Manager, Solution Services
Current
Mar 2021 - Present
AeroLeads people directory · profile
Kaitlin Mortimer Email & Phone Number
MBA | Professional Services Leader I Mentor I Consultant | Software Implementation Management | Dynamic Problem Solver
at
Smartsheet
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
MBA | Professional Services Leader I Mentor I Consultant | Software Implementation Management | Dynamic Problem Solver
Location
Bellevue, Washington, United States
Company size
Who is Kaitlin Mortimer? Overview
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Quick answer
Kaitlin Mortimer is listed as MBA | Professional Services Leader I Mentor I Consultant | Software Implementation Management | Dynamic Problem Solver at Smartsheet, a with 2007 employees, based in Bellevue, Washington, United States. AeroLeads shows a matched LinkedIn profile for Kaitlin Mortimer.
Kaitlin Mortimer previously worked as Manager, Solution Services at Smartsheet and Technical Solution Implementation Manager at Smartsheet. Kaitlin Mortimer holds Bachelor Of Science from Stanford University.
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Email format at Smartsheet
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Smartsheet
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Profile bio
About Kaitlin Mortimer
MBA graduate with several years of experience working in the software industry. Experience in Consulting, Software Implementation, Data Analysis, Data Conversion, Process Dissection and Improvement, Project Management, Data Architecture, Software Configuration and Leadership & Team Management
Current workplace
Kaitlin Mortimer's current company
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Smartsheet
7 roles
Kaitlin Mortimer work experience
A career timeline built from the work history available for this profile.
Technical Solution Implementation Manager
-Understand customers’ use cases quickly and build custom solutions -Advise customers on Smartsheet best practices and solution strategies-Manage multiple projects with various timelines simultaneously -Become a SME in the Smartsheet Core Application, Premium Apps, and Connectors-Work with Trainers, Customer Success, and Support to deliver a successful implementation for the client
Jul 2019 - Mar 2021
Consultant
-Configured Cost Transparency and IT Planning products for both Strategic and Enterprise customers-Dissected and analyzed multiple sources of data-Constructed plans for data modeling of IT spend-Worked with Engagement Managers, Customer Success Managers, and Customer Support to ensure successful implementations
Jan 2018 - Jul 2019
Data Conversion Analyst
-Converted customers' agency management system data to current AMS 360 software-Managed analysis, mapping, and conversion of data-Troubleshooting data conversion issues -Managed multiple conversion projects simultaneously-Worked with Project Managers, Trainers, and Development to ensure a successful conversion for the client-Designed and developed curriculum for Conversion Analyst new hires-Delivered Professional Services training to new hires
Mar 2016 - Jan 2018
Producer & Business Systems Analyst
Hall & Company
- Maintained the new cloud-based Agency Management System including new releases and troubleshooting- Analyzed current processes and business strategies and how the system can be utilized effectively to accomplish those strategies and improve processes- Sold Professional Liability Insurance to Architects, Engineers, Land Surveyors, and Environmental Consultants- Data collection and analysis of new insurance online quoting platforms
Nov 2014 - Feb 2016
Business Systems Analyst & Head Of Administration
Hall & Company
- Led the transition team of multiple stakeholders when changing the company’s Agency Management System over the course of a year - Organized and led training of 50 employees- Analyzed and evaluated processes and workflows for 7 departments and re-designed them to be more operationally efficient, and cost effective, saving the company over $250,000 annually- Managed the Administration Department of 6 employees including hiring and training- Developed training program and materials for all positions- Increased department productivity threefold
Feb 2013 - Nov 2014
Environmental Department Intern
Naval Undersea Warfare Center-Keyport
Designed and planned the implementation of a green purchasing program for the base
Jun 2009 - Sep 2009
Team & coworkers
Colleagues at Smartsheet
Other employees you can reach at smartsheet.com. View company contacts for 2007 employees →
AR
Angela Rootshtain
Colleague at SmartsheetGreater Seattle Area, United States
View →
MB
Margarette Bou
Colleague at SmartsheetBellingham, Washington, United States
View →
KK
Keathon Keane
Colleague at SmartsheetGreater Tucson Area, United States
View →
MS
Maria Salazar
Colleague at SmartsheetHeredia, Costa Rica
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•B
• Bob Fraser
Colleague at SmartsheetGreater Edinburgh Area, United Kingdom
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MO
Meghan O'Donnell
Colleague at SmartsheetBoston, Massachusetts, United States
View →
CB
Chris Bernard Obenario
Colleague at SmartsheetQuezon City, National Capital Region, Philippines
View →
AR
Angel Rodriguez
Colleague at SmartsheetGreater Mcallen Area, United States
View →
GR
Geovanni Rosado
Colleague at SmartsheetLakewood, California, United States
View →
JC
Joshua Chauvin
Colleague at SmartsheetNew Orleans, Louisiana, United States
View →
Angela Rootshtain
Colleague at SmartsheetGreater Seattle Area, United States
View →
MB
Margarette Bou
Colleague at SmartsheetBellingham, Washington, United States
View →
KK
Keathon Keane
Colleague at SmartsheetGreater Tucson Area, United States
View →
MS
Maria Salazar
Colleague at SmartsheetHeredia, Costa Rica
View →
•B
• Bob Fraser
Colleague at SmartsheetGreater Edinburgh Area, United Kingdom
View →
MO
Meghan O'Donnell
Colleague at SmartsheetBoston, Massachusetts, United States
View →
CB
Chris Bernard Obenario
Colleague at SmartsheetQuezon City, National Capital Region, Philippines
View →
AR
Angel Rodriguez
Colleague at SmartsheetGreater Mcallen Area, United States
View →
GR
Geovanni Rosado
Colleague at SmartsheetLakewood, California, United States
View →
JC
Joshua Chauvin
Colleague at SmartsheetNew Orleans, Louisiana, United States
View →
2 education records
Kaitlin Mortimer education
Bachelor Of Science
Master Of Business Administration - Mba
FAQ
Frequently asked questions about Kaitlin Mortimer
Quick answers generated from the profile data available on this page.
What company does Kaitlin Mortimer work for?
Kaitlin Mortimer works for Smartsheet.
What is Kaitlin Mortimer's role at Smartsheet?
Kaitlin Mortimer is listed as MBA | Professional Services Leader I Mentor I Consultant | Software Implementation Management | Dynamic Problem Solver at Smartsheet.
Where is Kaitlin Mortimer based?
Kaitlin Mortimer is based in Bellevue, Washington, United States while working with Smartsheet.
What companies has Kaitlin Mortimer worked for?
Kaitlin Mortimer has worked for Smartsheet, Apptio, Vertafore, Hall & Company, and Naval Undersea Warfare Center-Keyport.
Who are Kaitlin Mortimer's colleagues at Smartsheet?
Kaitlin Mortimer's colleagues at Smartsheet include Angela Rootshtain, Margarette Bou, Keathon Keane, Maria Salazar, and • Bob Fraser.
How can I contact Kaitlin Mortimer?
You can use AeroLeads to view verified contact signals for Kaitlin Mortimer at Smartsheet, including work email, phone, and LinkedIn data when available.
What schools did Kaitlin Mortimer attend?
Kaitlin Mortimer holds Bachelor Of Science from Stanford University.
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