Meet The TEam
expert guides on your customer experience climb
We design smart post-sales strategies, build strong operational foundations, and deliver measurable results that drive growth. Our commitment is to empower your business to create exceptional customer experiences that fuel long-term success and sustainable performance improvements.
Our Mission
Our mission is to leverage real-world post-sales expertise to help our customers design smart strategies, build strong foundations, and deliver measurable results. Through our signature 5-prong approach, we transform post-sale operations into engines of growth, efficiency, and long-term success.
Our Vision
We strive to create seamless customer journeys that foster loyalty and retention, enabling businesses to achieve sustainable growth through exceptional experiences.
Meet the leadership team
Katie Yagodnik
Co-Founder
With over two decades of leadership experience across Sales, eCommerce, Customer Success, Operations, and Customer Marketing, Katie brings a systems-level view of how great customer experiences are built and scaled.
A digital transformation leader at heart, she specializes in architecting modern, connected ecosystems that help organizations move faster, operate smarter, and serve customers with precision. Her strengths include designing composable customer journeys operationalizing data, and building digital programs that eliminate friction and unlock measurable results.
Katie spent 20 years at Monster.com in a range of leadership roles earning a reputation for anticipating challenges before they surface, aligning cross-functional teams, and translating complex problems into simple, actionable frameworks.
She was recently honored with the 2024 Outstanding Woman in Customer Success Award, recognizing her expertise in data strategy, voice of the customer, operational design, and scalable program development. Her work helps organizations turn insight into action and transformation into long-term value. Click here to learn more about the award.
Today, Katie is applying her deep CX operations and technology background to modernize the insurance industry. She leads independent agencies through end-to-end EZLynx deployments – integrating workflows, streamlining data, and equipping teams with the tools and processes they need to serve customers in a digital-first world.
Beyond her professional work, Katie is proudly involved in the local automotive community as a volunteer with Indianapolis Cars & Coffee, where she leads merchandising efforts for one of the Midwest’s largest enthusiast gatherings.
When she’s not rebuilding workflows or guiding agencies through change, Katie is at home in Indianapolis, navigating life with 17-year-old triplet daughters (yes—three teenagers at once!). Her life is full, fast-paced, and fueled by a passion for helping others do their best work.
A sought after speaker and thought leader, Katie regularly shares her perspectives on digital transformation, customer experience, and operational excellence. Colleagues describe her as a force of clarity, reliable, fast-moving, and relentlessly focused on what drives outcomes for both the business and the customer.
Kristin Hallas
Co-Founder
With more than 20 years of experience spanning Customer Success, Data Analytics, Customer Service, and Operations—including 15+ years in leadership roles—Kristin Hallas brings a deeply cross-functional perspective to every engagement at SFE Advisors.
Kristin is passionate about building what works—and making it scale. Whether she’s designing retention strategies, implementing journey frameworks, or helping teams align around customer outcomes, she thrives at the intersection of strategy, execution, and experience. She’s led Customer Success across multiple SaaS industries and most recently guided clients at a leading CS platform provider, helping them build scalable, impactful programs from the ground up.
Her superpowers? Turning complex customer journeys into measurable business impact, aligning internal teams around a shared customer vision, and driving operational excellence without the bloat. Kristin is known for her clarity, speed, attention to detail, and ability to make even the most ambitious customer programs feel achievable.
Kristin was recently honored with the 2024 Outstanding Woman in Customer Success Award, a recognition of her passion for cultivating meaningful client relationships and her commitment to empowering teams to deliver exceptional value. With a results-driven mindset, she consistently meets targets within defined timelines while maintaining a strong focus on excellence and continuous improvement. Kristin is well-equipped to navigate the ever-evolving landscape of Customer Success with both proficiency and dedication. Her work enables organizations to take meaningful action at scale. Click here to learn more about the award.
When she’s not leading transformation for clients, Kristin resides in Chandler, Arizona, where she’s a dedicated wife and proud mom to a 16-year-old daughter and a 14-year-old son who keep life dynamic and joyfully unpredictable with all their activities. She balances her commitment to her customers’ success with a deep commitment to family—and brings that same balance and intention to every engagement.
Kristin isn’t just a customer success leader—she’s a trusted partner in building businesses that grow through exceptional customer experience.