Stephanie Koelbel Email & Phone Number

United States

Clifton Park, Ny

Deliver custom copy, marketing strategy, and brand guidance for a variety of businesses across multiple verticals. Streamline business operations, develop clear systems and processes, and help busy executives organize the chaos and clear the noise.

United States

After Base acquired 33Vincent, retained role as Director of Client Success and expanded to oversee the retention and expansion of Base's SaaS customers, while maintaining oversight of the existing Executive Assistant Subscription Support service. Drove the Client Success team to achieve and surpass growth goals and spearheaded the development, communication, and execution of an effective retention strategy in an agile, evolving, and forward-thinking business environment.

Clifton Park, Ny

Architected and re-built 33Vincent's Client Success team and set the CS department's mission, hierarchy, and processes. Hired, onboarded, and coached Client Success talent; created and executed the vision for how 33Vincent promoted customer growth and retention through personalized support, thoughtful EA <> Executive partnerships, and powerful communications. Launched a new Inbox Reset service line, expanded our core offering to accommodate more client partnerships, envisioned a more robust reporting system and executed that change by implementing a new CRM and creating more efficient systems and processes. As part of the Leadership Team, led the Client Success department during the company's largest growth period.

Created and executed a successful client onboarding process that included conducting initial calls with clients, creating a communication plan and documentation that drove Executive Assistant <> Executive match success, including meeting agendas, client dossiers, one-pagers, email templates, case studies, and more. Assisted in selecting client matches, assigned onboarding tasks, and implementing reporting processes to measure match success. As a key role within the Client Success team, I also drove projects, created SOPs, and managed many pieces outside of client onboarding to ensure company and team success.

Acted as gatekeeper, and managed the day-to-day operations for the organization's Chief Impact Officer and the Executive Director in the Bay Area region. Masterfully navigated complex calendars, ensuring supported executives were prepared to effectively engage in each meeting; optimized inboxes, managed email flow and drafted responses to key MVPs, including donors, colleagues, and leaders both inside and outside of the organization. Handled team coordination, communications, deck and agenda creation, talent recruitment, hiring plans, event coordination, board relations, and executing on various projects. Required exceptional management skills and paying the finest attention-to-detail.

Emulated the writing style of a well-known doctor featured in the Nutrition & Healing e-newsletter. Investigated medical journals and used scientific sources to report on current news items relating to health and wellness, such as the opioid epidemic, celebrity misdiagnosis, medical supplements, experimental treatments, and clinical trials. Used open and click data to drive article selection, tone, and content.

New York, Ny

Accelerated the growth of top-tier client relationships by expanding the partnership(s) and ensuring continued satisfaction with program performance. Drove the full lifecycle journey from sales through onboarding and retention, including communications and marketing plans, contract negotiations and budget alignment, reporting, project management, and quarterly business reviews.

New York, Ny

Managed marketing strategy and marketing plans for all Enterprise client accounts. Drove the budget analysis and implementation of key marketing initiatives with the goal of increasing member acquisition, retention, and spend.

Troy, Ny

Reviewed, edited, and approved all content for a selection of roughly 30 email newsletter titles deployed to thousands of engineers. Also lead the implementation of new newsletter titles, new advertising spaces to generate revenue, and other projects related to newsletter updates.

New York, Ny

Wrote website content, feature articles, and marketing copy for a large set of banking and insurance clients. Assisted in the creative development of marketing materials including websites, brochures, newsletters, direct mail, email and more.

New York, Ny

Handled the day-to-day account service for two key healthcare clients. Helped manage an internal team of writers and designers to produce websites, email, banners, videos and more to support client product lines.

Albany, Ny

Created new web pages, wrote content, and performed maintenance to existing areas on the Excelsior College website.

Latham, Ny

Formerly known as National Trade Publication (NTP) MediaManaged a team of writers, compiled the editorial calendar, assigned articles and shaped the layout for the company’s largest publication – each issue, sent monthly, typically had in excess of 125 pages. Worked cross-functionally with advertising, design and circulation to ensure continued innovation and success.