Sarah Kathmann

Sarah Kathmann Email and Phone Number

Customer Success Manager, GRC Solutions @ Workiva | Relationship Builder | Creative Problem Solver @ Workiva
ames, iowa, united states
Sarah Kathmann's Location
Cincinnati Metropolitan Area, United States
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!

Sarah Kathmann's Current Company Details
Workiva

Workiva

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Customer Success Manager, GRC Solutions @ Workiva | Relationship Builder | Creative Problem Solver
ames, iowa, united states
Website:
workiva.com
Employees:
1744
Sarah Kathmann Work Experience Details
  • Workiva
    Customer Success Manager
    Workiva Oct 2024 - Present
    Cincinnati Metropolitan Area
  • Blackbaud
    Customer Success Manager, Staff
    Blackbaud Apr 2022 - Oct 2024
    Cincinnati Metropolitan Area
  • Miami University
    Associate Director - Transfer
    Miami University Aug 2021 - Apr 2022
    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.
  • Miami University
    Senior Assistant Director, Transfer Initiatives
    Miami University Mar 2019 - Aug 2021
    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.
  • Miami University
    Assistant Director & Transfer Coordinator
    Miami University Nov 2013 - Mar 2019
    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.
  • Miami University
    Admission Counselor
    Miami University Aug 2012 - Nov 2013
    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.
  • Jpmorgan Chase & Co.
    Support Specialist In The Mortgage Banking Executive Office
    Jpmorgan Chase & Co. Dec 2011 - Apr 2012
    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.
  • Capital University
    Admissions Data Entry Assistant
    Capital University Nov 2011 - Dec 2011
    Columbus, Ohio
    Printed and linked Admission applications to ImageNow using Datatel Recruiter.Entered high school transcripts and test scores for prospective students into Datatel.
  • Columbus Rotary
    Public Relations Intern
    Columbus Rotary Apr 2010 - Aug 2011
    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.
  • Capital University
    Student Office Worker
    Capital University May 2008 - Aug 2011
    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.
  • Capital University
    Writing Tutor
    Capital University Aug 2009 - May 2011
    Columbus, Ohio
    Assisted students in all academic areas in the writing process by showing them how to effectively revise their own papers.
  • Capital University
    Student Ambassador
    Capital University Sep 2007 - May 2011
    Provided tours for prospective students and their families.Helped with events on campus.Hosted overnight for prospective students.Assisted in training new tour guides.
  • Capital University Student Activities Office
    Orientation Leader
    Capital University Student Activities Office May 2009 - Aug 2010
    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.
  • The Chimes
    Editor-In-Chief
    The Chimes Apr 2010 - May 2011
    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.
  • The Chimes
    Entertainment And Front Page Editor
    The Chimes Aug 2009 - Apr 2010
    Columbus, Ohio, United States
    Designed the layout for the entertainment page.Assigned stories to entertainment writers.Wrote news, feature and entertainment stories.
  • The Chimes
    Reporter
    The Chimes Jan 2009 - Apr 2009
    Columbus, Ohio, United States
    Researched stories and conducted interviews.Wrote news, feature, and entertainment stories.

Sarah Kathmann Education Details

Frequently Asked Questions about Sarah Kathmann

What company does Sarah Kathmann work for?

Sarah Kathmann works for Workiva

What is Sarah Kathmann's role at the current company?

Sarah Kathmann's current role is Customer Success Manager, GRC Solutions @ Workiva | Relationship Builder | Creative Problem Solver.

What schools did Sarah Kathmann attend?

Sarah Kathmann attended Miami University, Capital University.

Who are Sarah Kathmann's colleagues?

Sarah Kathmann's colleagues are Madison Ames, Tod Bachman, Brandy Beck, Aaron Michael, Ben Wagner, Manju Devi, Hillary Eckert.

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