Brian Heide

Brian Heide

Sr. Technical Account Manager @ Ledger Investing

About Brian Heide

Brian Heide is a Sr. Technical Account Manager at Ledger Investing, with a background in customer success and technical account management across various companies, including Yesware and Apple.

Work at Ledger Investing

Brian Heide has been employed as a Senior Technical Account Manager at Ledger Investing since 2022. In this role, he is responsible for managing technical aspects of client accounts and ensuring successful implementation of Ledger's investment solutions. His experience in technical account management supports his ability to address client needs effectively in a remote work environment.

Previous Experience at Yesware

Brian Heide worked at Yesware in two capacities. He served as a Customer Experience Specialist from 2016 to 2017, where he focused on enhancing customer satisfaction and support. Following this role, he transitioned to the position of Customer Success Manager for a duration of nine months in 2017. His time at Yesware contributed to his expertise in customer engagement and success strategies.

Experience at Numerated

At Numerated, Brian held multiple roles over a span of four years. He began as an Implementation Engineer from 2017 to 2021, where he was involved in the implementation of Numerated's solutions. He then advanced to the position of Senior Implementation Engineer from 2021 to 2022, further developing his technical skills. In early 2022, he briefly served as a Senior Technical Account Manager before moving to his current role at Ledger Investing.

Background at Apple

Brian Heide worked at Apple as a Genius from 2013 to 2016. In this role, he provided technical support and customer service to Apple customers, helping them resolve issues with their devices. His experience at Apple laid the foundation for his customer service skills and technical knowledge, which he has applied in subsequent positions.

Education and Expertise

While specific educational details are not provided, Brian Heide's career trajectory demonstrates a strong background in technical account management, customer success, and implementation engineering. His roles across various companies highlight his expertise in managing client relationships and delivering technical solutions.

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