Caitlin Mclaughlin Email & Phone Number

Boston, Ma, Us

Helping to accelerate access to revolutionary medical technologies.

San Francisco, California, Us

Managed a portfolio of 80+ accounts of mid-market to enterprise size across Technology, Manufacturing, SLEd, Financial Services, and more industries totaling annual revenue of $2.8+ million; directly contributed to $300K+ in expansion revenuePartner with stakeholders in IT, Security, Workplace, and Facilities departments to design tailored processes for Return to Office initiatives, including safely welcoming visitors, creating desk hoteling processes, and analyzing occupancy & RTO analytics

San Francisco, California, Us

Managed a portfolio of 30+ dedicated accounts of mid-market to large enterprise size across Health Tech, Financial Services, & Software totaling annual revenue of $2+ million; contributed to $200K in upsell opportunitiesPartnered with Talent Acquisition and Recruiting departments to design a streamlined, automated way of sourcing candidates and delivering hiring analytics, including diversity analytics

San Francisco, California, Us

Helped make people's working lives simpler, more pleasant, and more productive.Managed a portfolio of 12-15 dedicated accounts of mid-market to large enterprise size totaling annual revenue of $5+ million; contributed to $3 million in won upsell opportunities, plus $200K+ in professional servicesPartnered with executive stakeholders and IT to discover organizational needs for information security and enterprise-wide collaboration in order to design a company-wide communication system during the pandemic

Ames, Iowa, Us

Acted as the Program Manager for the Enterprise Customer Success team with a heavy focus on scaling the team through training & development, metric creation & tracking, and many other leadership driven priorities.

Ames, Iowa, Us

Built strong customer relationships and explored opportunities for growth. Assisted in identifying Wdesk adoption opportunities within the framework of the organization-wide strategy. Spent a significant portion of time on-site with customers to develop an in-depth understanding of the customer's overall business requirements and act as a consultant to determine how the various Wdesk solutions and features met their needs. Partnered with other Workiva teams on initiatives that address customer needs, product utilization and improving departmental efficiencies to help meet company goals. Served as a customer advocate while effectively collaborating with internal, cross-functional teams including Product Management, Sales, Marketing, Engineering and Finance. Developed methods of account management that allow for continuous improvement in customer satisfaction. Onboarded customers and drove the initial implementation and integration of Wdesk while effectively managing customer expectations and requirements.

Ames, Iowa, Us

• Trusted resource and leader for Customer Success in the areas of product knowledge and customer advocacy• Assumed a leadership role for the Chicago Customer Success team in the absence of the Chicago Team Lead

Ames, Iowa, Us

As a member of the CS Team at Workiva I strived to ensure my customers' success by acting as an extension of their financial reporting team. My customers called me directly for any help they needed, including filing 10-Ks, 10-Qs, 8-Ks, and other compliance documents directly to the Securities & Exchange Commission. I worked closely with the Product Marketing, Product Management, Quality Assurance and Development teams at Workiva to ensure I'm up-to-date on the latest product improvements, and that customer feedback is integrated into product development.Workiva, formerly Webfilings, is a leading provider of complex business reporting solutions and is used by more than 60 percent of the Fortune 500. The company's Wdesk cloud-based product platform is a collaborative, real-time work space where teams can streamline the entire reporting process with the accountability and confidence they need for critical business reports.

Ames, Iowa, Us

Perform employee administrative focused tasks centered around new hire requirements, learning expanded compliance with a growing start up, continue to implement new HRIS system, and learn more about the business and departments.

Ames, Iowa, Us

Perform general human resources administrative assistance at a fast growing start-up. Specialized in new hire onboarding, helping to implement an HRIS system (ADP), and reside in the executive building around C-level, Accounting & Finance, Talent Acquisition, & more departments.

Maquoketa, Iowa, Us

Mission: “Empower people to reach individual achievement across the spectrum of life”Imagine The Possibilities is committed to providing quality Community based Services to people with disabilities. People served will be assured individually designed services that enhance capabilities in environments that tolerate only dignity and respect for all. The primary focus is to enhance each persons quality of life through “Individual Achievement”