Kaye Eastman, Mba, Qka Email & Phone Number

Tampa, FL, US

New York, New York, US

San Jose, CA, US

• Led the presales lifecycle, encompassing discovery sessions and valued-driven product demonstrations, for budgeting and financial suites tailored to state and local municipalities, resulting in over $1.1 million in net.
• Cultivated strong customer relationships by providing strategic guidance on software usage during customer support and upsell meetings
• Developed customized assets for presales demonstrations and post-sales support, including budgets, publications, dashboards, reports, workflows, and core financial processes utilized by the go-to-market teams and.
• Assessed technical requirements in request for proposals (RFP) and documented the software’s capabilities in addressing the functionality

Austin, TX, US

• Delivered value-focused NetSuite software demonstrations across nine modules, highlighting optimizations for users’ accounting, finance, inventory management, procurement, marketing, sales, and project management.
• Managed the presales lifestyle, leading discovery and decomposition sessions, documenting business requirements, analyzing system compatibility, mapping business and functional processes, and assessing risk
• Created targeted PowerPoint presentations outlining prospects’ current challenges and showcased NetSuite’s value with process flow visuals

Dresher, PA, US

• Conducted A – Z compliance testing on over 30+ balance forward plans, including eligibility assessments, trust reconciliations, costcalculations, and preparation of valuation report packages, demonstrating strong.
• Demonstrated exceptional customer service by processing balance forward distributions and loan documents within 24 hours
• Identified the need and designed standard operating procedures (SOP) to serve as a guide for training employees, resulting in improvedoperational efficiency
• Became a Qualified 401(K) Administrator while balancing eight hours of weekly study with a 45-hour work week
• Gained proficiency in Relius technology, internal workflows, and customer relationship management (CRM) systems specific to the industry

Grand Rapids, MI, US

• Recorded five months of cash and credit revenues for all municipal parking lots to reconcile bank deposits with the general ledger
• Implemented and streamlined financial models in Excel that complied daily accounts receivable, ensuring timely ledger reconciliation
• Supported the water department in supply chain operations, including placing orders and kaizen (lean) projects, resulting in increased efficiency in stockroom operations
• Researched and produced reports on past transactions for the purchasing department, including Purchase Orders (PO) and Delivery Orders (DO); developed a user-friendly system using Pivot Tables to streamline management.

• Greeted and conversed with 100+ members at the beginning and end of class sessions to facilitate the CrossFit community atmosphere
• Updated Hoosier CrossFit’s website taking action photos and captioning clients’ activity for enhanced marketing to potential customers
• Assisted in community fundraising events held at Hoosier CrossFit and in Monroe County to increase visibility in the community

Poughkeepsie, NY, US

• Recruited to play on Marist College’s tennis team as a result from achieving a United States Tennis Association (USTA) Midwest ranking of #83 and a Western Michigan ranking of #4
• Developed strong teamwork skills necessary to work and compete effectively with individuals from diverse backgrounds
• Won the Division I 2013 MAAC conference and competed in the NCAA Division I Tournament at the University of Florida

Bachelor'S Degree, Finance, General

Master Of Business Administration - Mba, Entrepreneurship/Entrepreneurial Studies

Accounting And Finance

Options Strategy