Cat Stolz Email & Phone Number

Greater Boston

I work with mission driven social sector nonprofits to promote ease of data collection through technology and improve business practices. It is impossible to report on activities and impacts to stakeholders and funders if data collection and organization are not both robust and easy to utilize in the process of doing the day-to-day operational work. I translate data technology to nontechnical users, train Salesforce admins and "accidental admins," and partner with organizations to develop healthy business practices around their data technology.My focus is on organizations in education, healthcare, affordable housing, and LGBTQIA+ community sectors.

Boston, Ma

Supported a 350+ talent, $32,000,000 account through the travel and expense reporting process: processed expense reports in Concur and via Excel spreadsheet, fielded agent questions around the process, guided talent through Concur use, and ensured timely payouts and accurate client billing.Streamlined and optimized talent travel and expense reporting process for accounts of varying size, increasing efficiency and accuracy of reporting by 40%.Conducted in-depth job task analysis and needs assessment to to identify knowledge gaps, curriculum objectives and desired outcomes.Created and implemented training materials and job aids, including interactive checklists and instructional videos, reducing time consuming errors by 60% and increasing employee and manager satisfaction.Consulted with stakeholders to streamline and optimize employee travel and expense reporting process for accounts of varying size, increasing efficiency and accuracy of reporting by 40%.Trained teammates on travel and expense processes and led regular meetings to keep them up to date on process developments and changes, liasing between stakeholders and support team.Lead my team through creation of uniform Standard Operating Procedure documentation for all essential tasks. Designed the document style guide, authored more than 15 documents, and edited and formatted over 50 documents while leading my team through creation of uniform Standard Operating Procedure documentation for all essential tasks. Created an indexing system to maintain organization and ease of use of these SOPs.Processed weekly payroll for talent in markets across the US including weekly audit of timecard entry and payments issued to talent to ensure accuracy and compliance with client requirements.

Waltham, Ma

Ensured overall operational functionality of the office including managing supply and materials inventory and keeping stocked supplies organized.Provided administrative support to Executive Director and team as required.Entered gifts into Salesforce database and kept documentation of giving and thank you letters for annual fund drive. Handled community and donor outreach via Constant Contact, Facebook.

259 Elm St, Suite 300B, Somerville Ma 02144

Managed all aspects of business operations from client-facing roles to back end including all client accounts using CRM, communications, and scheduling.Developed customized, effective strategies for ensuring client compliance with take-home instructions.Provided client and community education through clear, concise verbal and written instruction, incorporating graphics when appropriate, including treatment plans and goals.Developed all marketing materials, including business cards, brochures, flyers, and web graphics, using Photoshop, Illustrator, and InDesign.Designed and maintained website using WordPress, including custom manipulation of theme CSS.Developed communication with clients and community through creating and executing marketing campaigns, increasing client base through marketing, social media, and referrals.Ordered office and treatment supplies and maintained relationships with vendors.Collaborated with colleagues to host semi-annual benefit events and to maintain a welcoming and efficient office.

145 Hanover St, 3Rd Floor, Boston Ma 02108

Authored documentation for client communications protocol; trained staff in said protocol.Disseminated communications from management to staff, acted as point person for communication with management and to help staff members troubleshoot any challenging issues that may arise.Assisted with setup of CRM, marketing campaigns, and blog, including editing and proofreading work.Created images and presentations for public engagement projects using Photoshop and Powerpoint.

102 Shore Drive, Worcester Ma

Provided client education through clear, concise verbal and written instructions. Assessed needs of individual client and engaged client to draw out information needed to provide a therapeutic treatment.Participated in a weekly round-table meeting with other wellness practitioners to discuss treatment plans to best serve our clients.Maintained HIPAA privacy standards in documentation and communications.

Handled a high volume of cash and credit transactions in a fast-paced environment while maintaining customer service standardsUtilized weekly and monthly sales reports and inventory spreadsheets to order café food and supplies, keeping appropriate amounts in stock and effectively reducing weekly costs by 20%. Organized stocking and cleaning duty schedule for baristas while maintaining a motivating and pleasant workplace.

Brookline, Ma

Created clear instructional handouts for complicated handcrafting tasks according to the project goals.Taught bookbinding workshops to groups of 2-10 students.Assisted customers with purchases and project planning, including DIY projects and setup of custom printed invitation accounts. Excelled in promotional sales events as demonstrated by KPI measures.

Needham, Ma

Planned and facilitated activities including arts and crafts, science experiments, and games for a class of 25 fourth and fifth graders.Created curriculum and taught 8-week bookmaking course for fourth and fifth graders exploring a variety of simple book structures and culminating in an exhibition for families and friends.Designed yearbook for graduating students using Photoshop and InDesign.Designed new logo and website for the program using Illustrator, HTML, and CSS.Handled all computer-related issues including purchasing, set up of equipment and installation of software and peripherals.

Ba, Studio Arts

Activities and Societies: Chorus, Glee Club, Co-chair of ASP

Massage Therapy, Massage Therapy