aaron aihini
Sr. Manager, Product Development | Enterprise Marketing Products at American Express
sr . manager , customer success lead | enterprise marketing product american express
experienced customer success / analytics team lead demonstrated history working analytics finance industry . skilled management , employee development , operational strategy / process development , software service ( saas ) , business intelligence .
American Express
https://www.linkedin.com/company/american-express
Sr. Manager, Product Development | Enterprise Marketing Products
Customer Success Lead across Enterprise Marketing Products
Greater New York City Area
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Chartio
https://www.linkedin.com/company/chartio
Team Lead, Enterprise Accounts / Sr. Data Advisor
- Data Advisor Team Lead
- Built and Piloted:
 * Customer Success Analyst / Support Team (Hiring, Onboarding, Training)
 * Customer Performance Plan
 * Enterprise Onboarding Plan
 * Customer Journey / Account Plan Process
- Product <> CS Team Liaison
- Implementation Partner management
- Enterprise renewals and upsells
- Built and manage monthly Product Newsletter
-------------------
- Customer Education
- Technical resource along with Trainings/Demos/Onboarding for enterprise customers
- Consulting and data analysis services provided to enterprise customers for KPI management
- Data source/warehouse optimization - Amazon Redshift, Google BigQuery, Snowflake, MySQL, Postgres
San Francisco Bay Area
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Chartio
https://www.linkedin.com/company/chartio
Senior Customer Success Engineer / Product Specialist
- Product and data analysis expert for prospects and customers with responsibilities that span implementation, training, support, and documentation
• Act as technical resource for customer base
• Performed demos, on-boardings, trainings for technical and non-technical audiences and 
provided support 
• Collaborated with engineering to shape, support, and execute product goals as customer 
advocate

- Product liaison between Customer Success and Product departments
• Lead Customer Success Engineer in communicating / funneling feature requests to Product
• Created/Maintain formal Product Feature Release document to educate Account Managers on
upcoming feature releases 
• Organize Beta Testers list for Product for each beta deployment

- Initiated / Launched Post Onboarding Working Session Program
• Program Manager of proactive customer working session process
• Objective included educating new customers with limited tool training with goals of: 
* Preventing churn
* Driving expansion within current customers
* Obtain better understanding of Customer needs and background
• Defined launch plan with key assignments and automations
• Created Post-Onboarding analysis and user action monitoring dashboard

- Initiated / Launched Intercom live chat deployment schedule
• Organized process for enablement of Intercom within our application
• Defined chat launch plan among customer base
• Created Intercom Monitor dashboard to track status and expansion

- Hired, trained, and evaluated hiring process for Customer Success Engineer role
• Created new hire onboarding schedule with prepared topics
• Follow-up/Check-in meetings held periodically to ensure efficient onboarding process
San Francisco Bay Area
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Chartio
https://www.linkedin.com/company/chartio
Customer Success Engineer / Product Specialist
San Francisco Bay Area
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Chartio
https://www.linkedin.com/company/chartio
Customer Success Analyst
San Francisco Bay Area
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Sobel & Co., LLC
https://www.linkedin.com/company/sobel-&-co.-llc
Audit Senior
- Supervise teams of accountants and auditors while reporting to managers and senior partners to provide attest services to middle market enterprises
    • Collaborate with client management to plan     
       the engagement and manage expectations 
       of service 
    • Risk assessment preparation; lead planning
       and preliminary analytical procedures
    • Design and implementation of financial
       statement audit procedures to verify validity
       of account balances (Revenue, Expenses,
       Inventory, Accounts Rec. /Pay., etc.)
    • Delegate work effectively; contribute to   
       performance feedback/training and conduct 
       performance reviews

- Practice focus: Manufacturers, Distributors, Retailers, Employee Benefit Plans
    • Manufacturers to $300mm revenue
    • Standalone Distributors to $60mm revenue
    • Retailers to $400mm revenue
    • Employee benefit plans to $500 mm total 
       assets; related plan arrangements up to
       $1bn total assets

- Significant financial reporting and analysis experience, including:
    • Financial statement preparation and review
    • Disclosure preparation and review 
    • Consolidated financial statements
    • GAAP and ERISA frameworks
    • Balance sheet and P&L analysis in 
       conjunction with audit procedures
    • Analyzed costs and revenues within
       specialized industries to project future 
       trends
    • Budget forecasting

