Kathie Swift Email & Phone Number

Phoenix, Arizona, United States

• Develop, update and maintain policy, process and procedures related to business operations, technology and security.• Implement new processes and technologies as needed to support the business• Work as part of CRM team to administer CRM and related technologies• Review and approve pricing and contracts/agreements for clients, vendors and contractors• Create and maintain vendor process, including sourcing, approvals, agreements, vendor repository• Update and maintain pricing tool as needed• Partner with Project Management on postmortem analysis to ensure pricing, scope and effort are up to date• Operate within a continuous improvement framework to identify areas where efficiency and effectiveness can be improved via automation or other avenues• Develop, document and implement training on tools, technology and processes created or supported by Operations team• Partner with Operations Managers from other NPD divisions to ensure alignment in systems and process across the entire organization• Supports the onboarding of new employees as it relates to systems and technology• Manage corporate purchasing card and partner with Finance to reconcile all purchases on a monthly basis

United States

Manage and track all vendors for iProspect US. Including but not limited to contract compliance, negotiation, process efficiency.

Scottsdales, Az

Developed efficacious engagement management and revenue stream tracking for all new client businessDirect management of integrated client up-sell and renewal processCreated revenue funnel management dashboard and reporting toolsResponsible for managing the incoming demand and reporting on the ROI for all lead generation programsProvided advanced visibility of revenue impact to C-level executive team and finance department Maintained and administered Salesforce pursuit process, analytics, and reportingSuccessfully managed multiple concurrent projects for the business development team. Created and executed project plans. Identified resources needed, assigned individual responsibilities, and scheduled action items Scheduled and contributed to weekly sales pursuit meetingsDelivered reliable client relationship support to Sales team and Senior Vice President of Business identifying trends and providing insight

Phoenix, Az

Created weekly and monthly reporting to Gannett markets and executives in order to provide transparency into digital salesStandardized reporting for internal teams effectively provide accurate and consistent dataProvided Salesforce recommendations for customization and utilization of tool.Collaborated with internal audit to provide missing documentation in order to reconcile neglected credit card statementsMember of steering committee to work with cross functional teams in order to resolve workflow issues by providing new processes

Scottsdale, Az

Executed the preparation of equipment finance documents for clientsEnsured all required documents executed properly to submit to funding sourceEstablished excellent relationships with funding source contacts to ensure timely package funding for clients Analyzed Account Executive pricing to adhere to funding source guidelines

Scottsdale, Az

Director of AdministrationIntroduced and developed a culture of participation, accountability, and teamwork to achieve plan and budget goals.Human ResourcesSet up HR policies and procedures; structured the staff hiring process.Researched and contracted for a progressive, flexible benefits program with attention to cost containment.Recruited / interviewed individuals to perform key roles in developing new products. FinancesDeveloped operating budget with detailed projections based on forecasted sales revenue and past performance metrics to maximize cash flow and limit risk.Established excellent D&B credit rating and bank credit line.Project Management:Collaborated to bring web development in-house as a cost saving measure.Built consumer awareness through strategic branding and imaging while establishing position in the marketplace.

Scottsdale, Ca

Operations ManagerManaged the development of customized web-based business products / solutions for Fortune 500 clients to heighten their business visibility as much as 45%, while exponentially increasing sales.Increased contract revenue from $500K to $1.3M through long-term relationship building.Coordinated product rollouts / data transfers and followed up with post-implementation data analysis using web analytics to measure success.Analyzed product concepts, developed and monitored production plan / timelines and oversaw implementation while troubleshooting issues to ensure total client satisfaction.Contract AdministratorConducted cost analysis on all negotiated contracts while consistently keeping margins at 55% and the company profitable.Administered a database of all MSA’s and monitored all contract execution to maintain compliance and clean audits.Customer Relationship Management (CRM) Administrator/TrainerIntroduced on-demand CRM application training for all personnel and wrote user guide to accelerate ramp-up time, increase productivity and improve customer service.Served as administrator of Web-based CRM tool (Salesforce.com) customized to needs of the company’s sales, organization, effectively and efficiently tracking and reporting on the sales pipeline to provide accurate data for management planning and forecasting.Event PlannerManaged all Client Services / Sales events, including exhibit halls, hotels, catering, and the hospitality tent at the FBR Phoenix Open.Set budgets and negotiated with vendors to minimize costs

Sacramento, Ca

Provided sales support for Western U.S. business team of 12; tracking, managing, and forecasting budget while striving to maximize revenues and minimize costsNegotiated contracts with vendors for travel and marketing and equipment while monitoring costs and changing priorities to realize as much as 35% savings to expand budget reach.Executed purchase requisitions and purchase orders to support the product needs for the team. Reconciled invoices against orders received and facilitated payment with accounts payable.Managed and planned logistics for tradeshows and regional events.Planned and hosted product launches. Activities included collateral development, promotional development, specials events, and guest participation activities.

Sacramento, Ca

Managed product/supplier sourcing, RFQ’s, order placement and coordination of order completion.Responsible for the editing and proof reading of customer art pre and post production.Effectively compiled necessary data to create and support sales presentations.Responsible for the audit of the Account Executive financial reports, thus ensuring the proper credit of receivables and commissions.

Folsom, Ca

Efficiently supported MRP and point of purchase products for Manufacturing, including print and packaging needs.Successfully demonstrated product sourcing, negotiations and procurement.

Folsom, Ca

Responsible for the purchasing of various products in multiple site and corporate commodities.Managed all purchase order reconciliation with accounting to minimize exposure to company.Efficiently managed the product sourcing and negotiations.Worked as team technical lead with the introduction of new procurement software.

Cupertino, Ca

Managed the procurement, distribution and product strategy of Sales and Marketing literature.Provided the expense and revenue forecasts, monthly sales and expense analysis.Effectively managed the transition, setup, and implementation of literature distribution to a third party vendor.Established customer service procedures for third party compliance to company policy

Elk Grove, Il

Main point of contact for regional Educator Buy Program Provided service and product information, solutions, and relevant details to customers.Executed all data entry of orders, as well as monitored product shipments and returns.Reconciled unauthorized returns to maintain accurate inventory numbers