Katelyn Clark Email & Phone Number

Overland Park, Kansas, United States

Katelyn is a Sr. Program Manager at Creative Planning.Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services.Creative Planning manages over $210 billion as of December 2022 for clients in all 50 states.Specialties: Wealth Management, Investment Management for Individuals, Businesses, and Charities, Financial Planning, Wills, Trusts, and Estate Planning, Tax Planning, Charitable Planning, Business Succession Planning, Risk Management.

Kansas City Metropolitan Area

■ Key leader in developing a new client service model driving 90% increase in account profitability in under a year and a simultaneous 17% increase in client satisfaction. ■ Drove enormous culture shift from ‘hand-shake agreements’ to nearly 50% of existing clients into formal scoped contracts and others in multi-year contracts with phased price increases. ■ Generated a 90% increase in ‘day one’ billing by refining a 60-day laissez faire onboarding process and creating a standardized SOP for every new client resulting in 58% faster onboarding. ■ Pivoted a company’s market proposition from decades old model to that of a marketing technology firm; piloted a program driving 70% faster client product launches, realizing revenue sooner and reducing labor. ■ Delivered 100% client and employee retention with onboarding processes created for acquisitions, outperforming company average by 125%.■ Powerful team leadership and coaching expanded existing client spend 50% and one client’s annual spend 8X in the first 60 days of the relationship. ■ Developed first-ever monthly KPI dashboard with leading indicators uncovering ‘silently unhappy’ and at-risk customers; retained 100% of clients with retention plans and program rolled out company wide. ■ Promoted 53% faster than average with 4 promotions in 4 years.■ Developed new client management concept managing 4X the clients of peer teams driving margin up 5X and a 58% reduction in labor/client with same or higher client satisfaction. ■ Built transformational operational processes and product offerings for a $10M book of business and aligned changes to a shift in strategic direction to serve lower revenue clients with great value while improving internal margins. ■ Sourced new technology and referral partners displacing poorly performing product impacting 20% of customers; within weeks of migration, improved customer satisfaction by 100% and trouble tickets to nearly 0 after tripling weekly for the prior 3 months.

Kansas City, Missouri Area

■ Brilliantly transformed a notoriously difficult client relationship that was at risk and grew its revenue 10X with an entirely new approach and product offering. ■ Created ambitious, market disrupting service offering with the biggest names in the industry and captured $200K of upsell with a single client from an idea uncovered in a luncheon. ■ Persuaded a cross-functional team the week before Thanksgiving to deliver a RFP so unique it catapulted a $150K client to a $4M account. ■ Stood up a new team dedicated to profitability and right-sized a portfolio of 200+ clients with low or no profitability; successfully divested non-ideal clients and increased overall profitability margin of remaining client portfolio by 50%.■ Revamped and streamlined an expensive and cumbersome branding process reducing project overhead by $24K and eliminated the need for 3rd party vendors.■ Recaptured $500K of business awarded to a competitor following a change in leadership with strategic relationship building and capabilities presentations. ■ Developed a new marketing strategy for the digital age with the company’s oldest account, doubling their sales and securing the first ever 3-year contract in the account’s 30-year history.

Overland Park, Ks

■ Created a cross-functional culture that trimmed 57.14% of rework, sped up timelines, and delivered an $800K lift in margin.■ Expertly and consistently grew all major accounts singularly driving 50% of the company's total annual revenue.■ Turned around shrinking margins for the 2nd largest account, increasing margins 33.3% with new concepts and expert vendor negotiations.■ Smashed average margin goals with top client performing at 45.5% above goal and 25% increase in total annual spend.■ Masterfully delivered 150% revenue growth in under 3 years with key relationship building and operational acumen.■ Slashed 20% of product design efforts and sped up production 13% through nurturing, mentoring and leveraging a misunderstood and underappreciated resource. ■ Recovered over $100K annually of bottom line profit by sourcing new vendors for a product line representing 30% of the product mix and affecting 90% of this type of client.■ Used a genuine interest in deeply understanding client needs and bringing teams together to creatively solve problems and drive one stagnant account by 18%, its first revenue increase in over 3 years. ■ Turned around a struggling relationship with the 2nd largest client, representing 25% of the book of business, by investing in the client’s new CMO and delivering market disrupting solutions that resonated.■ Creatively sourced solutions to retain margins and deliver a client cost reduction despite increasing costs by skillfully asking questions and using ‘out of the box’ thinking.■ Went above and beyond to partner with clients and vendors in ways competitors wouldn’t to deliver custom solutions, attracted additional clients, and turned one of them into a top 4 customer.

Leawood, Kansas

■ So valuable to the team, 1 of 6 asked to remain on board from 75 employees during the sale and acquisition process.■ Generated an additional 150 client locations via referral by successfully communicating and demonstrating long-term value of service offering with a custom built ROI calculator.■ Increased client satisfaction and reduced customer support tickets during onboarding by 20% with self-directed training content; allowed for rapid client expansion while maintaining headcount.■ Created a new offering that showcased clients and drove a 50% increase in engagement via social media within 2 months of offering launch.■ Deftly used social media platforms to develop meaningful metrics to attract outside investors, drive new clients, and ‘put more eyeballs’ on services while creating a larger user base.

Kansas City, Missouri Area

■ Doubled the international business awarded from a rapidly growing client and added 2 additional brands in under 10 months by developing a custom software solution to benchmark international market data. ■ Cut customer support time by 50% and elevated global competitiveness by being flexible to time zone differences, winning referrals to 63 additional country locations. ■ Consultative approach with retail clients uncovered the root cause issue driving traffic count losses for visits at stores allowing for solutions and the creation of a powerful case study for future sales use.

■ Managed 2 of the top 10 accounts for a $40M company and did international sourcing, oversaw product importing and testing programs.■ Confidently stepped forward taking on tough sourcing projects colleagues would decline with a willingness to ‘think outside of the box’; created alternative product solutions for 1/20th the typical budget.■ Willing to put safety and creativity first for a client, boldly reapproached client with safety concerns and helped them reduce liability; won name brand hotel business and their referrals due to ‘safety’ first innovative product ideas.■ Awarded 6X the revenue to manage as typical first year team members due to stellar performance and outcomes.■ Build collaboration with ‘gruff’ departments that improved communication and rush jobs for over 20% of clients.

Kansas City, Missouri Area

■ Broke into new markets and increased outcomes by creatively recruiting customers and developing a mobile training program that allowed for managing events across multiple cities.■ Helped develop and execute a campaign that gained traction on college campuses and resulted in creating buzz that made the market one of the strongest performing in the region.■ Developed a foundational “can do” mentality that informs decisions and affects outcomes to this day.

Masters In Business Administration, Focus In Management And International Business

Bachelors Of Science In Business Administration, Focus In Marketing And International Business

Activities and Societies: Delta Sigma Pi; Alpha Sigma Alpha; Alpha Sigma Nu; Deans Student Advisory Board Magna Cum Laude Regents.

Bachelor Of Arts, Nonprofit Leadership

Certified Nonprofit Professional (National Certification in Nonprofit Management/Leadership)