Katie Ryan Email & Phone Number

Early, Tx, Us

Plano, Texas, United States

Plano, Texas, United States

Plano, Texas

Provide an expert onboarding experience to ensure a successful transition from previous solutions to an Intuit professional tax product (Lacerte, ProSeries, and ProConnect Tax) for professional tax accountants.Drove several projects regarding new acquisition customers that lead to the creation of our Express Onboarding process. This allowed customers that previously did not qualify for onboarding to receive personalized assistance. Initiated a project to improve the scheduling process… Show more Provide an expert onboarding experience to ensure a successful transition from previous solutions to an Intuit professional tax product (Lacerte, ProSeries, and ProConnect Tax) for professional tax accountants.Drove several projects regarding new acquisition customers that lead to the creation of our Express Onboarding process. This allowed customers that previously did not qualify for onboarding to receive personalized assistance. Initiated a project to improve the scheduling process with acquisition partners, which lead to an increased number of scheduled and completed onboarding appointments across all customer segments. Act as the subject matter expert for Salesforce, helping to streamline operational processes across the team as well as set up internal dashboards and reports for daily task management. This also includes regularly partnering with analytics teams to build and maintain the Tableau dashboard for goal alignment. Earned Top Performer of the Year for Fiscal Year 2021 for work leading to the expansion of the Express Onboarding offerings to three new products and work introducing a new scheduling tool to the team. Show less

Dallas, Texas

Part of the Patient Marketing Team, responsible for brand ownership and ownership of the patient experience across brands from first inquiry through to post op. Providing analytic reports and visualization of performance across all brands and teams. Supporting the data needs of multiple internal teams across the company. Monitor market trends, research consumer markets, and competitor activity to identify opportunities for marketing growth in the marketplace.

Dallas/Fort Worth Area

Processing requests from Patient Care Managers for medical records, radiology imaging, and outgoing patient referrals. Communicating with outside medical facilities to ensure that requests are being completed and records received in a timely manner. Maintaining the surgery schedule to ensure that facilities received images in time for appointments.

Dallas/Fort Worth Area

Maintaining customer relationship management systems to stay in contact with current and potential clients. Upkeeping social media and online presence so that the realtor is easily found in online searches. Corresponding with clients and vendors, as well as networking with other realtors to ensure up-to-date information on current market trends.

Lubbock, Texas

Redesign the marketing materials for the National and International Scholarship and Fellowship Office for use in student information fairs. Compile a spreadsheet of grant information from the Philanthropic New Digest for the Dean of the college. Help the director of National and International Scholarships and Fellowships send out scholarship information to students seeking extra financial aid. Complete organizational tasks such filing and distribution of materials to staff members.

Arlington, Texas

Learning marketing systems and putting them to use in the field. Conducting preliminary phone interviews for potential hire and scheduling interviews. Updating and posting jobs to the college application board with new applicants and entering them into the applicant database.

Early, Texas

Answering phones, dealing with paperwork, collecting rent checks and sending to the corporate office, running all social media accounts and updating the website, planning events and advertising to the community on the radio and social media outlets. In charge of running the Teen Board, a volunteer organization with members from schools around the Brown County Area.

Lubbock, Texas Area

Teaching kids from walking age to 9 years old the basics of gymnastics in a safe and secure environment

Lubbock, Texas Area

Coaching the future competitive cheerleaders of the Just Cheer gym in the proper cheerleading and tumbling skills that are used to compete in cheerleading competitions around the nation.

Master Of Science (M.S.), Marketing Analytics And Consumer Insights

Bachelor Of Business Administration (B.B.A.), Marketing

Activities and Societies: Delta Sigma Pi- Beta Upsilon chapter Kappa Xi Honors College