Devon Saris
Representative at CPA.com | Ann Arbor, Michigan, United States
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As a Senior Customer Success Manager at CPA.com, Devon Saris plays a pivotal role in driving client retention and fostering long-term relationships with key accounts, particularly in the areas of budgeting, forecasting, and client advisory services. With a strong foundation in financial technology and business strategy, Devon is dedicated to ensuring that clients not only renew their services but also fully leverage the capabilities of CPA.com’s innovative solutions. His expertise in partnership management allows him to identify growth opportunities and tailor strategies that align with clients’ unique needs, ultimately enhancing their overall experience.
Devon’s role extends beyond mere account management; he acts as a product subject matter expert, collaborating closely with the sales team to pinpoint potential opportunities for upselling and cross-selling. His ability to communicate complex concepts clearly and effectively is complemented by his strong intrapersonal skills, which help him build rapport with clients and address their concerns proactively. Devon’s proficiency in tools such as Microsoft Excel and CRM systems enables him to analyze client data and track engagement metrics, ensuring that each account receives personalized attention and support.
Currently, Devon is spearheading several key projects aimed at improving client onboarding processes and developing educational resources that empower clients to maximize the value of CPA.com’s offerings. His commitment to delivering exceptional customer experiences post-sales is evident in the positive feedback he consistently receives from clients, solidifying his reputation as a trusted advisor in the financial technology landscape. Through his strategic approach and dedication to client success, Devon Saris is not only contributing to the growth of CPA.com but also shaping the future of client advisory services in the industry.
Representative at CPA.com in October 2020 to Present
Senior Sales Support Specialist at Pacific Industrial Development Corporation (PIDC) in March 2020 to October 2020
Proposal Development Coordinator at Almac Group in July 2018 to November 2019
Mortgage Banker - CA, DE, LA, MD, MA, MI, MS, MO, OH, PA, RI, SC, SD, TN, TX at Quicken Loans in August 2017 to July 2018
Emerging Market Associate at Thomson Reuters in September 2016 to August 2017
Customer Experience Squad Member at Thomson Reuters in April 2016 to August 2017
Inside Sales Account Representative at Thomson Reuters in January 2014 to August 2016
Enterprise Account Coordinator / Technology Transition Representative at Thomson Reuters in May 2013 to December 2013
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Central Michigan University, Bachelor of Science (B.Sc.), October 2026
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Customer Service
Communication
Intrapersonal Skills
Microsoft Excel
Marketing
Training
Time Management
Cashiering
Marketing Strategy
Data Entry
Facebook
Event Planning
Cash Register
Strategic Planning
Phone Skills
Social Networking
Project Management
PowerPoint
Retail
Telephone Skills
Customer Satisfaction
Teamwork
CRM
Strategy
Sales Operations
Team Building
B2B
Account Management
Negotiation
Microsoft Office
Management
Outlook
Sales Management
Social Media
Data Analysis
Customer Retention
Advertising
Press Releases
Product Marketing
Public Speaking
Selling
Finance
Microsoft Word
Event Management
Budgets
New Business Development
Inventory Management
Leadership
Cold Calling
Sales
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Discover more about CPA.comWhat is Devon Saris email address?
Email Devon Saris at [email protected] and [email protected]. This email is the most updated Devon Saris's email found in 2026.
How to contact Devon Saris?
To contact Devon Saris send an email to [email protected] or [email protected]. (updated on August 26, 2024)
What company does Devon Saris work for?
Devon Saris works for CPA.com
What is Devon Saris's role at CPA.com?
Devon Saris is Representative
What is Devon Saris's Phone Number?
Devon Saris's phone (313) ***-*282
What industry does Devon Saris work in?
Devon Saris works in the Chemicals industry.
Devon Saris Email Addresses
Devon Saris Phone Numbers
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