Kat Olarte Email & Phone Number

Florida, United States

Everywhere

Maintain strong business relationships, drive adoption through feature and product recommendations, identify and help reduce churn risks, and usage of PandaDoc through ongoing engagement with customers. Partner in goal setting, identify milestones, and set pathways to project completions. Partner with internal teams (sales, support, account managers, product, billing, and legal to ensure PandaDoc is aligned with our customers’ needs. Strong understanding SaaS industry, extensive process and product knowledge, buddy with new hires on their learning path, and heavily mentor team members through complicated processes. Identify opportunities to scale CSM processes and spearhead projects. Conducting workflow consultations and metrics reviews to further efficiency. Partner on team projects (immediate and cross-functionally).

Everywhere

Maintain strong business relationships, drive adoption through feature and product recommendations, identify and help reduce churn risks, and usage of PandaDoc through ongoing engagement with customers. Partner in goal setting, identify milestones, and set pathways to project completions. Partner with internal teams (sales, support, account managers, product, billing, and legal to ensure PandaDoc is aligned with our customers’ needs. Strong understanding SaaS industry, extensive process and product knowledge, buddy with new hires on their learning path, and heavily mentor team members. Conducting workflow consultations and metrics reviews to further efficiency. Partner on team projects (immediate and cross-functionally).

Everywhere

Maintain strong business relationships, drive adoption through feature and product recommendations, identify and help reduce churn risks, and usage of PandaDoc through ongoing engagement with customers. Partner in goal setting, identify milestones, and set pathways to project completions. Partner with internal teams (sales, support, account managers, product, billing, and legal to ensure PandaDoc is aligned with our customers’ needs. Understanding SaaS industry, product knowledge, and supporting new hires on their learning path. Conducting workflow consultations and metrics reviews to further efficiency.

Remote

Coaching focused on sales enablement. Meet with executive level decision makers and individuals to assess goals, collectively establish measurement tools and principles, create a plan to successfully set realistic timelines and expectations, identify and discuss obstacles to reaching mark, create an accountability environment while assisting in generating a plan to remove barriers and move forward to achieving targets. Once schedule is in place, meet regularly reviewing progress while calibrating procession. As plan is rolled out, individual coaching for team members is provided to assure adoption of new company goals providing environmental efficiency. Offering intensive coaching and sales enablement boot camps where meetings are held frequently accelerating strategy.* One client with 4 business units was redlining with their financials. Created efficiency plan which saved over $120K and brought company into the black within one quarter.* Currently completing PandaDoc implementation, Salesforce integration, and training for BLUEFIN, LLC.

Remote And In-House

Attend tradeshows, partnered and sponsored events to market platforms, strategized with marketing team to broaden audience (SMB), attain new clients while understanding goals of existing clients providing solutions for existing business metrics while assisting with rectifying cultural productivity issues. Building global client trust, assuring end user product value, maintaining retention of monthly recurring revenue by offering professional services or consulting for customizations on dashboards and reporting on their key performance indicators. Review customer satisfaction, gather testimonials, and product feedback to improve user interface while mapping priorities for developer rollout. Connect with prospects to move interest into a trial or new sale, hosting product demonstrations, trial touch to confirm expectations are met and provide group/one-on-one training to reduce ramp up time. Follow up with cancellation requests to survey if a feature was missing, explore support issues, determine product weakness, and potentially save the business.* As a result of my 5-year tenure, ConnectSMART grew to $3.2 million.* Initiated development for consulting and professional services resulting in an average of $5,000 a month additional revenue and funding a new department. * Spearheaded under-performing territories through evaluating feedback (product weakness/adoption failure) and executed solutions which resulted in cancellation reduction from 23% to 4% (1 yr.). Reacquired 22% of former customers and maintenance resulting in $25,000 in revenue (1 yr.).

