Ian Colvin

Ian Colvin, Customer Success Lead at Codat

Ian Colvin is the Client Success Lead at Codat, a company that provides a universal API for small business data. He joined Codat just seven months ago as their first Client Success hire and has already made a significant impact, leading to his promotion to Client Success Lead.1

In his role, Ian is responsible for ensuring that existing Codat clients maximize the value they receive from the company's services. He acts as a conduit between clients and various Codat departments, relaying valuable updates and opportunities to the customer base while also communicating queries and requests to the relevant teams.1

Prior to Codat, Ian worked at several high-growth startups, which prepared him for the fast pace and opportunity to make a direct impact at an exciting organization like Codat. He was attracted to the company's mission of solving critical problems for the global SME community.1

As Codat's first Client Success hire, Ian faced the challenge of establishing processes quickly while ensuring they were scalable and repeatable. He has found great satisfaction in making a significant impact at Codat in just seven months, with the support of the existing team.1

The Client Success team at Codat sits within the Solutions Team, as their focus is on driving retention and growth through adoption and usage, which is heavily influenced by the implementation and onboarding processes. Ian collaborates closely with the Solutions Engineers and Product Team, as well as other departments such as Marketing, Commercial Partnerships, Operations, Strategy, Support, Sales, and Business Analysis.1