Kate A. Email & Phone Number

Redwood City, California, United States

Redwood City, California

San Francisco Bay Area

Box (NYSE:BOX) is the Cloud Content Management company that empowers enterprises to revolutionize how they work by securely connecting their people, information and applications.Today, Box powers more than 85,000 businesses globally, including AstraZeneca, General Electric, and P&. Learn moreatwww.box.com.

Ann Arbor

• Cold called prospective clients to expand clientele base and communicate closely with existing clients to maintain excellent customer service.• Create advertising proposals based off clients advertising needs, target audience, and budget.

San Francisco

•Conducted market research to determine how 40 plus competing software companies structure and price their implementation services by reaching out on online channels.• Presented findings at a companywide meeting by making recommendations on how Accelo can improve their implementation services as they continue grow.• Utilized heap analytics to track key performance indicators on new client accounts to monitor user adaptation and reduce client churn rates.• Assisted in the offline configuration of new client accounts helping with data migration, invoice templating using HTML, and customizing the different software modules to fit the client’s

San Francisco Bay Area

•Managed the email inbox for all incoming inquiries from the company’s website, which included: complaints, feedback, clientele travel alerts and account questions, and prospective client questions.• Completed the company’s training courses which discussed how the bank complies with federal regulations established by the Dodd Frank Act, Volker’s Rule, Banking Secrecy Act, Patriot Act, and CAN-SPAM Act. Additionally, completed training course on Microsoft excel.• Executed administrative and clerical duties such as creating presentations, and establishing and updating feedback surveys for digital banking associates.• Helped manage the internship and job postings for the new Digital Banking Associates.• Shadowed a Relationship Manager (loan officer) and learned the qualifications for lending, and how to spread 401ks.

Menlo Park, Ca

• Organized and filed receipts to the applicable general ledger accounts• Researched and reconciled discrepancies in accounts payable• Assisted in the job search for a new Junior Interior Designer, by proofreading andrecommending revisions for the job posting, researchingwebsites and college career centers to advertise the job on, tracking resumes and reaching out to applicants to request portfolios.• Assisted in procurement and acquisition of new development projects

Bachelor Of Arts (B.A.), Economics

High School