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Katie P. Email & Phone Number

Sales & Revenue Operations Leader at StackSource at Max Benjamin Partners
Location: Raleigh, North Carolina, United States 6 work roles 4 schools
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✓ Verified July 2026 3 data sources Profile completeness 86%

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Current company
Role
Sales & Revenue Operations Leader at StackSource
Location
Raleigh, North Carolina, United States
Company size

Who is Katie P.? Overview

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Quick answer

Katie P. is listed as Sales & Revenue Operations Leader at StackSource at Max Benjamin Partners, a with 10 employees, based in Raleigh, North Carolina, United States. AeroLeads shows a matched LinkedIn profile for Katie P..

Katie P. previously worked as Associate & Operations at Max Benjamin Partners and Vice President of Operations at Stacksource. Katie P. holds Bachelor Of Arts (B.A.), Biology, Pre-Medicine Track from North Carolina State University.

Company email context

Email format at Max Benjamin Partners

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Max Benjamin Partners

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Profile bio

About Katie P.

Experienced in marketing, sales, and revenue operations, I focus on driving business growth through data-driven strategies and operational efficiency. I manage CRM systems, lead data migrations, oversee branding, and ensure accurate reporting for key stakeholders. My expertise spans across tools like HubSpot, Pipedrive, Webflow, and Looker Studio, enabling me to streamline processes and support teams effectively.Committed to continuous learning and improvement, I’m a Salesforce Certified Associate and thrive in fast-paced, dynamic environments where I can optimize workflows and contribute to company growth.

Current workplace

Katie P.'s current company

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Max Benjamin Partners
Max Benjamin Partners
Sales & Revenue Operations Leader at StackSource
beverly hills, california, united states
Website
Employees
10
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6 roles

Katie P. work experience

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Associate & Operations

Current

Beverly Hills, California, United States

Apr 2024 - Present

Vice President Of Operations

Current

Raleigh, North Carolina, United States

Apr 2024 - Present

Revenue & Sales Operations Manager

Raleigh, North Carolina, United States

Oct 2023 - Apr 2024

Digital Marketing And Operations Associate

•Prepare and curate weekly company meeting decks.•Coordinate the creation and distribution of monthly newsletters to subscribers, curating engaging and relevant content to enhance brand engagement.•Conduct comprehensive manual reporting on data trends and changes in email engagement, website analytics, social media analytics, and other key performance indicators (KPIs) aiding in data-driven decision-making and optimizing marketing strategies.•Assist with onboarding and offboarding, setting employees up with all necessary accounts and providing guidance on using certain systems.•Assist capital advisors with miscellaneous tasks, offering tech help and expertise to streamline their workflows and client interactions.•Administer various systems, including Pipedrive, HubSpot, Google Admin, Google Analytics, and all social media accounts (LinkedIn, Twitter, TikTok, Threads, Facebook, YouTube, Instagram) to optimize marketing and operational processes and enhance brand presence.•Host monthly marketing office hours to advisors seeking assistance with marketing strategies and digital tools.•Collaborate with subject matter experts to create monthly capital markets updates decks, used in monthly webinars to provide clients with key market insights.•Make changes to the website in Webflow as issues are identified, ensuring a seamless user experience and resolving technical concerns promptly.•Craft compelling deal stories when deals close and publish them on the website and social media, enhancing brand reputation.•Publish blogs to Webflow and Medium, disseminating informative and engaging content to reach a wider audience and boost organic traffic.•Create dashboards in HubSpot for marketing efforts and campaigns, empowering data-driven decision-making and measuring the effectiveness of various initiatives.•Create dashboards using Google Data Studio for sales team performance, providing real-time insights and identifying areas for improvement to drive business growth.

Oct 2022 - Oct 2023

Digital Marketing Associate

May 2022 - Oct 2022

Marketing Specialist

Valencia, Valencian Community, Spain

•Developed social media content and scheduled posts to coincide with target audience usage.•Managed the organization's social media presence by posting photos, answering questions, and monitoring conversations.•Posted new content for products several times a week.•Utilized Instagram to promote products and content.

Nov 2019 - Jun 2021
Team & coworkers

Colleagues at Max Benjamin Partners

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4 education records

Katie P. education

Bachelor Of Arts (B.A.), Biology, Pre-Medicine Track

Activities and Societies: Minor in Forensics, Criminal Forensics Concentration, Kappa Alpha Theta SororityClass of 2020

High School Diploma

Wakefield High School

Activities and Societies: National Society of High School Scholars, Club Volleyball, FFA Club

FAQ

Frequently asked questions about Katie P.

Quick answers generated from the profile data available on this page.

What company does Katie P. work for?

Katie P. works for Max Benjamin Partners.

What is Katie P.'s role at Max Benjamin Partners?

Katie P. is listed as Sales & Revenue Operations Leader at StackSource at Max Benjamin Partners.

Where is Katie P. based?

Katie P. is based in Raleigh, North Carolina, United States while working with Max Benjamin Partners.

What companies has Katie P. worked for?

Katie P. has worked for Max Benjamin Partners, Stacksource, and Dress & Fiesta.

Who are Katie P.'s colleagues at Max Benjamin Partners?

Katie P.'s colleagues at Max Benjamin Partners include Jason Moyal, Yuchen Ai, Alexandra Fridlyand, Maria Chernyshova, and Jeremy Harris.

How can I contact Katie P.?

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What schools did Katie P. attend?

Katie P. holds Bachelor Of Arts (B.A.), Biology, Pre-Medicine Track from North Carolina State University.

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