Katie Rosa Email & Phone Number

Orlando, FL, US

Newton, Massachusetts, US

Leadership & Revenue OptimizationLed a team of payment processing specialists overseeing $2 billion+ in annual transactions.Developed and implemented revenue optimization strategies for payment processing, including interchange optimization (e.g., reclaimed 40% lost revenue through chargeback processing enhancements).Negotiated favorable processing rates.

I work with SMB’s to help make sense of their credit card payment ecosystems so they can keep their money where it matters. Consultations start at $99 dependent on needs.

Orlando, Florida, US

Tampa, Florida, US

Jacksonville, Florida, US

Orlando, Florida, US

- Lead Stax Cares program which gave back $250k in charitable donations in 2022 across organizations in Orlando, Chicago, Los Angeles, and Ottawa Canada. - Organized 12-15 employee volunteer events across above mentioned locations.- Represented Stax and CEO and Founder, Suneera Madhani in local and national markets through multiple PR channels..

Orlando, Florida, US

- Responsible for largest and most vulnerable segment of business; customers first 90 days valued $85M MRR- Maintained attrition rate of less than 2% during tenure- Decreased customer activation time from 32 days to 7 days - Conceptualized and defined customer onboarding strategy from sales hand off through first 90 day experience; post implementation CSAT.

Orlando, Florida, US

- Defined, documented, and implemented account management strategy covering deployment, onboarding, retention, risk/collections, and upselling- Created account management playbook covering all established operating procedures for the post sales process- Resolved customer escalations with tact and empathy while minimizing loss to business- Served as company.

Orlando, Florida, US

Orlando, Florida, US

St. Petersburg, FL, US

• Builds relationships with customers through demonstration of institutional knowledge,understanding of specific institutional needs and priorities
• Consistently a top performer in weekly workflow statistics; averages completion of 1000 tasksand 200 cases per month
• Successfully maintained a 98% retention rate of client accounts through monthly analysis ofvolume changes and account activity
• Currently has over 100 client testimonials praising personality, professionalism and efficiency
• Serves as Team Lead Specialist in areas of escalation resolution, reconciliation, retention,chargebacks, merchant reserves, collections and American Express processing
• Increased new client activation rate from 40% to 85% by serving as liaison between clients andvendors, performing software demonstration

San Francisco, California, US

• Managed a portfolio of over 300 high value accounts with annual revenue over $4.3mm
• Oversaw over $80mm in processing volume, average household volume between $1mm-$9mm
• Identifies, analyzes, researches, and resolves inquiries on operational aspects of the business
• Provides ongoing relationship development through proactive efforts, including outbound calls toclients, in order to increase revenue retention
• Effectively analyzes interchange qualifications and acts as consultant to help achieve optimumsales, new account productivity, profit, and goals
• Responds to voice mails and emails in a timely and professional manner

• Managed adult day program for adults with mental health and mental retardation disabilities
• Coordinated community services for families
• Worked with Franklin county regarding licensure requirements
• Collaborated as a part of a team to build individual enhancement programs for adults enrolled in day program
• Networked with businesses for job placement opportunities for individuals
• Corresponded with families and social workers regarding individuals current performance and improvements

Plymouth, MA, US

• Provided customers outstanding customer service through phone calls and emails
• Managed customers’ accounts in fast paced call center environment
• Maintained expert knowledge of supplement and supply product lines
• Headed and enhanced the mail/fax system
• Managed over 100 high revenue earning accounts
• Handled monthly billing for customers

Education record

Masters, Counseling Psychology

Masters, Marriage And Family Therapy/Counseling

Bachelor Of Science (B.S.), Business Administration And Management, General