Meet The Team

Alex pak

Alex Pak

Head of Customer Success

Alex Pak is the Head of Customer Success at, where he focuses on client satisfaction, product adoption, and effective customer onboarding. He brings over 13 years of specialized experience in R&D tax credits across multiple industries such as cloud platform development, fintech, and engineering.

Prior to joining, Alex was a Director at a corporate tax consulting firm, where he built several verticals by leveraging his expertise in software development and engineering. In his current role, he utilizes data-driven insights to optimize the customer experience and is responsible for training new hires on both sales and production teams.

Alex holds dual BA degrees in English and Comparative Literature from the University of California, Irvine. His multifaceted background continues to bolster's reputation as an industry leader in customer success.

Join the Team
Deborah Roth, CPA
Top Brass
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Riz malik
Riz Malik
Head of Product
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