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Paul Harrison

Executive Customer Success & Analytics Leader specializing in AI/SaaS and AdTech

Irvine, CAMortgage Advisor & Loan Originator13 years experienceExecutiveFinancial ServicesMortgage LendingReal Estate
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About

Customer Success leader with deep ad tech expertise who owned enterprise accounts end-to-end, including Bank of America, driving ad fraud down from ~8–10% to <1% in ~3 months and resolving spikes through data-driven investigations. Experienced partnering cross-functionally as a PM to build analytics dashboards and using user stories to align Product/Engineering/Sales and influence roadmap priorities; also supports land-and-expand via paid benchmarking/industry data upsells.

Experience

Mortgage Advisor & Loan OriginatoriFinance Mortgage Inc.
VP of Customer SuccessTwoweeks.io
Technical Customer Success ManagerBurt Intelligence
Technical Customer Success ManagerStaQ
Director of Financial Planning & New ProjectsThe SO Company
Director of Customer AnalyticsHUMAN (formerly WhiteOps)
Customer Success AnalystUndertone by Perion
Customer Success LeadProclivity Media
FounderPablo’s Fire

Education

CUNY Zicklin School of Businessmaster, Entrepreneurship
University of Southern Californiabachelor, Business Administration | Finance

Key Strengths

  • Drove enterprise ad fraud reduction from ~8–10% to <1% within ~3 months (Bank of America)
  • Proactive monitoring and rapid incident response to fraud spikes; identified publisher affiliate-network misuse and enabled cost recovery
  • Secured full client buy-in/implementation coverage (tagged on all ad spend) to improve visibility and outcomes
  • Built stakeholder-specific analytics (daily user tools plus C-suite dashboards) to demonstrate value across org levels
  • Led cross-functional alignment (Product/Engineering/Sales) as project manager to deliver a user-facing analytics dashboard
  • Translates customer needs into clear requirements via user stories/storytelling to influence roadmap prioritization

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Paul already has a relationship with Reval, so a warm intro from us gets a much better response than cold outreach.

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Contact

candidate@example.com(555) 123-4567LinkedIn Profile
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Languages

English

Skills

Strategic PlanningInternal Customer AdvocacyMetrics DefinitionData AnalysisUpsellingProduct StrategyProduct RoadmappingData-Driven Decision MakingProduct ManagementModern AI Product ConceptsAI Product ConceptsCustomer Success ManagementCustomer Success LeadershipTeam Building & DevelopmentAI Search Best Practices