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Carter Matheson is an accomplished professional with a robust background in customer success and financial consulting. Currently serving as Team Lead for Customer Success at Podium since December 2022, Carter has previously held roles including Customer Success Manager and Onboarding Manager within the same organization. Prior experience includes positions at KeyBank, where Carter was a Financial Wellness Consultant and Retail Banking Intern, specializing in customer financial planning and support. Additionally, Carter worked at Cotopaxi as a Customer Experience Associate and Warehouse Associate, managing customer inquiries and order fulfillment, respectively. Early career experience includes an internship in sales at AdvancedMD. Carter holds a Master of Business Administration from Utah State University, complemented by a Bachelor's degree in Marketing from the same institution.