Kelly Olson

Kelly brings over two decades of customer success and operational leadership across education, financial services, marketing agency, and SaaS tech startups to her role as Director of Client Success at ProCFO Partners. Known for her ability to build scalable processes and unify teams around customer outcomes, Kelly ensures that clients experience value quickly and consistently. Her diverse experience offers a unique perspective on driving long-term client relationships, continuous value, and sustainable growth.

She has built post-sales functions from the ground up multiple times, established partner programs that generated millions in revenue, and optimized processes to enhance client satisfaction, loyalty, and customer lifetime value. Kelly’s certifications, including the HubSpot Digital Marketing Certification and GTM Partners GTM OS Certification, reflect her commitment to equipping teams with innovative strategies and tools. She thrives at the intersection of strategy and execution, collaborating with leaders to transform customer-facing operations and deliver lasting impact.

Outside of her career, Kelly is a proud Texas Wine Ambassador and holds a WSET Level 2 Award in Wines. She enjoys exploring local wineries and immersing herself in the world of wine, connecting with grape growers and winery owners along the way. A University of Wisconsin alum, Kelly spends her free time cheering for the Wisconsin Badgers, Green Bay Packers, and supporting her daughter’s competitive cheer team.