Katie Peters Email & Phone Number

United States

Atlanta, Georgia, United States

*Acted as a SaaS consultant to new and existing clients for Sage 50 and Sage Business Cloud Accounting *Contribute to improvements to operational efficiency, quality and consistency *Serve as the voice of the customer to product management, ensure product roadmap reflects customer requirements *Communicate with the customers and handle overall customer.

Atlanta Metropolitan Area

• Independently oversaw an average of 22 high-priority customer accounts for the Customer Success Management team
• Functioned as a liaison between new and transitioning accounts and Ricoh to ensure the proper contract and billing procedures for steady state
• Coordinated follow through of complex problem resolution by interfacing with customers and various operational groups
• Operated as the primary point of contact with executive management and sales both in house and with customer contacts
• Reviewed engagement paperwork and collaborated with the team as needed
• Prepared status reports to create a customer profile for the billing team to refer to as a go forward billing plan

Greater Atlanta Area

• Provided leadership to 10 employees (2 off-site) for Managed Services billing, administration, reporting and orders in Oracle 11i, R12 and SBT
• Supervised a billing team with 265 accounts for a revenue billing of $6.7 million
• Educated and trained the team to ensure a high level of organizational competency
• Developed and managed ongoing review of department processes, procedures, and workflows and identified opportunities for improvement based on organizational and industry standards
• Worked in creating the reconciliation processes for hardware
• Led the returns team and the contract audit team including SOX requirements

LDS division

Tucker, Georgia

• Established relationships and revenue with Legal firms, corporate clients, marketing directors, and training teams
• Initiated and established a new major National account for the National Accounts group
• Completed EDD, legal document processing, litigation, and IKON corporate training
• Created relationships and workflow with over 30 strategic national accounts
• Brought in sales with period over period growth of 30% per month including project management for over 150 clients in the corporate and legal markets
• Discovered and Managed vendor relations for outsourcing tools

Atlanta Metropolitan Area

• Completed 3 weeks of intensive corporate sales training at corporate headquarters: 2nd in class of 50
• Achieved top 25% of divisional sales representatives by selling on-line and printed advertising for GTE and Alltel in over 300 directories in the Southeast
• Responsible for $100,000 in monthly revenue ($1.2 million annually) and brought back an average of 21% return
• Accomplished over 100% to quota consistently and obtained bonus goals
• Passed the corporate management evaluation at Wilson Learning Center to promote to District Sales Manager
• Trained and evaluated new employees in customer service, selling, system training, and achieving sales goals