Stephanie Upham (She/Her)

Customer Success & Operations Lead at Katalyst

Stephanie Upham is a results-driven Customer Success and Operations Lead with a passion for developing high-performing teams and fostering a culture of inclusion and employee development. Currently serving as a pivotal member of a fast-growing fin-tech startup, Stephanie excels in supporting customers, employees, and partners, while also spearheading the expansion and evolution of the support and onboarding department.

During her nearly two years in this role, Stephanie has achieved remarkable success in maintaining and developing the customer service team, delivering exceptional above-industry customer service, and formulating effective strategies for client retention and onboarding. Her proficiency in talent acquisition, KPI tracking, and HR has been invaluable in driving organizational growth.

Stephanie's diverse background includes experience as a Leasing Consultant, where she expertly navigated operations through challenging times. As a Senior Account Manager at ezcater, she displayed profound efficiency in managing national clients and partner relations through quick problem-solving and effective communication.

Her accomplishments include consistently exceeding performance benchmarks, training new personnel, handling complex supervisor-level tasks, and troubleshooting system and cybersecurity issues. She has been a go-to resource for leadership and has actively coached new hires, demonstrating her leadership and mentoring capabilities.

Previously, Stephanie showcased her sales prowess as a Marketing Consultant with Power Home Remodeling, consistently converting cold leads in competitive environments. Her track record includes achieving remarkable success in multiple areas, earning her recognition among her peers.

Stephanie Upham's dedication to excellence is further demonstrated by her academic achievements, graduating with honors from Southern New Hampshire University and being inducted into the National Society of Leadership and Success. Her strong skillset in communication and emotional intelligence, combined with her passion for organizational psychology, enables her to adeptly bring teams together and drive projects to successful completion.

Location

Boston, United States

Links

Previous companies

ezCater logo
Flip Flop Shops logo

Work style

How I prefer to work

Remote & Office

Morning

Mostly on my own

Qualities I value in my colleagues

  • Honesty
  • efficiency
  • ownership
  • curiosity
  • reliability

My communication style

  • Tactful
  • positive
  • assertive
  • transparent
  • genuine

My pet peeves

  • Micromanagement
  • politics
  • disrespectfulness
  • wastefulness
  • impatience

Personal Q&A

  • What part of your job gives you most energy?

    Working directly with employees to hep propel their success and keep their excitement alive.

Timeline

  • Customer Success & Operations Lead

    March 1, 2022 - present

  • Customer Care Specialist

    September 1, 2021

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