Kaitlyn Hackett, M.S. Email & Phone Number

Austin, Tx, Us

Austin, Tx, Us

- Implemented strategic measures to optimize operations and ensure sustainability amidst challenging market conditions, directly contributing to increased EBITDA despite continued reduction in Full Time Employee (FTE) - Delivered upwards of 30 enhancement projects, owning process documentation, stakeholder management, requirement design, strategic prioritization, SFDC backend configuration, and training- Orchestrated the transition of sales pipeline tracking from TCV to ARR by utilizing advanced formulas and automations to enable real-time tracking, accelerated commissions calculations, and reduced reliance on Netsuite- Established a renewal retention program utilizing subscription cohort reporting and automated processes to mitigate churn

Austin, Tx, Us

- Developed a gross margin tracking and approvals system, driving strategic selling and increased deal margins- Reduced sales tools costs 25% through consolidation of tools and licenses, combined with strategic solution optimization- Partnered with Finance to establish sales quotas, streamline forecasting, and execute commission calculations- Constructed dynamic home pages for SFDC users driven by profile, featuring individualized dashboards for prospecting, lead management, pipeline management, sales forecasting, activity tracking, and database hygiene

Austin, Tx, Us

- Managed Global Sales Support team and delivered continued specialized training to Sales Ops & Cross functional teams- Leveraged MS Teams to establish “Help with Quotes” and “Sales Communications” Teams’ channels, driving sales engagement and expediting Quote-to-Cash support- Led Sales in consolidation of three SFDC instances & processes during Serenova merger & Kaptivo acquisition - Launched comprehensive Sales onboarding program (instructional design, assessments, webinars, workshops)

Austin, Tx, Us

- Sales Operations lead for CPQ Implementation; drafted requirements, UAT, and trained global sales team of 70+ headcount- Lead partnerships with Marketing, Orders Management, Channel, and IT on special projects (process automations, global standardization, auto-generated renewals, marketing campaigns, buy/sell override, asset alignment)- Decreased ticket escalation to IT by over 70%, effectively returning over 20 weekly recurring hours to IT for Dev work- Rebuilt Sales Ops JIRA service desk (UX, automations, routing, dashboards), while owning over 80% of total ticket hours- Managed SFDC data cleanup programs (territory MGMT, de-duplication, data enrichment, validations, account alignment) - Assisted Channel in operational transition of entire AMER program from traditional reseller to agency commission model

Austin, Tx, Us

- Automated deal registration and lead routing via LeanData, freeing up bandwidth equal to an entire Sales Ops headcount- Worked with team to implement net to gross reconciliation process, capturing additional 1.5 MM revenue for EOQ- Assisted in requirement delivery, beta phase testing, implementation, and management of new partner portal (Impartner)- Maintained SFDC channel environment (deal registration, account program management, and pricing attribution/assistance)- Created and managed Salesforce reports and dashboards related to targeted campaigns, forecasting, and channel metrics- Completed audits of SFDC fields, notifications, objects, approval processes, workflows, and related backend customizations

Austin, Tx, Us

- Decreased deal reg conversion time from a 48-hour SLA to three hours for a 94% decrease in processing time- Developed program to increase conversion rates of potential partners and drive initial deal registrations- Drove initial SFDC data hygiene maintenance through of development of process, documentation, and training- Supported Quote to Cash processes for multi-faceted sales program; direct & channel (two tier and single tier distribution)- Assisted in quote creation, SFDC troubleshooting, orders processing, ROE management, and sales attainment reporting

Austin, Tx, Us

- Met and exceeded quotas set by management while simultaneously managing special marketing projects.- Drove continual growth of pipeline (Channel & Direct) by capturing churned accounts and up-selling to increase ARR.- Displayed ability to forecast, track, and manage business, including account maintenance/cleanup in SFDC.- Identified and secured potential co-term scenarios to merge all renewable contracts within a single term.- Curated Internal webseries focused on SAS sales environment; managed branding, video editing & partner communication- Built out marketing campaign for organic LinkedIn growth through Excecutive posts (infographics & relevant content)

- Competitor research, Business development, Acquisition of funding- Marketing plan development & execution (Guerilla/Experiential)- Online media strategy (SEO/Social Media/Influencer)- Social media strategy & management

Beverly Hills, California, Us

Assisted during rebranding and opening of Anaheim location (strategy refocus, product redesign, management restructure)Social media strategy to build awareness and drive sales at the HOB online store- Infographic and presentation pitchCorporate management of venue stores- Product development, PO & inventory management, and sales forecastingMarketing campaign promotions- Sales tactics, marketing strategy, graphic design- Collaboration on 1st ever online store marketing (social media strategy, infographic, pitch)

Los Angeles, Ca, Us

Mattel - Market Research- Proctored multiple focus groups, developed/ pitched shopper insights/actionables to executivesVH1 (VIACOM) - Market Research - Research design (IDIs, Focus groups, laddering, survey, social media scrape)- Qualitative and Quantitative analysis including data coding & secondary data analysis- Executive presentation supplemented with insights and actionable recommendations USC - Business Psychology Conference- Design/organization of Business Psychology conference to spread applied field awareness- Team lead for Email Marketing Campaign (RSVP of 160 attendees, satisfying program goal)- Coordinator for campaign management team- Graphic design for promotional materials and conference program

• Experiential Marketing – customer engagement, lead generation, brand awareness, brand loyalty development• Trade Show – event planning, event management, client acquisition, building client rapport, B2B pitching• Product Specialist – advanced product knowledge, sales, product promotion• Campaign Management –footprint design/setup/breakdown, staffing, training, campaign design, activation managementBrands: Buick, Cadillac, Chevrolet, Marine Max, SeaRay, Geico, Progressive, Allstate, Quicken LoansMission Athlete Care, Topps, M Edge, Sony PlayStation, Happinin, Select Brands, Mark Group, EALTD

Bloomington, Illinois, Us

Promoted in June of 2015 and gained management responsibilities including marketing management, sales campaign development, employee acquisition, and employee training.Marketing management - lead prospecting/management, orchestrating customer engagement events, development/execution of email/mail marketing campaigns, local ad campaigns (design, price negotiation)Sales campaign development- developing sales call lists prioritized based on varying purchase propensities, conducting client coverage reviews, and acquisition of new policyholders Client Relationship Management- tailoring policies to meet client needs, educating clients on coverages, managing rate increases, navigating claims processes, resolving customer complaintsEmployee acquisition- recruiting new talent through job postings and networking, reviewing resumes, interviewing vetted candidates, and assessment/selection of qualified employeesEmployee training- developing daily activity schedules for new hires, educating employees on enterprise software, training employees to service policies accurately, and instilling proper sales techniques/CRM skills

Bloomington, Illinois, Us

Promoted in December 2011 and gained sales responsibilities including policy management, claims services, educational advancement, and sales.Policy management - policy summary and explanation for customers, policy updates and data inputClaims services - submission of claims, policy-holder assistance, problem resolution, claim follow-upEducational advancement - state producer licensure, CE credit fulfillment, bank and MAIF certificationSales - presentation of policy benefits, quote development for new policies, application processing

Bloomington, Illinois, Us

Responsibilities include payment management, data management, and customer service.Payment management - payment processing, late pay calls, bank deposit preparation, SFPP monitoringCustomer service- customer reception, call processing, correspondence management, ERS claim submission, policy information recovery, and document request completionData management - mortgagee management, policy adjustment, and prospect management

Master Of Science (M.S.), Consumer Psychology & Organizational Psychology

Bachelor’S Degree, Psychology, Business Management Minor

4 Week Immersion Program, Spanish Certificate