iPipeline Names Leonid Davelman to Lead New Customer Success Initiative

Davelman will oversee the vision and strategy for building a world-class program focused on increasing customer loyalty and long-term satisfaction.

(Image source: iPipeline homepage.)

iPipeline (Exton, Pa.) a provider of cloud-based software solutions for the life insurance and financial services industry, hasannounced the creation of a new dedicated customer success initiative to be led by Leonid Davelman, the newly appointed Vice President of Customer Success.

Daphne Thomas Chief Operating Officer, iPipeline.

Davelman will oversee the vision and strategy for building a world-class program focused on increasing customer loyalty and long-term satisfaction, according to an iPipeline statement. As part of this initiative, the team will be responsible for identifying, improving, expanding, and implementing well-defined programs and best practices. These programs can be customized for each specific customer’s long-term definition of success, as well as promote a company-wide culture of customer success, according to the vendor.

“As customers’ business needs continue to evolve and change, we need to understand how each customer defines and measures their success as that also changes,” comments Daphne Thomas, COO, iPipeline. “Leo has an impressive record as a customer advocate, and we are excited to have him on board. Leo and the team will be champions for our clients and ensure the voices of customers are heard, especially in areas such as support, service, and product adoption.”

Before joining iPipeline, Davelman was Customer Success Director for MuleSoft (San Francisco), a Salesforce company and integration and API platform, where he led a $14 million portfolio (in annual recurring revenue) of the company’s largest and most strategic retail and consumer goods customers. Prior to Salesforce, Davelman held positions of increasing responsibility at New York Life Insurance Company, Applause, Toys R Us, and Edgewater. Davelman received a master’s degree in business studies from the University of Bremen in Germany, and a B.A. in international business and management from Dickinson College.

Leo Davelman, VP, Customer Success, iPipeline.

360-Degree View of Customer Relationship

“I’m thrilled to be part of iPipeline, a market leader that combines technology, innovation, and expertise to deliver ground-breaking, award-winning software solutions,” comments Davelman. “We’re excited to launch our initial key priority, which is to take a comprehensive, 360-degree view of our customers’ entire relationship with us and to understand what is important to them. This will play a key role in identifying areas we can focus on to provide more value for our customers, at every stage of their iPipeline journey.”

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Anthony R. O’Donnell // Anthony O'Donnell is Executive Editor of Insurance Innovation Reporter. For nearly two decades, he has been an observer and commentator on the use of information technology in the insurance industry, following industry trends and writing about the use of IT across all sectors of the insurance industry. He can be reached at AnthODonnell@IIReporter.com or (503) 936-2803.

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