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I've spent the last 10+ years helping early-stage startups grow quickly and onboard new customers. I started my career in Enterprise SaaS (BetterCloud), transitioned to FinTech, consumer banking, and crypto (Clarity Money, Marcus by Goldman Sachs, and Domain Money), and am currently working in the creator and creator tools space (Captions). Ultimately, my goal is to understand the needs of customers and build processes to help ensure customer happiness, growth, and retention.
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Head Of Customer ExperienceCaptions Mar 2023 - PresentNew York, Ny, Us- Customer Success: Customer onboarding, retention, and revenue optimization.- Customer Support: Conversational support and documentation- Business Development: Custom contracts, partnerships, and API implementation -
Head Of Customer Success, Customer Support, And FraudDomain Money Nov 2021 - Mar 2023New York , Us- Customer Success: Customer onboarding and engagement- Customer Support: Inbound and outbound customer interactions via live chat, async chat, email, phone, and push (iOS, Android, and Web apps)- Fraud: Build and improve upon fraud controls to reduce fraud attempts and risk. -
Us Deposits Contact Center Operations - Marcus By Goldman Sachs (Cwm)Goldman Sachs Feb 2020 - Nov 2021New York, New York, Us- Owned agent and operational readiness for the launch of a new checking and debit product.- Created the procedures, tools, and training required to launch Marcus Checking.- Designed internal tools to be used by hundreds of customer support agents. -
Digital Storefront & Clarity Money - Marcus By Goldman Sachs (Cwm)Goldman Sachs Apr 2018 - May 2021New York, New York, Us- Following the acquisition of Clarity Money, I was responsible for helping migrate 1.5 million customers to Marcus.- Managed a distributed team of 6 agents, providing 12 hours of support, 5 days a week.- Worked with legal, compliance, and risk to adhere to the new financial regulations of a consumer bank. -
Vp Of Customer Success & Support (Acquired By Goldman Sachs)Clarity Money Jan 2017 - Apr 2018- Before being acquired by Goldman Sachs, Clarity Money grew to over 1.5 million customers in less than 18 months.- Built and scaled CS operations to onboard and support 5,000+ daily active users across iOS, Android, and Web.- Implemented Intercom for inbound messaging, knowledge base, and self-service bots.- Managed customer reviews and replies of App Store, Play Store, and social media
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Senior Sales EngineerBettercloud Apr 2015 - Jan 2016New York, Ny, Us- As the first Senior Sales Engineer, my primary objective was to provide the ISR and BDR teams with the necessary training, materials, and resources to move opportunities through our sales funnel and close deals. - Day to day, I led technically oriented demos for key accounts, and performed on-site implementations and trainings with Enterprise customers.- Created a sales playbook to be used by the entire Sales team. -
Director Of Customer SuccessBettercloud Jun 2013 - Apr 2015New York, Ny, Us- After nearly two years in beta, I helped BetterCloud launch as a paid product.- In addition to generating new revenue, I helped build the necessary infrastructure and processes to ensure revenue retention and customer happiness.- I personally managed the largest 25 accounts, totaling over $1.5MM in ARR. -
Director Of Technical SupportBettercloud Jan 2012 - Jun 2013New York, Ny, Us- As the first customer-facing person at the company, I was responsible for BetterCloud’s technical support strategy.- Hired, trained, managed, and scaled a team of agents to help service the rapidly growing user-base.- Implemented Zendesk email support and Help Center. -
TravelCareer Break Jan 2011 - Jan 2012I solo-traveled around the world for one year: New Zealand, Australia, Thailand, Laos, Cambodia, Malaysia, Singapore, Turkey, Greece, Bulgaria, Serbia, Croatia, Slovenia, Germany, Netherlands, Belgium, France, and England. Highlights include hitchhiking across the North Island of New Zealand, sailing to Komodo Island in Indonesia, and working on an almond farm in Turkey.
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InternshipMcginty Co. Sep 2007 - Dec 2010While studying at the University of Colorado, I worked both part and full-time at McGinty Co., a product design and architecture firm.
Eli Winderbaum Skills
Eli Winderbaum Education Details
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University Of Colorado Boulder - Leeds School Of BusinessB.S. Operations And Information Management
Frequently Asked Questions about Eli Winderbaum
What company does Eli Winderbaum work for?
Eli Winderbaum works for Captions
What is Eli Winderbaum's role at the current company?
Eli Winderbaum's current role is Customer Experience @ Captions (We're hiring).
What is Eli Winderbaum's email address?
Eli Winderbaum's email address is el****@****ail.com
What is Eli Winderbaum's direct phone number?
Eli Winderbaum's direct phone number is +151666*****
What schools did Eli Winderbaum attend?
Eli Winderbaum attended University Of Colorado Boulder - Leeds School Of Business.
What skills is Eli Winderbaum known for?
Eli Winderbaum has skills like Google Apps, Cloud Computing, Saas, Enterprise Software, Google Analytics, Salesforce.com, Google Docs, Customer Success, Zendesk, Management, Information Technology, Sales.
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