Robert W Katz

Business Consultant | Customer Success Manager | Realtor

Role
Customer Success Manager at Well-Oiled Operations
Location
Sudbury, MA, US
LinkedIn followers
500 followers
Customer/Client ServiceView LinkedIn profile

About Robert W Katz

Graduated from the University of Miami with a Bachelor of Business Administration in Finance and Marketing. I then spent several years as the Investor Relations Manager at Albany Road Real Estate Partners in Boston, MA. Longing for a more direct sales role, I\'m currently working at Coldwell Banker Realty in Sudbury, MA, as a Realtor. I\'m open to exploring new opportunities.

Experience

  1. Customer Success Manager

    Well-Oiled Operations

    May 2025 — Present

    Consult and lead six and seven figure business owners to help them achieve their goals- Provide tools and advisement on strategies to help clients grow their business- Support clients through mindset exercises and techniques to help them move through blocks and limiting beliefs

Education

  • College of Charleston

    Bachelor of Business Administration (B.B.A.), Marketing

    2014 — 2016

  • University of Miami Herbert Business School

    Bachelor of Business Administration (B.B.A.), Finance and Marketing

    2016 — 2018

Skills

  • Microsoft Excel
  • Public Speaking
  • Sales
  • Social Media
  • Marketing
  • Craigslist
  • Ebay
  • Spanish
  • Digital Marketing
  • Microsoft Office

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Robert W Katz — Customer Success Manager at Well-Oiled Operations in Sudbury, MA, US | Unifers