Catherine Nelson Email & Phone Number

Seattle, Wa, Us

Seattle, Wa

Bellevue, Washington, United States

Greater Seattle Area

I specialize in driving digital transformation and enhancing customer experiences within the Communications, Technology, and Media sectors in the western region.Utilizing Tableau and Salesforce, I break down silos to unify departments and leverage solutions like Customer 360 for a comprehensive data view, driving efficiencies and revenue growth.

Led Tableau's business transformation pilot project, boosting customer win rates. Directed a high-impact pursuit team for a migration project, showcasing proficiency in project management and problem-solving.

Achieved quota attainment and President’s Club membership twice. Led client off-sites and executive engagements, ensuring quality and timeliness. Created a customer engagement tool.

As a strategic seller I learned how to generate and qualify new leads, identify and engage key decision makers, and most importantly - win, retain, and grow my business. Being new to the industry, I learned everything I could about software and technology and took on a consultative approach and help solve for my clients' challenges.

Seattle, Washington, United States

Girls on the Run Puget Sound is a local non-profit positive youth development program for girls in 3rd-8th grade in King and N.E Pierce Counties. Since 2002, GOTR has been teaching life skills through dynamic, interactive lessons and running games. Teams of girls are led by dedicated, empowering, and trained volunteer coaches. Our goal with our girls is to unleash confidence through accomplishment while establishing a lifetime appreciation of health and fitness.

Coordinated team and resources for 200+ households and $400M in assets under management, demonstrating project management proficiency. Increased revenues by $200K from existing clients, showcasing analytical skills. Quickly advanced to lead associate within 2 months, highlighting adaptability. Self-studied and passed Series 65 Certification, emphasizing commitment to compliance and improvement.

Portland, Oregon Area

Promoted to manager of operations post-merger. Trained a team of 20 on functions and technology, demonstrating leadership skills. Referred $8M AUM to private banking segment, promoted to private banking lead. Ranked as top performer for Key Private Bank Referrals, emphasizing business acumen. Led region in originating new consumer credit relationships in Q3/Q4.

Portland, Oregon Metropolitan Area

Portland, Oregon

Ranked as the top salesperson in Men’s Furnishings department, consistently exceeding bi-weekly quotas, demonstrating proficiency in achieving project goals and targets. Promoted to manager of the highest-grossing department for Oregon and Southwest Washington - Women’s Shoes. Increased department revenue by 15% for featured product and achieved a $4K overall monthly increase, highlighting experience in driving business outcomes, implementing innovative strategies, and leadership.