With our team of experts, you're guaranteed success
Driving our success is the team of individuals who make up Satrix Solutions. Led by veteran customer and employee satisfaction expert, Evan Klein, we have varied skillsets, business experiences, and educational backgrounds, yet we all share the same passion and enthusiasm for customer and employee satisfaction programs. Through this common denominator, we’ve maintained exceptionally high satisfaction and loyalty with our growing stable of clients.
Meet The Team
Founder & President
For more than 25 years, Evan Klein has been an enthusiastic champion for voice of the customer driven change. He specializes in coaching business leaders on the customer and employee-focused strategies that lead to increased profitability and sustained competitive advantage.
Evan founded Satrix Solutions in 2008 to empower businesses to accelerate growth and increase valuation by improving referrals, retention, share-of-wallet, and sales close rates. The company’s growing list of clients benefit from experienced consultants, expert advice, Board-quality reporting, and actionable recommendations.
Prior to founding Satrix Solutions in 2008, Evan established and led the office of Client Satisfaction at iCrossing, a 550-person digital agency in Scottsdale, Arizona. While there he introduced and managed several customer-focused initiatives, including the implementation of Net Promoter Score and Customer Advisory Boards. Evan’s work developing a systematic approach to gathering and acting on voice of the customer feedback led to numerous product, service delivery, and process improvements during his tenure.
Evan previously managed a global consulting practice, serving nearly 900 customers for Thomson Reuters in New York, where he helped transform the business to a service leader with high customer satisfaction and retention. Earlier in his career, he was charged with starting a West Coast office for a consulting practice serving CXO’s of publicly traded companies. During his two-year tenure, the office grew from four to over 30 people and revenues increased by more than 500%.
When Evan is not guiding the adoption of disciplined feedback processes, metrics, and behaviors, you can find him playing sports with his son or hiking with his wife in sunny Scottsdale, Arizona
Chief Operating Officer
Meet Jonathan Beretta: COO of Satrix Solutions and Customer Success Expert. If you are looking for a leader who knows how to drive customer satisfaction, loyalty, and retention, look no further than Jonathan Beretta.
He is the Chief Operating Officer of Satrix Solutions, a management consulting firm that helps businesses improve their customer experience and employee engagement.
Jonathan has been with Satrix Solutions since 2013, overseeing all aspects of client delivery, operations, and quality assurance. He works closely with clients to understand their goals, challenges, and opportunities, and provides strategic guidance and best practices to help them achieve success.
Jonathan has nearly 20 years of experience in customer retention, employee engagement, and process improvement strategies for B2C and B2B companies across multiple industries. He is also a Greenbelt in LEAN and a subject matter expert in customer success and experience.
Before joining Satrix Solutions, Jonathan was part of Equifax’s global operations senior management team, where he managed the Appellate Services Department. There he cultivated and evaluated the daily operations of a nationwide 100+ legal team required to handle highly deadline-driven workloads in representing employers in unemployment administrative hearings. While at Equifax, Jonathan established engagement planning and touchpoint mapping initiatives to encourage desirable business outcomes such as retention of talent and improved operational performance for its Fortune 500 client companies.
Jonathan has also earned several awards and recognitions throughout his career. He received the Wall Street Journal Award in Economics in his final year in college, the Witkin and CALI award for Legal Writing I course and was ranked as best advocate in Southern California at the 2000-2001 ABA National Appellate Advocacy Competition. He also received two Certificates of Recognition from Equifax for his outstanding performance and dedication.
Jonathan holds a Bachelor of Science degree in Economics from the College of Norte Dame and a Juris Doctor degree from Thomas Jefferson School of Law.
In his off time, Jonathan enjoys running and exploring the local hills with his wife and their two dogs in tow. When that doesn’t keep him busy enough, Jonathan serves on the Board of his HOA with the City of Litchfield Park, Arizona.
We are proud to have Jonathan as part of our team at Satrix Solutions. He is passionate about helping our clients create loyal customers who advocate for their brand. He is also committed to fostering a culture of excellence among our employees, who deliver exceptional service every day.
Vice President, Marketing
Ben has 17 years of experience in entrepreneurship, digital and traditional marketing. He has worked as an owner, contractor, and department head. He specialized in strategizing, budgeting, and leading campaigns.
He has been blessed to win 13 marketing awards, including Marketer of the Year, and many national PR opportunities. He has had great mentors during his time on four different marketing boards and was honored to be President of the American Marketing Association.
Residing in New England, Ben loves getting spending time with his family. When not working, he enjoys softball, basketball, and the outdoors. He is a goal-oriented, data-driven person who welcomes any challenge.
Vice President, Client Experience & Strategy
Stephanie Yosef has over 18 years of success in client experience, employee engagement, and client retention, joining Satrix Solutions in 2019. Prior to Satrix, Stephanie most recently worked at ADP TotalSource as Senior Director of Client Services, where she was responsible for the retention of $300 million in business and led a team of almost 60 HR Business Partners and executive leaders. She also brings an extensive sales background to Satrix, as she spent another 9 years in B2B and B2C sales in the areas of HR SaaS, Pharmaceuticals, and Retail.
