Mallory Harvey
About Mallory Harvey
Mallory Harvey is a Client Success Manager at ClassWallet, specializing in enhancing client relationships and simplifying fund tracking processes for educators in the K12 sector. She has a diverse background in client success and sales management, with previous roles at TRA School Software Solutions, Edlio, LLC, and Utility Management Services.
Current Role at ClassWallet
Mallory Harvey serves as a Client Success Manager at ClassWallet, a position she has held since 2022. In this role, she leads a team dedicated to enhancing client relationships and ensuring client success. Her focus is on simplifying fund tracking processes specifically for educators in the K12 sector. Working remotely, she manages client success operations effectively from a distance.
Previous Experience at TRA School Software Solutions, Inc.
Prior to her current role, Mallory worked at TRA School Software Solutions, Inc. as a Sales Manager from 2010 to 2019. During her nine years in this position, she developed skills in client management and sales strategies, contributing to the company's growth and client satisfaction.
Experience at Edlio, LLC
Mallory served as a CSS Support Engineer at Edlio, LLC from 2020 to 2022. In this role, she provided technical support and assistance, further enhancing her expertise in client success and support operations within the educational technology sector.
Background in Account Management
Before her tenure at Edlio, Mallory worked as an Account Manager at Utility Management Services, Inc. for five months in 2019. This experience added to her background in managing client accounts and fostering strong professional relationships.
Education and Expertise
Mallory studied at the University of North Carolina Wilmington, where she earned a Bachelor's Degree in Business Administration with a concentration in Marketing from 2006 to 2010. Her educational background supports her expertise in client success management and marketing strategies.