Summary
Puneet Lath is a seasoned customer-facing technology leader with eight years of progressive experience at Expensify, currently serving as Director after rising through roles in product, success coaching, and sales. Based in New York and educated at UC Berkeley, he blends product strategy, customer success, and operational leadership to drive adoption and outcomes for finance-focused SaaS. His career arc—from branch management and regional consulting in early roles to leading coaching and success teams—signals a pragmatic, growth-oriented approach to scaling teams and processes. Known for translating customer insights into product improvements, he pairs empathy for users with a data-informed mindset to reduce churn and accelerate value delivery.
8 years of coding experience
1 year of employment as a software developer
Bachelor's degree, Bachelor's degree at University of California, Berkeley