Kelly Swan has been appointed as Customer Success Leader at Pinnacle to lead customer engagement initiatives, enhance satisfaction and ensure long-term value realisation for Pinnacle’s customer base.
The role will see Swan align Pinnacle’s operations with customer needs, driving outcomes that maximise the value of their technology investments.
Swan brings over 20 years of experience working with accounting and ERP software solutions, including Sage, with a strong background in consultancy, support, and customer account management.
MD Rachel Tindle said: “Kelly’s leadership will be instrumental in helping our customers succeed, and stay.
“Kelly will prioritise streamlining internal processes, elevating the customer journey, and implementing scalable frameworks aligned with modern subscription-based models, where value realisation is a key measure of success”.
Swan added: “Our goal is to make customer success a shared responsibility, one that’s deeply embedded in every function of the business.”
In this new role Swan will play a cross-functional role across all areas of Pinnacle’s business—Sage 200, Sage Intacct, Acumatica, Managed IT Services, and Digital Transformation.