Haley Kaiser Email & Phone Number

As a Senior Manager at Smarty Pants, I help grow our client relationships by delivering best-in-class, custom qualitative and quantitative research, including complex multi-method initiatives. I primarily work with Smarty Pants’ entertainment, technology and food & beverage clients. I support research from every stage of a project from an RFP to final deliverables, including: Client relationships: Building client relationships through excellent project work and in-person and virtual rapport. It is essential that I meet client business needs and that they feel Smarty Pants is an extension of their own internal teams.Project management: Creating project timelines, managing vendor partners, monitoring fielding, conducting secondary research, planning/communicating research logistics, proofing documents, managing project budgets, and implementing quality control across all project phases.Research tasks: Questionnaire (and/or screener) authoring, moderating groups, creating tabbing specifications, reading data tables, creating compelling charts and other data-based visuals, engaging in ethographies/IDI's/online qualitative portals, writing story-based report outlines, toplines, and summaries, and translating these into engaging reports.Talent building: Training new and existing staff on market research fundamentals, delegating project tasks, and managing others.

Boulder, Co

I conducted surveys and benchmarks for utility customers on a variety of subjects including but not limited to: demand side management, energy efficiency, marketing, and customer experience. My area of expertise was e-business which includes self-service, website design, and social media.Each survey or benchmark requires the following: scoping, developing the survey instrument, field survey, collect and analyze data, report and present data.Relevant Projects:Residential Utility Customer Survey: A survey of more than 1000 residential customers providing insights into smart in-home technologies: smart homes, lighting, thermostats, appliances, battery storage.Role: Project leadResponsibilities: create sample quotas, manage third party vendor2016 E-Business Metrics Survey: An annual survey that measures utility e-business metrics such as billing and payment, mobile and website interactions and service orders.Role: Project lead2016 IVR Benchmark - A biennial benchmark of utility interactive voice response systems (IVRs) that reviews specific features of about 100 utility phone systems in North America.Role: Mentor co-leadResponsibilities:-Train new project lead, manage $30,000 budget-Supervise/train 8 IVR reviewers -Write/supervise the analysis more than 20 reports-Improve/design a tool for data collection and improve efficiency-Implement and help design an automation process for reports to improve efficiency2015 Web Benchmark- A biennial benchmark of utility websites that reviews specific features on a desktop and mobile devices for about 100 utility websites.Role: Project ManagerResponsibilities: -Manage a year long project with a $45,000 budget. -Supervise and train 8 website reviewers and manage/train one employee working on the project-Write or supervise the analysis of more than 60 reports-Implement/design a tool for data collection and improve efficiency-Implement/design an automation process for 30 + reports to improve efficiency

Boulder, Co

Boulder, Co

Boulder, Co

Boulder, Co

A camp counselor for the summer at Camp Muddy Paws. Responsible for 8 out of 37 children, ages 6-10. Organized activities for the camp. Cleaned room and animal cages.

Industry News and Research: Keep track of daily news in utilities, state policy, federal policy, and energy efficiency and send out weekly newsletters to employees documenting the news.Project Management: Keep track of jobs from lead generation until interconnection in a solar specific CRM.Rebates: Fill out all state and city rebate paperwork for customers, and check on rebate statuses.Office Management: Schedule jobs, renew licenses, keep track of continuing education, maintain and organize office, and sign up and check for RFP statuses.Marketing: Purchase marketing materials, update website and social media sites, keep track of Google AdWords and Analytics information, send out direct mail campaigns to customers, attend local expositions, and assist with marketing strategies.Customer Service: Stay in contact with customer about projects and send customer invoices/letters.Clerical: Answer phones, sort mail, file office and project documents, and purchase/pick-up office supplies.Accounting: Enter bills, credit card charges, invoices and payment receipts in Quickbooks Pro.Projects/PapersSoil Composition: Tested levels of nutrients in human disturbed vs. undisturbed areas.Geomorphology: Observed faulting, river incising and uplift of landscape in Utah.Stream flow: Tested flow, discharge, sedimentation, nutrients, conductivity and organisms in Boulder Creek.Wolves: Researched the Endangered Species Act and possible policy options to reintroduce wolves into Colorado.Switch Grass: Research on renewable technology in the United States and switch grass as an option.

Permitting: Obtain documents for permits; follow permit progress and schedule inspections.Contract processing: Update project list, create welcome letter, check jurisdiction, and trigger office to start project design and installation.Sales support: Update collateral, answer sales team questions, and organize sales process. Lead tracking: Forward leads to sales team, organize them in a CRM, and update their status.Prospecting: Create lists of residential and businesses with potential for solar on their roof. Research: Keep track of utilities with rebates, research solar potential in other states, sign up for RFP's and look for new lead and advertising opportunities.Xcel rebates: Have customers sign all paperwork and upload all appropriate documentation.

Customer Service, Stocking shelves, bagging, carts, handled money.

Responsibilities: Helping Spanish speaking 3rd graders with English, reading and writing.

Bachelor'S Degree, Environmental Studies

Bachelor'S Degree, Environmental Studies