Katie Theriault
About Katie Theriault
Katie Theriault serves as the Customer Success Team Lead at Cardata, where she focuses on enhancing customer satisfaction and loyalty through best practices. With a diverse background in customer success and administrative roles, she has developed strong collaboration skills across various departments.
Current Role at Cardata
Katie Theriault serves as the Customer Success Team Lead at Cardata since 2024. In this role, she focuses on developing and implementing best practices aimed at enhancing customer satisfaction and loyalty. She collaborates with various departments to ensure that customers receive seamless and consistent experiences throughout their interactions with the company.
Previous Experience at Cardata
Before her current position, Katie worked at Cardata as a Customer Success Manager from 2022 to 2024. During her tenure, she contributed to customer success initiatives and played a key role in maintaining high levels of customer satisfaction.
Professional Background
Katie has a diverse professional background, including roles at Altus Group as an Administrative Specialist from 2018 to 2019, and at Clio as a Customer Onboarding Specialist in 2022. She also worked at the University of Fredericton in various capacities, including Student Services Specialist and Student Services Team Coordinator, from 2020 to 2022.
Education and Certifications
Katie is currently studying at the University of Fredericton, where she is pursuing a Certificate in Enhancing Workplace Resiliency. She also studied Career Consulting at Mohawk College. Additionally, she holds an Advanced Certificate in Psychological Health & Safety in the Workplace from the University of Fredericton and a HubSpot Sales Software Certification.
Technical Proficiency
Katie is proficient in various CRM tools, including Salesforce Lightning, ChurnZero, Salesforce Classic, and Gainsight. Her technical skills support her efforts in enhancing customer experiences and managing customer relationships effectively.