JANE GRAHAM

Jane Graham is senior vice president, client experience for Envestnet, the Adaptive WealthTech company that helps advisors meet the moment with comprehensive technology, insights, and industry-leading support. 

Graham has more than 15 years of experience leading customer success organizations in the SaaS sector, with a focus on global retention, renewals, and relationship management across multi-billion-dollar recurring revenue portfolios. She is recognized for building high-performing teams of hundreds of employees and fostering cross-functional alignment to drive long-term growth. 

Before joining Envestnet, Graham spent nine years at UKG in roles of increasing responsibility, most recently as group vice president of specialty sales and previously relationship management. In her relationship management role, she led a global organization of more than 500 employees supporting more than 20,000 customers and over $4 billion in recurring revenue, partnering with sales leadership to deepen client relationships and drive disciplined renewal execution. 

Earlier at UKG, she led global teams supporting more than 15,000 customers in 100+ countries, helped transform a $1 billion recurring revenue portfolio while delivering industry-leading retention results. Earlier in her career, 

Graham held leadership positions at Blackbaud, where she held sales and marketing roles and built and scaled customer retention organizations supporting tens of thousands of customers and hundreds of millions of dollars in recurring revenue. Graham holds dual degrees in entrepreneurship and international business from the University of Dayton, where she graduated magna cum laude and received the Wall Street Journal Award for General Management. She is an Executive Board Member and the Vice Chair at the