Kathleen A. Pitts Email & Phone Number

Williamsville, Ny

• Provide high level support to the Informatics, Actuarial and Underwriting departments.• Manage all logistics of planning & execution for departmental meetings including: venue selection & site coordination, contract management, travel, lodging & transportation accommodations, catering, technology & AV, marketing materials, activities and created presentations. • Created new hire onboarding process for all new hire offers, promotions, transfers, and terminations through completion of all required forms and assisted in appropriate approval processes.o Developed standard departmental new hire training protocol/checklist• Act as liaison between field personnel and home office.

Amherst, Ny

Recruited by former manager to CSI to work in a field based position as the Sales Administrator to the Mid-Atlantic & SE US. Provided Executive level support to 3 Area Directors and 18 Regional Managers.• Created and distributed Business Analysis Forms and Reports (Quota Performance, Quarterly Growth Trends, Plan & Reviews, Gap Analysis, and Regional Sales Rankings).• Assisted in managing the regional budget by working within event budgets to manage accounting in a timely manner. Oversaw the expense management of regional budget by tracking and reviewing all expense reports for accuracy, and reporting any discrepancies.• Managed all logistics of planning & execution for Areas and Regional sales meetings including: venue selection & site coordination, contract management, travel, lodging & transportation accommodations, catering, technology & AV, marketing materials, activities and created presentations. • Effectively worked with Human Resources to process all new hire sales offers, promotions, transfers, and terminations through completion of all required forms and assisted in appropriate approval processes.• Acted as liaison between the field sales teams and corporate office and ensured that compliance and regulatory protocol were practiced and adhered to. Tracked/advised teams on credentialing deadlines.

Provide executive level support to General Manager and Directors.Create/maintain sales, inventory, open/closed order reports and annual budget (quota) preparation.Support ongoing sales initiatives.Serve as Office Manager for Grand Island location; Plan monthly offsite management meetings.Coordinate annual 3 day Ambassador’s Meeting with North American Management Directors. 2013 survey resulted in best ever meeting.

Responsible for providing field executive level support for Regional Vice President, several District Managers and 60+ sales force.Create Business Analysis Forms and Reports (Quota Performance, Quarterly Growth Trends, Plan & Reviews, Gap Analysis, Regional Sales Rankings).Liaison for Region/District compliance and regulatory issues.Support ongoing sales initiatives.Track Regional budgets to ensure target financial objectives are met.Plan and oversee Regional and District sales meetings. Negotiate hotel contracts, prepare agenda, and create PowerPoint presentations.Collaborate with Human Resources on all new hire sales offers, promotions, transfers, and terminations. Complete required forms and coordinate approval process.Calculate, process and track all sales commission changes, territory realignments, and sales contact information.Coordinate and manage the region’s surgeon training courses nationwide.Register Sales Representatives, District Sales Managers, and the Regional Vice President for corporate conventions and ensure appropriate approvals are received.Responsible for coordination of travel itineraries, complex Excel spreadsheets, PowerPoint presentations and other sales software programs.Process hospital credentialing for Managers and Reps.Coordinate surgeon presentations for patient events and coordinate local media advertising.Manage marketing collateral throughout districts.

Create all multi-media presentations for national and regional groups with 20-500 in attendance and critical communications for COO.Coordinate monthly Mentoring Breakfasts for all employees featuring executive management from FedEx Corporation, Memphis TN. Coordinate monthly Mentoring Breakfasts featuring COO at regional offices throughout the US and Canada.Organize training programs (Leadership Principles, Diversity, Executive Management Teambuilding, Mexican Business Fundamentals, Management Practices & the Law, 7 Habits of Highly Effective People).Manage annual Customs Brokerage Summit in Atlanta.Coordinate executive staff meetings, utilizing WebEx and other media applications.In tandem with the Director of Business Development, assist in development of training programs and border operations initiative involving US and Canadian offices.Drive/manage employee suggestion box program / Maintain leadership book/video library.Assist in compiling Erie County Human Services Advisory Committee (R. Mebane) Grant Awardees.Serve as United Way Solicitor for 2003 Campaign.