Katie Santos Email and Phone Number

Providing C-Suite advisory services for SMB.

Building on my experience, I am developing and implementing business processes for the North America Sales and Operations teams to enable the Lenovo values.2023 Q2 - Services Solution Group - "Consider It Done" Award 2023 World-Wide Team Excellence Award Providing transformative solutions to customers as part of a team that contributed to the success of Lenovo’s business objectives and organization strategy.2022 NA Lenovo Way Award - President's ClubMade an outstanding contribution to NA while exemplifying the Lenovo CultureDemonstrates extraordinary leadership, resilience, dedication and determinationEmbodies the Lenovo Culture in daily activities/interactions

As part of the Public Sector COE, I have a key compliance role to implement our overall strategic roadmap and to create the infrastructure and process we need to grow and protect our Public Sector business.2021 NA Team of the Year - Public Sector COE2020 Q3 NA stronger Together Individual Award - Someone who has gone above and beyond to drive NA business and represents the very best of our culture2019 NA Public Sector non-sales Employee of the Year

On the Infor Retail strategy team my focus was on retail learning and development for the sales organization. • Work to understand the training needs of the global Sales teams and use it to create and implement innovative, just-in-time enablement tools and techniques that will increase knowledge and reduce skills gaps in our Sales org• Act as the voice of Sales, engaging internal partners to develop and deliver iterative training, continually refreshing content based on Sales needs, industry trends, product value and capabilities, competitive positioning, and internal processes• Work alongside Marketing teams to enable our sales teams in getting them familiar with our value proposition, our buyers and plays and our competitive landscape• Provide operational, logistic and organizational support for the strategy team, communicate regular progress/status to key stakeholders in Sales• Work with other strategy team members to build and highlight case studies, sales guides, competitive fact sheets, and other compelling content assets, both internal and external, to support sales teams and advance deals• Help to ensure training programs are delivered on-time and at the highest levels of quality• Help organize Sales Kickoffs and assist in building content in partnership with Sales Leadership

One example of a Project Completed- University of Texas Austin, Project Coordinator - ServiceNow Implementation, Knowledge • Responsible for the Migration of knowledge base from a wiki environment to the ServiceNow Software • Requirements gathering, support documentation creation, and implementation support for ServiceNow software in an Agile environment. Large Enterprise Clients • Database research and discovery for large enterprises, including Atlantic Richfield • Quality Assurance and testing • Project Management for individual projects to ensure delivery on-time and within budget Consulting For Small and Medium Size Business • Design and develop marketing services including website development, email integration, and marketing material development

Enjoyed a family sabbatical in Spain. Learned Spanish and spent time reconnecting as a family.

* Responsible for the development and retention of service and deployment opportunities in Healthcare, Higher Education, Large Corporate, and Global Dell accounts.* Lead Account Executives in the preparation and daily operations of project sales responses and transition to execution teams.* Prepare and disseminate sales and marketing materials to client accounts and internal sales teams.

* Developed tools and processes needed to coordinate and schedule installation services across the country.* Responsible for approximately 7000 systems in 400 locations simultaneously implemented byfield teams across the nation in any given 2 week period.

* Managed simultaneously the implementation and on-going support of client; up to 35 clients representing over 700 hospitals across the country.* Acted as a liaison between clients and drkoop.com production teams with duties involving implementation, statistical analysis, information updates, and other pertinent news effecting clients.

* Managed implementation and system modification projects.* Gathered client's business information and guidelines to prepare project estimates, resource requirements, and system specifications.* Provided support to new and existing clients.

* Organized, managed, and coordinated all large healthcare sales engagements, from initial marketing, through client negotiations and proposals, to the signing of the client contract.* Developed and communicated client-centered value propositions throughout the sales engagement process.* Produced and disseminated market, potential client, and competitor information to develop healthcare systems market strategy and expertise.* Prepared media releases, marketing materials, client and internal presentations, and proposals.

* Implemented new and profitable business practices for multiple clients.* Established configuration standards.* Gathered and analyzed business requirements to assist in the preparation of proposals.* Provided one-on-one and group training sessions.* Conducted business analyst and consulting duties for managed care sites. Duties includedsystem configuration and testing, training, and other implementation tasks.