Carter Matheson
About Carter Matheson
Carter Matheson is an Onboarding Manager at Podium, where he oversees the integration of new clients into the company's services. He has a diverse background in financial consulting, customer experience, and warehouse operations, and is currently pursuing an MBA with a focus on small business consulting.
Work at Podium
Carter Matheson currently serves as the Onboarding Manager at Podium, a role he has held since 2022. In this position, he manages the onboarding process for new clients, ensuring they are effectively integrated into the company's services. His responsibilities include coordinating training sessions, providing support during the transition, and facilitating communication between clients and internal teams.
Previous Experience
Before joining Podium, Carter Matheson gained valuable experience in various roles. He worked at KeyBank as a Financial Wellness Consultant from 2020 to 2022 in Logan, Utah. He also held positions at Cotopaxi as a Warehouse Associate from 2018 to 2019 and as a Customer Experience Associate from 2019 to 2020. Additionally, he completed a Retail Banking Internship at KeyBank in 2020 and a Sales Team Internship at AdvancedMD in 2018.
Education and Expertise
Carter Matheson pursued his education at Utah State University, where he studied Business Administration and Management, earning a Bachelor's degree from 2017 to 2021. He furthered his education by achieving a Master of Business Administration (MBA) from the Jon M Huntsman School of Business, which he is currently completing from 2021 to 2023. His studies focus on skills relevant to small business consulting.
Career Aspirations
Carter Matheson aspires to leverage his diverse experience in various roles to become a successful small business consultant. His background in client onboarding, financial wellness, and customer experience positions him well to provide valuable insights and support to small businesses in the future.