Katie Ketcham Email and Phone Number

- Account manage industry leading hedge funds and asset managers for their full post-sales lifecycle- Lead the new client implementation process internally by creating project plans, delegating individual responsibilities, andfacilitating regular communication to ensure implementation schedules are met and the projects are completed on time- Head up the training of new users to ensure the most effective utilization of the software and maximize client retention- Maintain and develop client relationships post launch, keeping them up to date on the latest product developments, managingupgrade projects, and ensuring prompt resolutions to production support needs- Identify potential upsell/cross-sell opportunities at existing clients, vetting initial needs and qualifications before handing offto Sales- Partner with Product Managers, providing specific client feedback on the current software and functionality in order to aid inthe creation and prioritization of the product roadmap

- Managed projects coordinating with client and across multiple internal teams- Worked directly with key stakeholders at Hedge Funds and Traditional Asset Managers to configure the Eze product suite to individual needs- Utilize consultative approach when interacting with clients to determine the best solution to their workflow- Manage new client on-boarding and coordinate work effort across a number of internal teams- Extensive use of SQL to optimize the product and build out customizations

- Build and maintain relationships with clients, consultants, and brokers- Coordinated with internal and external parties- Managed a variety of technical, revenue generating projects covering Product Management, Development, and Support- Presented the software to newly signed clients, acting as a consultant, to suggest the best use of the software for their specific trading needs and to demonstrate overall customizability- Implemented the Eze software suite for incoming clients, designing the individual user experience to best serve their needs and liaising with the clients and their partners to ensure data accuracy and integration- Trained new users on best practices for using the system and populating/managing their data, customizing the process to their specific needs- Utilized SQL/technical knowledge whilst coordinating with internal teams to resolve clients time sensitive support requests

- Worked on the Trading module of cloud platform product hosted in AWS to ensure the quick delivery of a high quality product- Created and continue to iterate on a process to ensure that product and new features can be delivered in a timely fashion- Help to determine priority of issues and identify workflow gaps- Learned about the financial industry as well as the workflows of our clients- Worked with product management and development to identify software bugs in client workflows throughout the software suite as well as the implications of those bugs- Demoed completed software features and bug fixes to stakeholders at the end of sprints- Transitioned from waterfall to Agile development- Fill in for scrum master as needed

Quality Assurance team programmer

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