Jason Tate Han
About Jason Tate Han
Jason Tate Han is a Senior Customer Success Manager currently at Datarails, with a diverse background in finance and customer success across various prestigious firms, including IBM, The Blackstone Group, and Goldman Sachs.
Current Role at DataRails
Jason Tate Han serves as the Senior Customer Success Manager at DataRails, a position he has held since 2024. In this role, he focuses on enhancing customer satisfaction and ensuring successful implementation of the company's financial management solutions. His experience in customer success enables him to effectively address client needs and foster long-term relationships.
Previous Experience at DataRails
Prior to his current role, Jason worked at DataRails as a Customer Success Manager from 2022 to 2024. During this time, he contributed to the company's mission by supporting clients in maximizing the value of their financial data and software solutions. His responsibilities included onboarding new clients and providing ongoing support.
Career Background in Finance
Jason has a diverse background in finance, having worked at several prominent organizations. He was an FP&A Manager at London Stock Exchange Group (LSEG) from 2018 to 2022, where he oversaw financial planning and analysis. His earlier roles included positions at IBM, where he held various financial analyst positions from 2013 to 2016, and at The Blackstone Group as an Associate from 2016 to 2018.
Educational Qualifications
Jason holds a Master of Business Administration in Finance from the University of Rochester - Simon Business School, which he completed from 2011 to 2013. He also earned a Bachelor of Science in Business Administration with a focus on Finance from the University of Evansville, where he studied from 2005 to 2009. His educational background provides a strong foundation for his career in finance and customer success.
Internship Experience
Jason's early career included internship experiences that contributed to his professional development. He interned in the Investment Banking Division at Goldman Sachs in 2007 and worked as an MBA Treasury Intern at Dell in 2012. These roles provided him with valuable insights into the finance industry and helped shape his career trajectory.