Karli Schwartz
Freehold
Summary
Client-focused professional with 6+ years of experience supporting sales, onboarding new clients, and managing complex programs in a fast-paced marketing and fulfillment environment. Known for being highly organized, easy to work with, and able to keep a lot of moving pieces on track without things falling through the cracks. Strong background working cross-functionally with sales, operations, and clients - helping move opportunities forward, support pitches, and ensure a smooth transition from initial conversation through onboarding and execution.
Overview
8
8
years of professional experience
Work History
Customer Success & Implementation Specialist
Hatteras
01.2026 - Current
- Lead onboarding for new clients and programs, guiding projects from initial handoff through launch
- Partner closely with sales during the pre-sale and onboarding phases - joining calls, helping shape solutions, and ensuring client needs are clearly translated into execution
- Build and deliver training materials and onboarding documentation to support client adoption
- Act as the main point of coordination between sales, operations, and client teams to keep timelines and expectations aligned
- Continuously look for ways to simplify and improve onboarding and internal processes
Lead Program Manager
Hatteras
01.2025 - 01.2026
- Oversaw 50+ active client programs, ensuring successful execution across multiple teams and workflows
- Managed and supported a team of program managers, helping prioritize work and maintain consistency across accounts
- Worked closely with sales and leadership on new opportunities, contributing to solution planning and client conversations
- Helped standardize processes and improve how programs were managed and handed off internally
Program Manager
Hatteras
01.2022 - 01.2025
- Managed day-to-day execution for client programs, including onboarding, order workflows, and fulfillment coordination
- Served as the primary point of contact for clients - handling questions, resolving issues, and keeping programs running smoothly
- Built and managed client portals, ensuring they were set up correctly and aligned with client needs
- Created reports and pulled data for both internal teams and clients to support decision-making
- Key Program Experience:
- Managed the company’s largest client (~$12M annually), supporting a high-volume direct mail program
- Coordinated daily operations across data processing, digital print, and mailing teams
- Supported campaigns mailing 100,000+ pieces per day, ensuring accuracy, timing, and client satisfaction
- Worked closely with both the client and internal teams on campaign planning, updates, and ongoing improvements
Earlier Roles
Hatteras
01.2018 - 01.2022
- Progressed through multiple roles supporting client programs, operations, and project coordination
- Gained hands-on experience across fulfillment, client communication, and internal workflows
- Built a strong foundation in how sales, operations, and client services work together
Education
Bachelor of Science - Business Management
Monmouth University
West Long Branch, NJ05-2019
Skills
- Client Onboarding & Implementation
- Sales Support & Client-Facing Communication
- CRM Experience
- Reporting & Data Analysis
- Cross-Functional Coordination
- Process Improvement & Workflow Optimization
- Training & Documentation Development
- Project & Program Management
Accomplishments
Recognized as Employee of the Year (2024) for contributions to client success, cross-functional collaboration, and program growth.
Additional Experience Highlights
- Supported onboarding of 20+ new client programs in the past year, each with unique requirements and workflows
- Regularly collaborate with sales on client calls, proposals, and solution planning
- Experienced working in fast-paced, high-volume environments with tight timelines and multiple stakeholders
- Known for identifying inefficiencies and improving processes to make workflows more scalable and easier to manage
Timeline
Customer Success & Implementation Specialist
Hatteras
01.2026 - Current
Lead Program Manager
Hatteras
01.2025 - 01.2026
Program Manager
Hatteras
01.2022 - 01.2025
Earlier Roles
Hatteras
01.2018 - 01.2022
Bachelor of Science - Business Management
Monmouth University