Katerina Lauer

Senior Director Of Smb Renewals @ WealthEngine

About Katerina Lauer

Katerina Lauer serves as the Senior Director of SMB Renewals at Altrata, a position she has held since 2022 in Charleston, South Carolina. With extensive experience in customer success and retention, she has previously worked in various roles at WealthEngine and has a strong focus on supporting nonprofit organizations.

Work at Altrata

Katerina Lauer has been serving as the Senior Director of Renewals at Altrata since 2022. In this role, she is responsible for overseeing the renewal processes and ensuring customer satisfaction. Based in Charleston, South Carolina, she has been instrumental in developing strategies that enhance customer retention and drive growth within the organization.

Previous Experience at WealthEngine

Katerina Lauer held multiple positions at WealthEngine, contributing to the company's success over several years. She served as Vice President of Retention and Customer Success from 2020 to 2021, focusing on client engagement and satisfaction. Prior to that, she was a Senior Sales Executive from 2012 to 2015 and a Business Development Representative from 2008 to 2009. Her roles included developing sales strategies and fostering client relationships.

Educational Background

Katerina Lauer studied at the University of Dayton, where she earned a degree in Communication Management from 1993 to 1997. This educational foundation has supported her career in customer success and sales, equipping her with the skills necessary for effective communication and relationship management.

Passion for Nonprofit Development

Katerina Lauer is passionate about using data-driven solutions to enhance fundraising and development efforts for nonprofit organizations. She has developed innovative strategies to help nonprofits navigate challenges, particularly during the COVID-19 pandemic, focusing on growth and sustainability.

Teaching Experience

Before her roles in the corporate sector, Katerina Lauer worked as a Lead Teacher at FasTracKids from 2005 to 2007 in the Greater Chicago Area. This experience contributed to her skills in education and communication, which are valuable in her current roles.

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