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Jeffrey Lynch Customer Success/Service/Operations/Onboarding Email & Phone Number

Transforming the client experience and increasing customer value across the entire post-sales organization. at LynchTobin & Associates, LLC
Location: Greater Boston, United States, United States 13 work roles 2 schools
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✓ Verified May 2026 3 data sources Profile completeness 86%

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Role
Transforming the client experience and increasing customer value across the entire post-sales organization.
Location
Greater Boston, United States, United States

Who is Jeffrey Lynch Customer Success/Service/Operations/Onboarding? Overview

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Jeffrey Lynch Customer Success/Service/Operations/Onboarding is listed as Transforming the client experience and increasing customer value across the entire post-sales organization. at LynchTobin & Associates, LLC, based in Greater Boston, United States, United States. AeroLeads shows a matched LinkedIn profile for Jeffrey Lynch Customer Success/Service/Operations/Onboarding.

Jeffrey Lynch Customer Success/Service/Operations/Onboarding previously worked as Managing Partner at Lynchtobin & Associates, Llc and Head of Client Success & Client Services at Namely. Jeffrey Lynch Customer Success/Service/Operations/Onboarding holds Mba, Finance from Duke University - The Fuqua School Of Business.

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Email format at LynchTobin & Associates, LLC

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LynchTobin & Associates, LLC

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Profile bio

About Jeffrey Lynch Customer Success/Service/Operations/Onboarding

Accomplished, ‘hands on’ client focused operations leader with a proven track record of collaboratively delivering results in rapidly growing SaaS technology and services firms. With a breadth of functional experience seek to maximize an organization’s potential by inspiring excellence and accountability in its teams, continuously improve process, product and the client experience and create a data driven culture that embraces transparency, workforce engagement and metrics based decision making.

Current workplace

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LynchTobin & Associates, LLC
Lynchtobin & Associates, Llc
Transforming the client experience and increasing customer value across the entire post-sales organization.
AeroLeads page
13 roles · 40 years

Jeffrey Lynch Customer Success/Service/Operations/Onboarding work experience

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

Managing Partner

Current

Cambridge, Massachusetts, US

Executive advisor to private equity, middle market and emerging start-ups in the global SaaS/MSP technology and service industry; advising on challenges/opportunities within post-sales driving growth, retention and continuous improvement.

2020 - Present ~6 yrs 4 mos

Head Of Client Success & Client Services

Chandler, Arizona, US

2018 - 2019 ~1 yr

Managing Partner

Lynchtobin & Associates, Llc

Global management consulting/business strategy advisory, specialized expertise in strategic solutions, market assessments, business advisory, process improvement/outsourcing/offshoring. Advising SaaS firms across the Human Capital Management and Financial Services industries.

2017 - 2017

Global Leader Of Client Success, Client Services & Operations

Minneapolis, MN, US

Jan 2012 - 2015

Founder And Managing Partner

Clt & Associates

A financial services management consulting and business strategy advisor for leading Emerging Markets investment companies and SaaS technology firms.

2008 - 2012 ~4 yrs

Senior Vice President, Saas/Msp Process Owner, Client Success & Service

Boston, MA, US

2004 - 2008 ~4 yrs

Senior Vice President, Head Of Sales, Chief Financial Officer, Board Member

London, London, GB

Managed both Finance and Sales teams providing software development, consulting, and outsourced system solutions for banks, investment management companies, and third party administrators.

2002 - 2004 ~2 yrs

Senior Vice President, Head Of Product Development - Brokerage

London, London, GB

Championed Fidelity’s re-entry into the brokerage business. Proposed, designed, built, launched and operated the on-line retail brokerage business. Led due diligence effort, negotiated and executed final agreements and product strategy.

2000 - 2002 ~2 yrs

Senior Vice President, Head Of Product Development - Fund Distribution

London, London, GB

Introduced fund supermarket to Fidelity International. Created and launched U.K. on-line multi-fund distribution platform serving the retail and intermediary brokers, banks, and financial advisors markets.

1999 - 2000 ~1 yr

Senior Vice President, Chief Financial Officer, Head Of Product Development

Boston, MA, US

1993 - 1999 ~6 yrs
2 education records

Jeffrey Lynch Customer Success/Service/Operations/Onboarding education

Mba, Finance

Duke University - The Fuqua School Of Business

Ba, Economics

Hobart And William Smith Colleges
FAQ

Frequently asked questions about Jeffrey Lynch Customer Success/Service/Operations/Onboarding

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

What company does Jeffrey Lynch Customer Success/Service/Operations/Onboarding work for?

Jeffrey Lynch Customer Success/Service/Operations/Onboarding works for LynchTobin & Associates, LLC.

What is Jeffrey Lynch Customer Success/Service/Operations/Onboarding's role at LynchTobin & Associates, LLC?

Jeffrey Lynch Customer Success/Service/Operations/Onboarding is listed as Transforming the client experience and increasing customer value across the entire post-sales organization. at LynchTobin & Associates, LLC.

Where is Jeffrey Lynch Customer Success/Service/Operations/Onboarding based?

Jeffrey Lynch Customer Success/Service/Operations/Onboarding is based in Greater Boston, United States, United States while working with LynchTobin & Associates, LLC.

What companies has Jeffrey Lynch Customer Success/Service/Operations/Onboarding worked for?

Jeffrey Lynch Customer Success/Service/Operations/Onboarding has worked for Lynchtobin & Associates, Llc, Namely, Radius | Global Growth Experts, Ceridian, and Clt & Associates.

How can I contact Jeffrey Lynch Customer Success/Service/Operations/Onboarding?

You can use AeroLeads to view verified contact signals for Jeffrey Lynch Customer Success/Service/Operations/Onboarding at LynchTobin & Associates, LLC, including work email, phone, and LinkedIn data when available.

What schools did Jeffrey Lynch Customer Success/Service/Operations/Onboarding attend?

Jeffrey Lynch Customer Success/Service/Operations/Onboarding holds Mba, Finance from Duke University - The Fuqua School Of Business.

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