Heather Warner in

Heather Warner

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Vice President, Head of Client Success & Strategy at MX
📍 United States

Heather Warner is a Vice President at MX with over two decades of experience in the financial industry, specializing in client success and business growth. A graduate of Westminster University with a B. S. in Business, she previously held multiple leadership roles at Discover Financial Services.

Outside of her professional life, she is a strong advocate for financial wellness and serves on the Womens Initiative Network Committee at MX. She is passionate about teaching financial awareness and independence to her three young children and supporting women in leadership.

She is deeply concerned that financial literacy isnt a required course, or even an elective, in her childrens middle school.

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Experience
24 Years
Current Role
Vice President, Head of Client Success & Strategy
Job Level
Senior
Location
United States
Personality Overview

How Heather shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Heather cares about

Client Success
Her current role as VP of Client Success and long career in client-facing roles at MX and Discover Financial Services underscore her expertise in this area.
Financial Literacy
She passionately advocates for financial awareness and independence, a topic she is actively teaching her three children, and hosted a panel on the subject at MXS 2023.
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Career

Work history

9-2025
Vice President, Head of Client Success & Strategy
MX
8-2024 - 10-2025
Vice President, Client Success
MX
11-2023 - 8-2024
Vice President, Managing Directors
MX
4-2023 - 2-2024
Commercial VP, Financial Institutions
MX
10-2022 - 4-2023
Client Executive
MX
In the press

Media appearances

Heather Warner - Vice President, Client Success at MX | The Org. Featured in The Org
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Education
2002 - 2005
Bachelors of Science
Westminster University
2001 - 2005
Bachelor's degree
Westminster University
2001 - 2005
Bachelors of Science Degree
GORE SCHOOL OF BUSINESS
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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