Katie Wendland Email & Phone Number

San Francisco, California, Us

San Francisco, California, Us

Human Interest is a modern fin-tech, bundled recordkeeper and TPA for 401(k) and 403(b) plans, able to work with financial advisors or provide built-in investment advice. Human interest makes it simple for small to medium-sized businesses to implement a retirement plan entirely online in a matter of minutes, and ongoing administration is automated to reduce administrative burdens and ensure compliance with regulations. Human Interest handles all aspects of plan administration, from tracking employee eligibility, and enrollment to investment management, making it a convenient and time-saving solution for employers. Human Interest has been recognized as one of the fastest-growing retirement plan providers, by Inc.5000, PlanSponsor, Forbes, and Business Insider.As a Partner Account Manager, I understand the critical role in driving revenue and recognize the importance of fostering strong relationships founded on trust and mutual benefit. Within my role, I focus on developing referral networks and forging strategic partnerships to drive lead generation and create new opportunities through partner channels such as HCM providers, Benefit Consultants, Accountants, Financial Advisors, and HR consultants. Organizing and hosting partner events that consistently result in increased engagement, lead generation, and deeper collaboration with new and existing partners.Committed to delivering results through strategic partnering, and leveraging each other's networks and resources to generate leads, and referrals to drive mutual success. Support my partners in expanding and maintaining their client base by providing Human Interest solutions to their clientele.

New Zealand, Otago, Nz

Field Consultant specializing in agricultural product sales directly to farm owners and managers. Employed a consultative approach and hands-on trials, demonstrated to clients the tangible benefits our products could offer their crops, fostering lasting relationships and securing annual reorders, thus facilitating continuous growth. Additionally, facilitated connections between manufacturers, distributors, and new sales opportunities, ensuring mutual benefit for all stakeholders.With a demonstrated history of strategic prospecting across multiple states, targeted clients cultivating crops with high potential ROI. In the role, employed a consultative methodology to identify challenges impacting crop yield and provided tailored recommendations from our product portfolio aimed at enhancing yield and ROI for both the employer and the client alike.

Dublin , Ca, Us

As a Regional Sales Consultant at TriNet, my primary focus was selling TriNet’s comprehensive HR solution to companies with 5-99 employees within my designated territory. This entailed owning the entire sales process, from prospecting to closing deals, to exceed quota targets.Actively built and maintained a balanced pipeline of target prospects through various methods such as cold calling, email outreach, drops, phone calls, and utilizing LinkedIn. Additionally, leveraged my network of ecosystem partners to generate referrals and business development opportunities.Consistently identified and qualified potential clients effectively communicated TriNet’s value proposition, and secured commitments from C-level executives and other decision-makers, resulting in new business and revenue growth for TriNet.

San Francisco, California, Us

Managed and grew profitable account relationships with an extensive percentage of moderately complex and medium-sized business customers that have annual gross sales of generally more than $250k and less than $15MM. Ensured the overall success & growth of an assigned portfolio by deepening relationships of my existing customers and through the acquisition of new customers that I bring into my portfolio. I worked proactively with partners to provide the best products to fit my customers needs. I was able to learn about my customers in order to fully understand their businesses, goals, strategies and challenges. So I could accurately assess their financial needs for the purpose of delivering an effective variety of financial products and services in order to help the customer succeed financially. Specializing in: SBA lending and Acquisition I strictly managed a Business Portfolio of clients in Metro, Minnesota and work remotely out of the Arizona office.

San Francisco, California, Us

Consumer Financial Services included Home Lending, Consumer Credit Card, Personal Loans and Lines, Direct Auto, Dealer Services, Commercial Auto, Retail Services and Education Financial Services including the professional services teams that partner with these businesses - Human Resources, Finance, Credit Risk, and Compliance & Operational Risk.I worked with direct-to-consumer lending products and included product management, strategy and innovation, loan operations, inbound/outbound sales, and project and systems management. Responsible for calling current Wells Fargo relationship customers to sell products to help put the customer into a better financial position. I maintained a current pipeline of business, continually generated new business and worked with our business partners to develop and complete loan transactions.

San Francisco, California, Us

Sold retail and business banking products and services to customers and prospects. Managed customer portfolios, serviced relationships and cross-sold all products and services. Provided broad base of financial and credit services with the goals of acquiring 100% of the customers' business. Developed and maintained relationships with Wells Fargo partners to maximize sales opportunities and achieve sales goals.

San Francisco, California, Us

worked with 60-90 day past-due customers to offer solutions for bringing credit card, personal line and loan, direct auto, retail services and deposit accounts up-to-date. retail services accounts and works with customers to resolve disputed charges on credit card accounts.Worked in a call center environment- Communicated with customers to determine reason for payment delinquency and obtain payment commitment by placing outbound calls which are non-routine and require deviation from standard screens, scripts, and procedures