Foundations Level 1 Program

NOV - jan
Begin with the fundamentals of best practices when serving customers and contributing to your team.
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Meet your instructor

Annie Stefano

Annie is known for her passion and drive for client retention and the customer journey, upholding strong user adoption with a diverse portfolio of customers from small to enterprise. Her expertise spans over 15 years in Customer Success, Customer Support, Implementation/Onboarding, Sales (Renewals, Expansions), and Professional Services for B2B SaaS companies. Leading with a growth mindset focus, she thrives on building up team members to nurture their output of strong customer relationships. Prior to driving revenue retention, Annie was an original 'Transitioning Teacher' who taught for over eight years as both an Elementary Educator and Instructional Coach, holding a Masters in Learning and Curriculum from the University of San Diego and a Bachelors in Elementary Education from California State University Long Beach. She currently resides in Orange County, California with her two daughters.
Patrick Jones - Course author