Summary
Overview
Work History
Education
Skills
Affiliations
LEADERSHIP PHILOSOPHY
Timeline
BusinessAnalyst
Stephen Stanton

Stephen Stanton

Customer Success
Dallas,TX

Summary

Operations and experience focused leader in Customer Success with a diverse background spanning Ops, L&D, Talent, and Customer Service. Over 20 years of proven success in leading teams across SaaS, consulting, and financial services sectors. Known for being an authentic and strategic leader dedicated to developing both people and processes while driving organizational growth. Skilled in crafting and executing impactful business strategies, streamlining processes, and achieving tangible improvements in team performance.

Overview

20
20
years of professional experience

Work History

Director Customer Success

Mercer
01.2019 - Current
  • Leading the global Workday Customer Success team. Each managing a portfolio of 20 (strategic) or 35 (scalable) Workday HR and Financial clients. Current team based in US, CAN and India, with global portfolio of clients.
  • 2024 - 2025 As a leadership team we are focused on leveraging AI into our strategy and communication, as well as building internal playbooks for clean, repeatable, profitable product and process.
  • Creating a culture that is people driven, data led, and profit focused: client journey, net new sales, renewals and expansions and cross-vertical projects with Mercer Health, Wealth, and Career (i.e. Broker of Record, Job Architecture, Compensation, HR Process Optimization & Change Management).

AVP Talent Operations & Experience

Mr Cooper
01.2017 - 01.2019
  • Ensured strategic initiatives have clear value-driven goals, remain on agreed to time frame/budget, and status communicated to the leadership team.
  • Led Workday (HRIS) and Cornerstone learning technology teams, corporate instructional design, HR intranet design, and learning vendor management.
  • Onboarded 2000 employees through M&A, improving the talent acquisition experience, shifting to a user-centric Learning interface, and helping install Franklin Covey leadership development program and relationship with Great Place to Work.
  • Optimized L&D budget and HR $20M budget to improve throughput and adopting a digital-first mindset, working with finance, procurement, IT, and Employee Experience & Development (EXD) leaders when: developing governance of shared systems, HR intranet, SharePoint, L&D vendors, (re)negotiating contracts, leaning staff, and restacking learning technologies.
  • Improved (EXD) team dynamics and cross-functional efficiency & consistency working with leaders to create staffing models, upgrade technology, manage facilities.
  • Align reporting with business metrics and strategic direction, to communicate to leadership and cut monthly reporting time by 80% and moving to automated dashboards.
  • Partnered with HR on technical design, delivery, training, and reporting for company-wide initiatives: HR intranet launch, employee engagement surveys, learning effectiveness/engagement & annual HR cycle events (performance management, annual compensation event).

AVP Learning and Development

Mr Cooper
01.2014 - 01.2017
  • Led L&D for 1000+ Customer Service representatives in U.S. and Manila (internal and vendor) new hire training & onboarding efforts, upskilling, and continuing education in escrow, modifications, sales leads and soft-skills.
  • Consulted with business leaders to create e-learning, instructor-led training, videos and just in time resources to support training needs, including site/call center openings & closings, and acquisitions.
  • Developed training staff in Performance Consulting, Delivery (train-the-trainer), Instructional Design & Operational Excellence.
  • Partnered proactively with new product development and sales teams to effectively drive revenue from service-to-sales opportunities.

AVP Customer Service

Mr Cooper
01.2009 - 01.2014
  • Led onboarding, manager coaching and developing staff to improve time to proficiency, customer satisfaction, and drive revenue through service-to-sales leads, and upskilling.
  • Successfully led team tasked with improving lead metrics to JD Power, as we:

- Built a dedicated Customer Service training team for all training development and facilitation.

- Created better agent level training, reporting, real-time resources across vendor and internal sites.

- Optimized call handling metrics and skills with an end-to-end focus on customer experience.

- Developed business continuity planning with leadership for site openings and closings.

- Standardized coaching protocol, reporting, and training resources.

Education

Bachelor of Business Administration - Finance

University of North Texas
Denton, TX
08.2009

Skills

  • Strategic planning and process improvement
  • Creativity and innovation
  • Program and budget management
  • Coaching and mentoring
  • Client relations
  • Hiring and retention

Affiliations

  • Association of Talent Development (ATD), since 2014
  • DallasHR Member

LEADERSHIP PHILOSOPHY

Connect genuinely, hold yourself then others accountable, and never stop growing/improving

Work Type

Full Time

Work Location

HybridOn-SiteRemote

Important To Me

Career advancementCompany CultureStock Options / Equity / Profit SharingWork from home option

Timeline

Director Customer Success

Mercer
01.2019 - Current

AVP Talent Operations & Experience

Mr Cooper
01.2017 - 01.2019

AVP Learning and Development

Mr Cooper
01.2014 - 01.2017

AVP Customer Service

Mr Cooper
01.2009 - 01.2014

Bachelor of Business Administration - Finance

University of North Texas
Stephen StantonCustomer Success
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