Meredith Lambert

Head of Design and Customer Success

Meredith is the Head of Design and Customer Success for Catchlight. In her role, Meredith is responsible for the end-to-end client experience and success across Catchlight’s growing customer base, providing support, consulting, enablement, and best practices to help clients achieve their growth goals. She is passionate in helping advisors grow their businesses organically through the use of data, technology and strategic thinking.

Prior to joining Catchlight, Meredith spent 4 years in several other Fidelity-backed startups, working on various solutions for both the self-employed workforce and for financial professionals. Before her time at Fidelity, she worked across industries and verticals to help companies transform their digital experiences and drive new growth, with such varied clients as TD Bank, Lloyds Bank, Xfinity, Total Wine & More, and T-Mobile. She specializes in partnering with clients to design and enable intuitive digital products and experiences, enabling them to achieve their business goals.