Jonathan Urbanski
About Jonathan Urbanski
Jonathan Urbanski is an Enterprise Customer Success Manager at Coconut Software, where he develops customized workflows for enterprise clients. He has a background in customer success and underwriting, with previous roles at Grodan and Intact Financial Corporation, and holds degrees in Horticultural Science and Business Management.
Current Role at Coconut Software
Jonathan Urbanski serves as the Enterprise Customer Success Manager at Coconut Software, a position he has held since 2022. In this role, he develops customized workflows and processes aimed at enhancing operations and user engagement for enterprise clients. His responsibilities include managing strategic enterprise accounts and acting as a trusted advisor for major clients, including Arvest Savings and Bank, Telus Communications, Vancouver City Savings Credit Union, and Park National Bank.
Previous Experience in Customer Success
Before joining Coconut Software, Jonathan Urbanski worked as a Customer Success Manager at Grodan from 2019 to 2021, where he focused on North American operations. He also held a position as Customer Success Manager at Intellitix from 2017 to 2018. His experience in customer success roles has contributed to his ability to achieve a 99% retention rate in 2021 while managing strategic enterprise accounts at Coconut Software.
Educational Background
Jonathan Urbanski studied at the University of Guelph, where he earned a Certificate in Horticultural Science from 2020 to 2021. He also holds a Bachelor’s degree in Business Management and Organizational Studies with a focus on Human Resources from Western University, completed between 2005 and 2010. Additionally, he studied at the Insurance Institute of Canada, achieving the Chartered Insurance Professional designation from 2010 to 2012, and completed a Canadian Risk Management program at the University of Toronto from 2012 to 2013.
Career Path in Insurance and Underwriting
Jonathan Urbanski began his career in the insurance sector, working as an Intermediate Commercial Lines Underwriter at Intact Financial Corporation from 2010 to 2014. He then transitioned to Healthcare Insurance Reciprocal of Canada, where he served as an Underwriter in Insurance Operations for nine months in 2014. His background in insurance has provided him with a strong foundation for his subsequent roles in customer success.
Early Career Experience
Jonathan's early career included a role as a Sales Support Specialist at DAC Group from 2015 to 2017 and as an Assembly and Warehouse Associate at McCormick & Company from 2009 to 2010. These positions contributed to his diverse skill set and understanding of operational processes, which he later applied in customer success roles.