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Sierra Lanchbury
Customer Success Manager at Conquest Planning
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Work Experience
Customer Success Manager
2022 - Present · 2 years and 11 months
2019 - 2021 · 2 years
Managed Services Consultant
2021 - 2021
Inside Sales Representative
2019 - 2019
Company Details
51-200 Employees
Conquest Planning is a leading financial planning software company headquartered in Canada with offices in the UK and USA with a purpose-driven approach to delivering financial advice. The product-led company is built on the foundational belief that every single person deserves access to great financial advice. Users of Conquest Planning leverage its intuitively designed product, simple onboarding process, and data-driven artificial intelligence to accelerate the delivery of beautifully designed, hyper-personalized financial plans. Established in 2018, Conquest Planning was founded by a team of financial technology veterans whose track record of success spans over 30 years in the financial planning software space. For more information, visit www.conquestplanning.com.
Year Founded
2018
Social Media
LinkedinFacebook
Industry
Software Development, Computer Systems Design and Related Services, Services
HQ Location
330 St Mary Ave 800 Winnipeg, Manitoba R3C 3Z5, CA
Keywords
Financial Planningwealth and insurancetax and estateplanning engineportfolio management systemsoffice and portfoliooffice and plug
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