Katie Green Email & Phone Number

Birmingham, Alabama, United States

Recognized with the Customer Outcome Award after guiding the company’s largest client through the implementation of new EX products that did not exist prior at Medallia, working closely with engineering teams and leadership to deliver 8 products in 1 year.- Accountable for a team of 17+ individuals, including 3 Project Managers, to execute 10+ programs and 20+ launches per year- Enable team members to collaborate effectively with the client and internal, cross-functional teams in a… Show more Recognized with the Customer Outcome Award after guiding the company’s largest client through the implementation of new EX products that did not exist prior at Medallia, working closely with engineering teams and leadership to deliver 8 products in 1 year.- Accountable for a team of 17+ individuals, including 3 Project Managers, to execute 10+ programs and 20+ launches per year- Enable team members to collaborate effectively with the client and internal, cross-functional teams in a matrixed environment- Create scalable processes for the largest portfolio at Medallia of $8MM in Professional Services hours, encompassing ~40 team members Show less

Birmingham, Alabama, United States

• Own and manage multi-level client stakeholder relationships, including cross-functional touchpoints• Design, develop, plan and execute strategic program roadmaps for clients that drive optimum value and are rooted in a deep understanding of customer’s businesses goals, including driving product enhancements to data analyses• Consult with customers on best practices in customer experience management• Leverage the latest Medallia Experience Cloud’s tools, features and functionality… Show more • Own and manage multi-level client stakeholder relationships, including cross-functional touchpoints• Design, develop, plan and execute strategic program roadmaps for clients that drive optimum value and are rooted in a deep understanding of customer’s businesses goals, including driving product enhancements to data analyses• Consult with customers on best practices in customer experience management• Leverage the latest Medallia Experience Cloud’s tools, features and functionality to your customer’s needs• Develop and manage project plans while driving the internal coordination and execution of tasks across teams• Manage program profitability through aligning activities to strategic account goals and drive program renewals and incremental expansions Show less

United States

Operated alongside the Head of Retail Client Solutions to ensure the strategic execution of initiatives in the following SAFe Programs: Digital (Online & Mobile Banking), Online Account Origination, and Banker's Solutions (banker software). The body of work represents the largest portion of the Client Solutions portfolio, which is, in itself, the largest portfolio of BBVA USA.My role has many purposes and ad-hoc duties, but the core of it is consistent: Connect corporate strategy to… Show more Operated alongside the Head of Retail Client Solutions to ensure the strategic execution of initiatives in the following SAFe Programs: Digital (Online & Mobile Banking), Online Account Origination, and Banker's Solutions (banker software). The body of work represents the largest portion of the Client Solutions portfolio, which is, in itself, the largest portfolio of BBVA USA.My role has many purposes and ad-hoc duties, but the core of it is consistent: Connect corporate strategy to execution through SAFe Portfolio Management, SAFe Product Management, strategic analysis, applying the "Big Picture" of the product vision in the day-to-day, coordinating people & teams, and process improvement.- Provide oversight, leadership, and manage the execution of a portfolio of initiatives in 4 programs and 16 teams- Work at the intersection of strategy, product/program management, tech implementation, and process innovation- Bring a strong sense of execution and ownership- Facilitate regular cross-functional interactions to ensure alignment on roadmaps, deliverables, timelines and status. Examples of cross-functional partners include product teams, compliance, legal, marketing, & risk- Help manage the overall strategy, course correct projects that are not on track, and advise on readiness to launch continuously driving forward momentum- Persuade and influence, create and innovate, and use structured, analytical, and strategic thinking to solve problems and find solutions where there is no predefined way of doing things- Provide day-to-day oversight for programs and tasks, anticipating, escalating, and resolving issues- Utilize relevant data in decision makingFinance & Vendor Controller - Collaborate with the Finance team to develop an IT Forecast, Budget and Run rate mechanism to track all IT expenses- Facilitate onboarding of new vendors and renewals through Procurement and alignment with Control partners- Negotiate SOW terms and oversee vendor performance Show less

Birmingham, Alabama Area

 Build relationships with LOBs to understand business objectives, goals, current state, and future state vision Advise LOBs in regards to priorities, how to work alongside multiple Engineering groups, and analyze the true impacts of decisions Facilitate the analysis of what realistically can be accomplished and provide timelines (some refer to this as “Epics”) Advise LOBs on what constitutes an Initiative or Minor Enhancement and what is in-scope or out-of-scope Bring focus… Show more  Build relationships with LOBs to understand business objectives, goals, current state, and future state vision Advise LOBs in regards to priorities, how to work alongside multiple Engineering groups, and analyze the true impacts of decisions Facilitate the analysis of what realistically can be accomplished and provide timelines (some refer to this as “Epics”) Advise LOBs on what constitutes an Initiative or Minor Enhancement and what is in-scope or out-of-scope Bring focus on deciding what it means to be “done” and when a deliverable is “ready” - MVP Ensure Root Cause Analysis is employed when issues arise and articulate take-aways from abstract situations Advise LOBs on the ever-changing, internal SDA methodology to prevent project risks Point of contact for 10+ internal groups and vendors to implement both client-facing and internal-facing initiatives Maintain relationships with Stakeholders regarding progress, roadblocks, and “what’s next” Lead software demos and presentations for Retail Leadership Manage 3+ Retail and Risk projects simultaneously with budgets ranging from 250K to 1MM Draft communications to bankers and clients/customers, trained bankers and their entire leadership on new software Partnered with both Agile (Scrum, Kanban, SAFe) and Waterfall teams. Worked with Product Owners, Scrum Masters, Application Managers, Team Leads, etc. Refine budget requests after partnering with teams for initial estimations for time and money JIRA, Velocity (proprietary), Aravo (vendor management), and Google Suite (Google Docs, Google Sheets, etc.) Show less

Birmingham, Alabama

 Coordinated with vendors to meet SLAs according to deadlines set by both the LOB and internal PM methodologies Developed ad-hoc documentation according to the need Assisted Project Manager in daily task management Hosted meetings with stakeholders and built presentations

Birmingham, Alabama Area

 Promoted into a lead role 1.5 years into my career Coached a class of new hires from across the nation by personal request from leadership Awarded the inaugural “Hard Hat Award” voted on by my peers in 2016 Performed in the top 20% of all recruiters nationwide in 2017 Established long and short term goals by forecasting and developing annual production goals for myself and the recruitment team Filled 33 of 61 openings (54%) for our top client personally while… Show more  Promoted into a lead role 1.5 years into my career Coached a class of new hires from across the nation by personal request from leadership Awarded the inaugural “Hard Hat Award” voted on by my peers in 2016 Performed in the top 20% of all recruiters nationwide in 2017 Established long and short term goals by forecasting and developing annual production goals for myself and the recruitment team Filled 33 of 61 openings (54%) for our top client personally while simultaneously competing against internal and external competition (2017) Show less

Birmingham, Alabama Area

 Performed in the top 20% of “Rookie Recruiters” nationwide (recruiters who are under 2 years of service) Facilitated a thorough examination of talent through a proven strategy to ensure a high rate of successful placements Negotiated compensation, benefits, and terms of employment with candidates and current consultants Conducted monthly performance reviews with consultants based on feedback from their direct manager(s)

Montgomery, Alabama Area

RA Staff of the Year 2014