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    Jonathan Joseph

    Head of Customer Success at Finally. We are building the future of finance for SMBs.

    Jonathan Joseph is currently the Head of Customer Success at Finally, a fintech company focused on automating accounting and finance for small businesses.1 He has been with Finally since April 2019, starting in roles such as Customer Success representative, Strategic Growth associate, and Business Development associate before advancing to his current position.1

    Jonathan has a diverse educational background, including:

    • Juris Doctor (J.D.) in Taxation from Valparaiso University School of Law
    • Master of Business Administration (M.B.A.) in Accounting with a concentration in Financial Analysis from Indiana University - Kelley School of Business
    • Bachelor's degrees in Finance and Accounting from Indiana University
    • Bachelor's degree in Economics and Statistics from the University of Rochester

    His professional experience includes:

    • Business Development Consultant at Service Products, Inc. in Chicago
    • Audit Staff at ORBA
    • Staff Accountant at Michael E. Lipp & Associates, P.C.
    • Tax Clinic - Certified Legal Intern at Valparaiso University
    • Asset Management Intern at Lakeside Wealth Management
    • Corporate Development & Finance Analyst at CME Group
    • Chief Financial Officer / Managing Partner at Miniman Fun Food
    • Financial Consultant at RightRez, Inc.1

    Jonathan is known for his expertise in corporate finance, asset management, business development, and financial analysis. He is described as self-starting, coachable, and effective under pressure, bringing valuable knowledge and skills to his team.

    Highlights

    Nov 17 · theorg.com
    Jonathan Joseph - Director, Customer Support at Finally - The Org
    Jonathan Joseph - Director, Customer Support at Finally - The Org
    Jan 1 · ketch.com
    Jonathan Joseph | Ketch
    Jan 1 · jobs.intuit.com
    Mid-Market Head of Customer Success Revenue Operations at Intuit
    What is a Customer Success Manager?
    Feb 9 · reddit.com
    "Head of Customer Success" is not a real title : r/CustomerSuccess

    Related Questions

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    Jonathan Joseph
    Jonathan Joseph, photo 1
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    Location

    Miami, Florida, United States