Katie Sheppard
Operations & Client Success Leader | Translating Strategy into Scalable Execution | Process Design, Digital Transformation, Sustainability Strategy, Cross-Functional Alignment, and Customer-Centered Growth
- Role
- Director of Customer Success at Coi Energy
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
Experience
Director of Customer Success
Jul 2025 — Present
Lead customer success strategy with a focus on fast adoption, operational rigor, and cross-functional execution. Build scalable workflows, KPIs, and scorecards that align Product, Sales, and Engineering while improving accountability and customer outcomes. Champion a collaborative, customer-centric culture supported by automation, analytics, and practical risk and compliance practices.
Education
University of San Francisco
Executive Master of Business Administration (MBA) - candidate 2026
Central Washington University
Spanish Education, Spanish, Secondary Education
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