Jacob M.
About Jacob M.
Jacob M. is an Enterprise Program Manager with extensive experience in customer success and program management across various companies, including Clozd and nCino, Inc. He holds a Bachelor of Science in Finance from Brigham Young University and has worked in roles ranging from financial analyst to client success manager.
Current Role as Enterprise Program Manager
Jacob M. currently serves as an Enterprise Program Manager at Clozd, a position he has held since 2024. In this role, he is responsible for overseeing enterprise-level projects and ensuring successful program execution. His experience in program management allows him to effectively coordinate between various teams and stakeholders, driving initiatives that align with organizational goals.
Previous Experience at Clozd
Before his current role, Jacob worked at Clozd as a Program Manager from 2021 to 2024. During this time, he contributed to the development and management of win-loss interview programs for notable firms, including Pitchbook, Stripe, and Xactly. His tenure at Clozd provided him with valuable insights into customer success and program management.
Career Background in Customer Success and Analysis
Jacob has a diverse background in customer success and financial analysis. He worked at nCino, Inc. as a Senior Customer Success Manager for seven months in 2021, and previously held the position of Customer Success Manager at the same company from 2019 to 2021. His earlier roles include positions at Comcast Cable as a Financial Analyst and at Visible Equity in various capacities, including Client Success Manager and Data Analyst.
Educational Background in Finance
Jacob earned a Bachelor of Science (B.S.) in Finance from Brigham Young University Marriott School of Business, completing his studies from 2010 to 2016. His education provided a strong foundation in financial principles, which he has applied throughout his career in various analytical and managerial roles.
Internship Experience and Early Career
Jacob's early career includes several internships that contributed to his professional development. He interned as a Financial Analyst at NBCUniversal Media, LLC, and as a Business Development Intern at Inertial Sense, LLC. Additionally, he gained operational experience as an Operations Intern at Vantage Sports Inc. These roles helped him build a diverse skill set in finance and operations.