Dana Polyak Email Address

Customer Success Executive and Customer Experience and Mentor and Stanford Graduate School of Business

Addepar is the first investment management platform for investors and advisors that easily handles all of your assets, connecting your financial goals with actionable insights.

CUSTOMER SUCCESS & EXPERIENCE LEADERExperienced and innovative services leader I start with the customer experience in mind and build organizations around the customer needs and business goals. A strategic leader who rolls up her sleeves to get the job done my core specialties are - Customer Success - Technical Support - Customer Enablement- Customer ExperienceMy goal:To build customer-centric organizations, focusing on the end-to-end customer experience by understanding the customer journey through each stage of the customer lifecycle. Customer success and experience is about how companies make their customers feel and the value companies deliver to them at different points of their interactions with us. Great companies need loyal customers - I specialize in customer experience and loyalty.