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I’m a leader in Strategic Account Management with over a decade of experience helping Fortune 500 companies and high-growth enterprises leverage technology to solve complex business challenges and drive measurable outcomes. With a strong background in SaaS, business intelligence, and financial services, I specialize in building deep, consultative relationships with key stakeholders to maximize value, retention, and revenue expansion.Throughout my career, I’ve worked at the intersection of customer strategy and business operations, ensuring that organizations not only achieve their immediate goals but also unlock long-term growth opportunities. I lead strategic account initiatives, drive adoption of advanced analytics platforms, and coordinate cross-functional efforts to ensure seamless product delivery and client satisfaction. I successfully demonstrated these skills at Sigma Computing and Sisense. I have a consistent track record of exceeding Net Dollar Retention (NDR) and customer retention targets while delivering double-digit year-over-year growth.I am passionate about transforming complex technical solutions into tangible business results, guiding clients through every stage—from onboarding to expansion. Whether collaborating with product teams to enhance platform features or partnering directly with C-suite executives to align on business goals, I am dedicated to delivering exceptional experiences that drive success for both my clients and my organization.If you’re looking for a senior leader who thrives on delivering measurable impact, building trust-based relationships, and identifying new avenues for growth, let’s connect. I am always open to sharing insights and discussing how we can help each other succeed.
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Account DirectorAkur8New York, Ny, Us -
Business Development ExecutivePerkin IndustriesNew York, Ny, Us -
Sr. Enterprise Customer Success ManagerSigma Computing (Hiring!) Sep 2022 - Jul 2024San Francisco, California, UsIn my role as Sr. Enterprise Customer Success Manager at Sigma Computing, I focused on strategic account management, success planning, and user adoption to drive revenue expansion and customer satisfaction. I collaborated with customers to align our BI capabilities with their business goals, resulting in a company-leading NDR of 165% YOY. -
Enterprise Customer Success ManagerSisense Apr 2021 - Sep 2022New York, New York, UsIn my role as an Enterprise Customer Success Manager at Sisense, I focused on building executive relationships, optimizing customer experience, and managing revenue to exceed targets. By aligning growth initiatives with goals, I ensured buy-in for future expansions and renewals. Through product evangelism and project planning, I helped customers solve workflow challenges, leading to successful retention and expansion initiatives. -
Senior Customer Success ManagerOs33 Feb 2018 - Apr 2021New York, Ny, UsIn my role as a Senior Customer Success Manager at OS33, I built strong relationships with C-Suite leaders and key stakeholders to optimize digital and operational platforms. Through strategic project planning and product implementation, I enhanced customer experience and promoted feature adoption of various integrations for compliant workflows. My efforts led to minimized attrition, maintained $4.5M ARR for 30+ customers, and renewed $1.2M ARR with 36-month commitments in 2020. -
Private Wealth AdvisorIndependent Consulting Jan 2017 - Feb 2018• Wealth Advisory: Provided individualized financial planning services to affluent individuals and executive leaders throughout a diverse range of high-profile organizations.• Financial Planning: Gathered financial data from prospective clientele, presented custom-tailored financial planning services, broke down processes, and delivered strategic roadmaps for a broad range of financial scenarios.
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Wealth AdvisorSax Wealth Advisors, Llc Nov 2015 - Jan 2017Parsippany, New Jersey, Us• Wealth Management & Financial Planning: Partnered with advisors in delivering comprehensive wealth management experience to clientele, including all key areas of financial planning methodology.• Risk Analysis & Management: Conducted in-depth risk management assessments on life insurance, long term care, and disability coverage, while integrating client estate planning and wealth transfer objectives.• Technology Acumen: Utilized financial planning software in analyzing retirement scenarios for prospects and clients to maximize financial planning opportunities.• Portfolio & Trade Advisory: Continually monitored clients' asset allocation, rebalanced portfolios, and provided individualized trade recommendations, while concurrently managing billing and cash requirements. -
Private Wealth AdvisorLincoln Financial Advisors Nov 2012 - Nov 2015Philadelphia, Pennsylvania, UsAs a Private Wealth Advisor, I provide high net worth individuals, families and business owners with financial solutions to help them accumulate wealth, protect it and transfer it through various investment and insurance strategies.Jason Gutman is a registered representative of Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. CRN-898684-040814 -
Sales RepresentativeBloomberg Lp Dec 2007 - Aug 2012New York, Ny, Us• Customer Support: Oversaw customer support for buy-side clients leveraging Bloomberg's Citrix-based cloud solution (AIM), including insurance funds, hedge funds, and investment banks with a total recurring revenue stream of $2M+.• Product Implementation & Project Management: Pioneered all phases of product implementation and a diverse range of project management initiatives in collaboration with Portfolio Managers, traders, C-level executives, and IT staff.• Workflow Optimization: Conceptualized, created, and delivered innovative workflow solutions to Portfolio Managers and traders centralized on order management and trading.• Trading Advisory & Regulatory Compliance: Provided comprehensive advisory to Compliance Officers on managing pre/post trade rules within compliance module.• Consulting & Cross-Functional Collaboration: Consulted with Back & Middle Office personnel on streamlining transition of Post Trade process; collaborated with Business Managers and programmers on guiding product development.• C-Suite Advisory: Formulated and presented cost/benefit analysis to C-level executive leadership team.
Jason Gutman Skills
Jason Gutman Education Details
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Lehigh UniversityHistory
Frequently Asked Questions about Jason Gutman
What company does Jason Gutman work for?
Jason Gutman works for Akur8
What is Jason Gutman's role at the current company?
Jason Gutman's current role is Account Director.
What is Jason Gutman's email address?
Jason Gutman's email address is ja****@****nse.com
What is Jason Gutman's direct phone number?
Jason Gutman's direct phone number is +164625*****
What schools did Jason Gutman attend?
Jason Gutman attended Lehigh University.
What skills is Jason Gutman known for?
Jason Gutman has skills like Life Insurance, Sales, Software As A Service, Cybersecurity, Consultative Selling, Financial Planning, Customer Relationship Management, Cloud Computing, Business Strategy, Citrix, Teamwork, Financial Technology.
Who are Jason Gutman's colleagues?
Jason Gutman's colleagues are Gary Rohrig, Nathalie Latimer, Pmp, Csm, Cspo, Zachary Leblanc-Lavigne, Romain Duboc, Jean-Sebastien Dieu, Tanguy Morelle, Ken Scalf.
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