Tara Lacey

About Tara Lacey

Growth-focused customer success and transformation leader with 20+ years driving revenue growth, operational excellence, and executive partnerships across fintech and financial services. I thrive at the intersection of technology, strategy, and client value—helping organizations navigate digital transformation while unlocking measurable business outcomes.

Experience

1. Rvp of Customer Success, Americas

   Backbase

   Aug 2023 — Present

   Oversee customer success for Backbase’s digital-first, AI-powered Engagement Banking Platform, serving as a trusted partner to C-suite leaders of banks and credit unions, ensuring alignment between technology investments and business outcomes-Own and deliver customer success outcomes across a $32M+ ARR portfolio, driving adoption, retention, and expansion throughout the customer lifecycle-Serve as trusted advisor to C-level leaders at top financial institutions, ensuring alignment to business outcomes and digital-banking transformation goals-Partner with Sales, Services, and Product to deliver integrated pre- and post-sales strategies, resulting in consistent >100% NRR and predictable renewals-Embed AI and data insights into success planning, proactively identifying risks and guiding “Path to Green” action plans-Build and lead a team of 3 Customer Success Directors, coaching them to deliver measurable impact on KPIs—adoption, customer satisfaction, and revenue growth.

Education

• Thunderbird School of Global Management

  Master of Business Administration (M.B.A.), International Management | Concentration in Finance

• University of Mississippi

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

Skills

• Nonprofits
• Project Finance
• Analytical Skills
• Project Planning
• Analysis
• Business Development
• Microfinance
• Strategic Partnerships
• Strategy
• Due Diligence
• Fundraising
• Emerging Markets
• Corporate Finance
• International Development
• Business Process Improvement
• Economics
• Financial Modeling
• Management
• Finance
• Mobile Technology
• Financial Analysis
• Strategic Planning
• Portfolio Management
• Start-Ups
• Management Consulting
• Project Management
• Business Planning
• Banking
• Risk Management
• Entrepreneurship
• Credit Risk
• Business Strategy