Dillon Gilpatrick
Head of Customer Success at FP Alpha- Claim this Profile
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Topline Score
Bio
Jeff Plutte
Dillon is an extremely high-character professional that is dedicated to helping his customers succeed. Dillon is just as comfortable speaking to a room of 100 professionals as he is in a one-on-one training session. Not only is he a stand-up professional, but he is a stand-up person in general. Dillon takes the time to get to know his coworkers and ensure that they are put in a position to succeed as well. I can confidently say that I would not have been successful without Dillon on the team. Dillon is a great addition to any workforce.
Ryan Martin, MBA
It was a pleasure to work with Dillon over the summer of 2014 as our Sponsorship & Events Marketing Intern. As soon as he started, he jumped right in and was more than willing to help out with our sponsorship properties and activation plans. I worked with Dillon very closely during our NASCAR Nationwide Series title sponsorship race and was very impressed with his ability to manage our local staff and create a great experience for our customers. I highly recommend Dillon's skill set in marketing and event execution.
Jeff Plutte
Dillon is an extremely high-character professional that is dedicated to helping his customers succeed. Dillon is just as comfortable speaking to a room of 100 professionals as he is in a one-on-one training session. Not only is he a stand-up professional, but he is a stand-up person in general. Dillon takes the time to get to know his coworkers and ensure that they are put in a position to succeed as well. I can confidently say that I would not have been successful without Dillon on the team. Dillon is a great addition to any workforce.
Ryan Martin, MBA
It was a pleasure to work with Dillon over the summer of 2014 as our Sponsorship & Events Marketing Intern. As soon as he started, he jumped right in and was more than willing to help out with our sponsorship properties and activation plans. I worked with Dillon very closely during our NASCAR Nationwide Series title sponsorship race and was very impressed with his ability to manage our local staff and create a great experience for our customers. I highly recommend Dillon's skill set in marketing and event execution.
Jeff Plutte
Dillon is an extremely high-character professional that is dedicated to helping his customers succeed. Dillon is just as comfortable speaking to a room of 100 professionals as he is in a one-on-one training session. Not only is he a stand-up professional, but he is a stand-up person in general. Dillon takes the time to get to know his coworkers and ensure that they are put in a position to succeed as well. I can confidently say that I would not have been successful without Dillon on the team. Dillon is a great addition to any workforce.
Ryan Martin, MBA
It was a pleasure to work with Dillon over the summer of 2014 as our Sponsorship & Events Marketing Intern. As soon as he started, he jumped right in and was more than willing to help out with our sponsorship properties and activation plans. I worked with Dillon very closely during our NASCAR Nationwide Series title sponsorship race and was very impressed with his ability to manage our local staff and create a great experience for our customers. I highly recommend Dillon's skill set in marketing and event execution.
Jeff Plutte
Dillon is an extremely high-character professional that is dedicated to helping his customers succeed. Dillon is just as comfortable speaking to a room of 100 professionals as he is in a one-on-one training session. Not only is he a stand-up professional, but he is a stand-up person in general. Dillon takes the time to get to know his coworkers and ensure that they are put in a position to succeed as well. I can confidently say that I would not have been successful without Dillon on the team. Dillon is a great addition to any workforce.
Ryan Martin, MBA
It was a pleasure to work with Dillon over the summer of 2014 as our Sponsorship & Events Marketing Intern. As soon as he started, he jumped right in and was more than willing to help out with our sponsorship properties and activation plans. I worked with Dillon very closely during our NASCAR Nationwide Series title sponsorship race and was very impressed with his ability to manage our local staff and create a great experience for our customers. I highly recommend Dillon's skill set in marketing and event execution.
Credentials
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Essential Lessons for First-Time Managers
LinkedInJul, 2023- Nov, 2024 -
Certified Customer Success Manager (CCSM) Level 1
SuccessHACKERDec, 2022- Nov, 2024 -
Certified Customer Success Manager (CCSM) Level 2
SuccessHACKERMar, 2023- Nov, 2024 -
Certified Customer Success Manager (CCSM) Level 2
SuccessHACKERMar, 2023- Nov, 2024
Experience
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FP Alpha
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United States
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Financial Services
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1 - 100 Employee
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Head of Customer Success
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Nov 2021 - Present
FP Alpha is an AI driven tool that will read, extract, analyze and provide recommendations for advisors by simply uploading documents such as Wills, Trusts, Tax Returns, Insurance Policies and more. With a knowledge base built by 40 different industry SME's, advisors will see a snapshot of their client's current situation as well as impactful planning opportunities. My role is to ensure all firms who use FP Alpha are seeing the true value our tool can provide outside of traditional retirement and investment planning. I work closely with every team internally to improve our processes and provide the best possible customer experience. In addition to working with each firm individually, I also help build and maintain learning materials as well as creating and facilitating training sessions. Show less
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Advicent – now part of InvestCloud
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United States
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Software Development
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1 - 100 Employee
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Senior Customer Success Manager
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Sep 2020 - Nov 2021
I continue to execute on my previous responsibilities as a Partner Experience Manager. In addition, I act as the main contact in many different conversations ranging from project management, sales demonstrations as a solutions consultant, support case management and escalations, and more. I am a trusted advisor for my accounts and am a strong advocate for them during internal conversations. As noted, my end goal is to ensure usage, adoption and retention.
