Development
- Loan Origination
- Small Business Lending
- Finance
- Sales Process
- Public Speaking
- Community Leadership
- Process Review
- Leadership
- Project Management
- Consumer Lending
- Sales Presentations
- Product Launch
- Financial Software Implementation
- Financial Services
- Microsoft Crm
- Consulting
- Commercial Lending
- Underwriting
- Banking
- New Business Development
- Risk Management
- Bank Management
- Decisionpro
- Lending and Compliance
- Sales Management
- Curruculum Development
- Team Leadership
- Relationship Management
- Credit
- Solution Selling
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