Stephanie is a PHR-certified Human Resources Professional with experience in the HRIS and benefits space. She has achieved consistent award-winning success in every previous role she’s held from individual contributor to senior leader. Over the years, Stephanie has consulted and supported a B2B client base ranging from 27 to over 2400 companies, working directly with everyone from the C-Suite to hourly employees, which offers a unique skill set and background with a broad scope of knowledge to provide end-to-end insights to her clients.
Outside of Satrix, Stephanie lives between Phoenix and Nashville with her husband Sam. Previously she has served as Treasurer/Chair for the Visual Arts Booster Club at her daughter’s high school and on the school’s PTO board as VP of Marketing, as well as serving as Assistant Treasurer for Pi Beta Phi Fraternity for Women at Vanderbilt University. Stephanie has traveled extensively inside and outside of the US and is a huge foodie. Pilates is an almost daily endeavor for her to add a little balance to her life.
Vice President, Client Experience & Strategy
Tami Kinney has spent over 20 years working in market research with a focus on customer experience and brand development. She is adept at identifying the needs of clients, employing innovative methods to test possible solutions, and providing actionable insights.
Starting her research career at Kimberly Clark Corporation, Tami was responsible for designing research to drive consumer understanding of product performance and fragrance preference. She then built out the research department for Radio Systems Corporation, conducting consumer and brand experience studies. Most recently, Tami was the Senior Proposal Writer for MaritzCX/InMoment designing customer experience programs and creating proposals to meet brand tracking, journey mapping, and segmentation research objectives.
Tami has experience with a variety of methodologies, including Voice of the Customer, product naming and messaging content, performance testing, ad claims, packaging design, shopper experience, benefit/deficiency assessments, concept development and testing, journey mapping, consumer segmentation, user experience, and fragrance development.
Residing in Tennessee with her husband, daughter, and five dogs, Tami spends her free time exploring the area's lakes, rivers, and hiking trails.
Director, Reporting & Analytics
With nearly 10 years working in data analytics, Manager of the Reporting & Analytics team, Dan Genord works diligently to convert robust data sets into compelling visualizations and actionable insights for Satrix Solutions' clients.
His attention to detail and critical thinking ability enable him to consistently develop accurate and applicable content on behalf of clients.
Residing in the mountains of Colorado, Dan spends much of his free time exploring his surroundings by skiing, rafting, mountain biking, camping, and hiking.
Leila Karimi Hosseini
Senior Client Experience Analyst
Leila Karimi Hosseini brings a diverse skillset and passion for driving insight with data to Satrix Solutions. Experienced with a variety of methodologies and tools, her educational background in industrial engineering aids her as a Client Experience Analyst in analyzing data and presenting metrics that help put the finger on the pulse of customer and employee sentiment.
By focusing on actionable feedback and nailing the details, she facilitates decision-making and process improvements for clients.
Residing in Austin, Texas, Leila loves exploring and being involved in her local community. When not working, she enjoys reading, baking, traveling, and anything outdoors.
M. Heather Smith
Client Insights Analyst
M. Heather Smith is a data-driven professional with two decades of experience improving connections and building stronger communities. This has cultivated her passion for understanding the client experience and its impact on business growth.
Prior to joining Satrix Solutions, Smith worked in public education. She maintained meticulous qualitative and quantitative records for individual students and presented these in a digestible, user-friendly format for families. This formative data was also used by the administration to ensure student success.
In addition to her love of turning data into actionable insights; Smith has an enthusiasm for championing causes, coordinating events, and creating new business models.
Client Experience Analyst
With his educational background in Business Data Analytics, Henry Moore is equipped to utilize various analytical methods to conduct analysis that extracts actionable insights from the data. He understands the importance of meeting the unique needs of every client. As a Client Experience Analyst, he is focused on delivering the most useful information to each unique client. His focus is ensuring that the data is analyzed to extract the most useful and functionable information to be able to deliver to clients.
Residing in Arizona, Henry enjoys staying active, spending time with friends and family, exploring the outdoors, and checking out new restaurants.
Client Experience Analyst
With nearly five years of professional experience working with quantitative and qualitative data, Ben is well-equipped as a Client Experience Analyst to provide actionable insights for Satrix Solutions. With a Master of Science degree in Experimental Psychology, Ben possesses a solid foundation in research methodology, descriptive statistics, and inferential statistics. This unique combination of skills enables him to deliver precise and valuable insights to clients, ensuring the production of accurate and meaningful findings.
Residing in Appleton, Wisconsin, Ben loves to spend his free time outside and enjoys activities such as mountain biking, snowboarding, and bow shooting. He is also passionate about Brazilian Jiu-Jitsu and likes to compete at tournaments throughout the year.