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Sarah Kathmann Email & Phone Number

Customer Success Manager, GRC Solutions @ Workiva | Relationship Builder | Creative Problem Solver at Workiva
Location: Cincinnati Metropolitan Area, United States 16 work roles 2 schools
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Role
Customer Success Manager, GRC Solutions @ Workiva | Relationship Builder | Creative Problem Solver
Location
Cincinnati Metropolitan Area, United States
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Who is Sarah Kathmann? Overview

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Sarah Kathmann is listed as Customer Success Manager, GRC Solutions @ Workiva | Relationship Builder | Creative Problem Solver at Workiva, a with 1744 employees, based in Cincinnati Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Sarah Kathmann.

Sarah Kathmann previously worked as Customer Success Manager at Workiva and Customer Success Manager, Staff at Blackbaud. Sarah Kathmann holds Master Of Education (M.Ed.), Transformative Education from Miami University.

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Workiva

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Profile bio

About Sarah Kathmann

Hi! I'm Sarah.I'm a customer focused professional with nearly 15 years of experience where I've applied expertise in relationship building, communication, and project management to guide students throughout their academic journeys and support customers in a variety of education and consumer industries. My colleagues know me as a genuine leader with an exceptional ability to problem solve, relate to clients, and actively engage in strategic planning strategies to advance organizational goals.I wholeheartedly enjoy using technology to enhance processes and improve experiences and look forward to continuing to implement innovative technological tools to ensure positive experiences for customers I have the pleasure to work with.Thanks for the connection! Let's chat!

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Sarah Kathmann's current company

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Workiva
Workiva
Customer Success Manager, GRC Solutions @ Workiva | Relationship Builder | Creative Problem Solver
ames, iowa, united states
Website
Employees
1744
AeroLeads page
16 roles

Sarah Kathmann work experience

A career timeline built from the work history available for this profile.

Customer Success Manager

Current

Cincinnati Metropolitan Area

Oct 2024 - Present

Customer Success Manager, Staff

Cincinnati Metropolitan Area

Apr 2022 - Oct 2024

Associate Director - Transfer

Oxford, Ohio, United States

Served as an advocate and primary point of contact for 300+ confirmed students and reduced churn for these customers through regular check-ins, email engagements, and understanding customers’ needs, challenges, and goals.Increased transfer applications by 61% since 2016 by cultivating existing relationships and forming new partnerships with external and internal stakeholders.Monitored all aspects of a $15K departmental budget and $1M scholarship budget. Collaborated with departments across the university and external stakeholders to develop and implement university partnerships and client journey maps removing customers’ barriers for success.

Aug 2021 - Apr 2022

Senior Assistant Director, Transfer Initiatives

Overhauled the non-degree process by collaborating with other teams to move the application process from paper into Slate (CRM); this included adding a project workflow as well as formulating a communication plan, which allowed staff to maintain records, data, and customer information resulting in boosting efficiencies by 75%.Led the admission and application review process for 1000+ transfer, first year, non-degree, and international students per year by actively listening to their unique personal and academic goals, formulating a plan to achieve them, and developing meaningful relationships with these customers.Engaged in the recruitment, hiring, and onboarding process of new hires and supervised their activities by demonstrating proper processes, procedures, and protocols, and answering day-to-day questions.

Mar 2019 - Aug 2021

Assistant Director & Transfer Coordinator

Oxford, Ohio

Developed strategic and recruitment yield plans, leading to a 23% increase in customers.Met with 600+ customers annually and developed success plans specific to each client and their goals. Oversaw a team of 30 volunteers, including recruitment efforts.

Nov 2013 - Mar 2019

Admission Counselor

Oxford, Ohio

Regularly met on-on-on with 300+ potential and enrolled clients to address any concerns related to their admission or academic experience to ensure positive and successful Miami experiences. Organized on- and off-campus events and presented decks to audiences ranging from 10-300 throughout the recruitment cycle in order to establish meaningful relationships with potential clients and external stakeholders. Events included information sessions, lunch & learns, visit opportunities, workshops, and college fairs.

