Isabella Bean

Manager, Customer Success Enterprise @ Carta

About Isabella Bean

Isabella Bean serves as the Manager of Customer Success - Enterprise at Carta, where she has worked since 2022. With a diverse background in customer support and technical account management, she has built a solid foundation in customer service across various industries.

Work at Carta

Isabella Bean has been employed at Carta since 2019, holding various positions that highlight her expertise in customer success and support. She currently serves as the Manager of Customer Success - Enterprise, a role she has held since 2022. Prior to this, she worked as a Technical Account Manager from 2021 to 2022 and as an Enterprise Support Manager from 2020 to 2021. Her earlier roles at Carta include Support Analyst and Channel Support Analyst, which provided her with a foundation in customer service and technical support.

Education and Expertise

Isabella Bean earned her Bachelor of Science in Finance from the University of Utah - David Eccles School of Business, completing her studies from 2013 to 2018. This educational background in finance complements her professional experience in customer-facing roles across various industries, enhancing her understanding of customer service dynamics. Her expertise spans technical account management and enterprise support, equipping her with the skills necessary to address complex customer needs.

Background

Isabella Bean has a diverse work history that includes roles in customer service across multiple sectors, including finance and healthcare. Before joining Carta, she worked as a Customer Relationship Advocate at Fidelity Investments and held various positions in customer service and administrative roles, such as Front Desk Receptionist at Canyon Rim Physical Therapy and Secretary at Rice Industries Corp. This varied background contributes to her comprehensive understanding of customer interactions.

Achievements

Throughout her career, Isabella Bean has demonstrated a commitment to customer success and support. Her progression through multiple roles at Carta showcases her ability to adapt and excel in different capacities, from technical account management to enterprise support. Her experience in customer-facing roles has equipped her with the skills to effectively manage complex customer needs and enhance overall customer satisfaction.

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