About Luke
Luke is a post-sales and data operations expert with over 15 years of experience helping companies scale smarter. At HubSpot, he supported growth from 3,000 to 18,000+ customers, and has since helped hundreds of businesses unify systems, clean up data, and turn operational chaos into clear customer outcomes. Through Customer Bridge Advisors, Luke helps small and medium sized companies build the infrastructure they need to grow with confidence.
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System Expertise
Luke has extensive experience with core CRM systems, dating back to 2010 when he joined as one of the first Customer Success Managers at HubSpot. Over the course of the past 15 years, Luke has helped hundreds of companies successfully implement HubSpot as well as Salesforce, Microsoft Dynamics, Zoho, Pipedrive, and countless other CRMs during this time at Bedrock Data (acquired by Formstack) and most recently at FinQore (formerly SaaaSWorks). In addition to helping companies implement these systems, he’s been a primary System Admin for both HubSpot and Salesforce during his time at Bedrock Data and FinQore.
Since joining FinQore (formerly SaaSWorks) in 2020, Luke has worked with over 40 companies to keep their revenue and customer data in sync across various billing platforms such as QuickBooks, Stripe, NetSuite, Chargebee, Ordway, as well as trusty old Excel Spreadsheets. Using his technical background, Luke is able to navigate the technical structure of these platforms via their open APIs and experience with SQL to identify data gaps.
FinQore is the premier platform for automating your Revenue and Customer data across multiple systems. As one of the first employees at FinQore, Luke has extensive experience in supporting and managing the implementation of their solution. For Customer Bridge customers looking to level-up their automation game to keep their customer data in sync on a continuous basis, FinQore is our top solution partner we’ll recommend during our process.
Databox is a valuable addition to your companies stack for bringing clarity and visibility to your customer and revenue growth. Often times native reporting in CRM and billing systems do not cut it when it comes to customizing the insights you need to ensure everyone is aligned on the goals and direction your company is headed.
As a Databox partner, we’ll help you get going with your first set of Dashboards once we’ve brought clarity to your customer and revenue data.
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