Bobbi Jo Dallas Card in

Bobbi Jo Dallas Card

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Manager, Customer Success Strategy at Total Expert
📍 Greater Minneapolis-St. Paul Area, United States

Bobbi Jo Dallas Card is a collaborative leader and customer success strategist at Total Expert, where she has worked for over six years. She focuses on designing scalable frameworks and operating models to drive adoption, retention, and growth for financial institutions. She holds both a Bachelors degree and an MBA from Liberty University.

Described as having “next level” enthusiasm and energy, she is a customer-focused leader who enjoys helping people succeed. She is a recognized speaker and host for Total Expert, sharing insights on marketing and customer engagement.

Unique fact: She hosts “Experts Tell All,” a video series where she interviews industry leaders on marketing technology and best practices.

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Current Role
Manager, Customer Success Strategy
Location
Greater Minneapolis-St. Paul Area, United States
Personality Overview

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Decision Approach
Work Preference

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Priorities

Topics Bobbi cares about

Customer Adoption
She develops strategies, training journeys, and best practices to elevate end-user adoption and ensure customers derive maximum value from technology platforms.
Fintech in Lending
Her work is centered on leveraging fintech solutions to help loan officers and financial institutions build stronger, more personalized customer relationships.
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Career

Work history

10-2025
Manager, Customer Success Strategy
Total Expert
4-2022 - 10-2025
Manager of Customer Engagement
Total Expert
8-2021 - 7-2022
Customer Experience Manager
Total Expert
3-2020 - 8-2021
Customer Engagement Manager
Total Expert
6-2019 - 3-2020
Customer Success Specialist
Total Expert
In the press

Media appearances

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Education
2016 - 2019
Bachelor's degree
Liberty University
2019 - 2020
Master of Business Administration - MBA
Liberty University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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