Allison Klein

Allison Klein has a diverse work experience spanning different roles and companies. Allison'smost recent role is as a Client Success Manager at InvestorFlow, starting in April 2022. Prior to this, they worked at Cloud Theory as an Implementation Specialist from May 2020 to April 2022.

Before Cloud Theory, Allison had a long tenure at PatronManager. Allison held various positions at PatronManager, including Senior Platform Specialist from January 2017 to March 2020, Platform Innovation Specialist from June 2012 to January 2017, and PatronManager CRM Client Services Manager from an unknown start date to June 2012. Allison started their career at PatronManager as an Account Development Manager in April 2005 and remained in that role until November 2010.

Throughout their career at PatronManager, Allison was involved in product management, third-party integration partnerships, automation, reporting, and transitioning to Salesforce's Lightning UI. Allison also contributed to the development of custom Salesforce apps for arts organizations, tested third-party apps for compatibility, and created training materials.

Allison Klein completed their Bachelor's degree in American Studies, with a focus on Media Studies, from Brandeis University from 2000 to 2004. Prior to that, they attended Benjamin N. Cardozo High School from 1996 to 2000, but no degree or field of study information was provided.

In addition to their formal education, Allison Klein obtained several certifications from Salesforce. In December 2013, they became a Salesforce.com Certified Advanced Administrator. In October 2014, they achieved the certification of Salesforce.com Certified Force.com Developer. Most recently, in March 2016, they acquired the certification of Salesforce.com Certified Platform App Builder.