Catherine Smith Email & Phone Number

San Diego, California, United States

• Merged (data migration) two Salesforce instances, Hookit & KORE.• Implemented Salesforce Connect, Salesloft, and Adobe Sign.• Sunset HubSpot, InsightSquared, Mixmax, and DocuSign.

Hookit (Acquired By Kore Software)

• Implemented Zoom Video Conferencing, HubSpot, Mixmax, and Drift within Salesforce and across the organization. • Introduced and implemented the concept of Commit & At-Risk opportunities within Salesforce to help with pipeline forecasting. • Rebuilt all opportunities in Salesforce to provide insight into new business, upsells, reductions, churn, and overall forecasted revenue.• Created all data service and amendment agreements.• Owned all aspects of Salesforce management including building and monitoring reports and dashboards as well as finalizing Closed Won opportunity data pushed to NetSuite and accounting at month-end.• Management of the Salesforce process builder, data loader, custom objects and fields, page layouts, reports and dashboards, profiles and sharing rules, validation rules, and workflows.• Managed all sales tech stack systems: DocuSign, HubSpot, InsightSquared, LinkedIn Sales Navigator, Mixmax, Salesforce, Winmo, Zoom Video Conferencing, ZoomInfo, Drift, etc.

Ad-Juster Inc. (Acquired By Doubleverify)

• Generated all MSA and amendment renewal contract agreements. • Digitized all won contracts and upcoming renewal opportunities in Salesforce.• Compiled weekly forecasting, goal pacing, and other revenue reporting.• Monitored sales related key performance indicators (KPI's) and analyzed variances.• Analyzed business insights regarding opportunities, client communication, activity tracking, and team execution.• Created custom reports and dashboards for executive leaders across the business.• Engaged with the sales, engineering, and finance teams regarding contractual obligations and billing.• Managed and initiated analytical projects to completion with minimal guidance.• Performed ad hoc business analysis projects for the executive team.• Conducted all Salesforce Administrator tasks (listed in previous position below).

Ad-Juster Inc. (Acquired By Doubleverify)

• Performed Salesforce administrative tasks for Sales and Account Management teams. • Customized Salesforce products, price books, process builder, data loader, custom objects and fields, page layouts, reports and dashboards, profiles and sharing rules, validation rules, and workflows.• Developed and maintained dashboards and customized revenue and activity reports. • System Administrator for Salesforce, JIRA, Axosoft, Marketo, DocuSign, ClearSlide, Pendo, and Zoom.• Created internal documentation to train best practices, improve existing processes, and increase operational efficiency. • Executed 2 month project to digitize all historical contracts in Salesforce.• Implemented Zoom, DocuSign and Salesforce Inbox in Salesforce across the organization. • Conducted all ScrumMaster tasks (listed in previous position below).

Ad-Juster Inc. (Acquired By Doubleverify)

• Planned the agile Product and Defect team sprints.• Hosted daily stand-up, sprint planning, sprint review, and retrospective scrum ceremonies. • Monitored the progress of the sprint, ensured that engineers worked on the highest priority tickets at all times, made necessary adjustments, and notified any affected stakeholders of changes in expectations.• Sent out sprint summary report recapping the sprint performance to executives, stakeholders, support and engineering teams. • Sent out monthly executive report detailing issues, inefficiencies, and statistics on performance for the closing month.• Documented all processes related to sprint and ticket management.

Ad-Juster Inc. (Acquired By Doubleverify)

• Interacted extensively with customers, responded to help desk inquiries, and performed supplemental training activities of our visualization dashboards to keep clients on top of their KPI's.• Verified and identified issues as either legitimate technical product flaws or simple user training deficiencies so clients maintained control of campaign pacing, mitigated delivery discrepancies, and reduced billing cycles through data analytic automation. • Assisted with data mapping, aggregation, and consolidation for digital platforms, yield management, and revenue optimization needs. • Compared online advertising campaign metrics of local (1st party), 3rd party, programmatic SSPs and DSPs ad server delivery reports sent to OMS systems (like AdBook or Operative) and escalated issues to developers.

Greater San Diego Area

• Managed multiple accounts and projects to ensure they were on strategy, on time and on budget. • Served as key contact for all of the agency’s clients, developing and cultivating relationships by collaborating with C-suite and top-level executives to develop and implement internal and external brand and corporate strategies.• Managed, coordinated, and executed strategic branding and marketing initiatives, including Brand Revitalization, Brand Refresh, Brand Positioning, Naming, and Market Research. • Coordinated department activities including research, strategy, copywriting, design, and external vendors.

Greater San Diego Area

• Managed over 1,000 client accounts and $2.5M in revenue. • Provided high level client service; acted as day-to-day contact for online brand, agency, and event clients. • Led campaign kick-off, asset collection, launch, optimization, and recapping.• Gathered advertising assets from vendors to ensure that marketing initiatives were achieved by launch deadlines.• Fulfilled IAB ads, emails, newsletters, social media, video, mobile, customizations, and takeovers.• Collaborated with a variety of functional teams including sales, designers and developers to create, produce, and deliver integrated consumer-marketing campaigns.• Provided clients detailed campaign performance metrics, efficacy reports, and optimization recommendations.• Proactively trained and supervised personnel to direct, support, and meet campaign deadlines and goals.

Greater San Diego Area

• Evaluated client marketing materials and provided feedback to increase marketing effectiveness.• Recommended strategies to improve customer satisfaction and increase revenue.• Interacted with Event Directors to drive awareness of services.• Assisted in creating marketing materials and planning the Running USA Conference in San Diego.

Greater San Diego Area

• Organized and led weekly customer support meetings.• Provided support for online fundraisers, donors, and registrants. • Managed customer service team projects.• Maintained and developed relationships with existing and potential customers.

Greater San Diego Area

• Executed all pre-game, in-game, and post-game promotions for the Operations Department.• Performed ambassador duties as an expert for the San Diego Padres organization.• Attended various public appearances and special events in the San Diego area to increase fan awareness and participation.

Greater San Diego Area

• Prepared marketing materials and assisted with community based marketing promotions, including in-game promotions.

Greater San Diego Area

• Led the creation, implementation, and execution of student season ticket sales which led to the first basketball student season ticket sell out in school history. • Worked at all football, basketball, and baseball games to execute all pre-game and in-game promotions.• Delegated promotional responsibilities to Marketing Interns at each local sporting event.

Greater San Diego Area

San Francisco Bay Area

• Responsible for word processing, book keeping, data entry, basic accounting duties, and clerical tasks.• Provided support to real estate agent, Pauline Reid.

San Diego, California, United States

San Jose, California, United States

• Managed delinquent accounts, mediated customer disputes, and resolved client issues.

Santa Clara County, California, United States

• Processed payroll, answered phones, managed files, mail and blueprints.

Bachelor Of Arts, Communication

Activities and Societies: • Minor in Political Science • Women's Volleyball - San Diego State Athletics

Project Management

Italian Language And Literature

Education record

Activities and Societies: Women's Volleyball (1998 California State Champions)

Education record