- Consulting and advisory services
    • Policies and procedures / internal controls 
          ~ Review and documentation of existing
              procedures 
          ~ Assisted in development of new/
              enhanced policies and procedures 

- Tax preparation and analysis
    • Partnership, S-Corporation, C-Corporation
    • Individual
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Sobel & Co., LLC
https://www.linkedin.com/company/sobel-&-co.-llc
Staff Accountant
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Joey's Fine Foods
https://www.linkedin.com/company/joey-s-fine-foods
Distributor
Newark, New Jersey, United States
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Sobel & Co., LLC
https://www.linkedin.com/company/sobel-&-co.-llc
Audit Intern
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Accounting
Bachelor of Science (BS)
Stony Brook University
https://www.linkedin.com/school/stony-brook-university/
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Children
Cerebral Palsy Association of Middlesex County
Fundraising Coordinator
Organized and planned fundraising event to raise money through a carnival event involving over 100 participants.
https://www.linkedin.com/in/christopher-m-alvarez
Christopher Alvarez
Marketing Operations Analyst at American Express
Ridgefield Park, NJ
https://www.linkedin.com/in/megan-muller-33aa9b45
megan muller
Audit Supervisor at Sobel & Co., LLC
Fair Lawn, NJ
https://www.linkedin.com/in/adrienne-dubinin-74473874
Adrienne Dubinin
Audit Supervisor, Not-for-Profit Group at Sobel & Co., LLC
Bloomfield, NJ
https://www.linkedin.com/in/rafal-tkacz-cpa-a9366540
Rafal Tkacz, CPA
Accounting Manager at LS Power
Colonia, NJ
https://www.linkedin.com/in/alexandra-tyndall-b84a029b
Alexandra Tyndall
Accountant at Sobel & Co., LLC
New York City Metropolitan Area
https://www.linkedin.com/in/darren-mastrolia-thomas-9b8b8041
Darren Mastrolia Thomas
Senior Tax Manager at Traphagen CPAs & Wealth Advisors
River Edge, NJ
https://www.linkedin.com/in/mary-ellen-mundy-cpa-b4861732
Mary Ellen Mundy, CPA
Director at Sobel & Co., LLC
Livingston, NJ
https://www.linkedin.com/in/marla-hellner
Marla Hellner
Bookkeeping Services, Quickbooks, Budgeting, Financial Reporting
Livingston, NJ
https://www.linkedin.com/in/teresa-dabrowski-reich-88416727
Teresa Dabrowski Reich
CFO at March Associates Construction Inc
Wayne, NJ
https://www.linkedin.com/in/gricelda-hidalgo-polo
Gricelda Hidalgo
Senior Accountant at Sobel & Co., LLC
Newark, NJ
https://www.linkedin.com/in/jim-lynch-56b2395
Jim Lynch
Director Tax Dept Sobel & Co LLC CPAs
Livingston, NJ
https://www.linkedin.com/in/jeff-peskin-0491991b
Jeff Peskin
TAX PARTNER at Sobel & Co., LLC
Livingston, NJ
https://www.linkedin.com/in/ronmatancpa
Ron Matan
Partner at Sobel & Co., LLC
Livingston, NJ
https://www.linkedin.com/in/michael-laforge-2881a52a
Michael LaForge
Member at Sobel & Co., LLC
Livingston, NJ
https://www.linkedin.com/in/dennis-terrell-78833766
Dennis Terrell
--
United States
https://www.linkedin.com/in/lou-march-jr-582351126
Lou March Jr.
--
United States
https://www.linkedin.com/in/michael-maurice-648b2b3b
Michael Maurice
Partner at Polcari & Company CPAs
Wayne, NJ
https://www.linkedin.com/in/stephenniziol
Stephen Niziol
CFO / Finance Leader: I help tech and tech-enabled companies engineer exponential growth strategies for successful exit
New York City Metropolitan Area
https://www.linkedin.com/in/dana-cole-a6958196
Dana Cole
Owner/Operator of Dana's Closet and Receptionist at David Chad Beauty Parlor
Fairfield, NJ
https://www.linkedin.com/in/francesca-kishfy-01586b16
Francesca Kishfy
Nail Technician
Wayne, NJ
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Accounting Today | Discussion Group
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Product Managers Community
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The Tableau CRM
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Stony Brook University Alumni Association
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