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Won Lee Email & Phone Number

Customer Success Manager at Amount
Location: Atlanta Metropolitan Area, United States 5 work roles 1 school
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✓ Verified July 2026 3 data sources Profile completeness 86%

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Current company
Role
Customer Success Manager
Location
Atlanta Metropolitan Area, United States
Company size

Who is Won Lee? Overview

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Quick answer

Won Lee is listed as Customer Success Manager at Amount, a with 54 employees, based in Atlanta Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Won Lee.

Won Lee previously worked as Technical Services Lead at Wizehive and Client Service Representative at Ss&C Advent. Won Lee holds Bachelor Of Business Administration (B.B.A.) from University Of North Florida.

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Email format at Amount

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Amount

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Profile bio

About Won Lee

Won Lee is a Customer Success Manager at Amount. Colleagues describe them as "I am delighted to write this recommendation for Won, whose performance and contributions have been nothing short of exceptional. Won and I worked together at WizeHive, where she served as a Technical Services Specialist. Won consistently demonstrated an outstanding level of professionalism, creativity, and dedication in all aspects of her work. Her ability to tackle complex challenges with innovative solutions was evident in her work, each and every day. Beyond her technical knowledge and skills, Won was a collaborator, always willing to support colleagues while fostering a positive and inclusive work environment. Her exceptional work ethic, coupled with a remarkable aptitude for problem solving and genuine passion for helping others, made Won an invaluable asset to our organization. I wholeheartedly recommend Won for any future opportunities, confident that she will continue to achieve great success and make significant contributions wherever she goes." and "With over 10 years of experience in Financial technology and grant management software, Won Lee who I am pleased to enthusiastically recommend, has been an exceptional asset to our team at Wizehive for the past 2 years. I had the privilege of working with her both at SS&C and at WizeHive, and I can confidently say that she excels in every role she undertakes. Her contributions across project management, client relations, and operational efficiency are remarkable, and her ability to adapt and thrive in dynamic environments makes her an invaluable asset to any team. During our time at SS&C, Won quickly established herself as an indispensable team member through her exceptional problem-solving abilities, thorough attention to detail, and her capacity to handle multiple priorities seamlessly. She effortlessly supported high-complexity projects by managing core administrative tasks, handling client communications, and ensuring all project elements were aligned with our organizational goals. Her commitment to delivering exceptional results consistently enabled our team to achieve high levels of client satisfaction and operational success. At WizeHive, she expanded her expertise even further. She regularly supported large-scale implementations, streamlined project handoffs, and acted as a go-to resource for the Project Management Office, excelling in tasks ranging from account management to project coordination. Her proficiency with internal systems and commitment to process improvement elevated our technical team’s productivity and efficiency. Her collaborative approach made her a respected and approachable point of contact for both clients and colleagues. Not only did she help manage smaller projects with precision, but she also displayed a strategic mindset, supporting senior project managers with critical administrative tasks that allowed them to focus on high-level planning. Won consistently demonstrates a strong dedication to client service, ensuring that clients’ needs are met through responsive, professional, and clear communication. Her familiarity with managing end-to-end tasks, from contract setup and tracking to ensuring client satisfaction during early adoption phases, makes her an ideal fit for any Product Service or Project Management role."

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Won Lee's current company

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Amount
Amount
Customer Success Manager
Atlanta, GA, US
Website
Employees
54
AeroLeads page
5 roles

Won Lee work experience

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Customer Success Manager

Atlanta, Ga, Us

Technical Services Lead

I maintain a 95% on-time project completion rate by creating tailored solutions and ensuring project scope clarity. My role includes providing technical support, streamlining workflows, and resolving complex technical challenges to enhance system performance and client satisfaction. I also partner with Customer Success Managers to align solutions with client goals and organizational standards.

Client Service Representative

Jacksonville, Florida, United States

I cultivated client relationships by providing consistent support and training for Black Diamond Link users. My role involved guiding clients through onboarding, managing data-related processes, and resolving urgent issues to meet service-level agreements. I also coordinated with aggregation services to refine client setups and improve platform functionality.

Jun 2019 - Nov 2022

Data Analyst

Jacksonville, Florida Area

I conducted research and analysis to ensure data accuracy, contributing to product development and increasing platform adoption by 15%. My responsibilities included creating training materials, reconciling financial data, and collaborating on process improvements to enhance client satisfaction and operational efficiency.

Nov 2013 - Jun 2019

Operations Analyst

Jacksonville, Florida Area

I supported operational processes by analyzing data, optimizing workflows, and delivering insights to improve financial operations. My work focused on accuracy and efficiency, contributing to streamlined operations and reliable decision-making for the organization.

Aug 2011 - Oct 2013
Team & coworkers

Colleagues at Amount

Other employees you can reach at wizehive.com. View company contacts for 54 employees →

1 education record

Won Lee education

FAQ

Frequently asked questions about Won Lee

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What company does Won Lee work for?

Won Lee works for Amount.

What is Won Lee's role at Amount?

Won Lee is listed as Customer Success Manager at Amount.

Where is Won Lee based?

Won Lee is based in Atlanta Metropolitan Area, United States while working with Amount.

What companies has Won Lee worked for?

Won Lee has worked for Amount, Wizehive, Ss&C Advent, and Deutsche Bank.

Who are Won Lee's colleagues at Amount?

Won Lee's colleagues at Amount include Sean Burke, Ali Chaudhary, Matt Snodderly, Aiden Isaia, and Sukriti Rajora.

How can I contact Won Lee?

You can use AeroLeads to view verified contact signals for Won Lee at Amount, including work email, phone, and LinkedIn data when available.

What schools did Won Lee attend?

Won Lee holds Bachelor Of Business Administration (B.B.A.) from University Of North Florida.

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