Kate Moon Email & Phone Number

San Francisco, California, Us

Responsible for leading strategic projects focused on customer success and support process improvements.- Collecting and documenting business requirements - Building technical design docs based off project objectives- Completing regression testing and facilitating UAT- Working with the business to build enablement materials and rollout plans- Owning post project feedback collection and retrospectives- Tech stack SME for success/support technologies including SF CRM, SF Experience Cloud, Dooly, Docsend, feedback tools, Jira, Confluence Currently focusing on projects geared towards creating efficiency and standardization & preparing for company expansion and sustainable growth.

Tysons Corner, Va, Us

- Built sales retention operations function from the ground up- Liaison with salesforce admins - worked to develop/test/release 30+ enhancements, including streamlining flows, updating page layouts, and simplifying permissions- Responsible for building custom dashboards in excel, managing ongoing data requests and monthly/quarterly follow-ups to key stakeholders- Managed over 1000 audits to catch contract implementation errors and update future revenue impacts- Onboarded new operations team member, including building brand new operations process documentation and onboarding goals

Tysons Corner, Va, Us

Project manager for internal projects focused on building/maintaining a fully integrated platform of Event Management products:- Promoted to new role created for me based on exceptional performance- Managed 10-15 cross department projects from conception to completion - Served as POC for all platform projects across the company- Maintained detailed project plans with timelines, deliverables, and resources utilized- Delivered quarterly updates to key stakeholders including CEO, CTO, and President of Sales- Assisted with high profile ad hoc projects as necessary (COVID Financial risk analysis, New-hire industry training, Virtual Events upscale)

Tysons Corner, Va, Us

- Promoted within 16 months for exceeding KPIs and consistent high performance- Onboarded new customers and determined SMART goals; compiled success plans to prove ROI- Provided training & best practices to 70+ account portfolio- Collected client feedback on the product and encouraged platform adoption- Identified areas of opportunity within the platform to grow ACV based on customers needs- Traveled onsite for customers events to view process and areas of opportunity- Worked to streamline internal processes and eliminate redundancies

Tysons Corner, Va, Us

- Onboarded new customers and determined SMART goals; compiled success plans to prove ROI- Provided training & best practices to 80+ account portfolio- Collected client feedback on the product and encouraged platform adoption- Identified areas of opportunity within the platform to grow ACV based on customers needs- Traveled onsite for customers events to view process and areas of opportunity-- Nominated (1 of 10) for “Newcomer of the Year” award for outstanding performance across the company in the first 18 months of employment.-- Won Annual Triple threat 2019 for highest CSAT, utilization, and coaching scores (1 out of 100)

Us

•Selected wine/beer list for two restaurants •Developed tasting notes and pricing •Consulted with beverage reps to maintain high quality seasonal selections

Us

•Managed 20-25 person staff•Created bi-weekly staff schedule •Coordinated catering side of business and oversaw onsite caterings and deliveries•Developed training materials and program for new-hires•Updated and aligned job descriptions for all staff members with business goals/mission statement

San Francisco, Ca, Us

•Managed 20-30 person staff•Updated sales and marketing materials to align with corporate messaging•Trained 5 person team to manage clearance stock •Facilitated day to day store operations

Modesto, Us

Bachelor Of Arts - Ba, English - Creative Writing

English