Boawen Wang

Boawen Wang

Sr Customer Success Strategy & Ops Manager @ Carta

About Boawen Wang

Boawen Wang is a Sr Customer Success Strategy & Ops Manager at Carta, with a strong background in customer success management and process building. He has previously held various roles in the SaaS and Edtech industries, including founding and hosting Redefinition and working at Kaplan Test Prep and Udemy.

Current Role at Carta

Boawen Wang currently serves as the Sr Customer Success Strategy & Ops Manager at Carta, a position she has held since 2023. In this role, she focuses on enhancing customer success strategies and operational efficiency. Her responsibilities include overseeing customer success initiatives and ensuring that the team meets its objectives in customer retention and satisfaction.

Previous Experience at Carta

Prior to her current role, Boawen Wang worked at Carta as a Program Analyst - Customer Success from 2020 to 2021 and as a Program Manager - Customer Success from 2021 to 2022. During her tenure, she contributed to the development and implementation of customer success programs, leveraging her expertise in customer retention and operational strategies.

Background in Customer Success Management

Boawen Wang has a strong background in process building across Customer Success Management (CSM) teams. She has extensive experience in implementing customer success tools such as Totango and Catalyst, which are essential for tracking customer engagement and satisfaction. Her focus on operational efficiency has been a key aspect of her career.

Education and Academic Background

Boawen Wang earned her Bachelor of Arts (B.A.) degree in Sociology and Marketing from the University of California, Riverside. Her academic background provides a foundation for her work in customer success and operations, equipping her with insights into consumer behavior and effective marketing strategies.

Diverse Professional Experience

Boawen Wang has a diverse professional background that spans both the SaaS and Edtech industries. She has held various roles, including Grad Programs Manager at Kaplan Test Prep and Content Operations and Programs at Udemy. Her experience in different sectors has contributed to her comprehensive understanding of customer success and operational management.

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