Jennifer Lee

Jennifer Lee is an accomplished client retention specialist with extensive experience in software training, project management, client onboarding, and revenue retention. Her client-centric approach has helped her foster relationships and partnerships that drive results for both the client and the company. Her expertise in CRM applications and software as a service (SaaS) has allowed her to excel in her many client-facing roles in the financial services industry.

Jennifer holds a Bachelor of Business Administration in Computer Information Systems and a minor in Business Journalism from the City University of New York-Baruch College. She also studied Certificate in Project Management at Baruch College Continuing and Professional Studies.

Throughout her career, Jennifer has held several positions in notable organizations, including Verisk, Global Relay, and Pager, among others. She has effectively led teams, delivered innovative project solutions and trained numerous clients on software and data migrations. Her prowess in software training, eLearning and facilitator-led training, customer retention, client engagement, and customer success has earned her accolades from clients who appreciate her ability to communicate technical information to non-tech-savvy audiences.