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iPipeline Creates Dedicated Team to Enhance the CX and Help Customers

iPipeline Creates Dedicated Team to Enhance the CX and Help Customers

Fortune 500 Veteran Leonid Davelman Joins Leading Fintech Company as VP of Customer Success to Lead Key Initiative

As part of its ongoing commitment to strategically transform the life insurance and financial services industries through its innovative technology solutions, iPipeline announces the establishment of a dedicated customer success initiative. Leading this firm-wide initiative to ensure customers realize maximum value from the company’s solutions is Leonid Davelman, iPipeline’s new Vice President of Customer Success.

An accomplished leader, Mr. Davelman will oversee the vision and strategy for building a world-class program focused on increasing customer loyalty and long-term satisfaction. As part of this initiative, the team will identify, improve, expand, and implement well-defined and proven programs and best practices. These programs can be customized for each specific customer’s long-term definition of success, as well as promote a company-wide culture of customer success.

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“As customers’ business needs continue to evolve and change, we need to understand how each customer defines and measures their success as that also changes,” said Daphne Thomas, Chief Operating Officer of iPipeline. “Leo has an impressive record as a customer advocate, and we are excited to have him on board. Leo and the team will be champions for our clients and ensure the voices of customers are heard, especially in areas such as support, service, and product adoption.”

Before joining iPipeline, Mr. Davelman was Customer Success Director for MuleSoft, a Salesforce company and the leading integration and API platform in the world, where he led a $14 million portfolio (in annual recurring revenue) of the company’s largest and most strategic retail and consumer goods customers. Prior to Salesforce, he held positions of increasing responsibility at New York Life Insurance Company, Applause, Toys R Us, and Edgewater. Mr. Davelman received a master’s degree in business studies from the University of Bremen in Germany, and a B.A. in international business and management from Dickinson College.

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“I’m thrilled to be part of iPipeline, a market leader that combines technology, innovation, and expertise to deliver ground-breaking, award-winning software solutions,” said Leonid Davelman, Vice President of Customer Success at iPipeline. “We’re excited to launch our initial key priority, which is to take a comprehensive, 360-degree view of our customers’ entire relationship with us and to understand what is important to them. This will play a key role in identifying areas we can focus on to provide more value for our customers, at every stage of their iPipeline journey.”

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