Will Gilbert
About Will Gilbert
Will Gilbert serves as the Director of Customer Success at Datarails, where he has worked since 2022. He has a background in finance and customer success, having held various roles at Datarails and Bank of America Merrill Lynch.
Current Role at DataRails
Will Gilbert serves as the Director of Customer Success at DataRails, a position he has held since 2022. In this role, he is responsible for overseeing customer success initiatives and ensuring that clients derive maximum value from DataRails' financial planning and analysis solutions. His leadership in this capacity is aimed at enhancing customer satisfaction and retention.
Previous Experience at DataRails
Prior to his current role, Will Gilbert worked at DataRails in various capacities. He began as an FP&A Customer Success Manager from 2021 to 2022, where he focused on supporting clients in their financial planning processes. He then advanced to the FP&A Customer Success Team Lead for a period of nine months in 2022, further refining his skills in customer engagement and team leadership.
Professional Background
Will Gilbert has a diverse professional background that includes significant experience in finance and customer success. He worked as an Analyst at Bank of America Merrill Lynch from 2015 to 2017, followed by a role as an Associate from 2017 to 2021. His early career included an internship at Greenspring Associates in 2014, where he gained exposure to investment team operations.
Education and Qualifications
Will Gilbert earned a Bachelor of Science in Business Administration (BSBA) with a focus on Finance from Elon University, specifically from the Martha and Spencer Love School of Business. His studies spanned from 2011 to 2015, providing him with a solid foundation in financial principles and practices that he has applied throughout his career.