katiekelly

Katie Kelly
ScalingOperationsfor Growth-StageFintech

Building the infrastructure to deliver what you sold.

(About)

I build the operating infrastructure that allows growth-stage fintech companies to deliver on their growth.

(Why Me)

THE RESULTS

I build operating infrastructure that delivers measurable results.

25+

Team built in 12 months

$20M+

Churn prevented

60%

Efficiency improvement

100+

Person team stood up

(The Problem)

The System

Growth-stage fintech companies hit a wall. They're winning deals, closing revenue, and growing headcount - but internally, everything is breaking.

The team is underwater. The operating model doesn't exist. Things are running on heroics, not systems.

That's where I come in.

(Process)

The Method

Step 1.

Process Mapping

Applied 80/20 principle to focus on highest-impact deliverables.

Step 2.

Team Structure

Created clear role definitions with specialized responsibilities.

Step 3.

Knowledge Systems

Standardized training with videos, guides, and checklists.

Step 4.

Resource Allocation

Tiered clients by complexity to match resources strategically.

Step 5.

Performance Analytics

Established data-driven tracking for continuous improvement.

Scaling and it's
starting to break?

I figure out what's actually broken (usually not what people think), and build the operating model to get things running.

Let's Talk