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Jason Graham Email & Phone Number

Client Success Manager at Idea Financial
Location: Miami, Florida, United States 9 work roles 1 school
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✓ Verified May 2026 3 data sources Profile completeness 86%

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Current company
Idea Financial
Role
Client Success Manager
Location
Miami, Florida, United States
Company size
76 employees

Who is Jason Graham? Overview

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Quick answer

Jason Graham is listed as Client Success Manager at Idea Financial, a company with 76 employees, based in Miami, Florida, United States. AeroLeads shows a matched LinkedIn profile for Jason Graham.

Jason Graham previously worked as Executive Client Manager at Idea Financial and Account Manager at Kaseya. Jason Graham holds Accounting from Wake Technical Community College.

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Email format at Idea Financial

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Idea Financial

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Profile bio

About Jason Graham

With a fresh perspective from Wake Technical Community College in Accounting and a driving force in technical sales, I'm currently thriving as an Executive Client Manager at Idea Financial. My journey has equipped me with a knack for new business development and a steadfast commitment to customer retention, proven by managing a significant book of business with exceptional revenue retention rates at Townsquare Interactive and Kaseya. My core competencies lie in technical sales support, where I adeptly input key customer data and oversee projects to fruition. The collaborative successes I've achieved with my teams demonstrate a blend of strategic sales acumen and a dedication to achieving collective goals. These competencies, combined with my educational insights, empower me to deliver superior outcomes for my organization and its clients.

Current workplace

Jason Graham's current company

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Idea Financial
Idea Financial
Client Success Manager
Miami, FL, US
Website
ideafinancial.com
Employees
76
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Company profile
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9 roles

Jason Graham work experience

A career timeline built from the work history available for this profile.

Executive Client Manager

Current
Idea Financial

Miami, Florida, United States

Jun 2024 - Present

Account Manager

Kaseya

Miami, Florida, United States

Jul 2023 - Apr 2024

Digital Marketing Specialist

Townsquare Interactive

Charlotte, North Carolina, United States

- Successfully managed a book of business valued over $75,000 with a 99% month to month revenue retention rate.- Inputting key customer information into the appropriate software.- Delegating and monitoring tasks and projects through each necessary stage until completion.

Jan 2023 - Jul 2023

Customer Experience Consultant

Carmax

United States

Nov 2021 - May 2022

Salesman

Aptive Environmental
  • Handle all administrative aspects of the sale including: completing customer contracts.
  • Provided customers with great services at a more economical price.
  • Provide efficient, courteous customer service and assist in all aspects of product offerings and services.
Mar 2021 - May 2022

Server

1250 Heritage

Wake Forest, North Carolina, United States

  • Restaurant server: Food service at upscale, american fare country club. Duties include familiarizing guests with menu and daily specials, accurately recording food and drink orders, running multi-course meals and.
  • Menu Knowledge: Memorize details of daily specials, seasonal menu items and options, as well as rotating craft beer options.
  • Up-selling: Direct customers and specialty drinks of perceived value to increase sales.
Jun 2019 - Mar 2020

Retail Sales Associate

Champs Sports

Raleigh, North Carolina, United States

  • Part-time sales associate providing outstanding customer service
  • Maintain strong customer relations to generate sales
  • Knowledgeable of all merchandise
  • Answer to customer inquiries and collect payments
Dec 2016 - Apr 2018
Team & coworkers

Colleagues at Idea Financial

Other employees you can reach at ideafinancial.com. View company contacts for 76 employees →

DD Dalton Dondero Dalton Dondero Colleague at Idea Financial Miami, Florida, United States, United States View → SV Stefano Vecco Stefano Vecco Colleague at Idea Financial Boston, Massachusetts, United States, United States View → CF Chevea Freeman Chevea Freeman Colleague at Idea Financial United States, United States View → NK Nathan Knouse Nathan Knouse Colleague at Idea Financial Richmond, Virginia, United States, United States View → MJ Milord Juste Milord Juste Colleague at Idea Financial Miami, Florida, United States, United States View → JN Jala Newchurch Jala Newchurch Colleague at Idea Financial United States, United States View → NC Nelly C. Nelly C. Colleague at Idea Financial Miami, Florida, United States, United States View → CT Carlo Tovar Carlo Tovar Colleague at Idea Financial Miami, Florida, United States, United States View → JG Jeany Gonzalez Jeany Gonzalez Colleague at Idea Financial Miami, Florida, United States, United States View → MJ Matthew Joseph Matthew Joseph Colleague at Idea Financial Greater Richmond Region, United States View →
1 education record

Jason Graham education

FAQ

Frequently asked questions about Jason Graham

Quick answers generated from the profile data available on this page.

What company does Jason Graham work for?

Jason Graham works for Idea Financial.

What is Jason Graham's role at Idea Financial?

Jason Graham is listed as Client Success Manager at Idea Financial.

Where is Jason Graham based?

Jason Graham is based in Miami, Florida, United States while working with Idea Financial.

What companies has Jason Graham worked for?

Jason Graham has worked for Idea Financial, Kaseya, Townsquare Interactive, Weatherby Healthcare, and Carmax.

Who are Jason Graham's colleagues at Idea Financial?

Jason Graham's colleagues at Idea Financial include Dalton Dondero, Stefano Vecco, Chevea Freeman, Nathan Knouse, and Milord Juste.

How can I contact Jason Graham?

You can use AeroLeads to view verified contact signals for Jason Graham at Idea Financial, including work email, phone, and LinkedIn data when available.

What schools did Jason Graham attend?

Jason Graham holds Accounting from Wake Technical Community College.

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