Catherine Coad Email & Phone Number

A key member of Socure’s Growth team throughout the post-sales customer journey - from onboarding to implementation to renewal. Owns major financial existing accounts, drive sales, ongoing, consultative relationships. Creates and implements strategic account plans focused on enterprise-wide deployments of products and services.- Partner with our Direct and.

Portsmouth, New Hampshire, United States

• Experienced tenured leader; Received MVP award and frequent unsolicited peer, partner, and client praise. Accepted additional roles and responsibilities to directly support Director of Account Management, on top of.
• Proven track record: Quarterly revenue goal grew 888%, with $100M quota
• Plays a key role in renewing customer contracts and demonstrates excellent client retention in portfolio of $500M annual ARR
• Creates SOPs and Playbooks;… Show more Experienced tenured leader; Received MVP award and frequent unsolicited peer, partner, and client praise. Accepted additional roles and responsibilities to directly support.
• Creates SOPs and Playbooks; Partners with cross-functional teams to mitigate churn
• Lead on Product improvement initiative: Joins monthly meetings with executive leadership team to identify, define, and resolve product enhancement needs

• Top-performing manager; Grew and supported comprehensive payment solution program for mid-market, corporate, and enterprise accounts from $100M - $500M in ARR
• Proven track record: Quarterly revenue goal increased over 1389%, exceeded $7M quota.
• Manage time-to-revenue timelines following contract signing, product delivery, implementation between customer infrastructure & company SaaS service, supplier on-boarding campaign, go-live
• Establishes deep trust and maintains relationship… Show more Top-performing manager; Grew and supported comprehensive payment solution program for mid-market, corporate, and enterprise accounts from $100M - $500M in ARR
• Establishes deep trust and maintains relationship with C-Suite executives and client team
• Reports on portfolio performance; plans, monitors, and analyzes KPIs

Portsmouth, New Hampshire, United States

• Proven track record; consistently exceeded $470K quota and managed accounts $100K in ARR
• Portfolio verticals include: Healthcare, Higher Education, Retail & E-Commerce, Property/Real Estate Management, and Home Builder Associations
• Responsible for re-engaging legacy accounts; Consults on vendor onboarding strategy; reports on conversion success
• Cross & Up-sell strategic opportunities for business development and automation
• Drives frequent meeting cadence with AP &… Show more
• Drives frequent meeting cadence with AP & Treasury teams; Presents QBRs with stakeholders Show less

• Defined “Client Success” at organizational level; Consulted with Executive Leadership Team on quarterly/ up-coming fiscal year revenue- generating decisions
• Conducted interviews; Responsible for new hire training and mentoring
• Wrote playbooks and SOPs for Client Success Team

• Responsible for first client renewal and two-year annual subscription in company’s history
• Leveraged data to consult on budget decisions with C-Suite executives, which resulted in 100% revenue expansion in assigned accounts $500M+ in ARR
• Developed consumer journey optimizations that reflect client KPI metrics; Took programmatic approach: established clear outcomes for customer journeys & milestone-based plans.

Portsmouth, New Hampshire

• Cross-Platform Marketing/E Commerce
• Tracked and analyzed marketing conversion events (clicks, views, attribution) for Account Manager.
• Wrote script and queries for FTP transmission of raw data files; Collected, ingested, and quality assured data from client sites and sources.
• Enabled multi-touch tagging infrastructure and interpreted machine-learning algorithms based on Bayesian logic; provide real-time feedback for digital channels. Filtered, categorized, processed, and modeled… Show more.
• Enabled multi-touch tagging infrastructure and interpreted machine-learning algorithms based on Bayesian logic; provide real-time feedback for digital channels. Filtered, categorized, processed, and modeled data.
• Utilize Salesforce to cultivate customer base

Boston, MA

• Collaborated with team of audit professionals throughout planning, assessment, and testing in IT Global Services with account maintenance and security. Maintained a thorough understanding of business processes.
• Itemized reports on the risks identified as well as a financial analysis
• Exercised excel skills and leveraged technical acumen
• Exposure to new software, product, and platforms
• Qualified/Quantified Reports: risk assessment, sensitivity analyses, GAAP, regression modeling Skills
• Data mining and analytics

• Drove business development with Anderson Window prospects and grew a large book of business
• Adhere to company methodology and scripting.
• Achieved required metrics for inbound and outbound call volume; consistently exceeded daily and weekly quotas, and received numerous performance recognition
• Provided support to improve customer experience; responding to questions and providing resolutions
• Assisted clients in scheduling for prospects to visit and prepare an on-site… Show more Drove business development with Anderson Window prospects and grew a large book of business
• Assisted clients in scheduling for prospects to visit and prepare an on-site demonstration

Bachelor Of Science - Bs, Information Systems - Business Analytics (Isba) And Finance

• Dean’s List, Highest Honors

Bachelor Of Science - Bs, Business Administration And Management, General

Study Abroad Student ; GPA 3.87 - 4.0 January 2017 –May 2017 • Academic Excellence Award 3.87 - 4.0 GPA • Elective classes focused on.