Katherine Marx Email and Phone Number

Moxie gives aesthetic entrepreneurs everything they need to successfully compete (and win) against even the biggest medspa chains—including a strategic partner, a purpose-built platform, and unmatched pricing power.Today, Moxie has helped more than 300 aesthetic entrepreneurs—90%+ of which are female first-time business owners—successfully launch, run, and grow their own independent medspas.

-Seeks new business opportunities by connecting and developing relationships with potential customers and guiding prospective clients throughout the required sales stages. -Communicates and collaborates with clients, ensuring they understand the value of our services and how Toptal can support their goals.-Builds and maintains relationships with clients through proactive communication and follow-up.-Guides prospective clients through the sales pipeline, from initial contact to contract negotiation and closing.-Educates clients on the benefits of working with Toptal and how our services can address their specific needs and challenges.-Collaborates with internal teams, including account managers and talent recruiters, to ensure a seamless client experience.-Meets and exceeds sales targets and quotas to contribute to the company's revenue growth.-Stays updated on industry trends, market dynamics, and competitor activities to identify new opportunities for business development.-Provides feedback and insights to the sales leadership team to continuously improve sales strategies and processes.

-Works all inbound Payroll, Scheduling, and Team Management leads from the sales and account management teams.-Named #1 overall producer 2019- 2023 YTD with the most payroll, scheduling, and team management wins.-Honored as President’s Club winner all 3 years it was offered (2019-2021)-Engaged with prospective customers through a high velocity consultative sales process, averaging 200-250 clients per quarter.-Conducted product demos for accountants and small business owners with <100 employees.-Onboarded clients to Square Payroll and assisted with technical inquiries.-Constructed and managed a pipeline to achieve revenue targets.-Built out Square Staff sales enablement content and presentations for incoming hires (account executives and account managers), while also responsible for leading trainings.-Created and led roadshows for existing account executives and account managers to educate on products, pricing, roadmap, and competitive edge.-Partnered with product managers to influence the product roadmap, highlight customer feedback, and areas of opportunity.-Led a team of 3 internal employees during a 3-month Payroll career experience to become product experts in order to take all inbound hotline calls, which resulted in more qualified leads passed to our team.Achieved the following attainment numbers: 2023 average attainment 136% YTD, 2022 average attainment 121%, 2021 average attainment 132%, 2020 average attainment 124%, 2019 average attainment 119%.

-Honored as the first Payroll sales hire in the St. Louis office, building the payroll team from the ground up.-Took charge of customer interactions during the onboarding process, building trust and ensuring a positive experience with a high level of independence.-Lead comprehensive training sessions and product demonstrations tailored to the customer's goals, showcasing Square Payroll as the optimal solution for their needs.-Established and managed expectations in the early phases of the customer journey to ensure successful integration of the Square Payroll platform.-Managed a portfolio of onboarding projects, ensuring all deadlines and milestones are achieved while balancing competing priorities.-Onboarded ~150-250 small businesses to Square Payroll each quarter.

-Manages relationships with 24 accounts, ranging in size from 10-300 employees-Serves as the liaison of communication between clients and internal engineers and technicians -Implements creative ways to improve customer relationships and shares technical recommendations to enhance their environment-Act as an outward-facing ambassador of MB Technology Solutions' beliefs, brand, and products-Acquires a thorough understanding of key customer needs and requirements-Expands relationships with existing customers by continuously proposing solutions that meet their objectives-Delivers proposals with value ranging from $500 to $300,000 to clients in order to upgrade their technical environment-Ensures the correct products and services are delivered to customers in a timely manner-Resolves any issues and problems faced by customers and professionally handles all complaints to maintain trust-Prepares regular reports of progress and forecasts to clients using key account metrics on a daily, weekly, and monthly basis

-Analyze advertisements for nationwide automotive dealers to determine compliance for advertisement reimbursement-Consult with clients as point of contact to discuss necessary advertisement alternations for compliance-Develop and record all monetary claims for client reimbursement up to $100,000-Consistently increase quantity of client advertisement pre-approvals done daily-Responsible for training all new hires-Creates a metrics report based off of team's error rates on a weekly basis-Maintains constant communication with over 3,000 dealership and advertising representatives across the nation, with a strong emphasis on outstanding customer service-Responsible for maintaining customer satisfaction throughout the trade promotion department-Has a comprehensive understanding of complex program rules and procedures-Appropriately delivers and communicates guideline compliance or non-compliance with Dealership personnel and the Chrysler field team-Manage Dealer issues and concerns with the Dealer, Chrysler field team and supervisor-Perform comprehensive quality control checks of website data, report cards and reports to ensure accuracy and compliance with program guidelines-Manage call volume and respond to requests for information or assistance-Pull activity data weekly and monthly to be included in internal and client-facing reports-Establish familiarity with key Dealers and their performance-Achieve and maintain established productivity and quality standardsAnsira is THE customer engagement agency. We empower clients to unleash the full value of their customers by transforming big data into intelligence-driven marketing. We are uniquely focused on driving customer value, integrating creative and analytics, and navigating the multichannel and retail environments.

-Responsible for the University of Dayton Panhellenic Council’s finances and monetary accounts-Created a budget each semester, paid national dues, and collected each sorority's semester dues-Assisted and oversaw the fundraising chair-Balanced budget up to $50,000

-Planned Greek Life events both on and off campus for the University of Dayton Panhellenic Council-Worked as a team with the Interfraternity Council social chair to plan UD's first-ever Panhellenic/IFC formal off campus-Reserved the venues, DJs, and catered food-Responsible for booking public transportation to the events, as well as collected signatures for the release and agreement forms-Responsible for effectively communicating and maintaining good relationships with each client

-Worked on-site at all events-Sold event tickets for sponsored golf outings, poker & casino tournaments, and other organizational events-Confirmed reservations for upcoming events-Researched new venues and other companies for vendor books-Solicited partners and sponsors-Composed press releases after the events-Assisted with the on-course activities at each golf outing and promoted a variety of products-Learned to execute events with precision and expertise in a fast-paced and demanding environment

-Helped customers with purchasing decisions and check out-Designed and created merchandise and clothing-Assisted with inventory and stock-Organized and kept the store well-maintained-Changed the window displays on a weekly basis in order to consistently keep customers' attention

- Prepared, cooked, and sold food and drinks to customers- Worked with employees as a team to provide the best possible service for customers- Learned to work in a fast-pace environment while ensuring quality services