Profile

Carli Berner

Head of Client Implementation

Carli Berner serves as the Head of Client Implementation. She is responsible for ensuring SMArtX clients have a smooth transition onto our platform while guiding them through the onboarding process. By creating customized onboarding plans, project tracking, and progress reports, our clients have complete transparency throughout the implementation process.

Prior to working at SMArtX, Ms. Berner worked at Black Diamond as a Client Advocate assigned to their top-tier clients. She worked to understand the advisors’ needs and day-to-day business structure while maintaining the guidelines set forth by their Home Office. Her experience at Black Diamond allowed her to develop a great understanding of an advisor’s expectations, which results in her ability to provide first-class support for clients joining and using SMArtX as their management solution.

P: 561 .578.4432