Kate W. Email & Phone Number

Remote

- Leads the optimization of Salesforce platforms, implementing customizations to drive efficiency and meet company objectives.Manages end-to-end Salesforce administration, including data management and quality enhancement initiatives, resulting in streamlined processes and improved user experience.- Facilitates seamless collaboration between stakeholders, vendors, and development teams, ensuring successful project planning and execution throughout all stages.- Leverages Salesforce expertise to develop and implement innovative solutions, driving automation and productivity improvements.

San Diego Metropolitan Area

Managed legal team operations; supported the contract process from Sales hand-off through signature; worked with Accounting to ensure continued HR compliance. - Created and maintained Salesforce reports and Dashboards- Managed user creation for new teams- Managed day to day operation of Salesforce, including importing of contracts and configuring alerts for expiring contracts for the sales team.

San Diego Metropolitan Area

- Served as liaison / intermediary for legal department & IT to achieve process improvement and reporting aims within Salesforce.- Utilized Salesforce Sales & Service Clouds to streamline workflows that supported vendor litigation processes & client communications in the small business lending sector.- Subject matter expert for implementation of new document management system (NetDocs) & department budgeting system (bill.com).- Increased recovery from local counsel 14% and external collections team 45% over previous year by streamlining communication and processes.

San Diego Metropolitan Area

- Managed user adoption and upgrade of the Electronic Content Management System (Opentext ECMS) in cooperation with the IT department.- Addressed user questions, troubleshooting, and training end users on ECMS.- Worked with departments to address record retention in accordance with regulation, and coordinated onsite record destruction.

- Addressed user questions regarding the company’s internal content management system- Moderated training sessions for Departments on the Electronic Content Management System (ECMS).

San Diego Metropolitan Area

A small startup where everyone wore many hats, this role primarily included: - Mapped and improved sales operations processes using Salesforce and workflow automation tools, driving a 14% revenue increase.- Managed customer accounts and operational workflows, ensuring scalability in a growing startup environment.- Conducted current-state analysis, defined goal-state processes, and collaborated with cross-functional teams to implement finance-related process improvements. But there's more!- Customer Service via Salesforce.com Sales Cloud & Service Cloud with documentation in JIRA and Confluence; revamping the company website with CSS/HTML and Wordpress; physically unboxing, moving, and hooking up servers in a data warehouse in Texas; monthly on-site team-building planning and activities in Oregon; and the list goes on...

Bachelor'S Degree, English Language And Literature/Letters

Paralegal