Katie Briggs

Customer Success Manager at Finley Technologies

Katie Briggs is an experienced Customer Success Manager currently employed at Finley Technologies, Inc. since December 2023. Prior to this role, Katie worked at Airtable from July 2021 to December 2023, serving as both a Customer Success Manager for Large accounts and for Commercial accounts. Katie's career includes a position as Customer Relationship Manager at CML Wealth Management in early 2020 and a significant tenure at PwC from 2014 to 2019, progressing from an intern to a Tax Senior Associate specializing in software implementation. Earlier experience includes an accounting role at Southern Methodist University and an IT Clerk position at Advantage Title, Inc. Katie holds a Bachelor of Business Administration in Accounting and a Master of Science in Accounting with a concentration in Audit, both from SMU Cox School of Business.

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Austin, United States

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Finley Technologies

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Finley simplifies debt capital raise and management. Their software helps growing companies automate due diligence, ensure compliance, and streamline ongoing reporting with their capital providers. Their team brings experience from Goldman Sachs, Nova Credit, and Palantir Technologies, and is backed by Y Combinator.