Jason Soo
About Jason Soo
Jason Soo is the Senior Director of Customer Engagement at Firmex, where he has worked for over 14 years in various leadership roles. He has a strong background in client services and customer engagement, with expertise in cloud-based solutions for M&A transactions and regulatory compliance.
Current Role at Firmex
Jason Soo serves as the Senior Director of Customer Engagement at Firmex, a position he has held since 2024. In this role, he focuses on developing and implementing strategies to enhance customer engagement. His leadership is aimed at improving client relationships and ensuring satisfaction with Firmex's services.
Previous Positions at Firmex
Jason Soo has held multiple leadership roles at Firmex over a span of more than 14 years. He began as a Client Services Consultant from 2009 to 2010, then progressed to Client Service Manager from 2010 to 2012. He served as Director of Client Services from 2012 to 2015 and later as Director of Client Success from 2015 to 2022. He was then promoted to Senior Director of Client Success from 2022 until 2024, before assuming his current role.
Education and Expertise
Jason Soo studied at Ryerson University, where he earned a Bachelor of Commerce degree in Information Technology Management from 1999 to 2003. His academic background complements his extensive professional experience, particularly in cloud-based solutions for M&A transactions, fundraising, and regulatory compliance.
Contributions to Customer Engagement
Throughout his tenure at Firmex, Jason Soo has played a significant role in enhancing customer engagement strategies. His efforts have contributed to the company's growth in the virtual data room sector, focusing on improving client satisfaction and service delivery.