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Customer Success Manager
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Mar 2018 - Sep 2020
My mission is to deepen existing strategic partnerships as well as develop and nurture new partnerships by implementing proactive strategies to maximize retention and adoption. My previous experience with support and training assists me in creating and implementing these new adoption strategies. These strategies may include videos, functional documents, webinars, onsite training and more. In return, the increased adoption will drive the commitment of our partners and help us retain our business.
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Senior Technology Adoption Specialist
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Jun 2017 - Mar 2018
-Act as main contact point for new implementation projects -Manage up to 25+ different implementation projects at the same time-Perform one-on-one advanced case analysis consulting sessions-Train up to 12 Financial advisors at one time in a virtual classroom-Facilitate On-site training sessions for groups of advisors-Create custom training material for both retail and enterprise partners-Project Manager for a cross-functional Google Analytics project-Facilitate Webinars on weekly basis for enterprise partners Show less
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Technology Adoption/Implementation Specialist
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Aug 2016 - Jun 2017
-Act as main contact point for new implementation projects -Manage up to 25+ different implementation projects at the same time-Perform one-on-one advanced case analysis consulting sessions-Train up to 12 Financial Advisors at one time in a virtual classroom-Assist in creating and updating training material-Project Manager for a cross-functional Google Analytics project
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Support Specialist
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Jun 2015 - Aug 2016
-Provide assistance within each of our four main softwares-Manage up to 40 open cases at a time while continually researching the solution and updating the partner-Field questions through both phone and email-Generate and apply branding packages for our partners-Utilize Salesforce to acquire solutions as well as manage open cases
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UScellular
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United States
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Telecommunications
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700 & Above Employee
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Sponsorship & Event Marketing Intern
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May 2014 - Aug 2014
• Responsible for a phone pool with over 500 devices with an average cost of $600 • Conduct a pre-promotional scavenger hunt while working cross-functionally with the social media team • Activate local and national sponsorships on site while working as a brand ambassador • Act as host for the U.S. Cellular 250 sweepstakes winners while carrying out other event duties • Responsible for a phone pool with over 500 devices with an average cost of $600 • Conduct a pre-promotional scavenger hunt while working cross-functionally with the social media team • Activate local and national sponsorships on site while working as a brand ambassador • Act as host for the U.S. Cellular 250 sweepstakes winners while carrying out other event duties
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Name of the Game
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Madison, Wisconsin
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Sales Associate
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Aug 2013 - May 2014
Work Point of sale register, greet customers, help locate articles of clothing, run store individually, open and close. Work Point of sale register, greet customers, help locate articles of clothing, run store individually, open and close.
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Pretty Muddy
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Spectator Sports
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Intern
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May 2013 - Aug 2013
Community Outreach, Venue research, Shipping, Event marketing, Event setup and take down, sit in on sales pitch, weekly meetings. Community Outreach, Venue research, Shipping, Event marketing, Event setup and take down, sit in on sales pitch, weekly meetings.
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Prairieville Miniature Golf Course
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Waukesha, WI
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Front Desk
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May 2012 - Aug 2013
Worked cash register and front desk, handed out clubs and golf balls, cooked food and make beverages, mowed lawn, worked bumper cars, fixed batting cages, blew off gold course when dirty, open and closed down cash registers. Worked cash register and front desk, handed out clubs and golf balls, cooked food and make beverages, mowed lawn, worked bumper cars, fixed batting cages, blew off gold course when dirty, open and closed down cash registers.
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College Pro
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Canada
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Consumer Services
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400 - 500 Employee
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Painter
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May 2011 - Aug 2011
Painted interior or exterior of houses. Walked with customer around house and reviewed daily and overall goals for the job. Cold called houses for estimates on paint job. Painted interior or exterior of houses. Walked with customer around house and reviewed daily and overall goals for the job. Cold called houses for estimates on paint job.
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Wisconsin Athletic Club, LLC
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United States
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Health, Wellness & Fitness
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200 - 300 Employee
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Front Desk
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May 2010 - Jun 2011
Worked front desk, answered phone calls, cleaned bathroom and locker rooms, handed out locker room keys, folded towels, and served snacks and drinks. Worked front desk, answered phone calls, cleaned bathroom and locker rooms, handed out locker room keys, folded towels, and served snacks and drinks.
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Education
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2011 - 2015
Edgewood College
Bachelor of Science (BS), Marketing -
2007 - 2011
Waukesha West High School
Community
