Katie Ellis Email & Phone Number

Hemet, CA, US

Santa Fe Springs, California, United States

Us - West

Santa Fe Springs, California

San Bernardino, California

• Provide supervisory support for up to 8 field inspectors through first level of performance coaching, consultation of customer-related matters, and job site logistics support to efficiently reallocate work of Service.
• Developed a cutting-edge tracking system for inspection certifications to streamline maintenance of certifications for both internal and customer reference which enabled a consistent certifications electronic book of.
• Innovated a logistics management system to ensure that inspectors have real-time updated schedules that contain: job site location, hotel accommodations, and safety considerations which are sent out 1 week prior.
• Organize customer retention process by setting expectations with customers at the onset of the project as well as following up after completion of the project to gather voice of the customer feedback and proactively.
• Oversee 388 customer agreements per year valued up to $128,000 per agreement and a total value of $1.497 Million
• Documented customer requirements and preference for CAL-OSHA audit inspections to consistently deliver catered services based on needs assessments

Huntington, West Virginia Area

• Generated sales leads through Siebel CRM generation, networking, cold calls, and following up on previous leads resulting in new agreement acquisitions, upselling services to existing client agreements and reclaiming.
• Consulted on OSHA standards to ensure federal level compliance by investigating customer productivity, trend analysis for crane downtime, and cost per time increment of downtime resulting in avoidance of citations and.
• Exceeded quotas consistently related to product cross-selling, site visit, cold calls, quote distribution, and new agreement acquisition resulting in exceeding quarterly revenue goals valued at over $100,000 total in.
• Ensured receipt of required credit and tax information to qualify D&B ratings of prospects on 100% of occasions

Charleston, West Virginia

• Managed a team of up to 6 direct reports (5 inspector/technicians and 1 administrator) and assessed overall team performance for servicing agreements valued up to $150,000, provided coaching & mentoring, and developed.
• Cross-trained management & administrative personnel at 3 different sites on optimizing processes, SAP system familiarity & operation, and business insight reporting which streamlined the company’s onboarding process.
• Administered processes that maintained staffing levels within budget and adequately forecast customer needs

Charleston, West Virginia

• Implemented SAP process flow efficiencies and shared subject matter expertise with staff to optimize team performance
• Captured processes and procedures in documentation form to orient and develop staff on a consistent basis
• Transacted $200,000 monthly worth of part orders, reports, and customer quotes, invoices & inquiries ahead of schedule