Georgia Karakatsanis

WORK HISTORY

EDUCATION

SKILLS

ABOUT GEORGIA KARAKATSANIS

I’ve always believed that the best customer experiences are built at the intersection of strategy, deliverng outcomes, and execution.Over the past decade, I’ve had the privilege of leading Customer Success organizations through every stage of growth—from building them from the ground up at a startup to scaling them across enterprise clients at a Fortune 500.At AdvisorStream, I built the entire post-sale organization—Customer Success, Onboarding, and Support—from a clean slate. We reduced time-to-value from 62 to 15 days, increased adoption by 13%, and maintained a 96% CSAT, all while scaling from a few hundred to thousands of users. The customer experience we built became a core differentiator—and a major factor in our acquisition by Broadridge.Today, as Director of Customer Success at Broadridge Advisor Solutions, I lead a team supporting our enterprise segment—top-tier banks and financial institutions across the U.S. and Canada. My focus is on driving measurable business outcomes: retention, adoption, and ROI. I’ve introduced operating models, success frameworks, and governance processes that have strengthened executive relationships, improved visibility into health metrics, and elevated the client experience at scale.What motivates me most is seeing the tangible impact of our work—when a client recognizes us not just as a vendor, but as a strategic partner.My leadership philosophy is simple: Build systems that scale, Empower people to lead with clarity and purpose, and Never lose sight of the human experience behind every metric.