Summary
Overview
Work History
Education
Skills
References
Timeline
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Steve Servais

Henderson,NV

Summary

Accomplished leader with expertise in customer onboarding and operations management, having led a 33% improvement in customer time to value at Inside Real Estate. Skilled in strategic planning and cross-functional collaboration, driving SaaS implementation and technology adoption. Proven track record in enhancing customer experiences and fostering continuous improvement through data-driven performance metrics and innovative solutions.

Overview

24
24
years of professional experience

Work History

Vice President of Customer Onbarding

Inside Real Estate
Murray, UT
01.2020 - Current
  • Lead a department of 70 people, with 5 direct reports, onboarding real estate SaaS to SMBs, mid-market, and complex enterprise customers.
  • Onboard, coach, and support staff members, promoting a continuous improvement mindset to boost productivity by 57%
  • Designed and implemented a customer journey, leveraging AI, automation, and customer outreach process improvement procedures. Time to value improved by 33%.
  • Oversaw project management processes to ensure the timely delivery of RE/MAX and Home Services of America customer onboarding. Over 100,000 users were onboarded successfully, on time.
  • Collaborated with sales, product, engineering, and customer success teams to streamline UX and minimize time to value.
  • Spearheaded efforts to enhance customer service processes while maintaining quality assurance standards. CSAT scores increased by 40%.
  • Designed incentive programs that motivated staff members while ensuring profitability targets were met.
  • Implemented data-driven performance metrics to evaluate team effectiveness and operational success.
  • Developed a forecasting model to ensure coverage for incoming customers across all SaaS platforms sold.

Chief Operating Officer

Bhgre Kansas City Homes
Overland Park, KS
11.2017 - 09.2019
  • Led operations for a real estate brokerage transacting over $1.4 billion in sales.
  • Guided substantial capital investments in technology and infrastructure with a focus on scalability. The agent tech stack was revolutionized over 18 months by leveraging emerging technology trends.
  • Reached 79% SaaS adoption rate through a multi-pronged, collaborative approach, focused on reducing time to value.
  • Developed and refined short- and long-term strategies to drive growth and profitability. Agent count increased by 20% in less than a year.
  • Directed the daily operations of the Marketing, Technology, Relocation, Administrative, and HR departments.

Chief Operating Officer

Bhgre Bradfield Properties
San Antonio, TX
11.2013 - 10.2017
  • Led operations of a real estate brokerage that grew from $275M in sales to $630M.
  • Executed a strategy for expansion into three new markets through acquisition. Agent count increased by 130%.
  • Streamlined training across all regions that resulted in a 16% increase in productivity.
  • Collaborated with sales, marketing, accounting, and IT teams on a technology transformation. Consumer website and operational software was transformed

Business Consultant

Realogy
Madison, NJ
06.2010 - 10.2013
  • Consulted with franchisees across Century 21 and Better Homes and Gardens Real Estate brands, across the Western U.S.
  • Collaborated with operations teams to successfully open and grow eight new franchise locations in 18 months.
  • Spearheaded technology adoption initiative for two major clients, enhancing agent CRM usage.
    Designed and executed four-week contest, boosting agent participation by over 20%.
  • Identified and facilitated a customer acquisition that increased their revenue by 46%.
  • Partnered with cross-functional team to revamp process for onboarding new franchisees and enhance franchisee adaptation to marketing initiatives.

Real Estate Agent

Edina Realty
Minneapolis, MN
08.2001 - 06.2010

Education

MBA -

University of St. Thomas
Saint Paul, MN
08-2011

Bachelor of Science - Agricultural Economics

Purdue University
West Lafayette, IN
05-1996

Skills

  • Customer onboarding
  • Data analysis
  • Project management
  • SaaS implementation
  • Performance metrics
  • Change management
  • Complex Problem-solving
  • Cross-functional team leadership
  • Verbal and written communication
  • Operations management
  • Continuous improvement
  • Cross-functional collaboration
  • Technology adoption
  • Strategic planning

References

References available upon request.

Timeline

Vice President of Customer Onbarding

Inside Real Estate
01.2020 - Current

Chief Operating Officer

Bhgre Kansas City Homes
11.2017 - 09.2019

Chief Operating Officer

Bhgre Bradfield Properties
11.2013 - 10.2017

Business Consultant

Realogy
06.2010 - 10.2013

Real Estate Agent

Edina Realty
08.2001 - 06.2010

MBA -

University of St. Thomas

Bachelor of Science - Agricultural Economics

Purdue University