Michael Telford
Husband, Father & Mountain Enthusiast | Passionate Trail Explorer | Fintech & Financial Services Veteran | Insurance Professional
- Role
- Customer Success Manager at Lendio
- Location
- Spanish Fork, UT, US
- LinkedIn followers
- 500 followers
About Michael Telford
With over 15 years of extensive experience in the financial services industry, I am currently serving as a Customer Success Manager at Lendio, where I help small businesses access the financing they need to grow and thrive. My career journey has provided me with a strong foundation in financial services, technology, and client relationship management, enabling me to deliver innovative, tailored solutions that drive meaningful results for our clients.Before joining Lendio, I served as an Insurance Professional at Arches Insurance Agency, focusing on client advisory, risk management, and customized insurance strategies. I also held key roles such as Client Strategy Consultant at MX and Solutions Architect at Progressive Leasing, where I gained invaluable experience in implementing data-driven solutions to improve user experiences and financial outcomes.I am passionate about leveraging my expertise in financial products and services to meet the diverse needs of clients, enhance satisfaction, and empower businesses and individuals to achieve their financial goals. I believe in proactive collaboration, continuous learning, and staying ahead of industry trends to provide the highest standard of service.My mission is to make financial solutions accessible, effective, and personalized, ensuring every client I work with has the support and guidance they need to secure a strong financial future.
Experience
Customer Success Manager
Aug 2025 — Present · Lehi, UT, US
Education
University of Utah
B.A., Japanese Literature and Language, Japanese Studies
Utah Valley University
Associates of Science Degree
DevMountain
Front End Development
2015 — 2015
Skills
- Coaching
- Trading
- Finra
- Sales
- Uniform Combined State Law
- Salesforce.com
- Iras
- Leadership
- Mutual Funds
- Html5
- Investments
- Finance
- Financial Services
- Retirement
- Strategic Financial Planning
- Relationship Management
- Management
- Node.js
- Customer Service
- Account Management
- Securities
- Github
- Series 63
- Marketing
- Team Leadership
- Mongodb
- Angularjs
- Css
- Git
- Series 7
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