Remote, Client Sites, And In-House (Hollywood, Fl)

Coach Account Executive role: Trained hotels, resorts, vacation rental companies in sales and hospitality. Constructed analysis to improve service environment on the client’s end while increasing revenue. Training includes, hosting seminars, webinars, one-on-one coaching, manager training, and in-house employee mentoring. Maintained strong relationships with hotel managers while reviewing call center progress based on mystery shops, evaluating strengths and weaknesses to convert into professional services or coaching opportunities. Determined future goals and forecasted on how to customize training based on the company’s needs as well as the individual’s needs. Performed in-house training on foundational criteria for KTN’s hospitality course which resulted in team building. * Client performance increased average letter grades of “D’s and F’s” turned into “A’s and B’s” which resulted in revenue gain; increased sales. * Performed onsite foundational training and one-on-one coaching which resulted in team building and doubling training schedule income. * Increased call center engagement through webinars, coaching, mentoring and training where performance monitoring for teams improved by 60% in one quarter.Marketing/Sales role: Executed cold calls, follow-up email blasts from hot leads, and created sales proposals based on individual company requirements. Adjusted sales and marketing presentations for proposals to launch audio recordings with testimonials.

Hollywood, Fl

OFFICE MANAGER/REALTOR Networking at tradeshows, chamber events, and conferences including NAR (National Association of Realtors) and BREIA (Broward Real Estate Investors Association). Agent recruitment, tracked listings, supervised pending and closed sales, contact with clients, realtors, appraisers, inspectors, and lenders. Connected with all realtors twice a week to assure maximum performance in sales as well as support in legal process of contracts. Provided cross-functional team training, coaching, and mentoring realtors on implemented systems. Continuously expanded marketing, sales, and legal insight to share with brokerage. Conducted contract negotiations, followed-up with all parties involved until all pledges are fulfilled. Attained some human resource experience.

North Miami Beach, Fl

Elected to represent company at several networking events and tradeshows including LAIA. Catered to over 500 auto insurance agencies locally and nationally. Possessed extensive product knowledge to analyze risk confirming qualifying insureds to advise external agents on best circumstances to sell policies, approve conditional reinstatements on cancelled policies, and process endorsements for best risk factor. Expertly resolved escalated customer service issues with professionalism and sensitivity. Proven ability to dramatically enhance customer satisfaction ratings. Maintained the highest average daily call intake for underwriters in the company. Brought company up to date with four months of back dated underwriting. Received recognition from UAIG, brokers, and insured.

Miami/Fort Lauderdale Area

Coordinated “Footy’s 15th Annual Y-100 Wing Ding Festival”. Responsible for polishing vendor databases, revision and distribution of vendor contracts. Assured booths have all necessary requirements including orders for gas and electric as well as being in compliance with fire ordinance laws. Obtained banners, alcohol permits, liability certificates and insurance, organizing auctions, donations, tracking sponsors, and coordinating events for shows. Here's Help: Patient intake for chemically dependent prior to meeting with psychologist. Devised financial budget for the fiscal year, updated rosters and meal head counts for billing. Assisted human resources to screen resumes, revising, and correcting employee manuals, reformatting company policies and forms in order to stay in compliance with the Department of Children and Families (DCF) monitoring reports.United Auto Insurance Group: Underwriting Customer Service Consultant - career match and hired permanently

Miami, Fl

Marketing Assistant: Assist with ideas on the design for the company website, arrange press releases, proof printed designs, and distribute marketing materials for advertisement campaigns. Participated in the SWOT analysis plan to better overall departmental and company performance, polished customer database consisting of more than 15,000 clients and prepared presentation packets for potential customers. Controlled inventory and tracked merchandising for the sales and marketing department. Elected to network for District Airline Marketing Executives.Quality Control: Mastered all new programs (Visual Basic), responsible for ongoing systems and helped in troubleshooting, created formulas in programs and databases to accomplish a smoother working environment. Audited technical publications and maintenance department manuals to assure they were in accordance with the regulations of the Federal Aviation Administration and Department of Transportation. Preserved all maintenance personnel databases, including tracking training qualifications for flight engineers and aircraft mechanics, assuring certifications were up to date, verifying Airworthiness Release and Required Inspection Items(RII).

Psychology And Communications, 3.167

Activities and Societies: Certified HIV educator. NAIA volleyball scholarship - Captain. Community service/Volunteer/fund raiser events.

Florida Real Estate, Florida Real Estate License

Received first certification in 2003 and second license was issued in 2005

Psychology, Communications, Marketing

Psychology

Activities and Societies: earned credits toward major during summers to transfer to STU.