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Work Background
Founder
Rise Hire ConsultingFounder
Jan. 2024Empowering Coaches and Small Business Owners to Scale with Confidence At Rise Hire Consulting, I help overwhelmed solopreneurs, coaches, and consultants make their first successful virtual hire. My mission is to guide service-based business owners through every step of the hiring journey—from identifying what to delegate, to crafting a tailored hiring strategy, to onboarding and managing the right virtual assistant. By empowering clients to focus on their zone of genius, I help them reclaim time, reduce burnout, and achieve sustainable growth. Who I Serve: I specialize in working with female solopreneurs and small business owners, often aged 35–65, who are mindset-driven, self-development-oriented, and eager to scale their businesses. Many of my clients have been managing everything on their own and are ready for tailored guidance to grow with systems and support. My Background & Expertise: With nearly a decade of experience supporting solopreneurs, I’ve seen firsthand the transformative impact of the right hire. My work in client success and strategic planning revealed how hiring and delegation can free business owners from overwhelm, allowing them to focus on growth and their unique strengths. By helping clients streamline their processes and build the right support systems, I’ve empowered countless entrepreneurs to reclaim their time, scale their businesses, and thrive. As Director of Client Experience at Susan B. Zimmerman Enterprise and Client Success Manager at PriorityVA, I partnered closely with business owners to identify gaps, implement solutions, and foster growth. This hands-on experience shaped my passion for helping small business owners achieve scalable success. While working with a virtual staffing agency, I achieved a 95% success rate in matching clients with their ideal virtual assistants, refining my skills in identifying talent, streamlining processes, and ensuring long-term success.
Director of Client Experience
Sue B. Zimmerman EnterpriseDirector of Client Experience
Nov. 2017RemoteIn my current role, I cultivate strong and lasting partnerships via proactive communication and detailed account management, while surpassing client expectations. I serve as reliable resource and primary liaison by building trust and acting as main point of contact for client inquiries and consultations. I coordinate cross-departmental collaboration among stakeholders, sales, and marketing, ensuring seamless execution of solutions to surpass client expectations and achieve high satisfaction ratings. Furthermore, I provide ongoing coaching, training, and professional development, fostering culture of continuous learning and improvement. I conduct thorough interviews and assessments to recruit top-performing team members, enhancing team capabilities and productivity. • Created onboarding experience and process to effectively introduce clients to coaching program, facilitate software adaptation, and retain as subscription clients. • Developed and implemented feedback mechanisms to improve client experience by addressing concerns and driving continuous improvement. • Led and motivated high-performing customer success team, ensuring alignment with organizational goals and driving exceptional performance. • Streamlined client onboarding by guiding clients through new products and services as well as ensuring long-term success and satisfaction. • Established clear performance metrics and conducted regular evaluations to ensure team members met as well as exceeded expectations. • Spearheaded innovative customer engagement initiatives, while boosting satisfaction and retention rates.
Customer Success Manager
Priority VACustomer Success Manager
Nov. 2017 - Feb. 2020In my past role, I managed client correspondence with blend of professionalism and warmth to leave positive impressions. I oversaw recruitment operations, from job postings to onboarding, ensuring seamless transitions. I coordinated interviews and assessments to align candidates with client needs for optimal fit and satisfaction. • Conducted engaging workshops and training sessions to educate and empower clients, while enhancing product knowledge and usage. • Enhanced satisfaction and loyalty of key client accounts through personalized attention and strategic initiatives. • Implemented targeted upselling and cross-selling strategies, resulting in increased revenue.
Executive Assistant + Client Success
Sue B. Zimmerman EnterpriseExecutive Assistant + Client Success
Nov. 2017 - Aug. 2019
Customer Care Manager
Amy Porterfield, Inc.Customer Care Manager
May. 2015 - Dec. 2017
Virtual Assistant
Cloud Nine SolutionsVirtual Assistant
Mar. 2014 - Jun. 2016Virtual Assistant performing all types of administrative tasks for various clientele. My current clients are brokers and my tasks as their VA span from buyer registration, database management, inbound calls and email inquiries. I manage all property listings and information pertaining to such. Create blog entries, training manuals, and maintain contact file organization and updates.
Office Manager
Shapiro Family ChiropracticOffice Manager
May. 2011 - Jan. 2014Office manager for a single doctor practice. In charge of overseeing all day-to-day events: patient relations; patient check-in and scheduling, payments, verification of health insurance eligibility and benefits, health insurance billing and verifying insurance payments. Responsible for new-patient intake, authentication of all required paperwork, creating and upholding the entire patient filing system. Uphold and sustain all vendor relationships, including but not limited to: merchant processing, collection activity, telecommunication, and sub-contracted massage therapists. Researched and discovered marketing opportunities and events to assist with growing the practice and driving new business. Ad hoc troubleshooting of office equipment. Over saw the timely and effective updating of practice related social media sites.. Single handedly revamped the entire filing system in an effort to create more consistency and organization and to ensure no patient or paperwork was misplaced or misfiled. Overall, an extremely detail oriented position requiring an abundance of organization, time management and customer service prowess
Administrative Assistant
Budget Control ServicesAdministrative Assistant
May. 2009 - Feb. 2011Administrative assistant to the president, collection, and legal managers of the company. Maintained all collector requests for medical itemization ledgers and promissory notes. Received and placed client calls as necessary in a timely manner. Responsible for the posting and processing all payments from consumers and liable for posting such payments as scheduled. In charge of entering all new business sent from clients to ensure maximum return efforts. Accountable for verifying consumer requests for validation with the major credit bureaus. Assisted the president and managers with various letter and memo drafts, including responses to attorney general and Better Business Bureau complaints. Also collaborated with the president on various inter-office projects, such as designing the new company website. Assisted in the legal department with skip tracing, preparing lawsuits, garnishments, liens and the like. Heavy phone and interpersonal experience utilized on a daily basis. All functions require acute attention to detail and maximizing the use of time to make certain all client and business requests are processed appropriately.
Admissions Representative
Academy of Art UniversityAdmissions Representative
May. 2008 - May. 2009Responsible for qualifying students and administering an admissions interview. Provided all information pertinent to the university, majors, qualifications, costs and tuition, and online learning. Duties also entailed completing, submitting, and maintaining all paperwork involved with student application and enrollment, working closely with other admissions personnel to ensure easy transition for students and that all facets of admission process were completed in a timely and efficient manner.
Inside Sales Representative
Western Paper DistributorsInside Sales Representative
Feb. 2008 - May. 2008Denver, CO
Office Assistant
Kim McCarron Inc.Office Assistant
Aug. 2006 - Oct. 2007Wilton, CT
Media Buyer
Media HorizonsMedia Buyer
Oct. 2004 - Aug. 2006Norwalk, CT
Customer Service Representative
Verizon WirelessCustomer Service Representative
Sep. 2002 - Oct. 2004Stamford, CT
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