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 Channel Sales Teams to develop, scale, and grow post-sales Account Management function - Act as a trusted advisor to customers… Show more 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 Channel Sales Teams to develop, scale, and grow post-sales Account Management function - Act as a trusted advisor to customers and successfully establish relationships throughout the customer’s organization- Identify expansion and up-sell opportunities, new use cases, and play a key role in renewing enterprise customer contracts- Manage time-to-revenue timelines following contract signing, including product delivery, integration between customer infrastructure and company SaaS service, and sign-offs- Coordinate technical resources needed for up-sell opportunities and support issues, and own status reporting to support revenue projections- Act as an escalation point for renewals strategy, critical account issues, and ongoing account planningAnalyze customer data to identify and propose new ideas and processes to prevent issues and increase product usage- Quickly absorb new information via Socure training program and external sources to become an expert on our solutions Show less

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 normal Account Manager I and II duties.• 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 Director of Account Management, on top of normal Account Manager I and II duties.• 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; 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• Mentors new hires: schedules 1:1, training sessions, and point of contact for escalation inquiries Show less

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• 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 with C-Suite executives and client team• Reports on portfolio performance; plans, monitors, and analyzes KPIs• SME for ERP and Payment Program Migration integrations Show less

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 • 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 & 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 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 data; Outputted that data through dashboards, feeds and CRM tools.Weekly Tasks:• Utilize Salesforce to cultivate customer base• Organize weekly status calls to ensure timely and successful deliverable of solutions, according to customer needs and objectives• Receives marketing files and prepares those reports to be ingested into the systemTools/ resources used:• Microsoft applications: Excel, Teams, Office, PowerPoint • Excel: Advanced spreadsheet modeling, regression model analysis, pivot tables, various functions, data analysis, chart/graph design• CRM• SaaS programs • JavaScript, Solr• Salesforce• Zoho Bug Tracker• Harvest timesheet tracker• DOMO integration• LiveRamp integration• Slack Show less

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, auditing standards, and related risk and control frameworks. Initiated discussions with team for further understanding of business unit and identified potential areas of audit impact.Reviewed customer files tagged as high- risk of participating in fraud and breach of account… Show more 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, auditing standards, and related risk and control frameworks. Initiated discussions with team for further understanding of business unit and identified potential areas of audit impact.Reviewed customer files tagged as high- risk of participating in fraud and breach of account permission. • 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• Problem solving (analytical and conceptual thinking)• General IT knowledge• Business acumen• Versatile analyst experience: cyber risk, data security, forecasting, quantitative reasoning• Strong finance skills: financial modeling, applied mathematics, GAAP, audits, investments, CPA, ROI• Advanced Excel skills: spreadsheet modeling, analytics, sensitivity analysis, regression modeling Show less

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• 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 demonstration• Advanced window/door consultation Show less

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.