Emery Sinclair recently rejoined Revelwood as our new vice president of client success. Previously, he spent eight years serving as Revelwood’s director of solutions and strategy. We sat down with Emery to learn his vision for this new role and why he returned to Revelwood.
Q: Welcome back! Tell us about your new role.
Emery: Thanks. I’m responsible for overseeing and expanding our Client Success team. Our goals are to optimize the client experience by expanding our service offerings and driving product adoption. We want to make sure our clients get the full benefits they expect from their investments in technology for the Office of Finance.
Currently our clients receive complimentary training, free system performance tune-ups, access to open Q&A sessions and exclusive content. We plan on expanding our offerings. At Revelwood we say – and we mean it – that we have our clients’ backs. Our Client Success team will put even more processes and thought around how we do that.
Q: What have you been doing in between your time with us?
Emery: I’ve focused on client success. I’ve had the opportunity to work with startups that were headquartered outside of the U.S. This has given me an interesting perspective on how to work with organizations of all sizes to partner for success. Success not just in selling software, but in actually working toward long-term relationships with our clients. As one Revelwoodian recently said, “We don’t just deliver [an implementation] and run away. In fact, we do the opposite of that.
Q: Why did you decide to return to Revelwood?
Emery: Revelwood has nearly quadrupled in size since I left in 2014. There’s a significant amount of growth in the financial planning software market and related technologies for the Office of Finance. Revelwood has the right people and the right experience to capitalize on this fast-growing market.
Revelwood also has a client base of raving fans. That’s a great starting point for my goals for the Client Success team. We’re not just a service provider, we are a vested advocate that helps them achieve their goals for transforming the Office of Finance.
And, they are great people!
