Chris Shepro-Stein Email & Phone Number

Madison, Wi, Us

Verona, Wisconsin, United States

Accountable for the development, growth, and oversight of the Customer Success, Implementations, Professional Services, Integrations, and Solutions Engineering functions under the umbrella of Enterprise Services.

Madison, Wisconsin Area

Co-founder in 2016, served as General Manager and drove operations, go-to-market, and growth objectives. Developed and implemented sponsor bank relationships for both program management and issuing processing, and facilitated partnerships with several other strategic service providers in order to drive a successful product launch in 2019, working with the initial customer to grow their portfolio to 1.5M cards/accounts in 2020. Built Operations from the ground up; guiding the tactical direction and process performance related to use case solutioning, customer success, customer service, product operations, risk management, compliance, and settlement and reconciliation. Drove acceptance into the Mastercard Start Path Program in 2020 in order to leverage the commercialization of our products and services. Established key metrics and OKR development for internal and external reporting and measurement purposes.

Madison, Wisconsin Area

Helped grow the company from 60 employees to 1200, by developing, performing, and managing initiatives that shaped the company's future, such as Strategic Positioning, R&D, Innovation, Business Expansion and Operational Excellence. Highly respected for my ability to work cross-functionally at all levels of the organization, and develop effective and trusted relationships to get things done. Spearheaded the Sales department organization and management under the direction of President/CEO. Implemented a robust policies and procedures documentation function based on ISO 9000 quality management standards. Designed and launched the initial company employee recognition program. Performed several product and corporate branding initiatives, including a major rebrand of the entire company’s brand promise, website, collateral, logos, etc.Actively designed and launched several strategic and operational-focused initiatives and implemented them into the corporate culture or work design. Assisted in development of the Operational Strategy design, Enterprise Risk Management function, Investment Portfolio function, Advisory Boards, and multiple other critical company frameworks. Developed, managed, and performed executive and corporate-wide events and incentive trips for up to 300 attendees in international locations, including procurement and budgeting.Recruited and lead Executive Support staff, ensuring consistent processes and standards in the role across the company.

Fitchburg, Wi

Ran our family chiropractic clinic, performing and managing all non-medical aspects of the clinic enabling my doctor husband to focus on the medical side of the business. Grew the clinic from $186k to $320k in gross revenue over 3.5 years. Transitioned clinic from single-doctor small office to a multi-doctor, integrated healthcare model incorporating six other modalities and practitioners. Worked face-to-face with medical patients on a daily basis, facilitating a strong referral model via excellent healthcare service and trusted personal relationship development. Managed all aspects of insurance claims using a variety of clinic and insurance carrier systems. Hired, trained, and managed clinical staff.Rebranded clinic, designed and built a new website and collateral material. Performed clinical healthcare aspects on patients including soft tissue and physical therapies. Facilitated and managed the nutritional supplement education, sales, and inventory. Performed all bookkeeping, financial management, and state licensing. Performed technical services in software and hardware, and worked directly with our technology service provider to ensure all systems were HIPAA compliant, secure, and functioning.

Managed sales support representatives for the bone densitometry sales force. Responsibilities included supervising all aspects of proposal generation and follow-up, tracking client financing for large purchases, order entry, and after-sale management. Handled reporting into Sales Management, CEO and Marketing. Worked with Product Development to ensure all aspects of product knowledge, pricing and installation were understood by support staff. Worked directly with Sales Management to write and submit large RFP's for educational or governmental clients. Worked across all business units to ensure the goals of Sales aligned with and were supported by Product, Service and Engineering.