Aug 2012 - Nov 2013

Support Specialist In The Mortgage Banking Executive Office

Gahanna, Ohio

Assisted in the resolution of highly escalated customer complaints using information obtained from one or more sources. Utilized loan servicing platforms like WEBer to verify information. Edited correspondence to ensure letters meet established Chase quality guidelines.Closed letters sent out after a foreclose to the client, or after a client applies for a modification. These letters include a recap of what was done.Converted letters to PDF files and utilized excel spreadsheets for tracking.

Dec 2011 - Apr 2012

Admissions Data Entry Assistant

Columbus, Ohio

Printed and linked Admission applications to ImageNow using Datatel Recruiter.Entered high school transcripts and test scores for prospective students into Datatel.

Nov 2011 - Dec 2011

Public Relations Intern

Columbus, Ohio

Wrote and edited news releases.Disseminated news releases to central Ohio print and broadcast media.Assisted the executive director with maintaining the club's website.Updated Rotary Facebook and Twitter accounts.Wrote articles for the weekly Rotary Bulletin and Rotary website.

Apr 2010 - Aug 2011

Student Office Worker

Columbus, Ohio

Entered prospective student information into Datatel.Answered phones and welcomed students into the office.Keyed test scores and visit cards into the system.Scanned high school and college transcripts into the CRM using ImageNow.Folded and stuffed envelopes for daily mail.

May 2008 - Aug 2011

Writing Tutor

Columbus, Ohio

Assisted students in all academic areas in the writing process by showing them how to effectively revise their own papers.

Aug 2009 - May 2011

Student Ambassador

Provided tours for prospective students and their families.Helped with events on campus.Hosted overnight for prospective students.Assisted in training new tour guides.

Sep 2007 - May 2011

Orientation Leader

Columbus, Ohio

Supervised 20-30 first-year students, and advised them on their transition to college life.Co-facilitated group discussions related to orientation sessions.Prepared and led team-building and educational activities.

May 2009 - Aug 2010

Editor-In-Chief

Columbus, Ohio, United States

Planned content and ads page by page for the entire paperLead all weekly staff meetings.Supervised staff members in training and development of skills.Oversaw editorial decisions in regard to story content and opinion page content.Assisted in writing and page layout.Ensured that a style and design are created and consistent throughout the paper.Backed up web editor in uploading content to website.

Apr 2010 - May 2011

Entertainment And Front Page Editor

Columbus, Ohio, United States

Designed the layout for the entertainment page.Assigned stories to entertainment writers.Wrote news, feature and entertainment stories.

Aug 2009 - Apr 2010

Reporter

Columbus, Ohio, United States

Researched stories and conducted interviews.Wrote news, feature, and entertainment stories.

Jan 2009 - Apr 2009
Team & coworkers

Colleagues at Workiva

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2 education records

Sarah Kathmann education

Bachelor Of Arts, English: Professional Writing, Public Relations

Activities and Societies: Pi Phi Epsilon, The Chimes: Capital University's Student Newspaper, Student Government, Public Relations Student.

FAQ

Frequently asked questions about Sarah Kathmann

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What company does Sarah Kathmann work for?

Sarah Kathmann works for Workiva.

What is Sarah Kathmann's role at Workiva?

Sarah Kathmann is listed as Customer Success Manager, GRC Solutions @ Workiva | Relationship Builder | Creative Problem Solver at Workiva.

Where is Sarah Kathmann based?

Sarah Kathmann is based in Cincinnati Metropolitan Area, United States while working with Workiva.

What companies has Sarah Kathmann worked for?

Sarah Kathmann has worked for Workiva, Blackbaud, Miami University, Jpmorgan Chase & Co., and Capital University.

Who are Sarah Kathmann's colleagues at Workiva?

Sarah Kathmann's colleagues at Workiva include Mingfei Yin, Patrick Harris, Dan Cleereman, Walter Zielenski, and Ralph Marchildon.

How can I contact Sarah Kathmann?

You can use AeroLeads to view verified contact signals for Sarah Kathmann at Workiva, including work email, phone, and LinkedIn data when available.

What schools did Sarah Kathmann attend?

Sarah Kathmann holds Master Of Education (M.Ed.), Transformative Education from Miami University.

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