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Andrew King — Head of Client Success · Way2B1 · Jupiter, Florida, United States.
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Profile updated Nov 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
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About
Andrew King’s client success experience includes leadership roles at Way2B1 and SMArtX Advisory Solutions. At SMArtX, the responsibilities covered implementation, user training and ongoing support for a managed accounts platform, alongside management of a client-facing team supporting investment advisers. The recorded education includes BS studies at the University of Florida, with Finance, Marketing and Economics listed as fields of study.
Experience
Head of Client Success
SMArtX Advisory Solutions · West Palm Beach, Florida Area
Jan 2018 – Jun 2023
Responsible for the client journey through implementation, user training, and day-to-day user support, focusing on the client experience for all users of a web-based managed accounts investment platform. Manage a team of client-facing subject matter experts tasked with providing white-glove customer service to investment advisors in a real-time trading environment. Continuously develop, present, and adapt long-term product and service initiatives within a SaaS organization.
Education
Skills
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