Karli Astaphan Email & Phone Number

Austin, Tx, Us

As a Senior Practice Manager, my responsibilities include the following:•Managing NetSuite's portfolio of implementing private equity firms, venture capital firms, and family offices.•Overseeing and contributing to the growth of NetSuite's portfolio of PE and VC firms, which is currently at over $1.1T in AUM across more than 70 customers, and has grown by more than 18% in FY23.•Managing all enhancements to the Reimbursable Expense Management Solution, which provides a unique offering of automating the billback process for financial services firms, and is tied to over $1.7M in direct ARR and significantly more when factoring in PE-backed portcos that have signed onto NetSuite after a successful implementation of their management company.•Designing and overseeing the strategic goals of NetSuite's PE and VC practice, which includes, but is not limited to, resource vs pipeline analysis, providing white glove offerings for implementations by industry experts, and tailoring NetSuite's SuiteSuccess Methodology to the financial services space.•Managing a team of 7 direct reports consisting of 5 Principal Consultants and 2 Project Managers.

Austin, Tx, Us

As a Practice Manager, my responsibilities include the following:•Managing NetSuite's portfolio of implementing private equity firms, venture capital firms, and family offices.•Overseeing and contributing to the growth of NetSuite's portfolio of PE and VC firms, which is currently at over $900B in AUM across more than 60 customers, and has grown by more than 18% in FY23.•Managing all enhancements to the Reimbursable Expense Management Solution, which provides a unique offering of automating the billback process for financial services firms, and is tied to over $1.7M in direct ARR and significantly more when factoring in PE-backed portcos that have signed onto NetSuite after a successful implementation of their management company.•Designing and overseeing the strategic goals of NetSuite's PE and VC practice, which includes, but is not limited to, resource vs pipeline analysis, providing white glove offerings for implementations by industry experts, and tailoring NetSuite's SuiteSuccess Methodology to the financial services space.•Managing a team of 7 direct reports consisting of 5 Principal Consultants and 2 Project Managers.

Austin, Tx, Us

As a Portfolio Manager, my responsibilities included the following:•Managing NetSuite's portfolio of implementing private equity firms, venture capital firms, and family offices.•Directly contributed to the growth of NetSuite's portfolio of PE and VC firms by nearly $350B in AUM across 16 customers during this timeframe.•Advising as a subject matter expert for high complexity, high visibility financial services firms.•Maintaining and designing enhancements for the Reimbursable Expense Management Solution, which provides a unique offering of automating the billback process for financial services firms, and is tied to over $1.7M in direct ARR and significantly more when factoring in PE-backed portcos that have signed onto NetSuite after a successful implementation of their management company.

Austin, Tx, Us

As a Principal Consultant, my responsibilities included the following:•Led over 30 successful financial services implementations, including private equity firms, venture capital firms, family offices, and private wealth organizations.•Advising clients on integrations with various 3rd parties, such as SAP Concur, Tripsware, Expensify, Bill.com, AvidXchange, SquareWorks, DealCloud, and FIS Investran.•Collaborated with developers and industry experts to design and enhance the Reimbursable Expense Management Solution to include automation for reusable allocations and deal deal reclass. •Maintained and trained a pipeline of financial services consultants to provide industry specific consulting services.•Contributed to the staffing of financial services implementations to provide an offering for "white glove service".

Austin, Tx, Us

Promoted to Senior Consultant after 12 months in Staff Consultant role. As a Senior Consultant, I led ERP implementations of medium to high complexity in primarily the financial services and healthcare industries. In both a remote and onsite capacity, I led client transitions to NetSuite for process steams such as financials and reporting, account payable, reimbursable expense management, and accounts receivables. For the financial services sector, I enhanced the reimbursable expense management solution to allow for reimbursement from funds and portfolio companies for not only traditional expenses, but also employee time spent.

Austin, Tx, Us

As a Staff Consultant, I contributed to 19 ERP implementations in industries including, but not limited to the following: financial services, transportation and logistics, healthcare, and education. In both a remote and onsite capacity, I led client transitions to NetSuite for process steams such as financials and reporting, account payable, and accounts receivables. For the financial services sector, I created and presented a business case to develop an automated solution for reimbursable expenses, which I successfully had approved and has since been tied directly to nearly 2 million dollars in annual recurring revenue.

Austin, Tx, Us

As an Associate Consultant within NetSuite's Enterprise Practice, I specialized in the ERP implementations of customers with a revenue of over $2B/year. Because of the size and scope of these implementations, I gained familiarity with a variety of 3rd party software tools, such as SAP Concur, Bill.com, and Salesforce, as well as experience working with various Fortune 500 consulting firms.

Santa Monica, California, Us

•Promote the application via various media in the Gainesville area. •Work with local businesses to provide mutually beneficial marketing events and host said events. •Manage social media marketing campaigns for the University of Florida market of Hooked.

• Oversee a team of 22 launch strategists at the University of Florida. • Work directly with the founders of a start-up backed by Mark Cuban, Tim Draper, and Eduardo Saverin.• Plan events to market the application, which entails managing funds and associated merchandise related to contests and events. • Provide progress information and data analysis from the University to Tag executives.• Work on product testing, consumer research, and rapid iterations after feedback loops.• Manage social media accounts and marketing tactics to increase brand awareness.

Stamford, Ct, Us

• Generated 40+ prospect meetings with C-Level executives for business, including those of which that led to over $10K of new revenue in the form of Gartner event ticket sales • Developed role play skills by implementing feedback from Account ManagersAbout Gartner:Gartner, Inc. (NYSE: IT) is the world's leading information technology research and advisory company. We deliver the technology-related insight necessary for our clients to make the right decisions, every day. From CIOs and senior IT leaders in corporations and government agencies, to business leaders in high-tech and telecom enterprises and professional services firms, to technology investors, we are the valuable partner to clients in 12,000 distinct organizations. Through the resources of Gartner Research, Gartner Executive Programs, Gartner Consulting and Gartner Events, we work with every client to research, analyze and interpret the business of IT within the context of their individual role. Founded in 1979, Gartner is headquartered in Stamford, Connecticut, U.S.A., and has 6,000+ associates, including 1,280 research analysts and consultants, and clients in 85 countries.

Cedar Rapids, Ia, Us

•Assisted in maintaining alumni relations and fundraising for the Warrington College of Business at the University of Florida. •Worked with alumni over the phone regarding their relationship to the college as well as their ability to make a direct impact within it.•Generated 143 pledges, collectively yielding over $30K worth of donations to the University of Florida.

•Prepared patients for physical examination by obtaining medical history, reason for the visit, and vitals. •Assisted the doctor in minor surgical procedures. •Processed specimens for laboratory examination, recorded subsequent results, and imputed prescriptions.