Kathy So Email & Phone Number

South San Francisco, California, Us

• Implemented 25+ platform users across startup, SMB, and enterprise segments, worth over $750M total in processing volume, leading business and technical conversations with multiple archetypes, from C-suite to engineering leads.• Completed multiple Enterprise User Priority Asks by engaging cross-functional product teams, driving alignment between user asks and internal business strategic objectives, managing project plans, and ensuring product deliverables are completed on time.• Updated engagement model of Professional Services’ startup and SMB offering to be 6 weeks faster and more targeted to user needs, leading to 15% more activations and 25% more revenue QoQ.• Introduced delivery kits tailored for common use cases to enable global scaling of Implementation offerings, ensuring consistent delivery excellence to users.• Managed and trained external partners on new Banking products and delivery kits, enabling third-parties to deliver implementations for the smaller tier of users and increasing the overall ability to drive user activation.

Mountain View, California, Us

Coral Gables, Fl, Us

Coral Gables, Fl, Us

(f.k.a. Black Mountain Systems)• Completed a 3,100 hour enterprise client implementation within 10% of budget and timeline, by focusing on delivering MVP solutions in a timely manner to prevent scope creep.• Designed, developed, and implemented custom solutions, user workflows, and configuration of Portfolio Management software based on industry best practices, to streamline and scale client’s existing business processes.• Defined relationships between third-party systems using SQL Server (e.g. Bloomberg, Refinitiv, Harmonic, FactSet, etc.), identified shared data, and created architecture diagrams to ensure successful flow and data integrity across platforms.• Guided QA leads to develop business and technical test cases and led UAT feedback communication externally with clients to confirm business requirements have been met.

Los Angeles, Ca, Us

• Coordinated with Global Partnerships to create automated reports analyzing sales performance and potential leads, reducing manual efforts by 25%.• Defined operational procedures for Finance and Operations by establishing key metrics to increase revenue by 35% (e.g. financials, food and beverage POS data, real-time ticket ingress).• Instituted Power BI reports for multiple teams from data acquisition and validation to writing SQL queries for custom reporting.• Shaped Digital Marketing campaign efforts by analyzing email performance KPI’s, customer purchasing activities, and social media trends with Power BI.

Chicago, Il, Us

• Created self-service Tableau reports for Account Management and Client Success to track client plan performance, claims trend, and saving opportunities.• Automated annual Competitive Analysis report for senior leadership that evaluated key metrics (e.g. price, plan benefits, etc) against market competitors, saving 300+ hours of manual efforts.• Analyzed potential impacts to retail pricing including membership trends, claims trends, and impact of Zika virus and created predictive data models to support development of retail pricing.• Collaborated with Pricing teams to submit annual Actuarial Audit reports, respond to State audit questions, and provide statistical evidence that pricing is in accordance with ACA regulations.

Los Angeles, Ca, Us

• Improved inventory reporting and accounting procedure by working closely alongside the Director of Merchandise Finance.• Developed invoices while maintaining and tracking database of monthly sales to bill back from inter-company departments.