KK

Kevin Kaplan

Customer Success Manager

Austin, Texas

Education

Work Experience

2023

  • Customer Success Manager - Enterprise

    2023

    Customer relations. Renewals. Account Management. Partner Management. API integrations. Global deployments. Social media. Onboarding. Training. Upsell. Compliance.

  • Chief Investment Officer

    2016

    Investments, Philanthropy, and Business Consulting

  • Manager, Implementation Services

    2022 - 2023

    Helped hire and manage a team of five implementation coordinators. Developed onboarding program through several iterations, managed escalations and helped reduce churn.

  • Implementation Coordinator

    2022 - 2022

2019 - 2021

  • Senior Enterprise Implementation Manager

    2021 - 2021

  • Enterprise Onboarding Specialist

    2019 - 2021

  • Customer Success Specialist

    2019 - 2019

2018 - 2020

  • Regional Business Development - Austin

    2018 - 2020

    Compound is reimagining the way the world invests in urban residential real estate — one apartment at a time... company acquired by Republic in June 2020.

Silicon Hills Wealth Management, LLC

2014 - 2016

  • Partner

    2014 - 2016

    Silicon Hills Wealth Management is an Austin, Texas based investment and financial advisory firm focused on providing a complete portfolio of services to help clients manage their financial lives.

2015 - 2015

  • Contributing Writer

    2015 - 2015

    Contributed articles to Building Wealth: Professional financial advisers share fresh insights and best practices for working with clients to build and protect wealth.

2012 - 2014

  • Financial Professional

    2012 - 2014

2002 - 2012

  • Global Services

    2002 - 2012

    Project Manager and Service Delivery Manager

Lake Austin Fine Arts

1999 - 2002

  • Owner/Director at Lake Austin Fine Arts

    1999 - 2002

    Fine Art photography gallery I built and managed in Austin, Texas. Represented top tier artists like William Wegman, Joel Sternfeld, Mark Seliger, Neil Leifer and Julius Shulman among others. Winner of Austin Critics Table award.