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Experienced Client Success and Operations leader with a proven track record of building quality infrastructure and high-performing teams for quickly growing companies. At Unit, partnered with amazing clients and banks to expand access to financial services by implementing embedded banking and financial products to vertical and horizontal SaaS products. Before that, built out the entire Client Success team at Bread from scratch; company was acquired by Alliance Data Systems in Dec. 2020 for $500M. Skilled at creating teams that strive towards excellence, with high-accountability cultures centered around rational debate, thought diversity, and preparedness.
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FounderTaken Live Llc Jul 2021 - PresentTaken Live partners with early stage growth companies to help them build their post-sales functions for scale. From taking clients live effectively to retaining and expanding accounts - all while keeping up with the demands of a high-growth business - the Client Success strategy directly impacts B2B companies' growth stories, valuations, and exits. -
Svp Customer SuccessUnit Apr 2022 - Oct 2024New York, New York, UsUnit helps tech companies build financial features into their products: accounts, cards, payments & lending. If you're a builder and creative problem solver looking for a job in Customer Success Management, Customer Support, Solutions Engineering, or Business Operations, see if there's an open role that intrigues you: unit.co/careers -
Senior Vice President, Client SuccessBread Jan 2021 - Jul 2021New York, Us -
Vice President, Client SuccessBread Jun 2016 - Dec 2020New York, UsWorking with a truly incredible Customer Success team to create (and constantly iterate on!) a culture of creative problem-solving, grit, accountability, and relentless commitment to delivering value to our clients. Building out a scalable, results-oriented journey for merchants of all sizes. *Bread is bringing dignity to consumer purchase financing by offering a transparent, fast, and easy digital solution.*
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Head Of OperationsCustora Jul 2015 - May 2016New York, UsIdentified and implemented efficiency gains, helped streamline key processes, and worked with team leads to build and strengthen internal feedback loops. -
Traveled Costa Rica And Explored Se AsiaWorld Traveler Feb 2015 - Apr 2015 -
Director, Account Management In The AmericasSailthru May 2011 - Feb 2015Nashville, Tennessee, UsSailthru was acquired by CM Group in 2018 for $100M. Positions held at Sailthru: Director, Account Management in the Americas: January 2013 - February 2015Manager of Account Management: September 2011 - January 2013Account Manager: May 2011 - September 2011Led the Sailthru Account Management team in the Americas to help partners grow their businesses using Sailthru. Built a culture of account management that championed success through curiosity, data-driven strategy and execution, organization, and open and direct communication. Focused the charter of account management and aligned the team to support fast national and international scale. Hired and managed a team that made a wide range of media and e-commerce clients successful on the platform. -
Club Services CoordinatorCitibabes, Llc 2010 - 2011New York, Ny, UsContributed to higher retention rates, sales, and general club operations. Earned special recognition after managing company’s largest annual event: Oversaw vendor hiring and management, marketing, budgeting, and execution. -
Account ExecutiveScheinmedia 2007 - 2009UsSold advertising for real estate publication; increased revenue in territory by 30%. Created a detailed analysis of competitor websites that sparked site redesign. Led campaign to implement shorter columns throughout print magazine, resulting in increased targeted ad space.
Kate Levin Skills
Kate Levin Education Details
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Bard College At Simon'S Rock
Frequently Asked Questions about Kate Levin
What company does Kate Levin work for?
Kate Levin works for Taken Live Llc
What is Kate Levin's role at the current company?
Kate Levin's current role is Customer Success and Operations Leader.
What is Kate Levin's email address?
Kate Levin's email address is ka****@****ead.com
What is Kate Levin's direct phone number?
Kate Levin's direct phone number is +191739*****
What schools did Kate Levin attend?
Kate Levin attended Bard College At Simon's Rock.
What skills is Kate Levin known for?
Kate Levin has skills like Strategy, Marketing, Social Media Marketing, Leadership, Account Management, Management, Online Advertising, Advertising, Email Marketing, Analytics, Digital Marketing, Online Marketing.
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