Kate York Email & Phone Number

Dayton, Ohio, United States

Creating high level reports for University Leadership ranging from donor biographical information to detailed giving information for different schools/units utilizing data from 4 sources and 3 reporting services using Apsona, SQL, and SSRSSenior Member of the team that transitioned University Advancement from Blackbaud to SalesforceCreating division wide Salesforce reporting. Quickly learned data structure and business intelligence needs for different areas of the division to create report types for Salesforce native reportingTrained division of around 90 employees on Salesforce reporting as well as introducing them to how the new system works and where data lives within the systemCreating crucial reports to specific roles by more deeply understanding different roles and which data their role depends onMaintain and update system fields critical to business intelligence

Greater Denver Area

Direct software implementation for financial institutions with a focus on whole portfolio management. Manage communication between multiple business units to ensure most desirable functionality on a unique customer basis. Implement lease accounting software and CRM products for financial institutions.Coordinate an automated process from lead intake to lease termination utilizing API functionality along with leasing and CRM software.

Louisville, Colorado

As a Business Generation Manager, I directed operations focused on business generation including $1M budget management, print and digital marketing campaign development, and account management for outside marketing firms in digital development and market targets. Some of my key accomplishments include:Owned internal administration for more than 250 webpages.Set attainable goals and analyzed results for target markets comparing projections and actual results for leads, opportunities and sales volume.

Louisville, Colorado

As a Senior Business Analyst for Real Goods Solar, Inc., I provided engaged leadership aligning organizational goals with business unit management including financial modeling, contract pricing, proposals, project management, accounting and communication strategy. Some of my key accomplishments include:Managed business development activities including product development, contract coordination, negotiation and document management resulting in successful launch of RGS Financing, an in-house lease product.Conducted quality analysis for internal resource execution of marketing, sales, operations and construction departments.Established defined underwriting, training and development, process mapping, contract development and standard operating procedures.

Louisville, Colorado

As a Project Finance Manager, I oversaw development and launch of a new department. I executed national 3rd-party financing processes across 9 offices responsible for the implementation of 6 finance brokers’ products. I also established milestone targets for building and 3rd-party PV system payments. Some of my key accomplishments include:Developed Installation Close-Out process streamlining payments achieving a reduction of 45 days to complete transaction resulting in $18M RGS account net gain.Facilitated strategy for residential unit pricing, proposals and project management activities.

Louisville, Colorado

Leveraged tools such as Salesforce and insidesales.com to manage pipeline and served as primary contact for inbound leads.▪ Provided consultative education to potential customers on complex qualification requirements and residential PVsystems.▪ Utilized proprietary tools and satellite technology to evaluate sites.▪ Achieved rank as top inside sales representative.