Sara Richardson

Sara joined Source Advisors in 1995 as a Customer Service Manager. She was integral in developing Source Advisors’ proprietary software program for the IPIC method. Sara has served in several roles while on the Source Advisors team, including the development of the Trade Discounts service, Sales Support, Director of IPIC Services, and Director of LIFO Client Services.

As Vice President of Client Success, Sara leads the CSM division, building and developing a team of Client Success Managers, monitoring client satisfaction and retention, overseeing cross-sell and upsell strategies, and much more.

Sara has her Bachelor’s degree in Business Administration from Abilene Christian University.