Katie Boe Email & Phone Number

Fort Collins, CO, US

San Francisco, California, US

San Francisco, California, US

• Work one-on-one with clients to implement the Rippling products they have purchased across HR, Payroll, Benefits Administration, IT platform, and various other products.
• Proactively manage the implementation process end-to-end to achieve customers' target timelines and goals.
• Drive adoption of purchased products.
• Partner with Sales, Account Management, Technical Account Management and Support to ensure seamless hand-offs.
• Collaborate closely with Product and Engineering to improve and troubleshoot customer issues as well as provide feedback on product enhancements.
• Support in the development and documentation of processes and best practices.

Portland, Maine, US

• In this role, I was responsible for monitoring incoming calls, emails, and scheduling calls, and providing immediate feedback to associates with a keen focus on improving the quality of service. I was involved in.
• Displayed the strength of an exceptional leader by providing insightful direction and guidance to 30 associates aimed at delivering top-notch customer service.
• Analyzed data from 30 associates and used outputs to improve customer satisfaction surveys, create qualitative metrics for annual goals, determine ROI for allocated headcount.
• Improved customer satisfaction scores by designing and deploying WalkMe software and a Qualtrics website.

Portland, Maine, US

• Developed, maintained, and published end-user documentation for multiple software systems.
• Provided outstanding customer service with a keen focus on resolving issues in a courteous, professional, and knowledgeable manner

Portland, Maine, US

• Spearheaded 100+ client onboarding projects from initiation to completion for over 500 clients.
• Fostered long-lasting and trusted relationships with key stakeholders to achieve strategic business objectives.
• Acted as a primary point of contact for client communications during the implementation of benefits.
• Gained in-depth knowledge of Flexible Spending Accounts, Health Savings Accounts, Commuter benefits, and COBRA, and IRS guidelines.

Minot, ND, US

• Showed dynamic leadership qualities by leading and mentoring a team of 6 staff members.
• Developed, maintained, and published end-user documentation for consumer lenders, loan processing associates, and tellers for both Fargo and Minot regions.
• Delivered data-driven insights to the Branch Manager and regional leadership.

Minot, ND, US

• Created consumer, business, trust, HSA/IRA, and estate accounts.
• Conducted monthly quality assurance audits to ensure tellers are completing work accurately and according to standards

Minot, ND, US

• Process standard teller transactions for customers including servicing member accounts, accepting loan payments, managing safe deposit box payments, cashing checks, balancing cash drawers, handling night deposits, and.
• Processed VISA requests including credit/debit applications, and travel requests as well as addressed changes, limit changes, close/reissue cards, and dispute charges.
• Process IRA and HSA rollover/transfer/distribution requests.