Adam is the Director of Customer Success at Catchlight, an AI-powered software platform that helps wealth management firms grow their client base by predicting lead convertibility and providing more targeted lead segments. In this role, Adam specializes in elevating customer experiences, driving long-term business growth, and improving client success strategies. Previously, he managed enterprise clients at Funnel, leading onboarding, training, and Executive Business Reviews, and earlier built his skills at Placester, Inc.. Adam combines leadership, analytics, and technical expertise in HubSpot and commercial operations to deliver growth and exceptional customer experiences.