Stefan Walters
@stefanwalters
Strategic Operations Lead | Scaling Customer Success & Remote Teams | Ex-ICO Scale-up & Agency Owner
What I'm looking for
I am a Strategic Operations Lead with 15+ years of experience building and scaling customer success and support frameworks for remote-first and tech-driven companies. My expertise is in turning customer and data insights into scalable processes that drive retention, revenue, and operational efficiency.
Key Verified Achievements:
Agency Owner & Strategic Freelancer: Landed and fulfilled 54 contracts on Upwork (generating $180K+ revenue). Recruit, manage, and quality-assure remote contractors to deliver on scope, time, and budget.
Cryptocurrency ICO Scaling Leadership: Hired during a volume crisis. Built, trained, and managed a new team from scratch that handled a 100% volume increase and contributed to over $150,000 in sales.
BPO Team Leadership & KPI Ownership: Accountable for teams of 15-25 agents, directly owning KPIs (AHT, CSAT, Productivity). Implemented systematic coaching and QA frameworks that improved team output and consistency.
Strategic Operations & Cross-Functional Integration: As Operations Lead for a tech company, acted as the connective tissue between IT, Sales, and Finance for the CEO/COO. Owned priority management using an Urgency/Importance quadrant and optimized tools like Ringba for reporting.
Content & Niche Expertise: Researched and authored 30+ articles on cryptocurrency/blockchain and developed training modules for complex products.
Certified & Licensed Professional: Hold a valid CNA license (Oregon), demonstrating rigorous procedural compliance and client care in a high-stakes environment.
I target roles where operational chaos is reduced through systematic leadership, data-driven process improvement, and building teams that scale.
Experience
Work history, roles, and key accomplishments
Customer Service Representative
Ergeon
Jan 2022 - Aug 2023 (1 year 7 months)
Responded to inbound customer requests, created and handed off leads to sales representatives, and participated in assigned test projects to improve CRM Navigation processes.
Marketing and Direct Sales Professional
Hub Spot
Jan 2023 - Feb 2023 (1 month)
Built multiple sales teams to over 200+ distributors and grew the customer base by over 2000+ customers of the product.
Team Lead
Sutherland Global Services
Jan 2016 - Jan 2020 (4 years)
Managed 16-20 direct reports, coached to adjust behavior on and off the phones, and provided real-time floor support.
Agency Owner
Upwork.com
Jan 2015 - Jan 2020 (5 years)
Landed 54 contracts from cold leads, recruited, trained, hired, and managed groups of work-from-home contractors, and generated over $60k in total revenue.
Team Manager (Acting)
Sutherland Global Services
Jan 2014 - Jan 2015 (1 year)
Managed up to 25 direct reports, met and exceeded KPI set by both the client and managers, and provided floor support.
Education
Degrees, certifications, and relevant coursework
The University of the West Indies
BSc. Marine Biology and Economics, Marine Biology
2009 - 2014
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Salary expectations
Job categories
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