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Work Background
Inspirant Group, a 10Pearls CompanyBrand & Innovation Lead
Jan. 2022 - Aug. 2023Chicago, Illinois, United States| Brand & Innovation Lead, internal team member. Designed and delivered a comprehensive pivot in GTM strategy, including a refresh to company branding and a complimentary 18-month thought leadership campaign. Inspirant Group was acquired by 10Pearls in April 2023. * Inspire Innovation; Practice Lateral Thinking when problem-solving; look at problems from new angles, observe unexpected connections, encourage broad
exploration of possibilities, and seek practical, yet innovative solutions.
* Be the brand; Combine creative flair, strategic thinking, and data-driven decision-making; Develop a strategic, multi-prong marketing plan to support company-wide initiatives. - Designed a comprehensive, company rebrand and pivot in GTM strategy.
- Developed a complimentary launch plan and 18-month thought leadership campaign.
- Collaborated with internal practice leads to create new sales tools.
Inspirant Group, a 10Pearls CompanySr. Business Consultant
May. 2021 - Dec. 2021Chicago, Illinois, United States| Sr. Business Consultant, client-facing role servicing a large US based healthcare payer. Oversaw the end-to-end implementation of Vendor Point Solutions, successfully leveraging resource and technology synergies across multiple project work-streams and increased effective communication to the overarching Healthcare leadership team. - Aligned Clinical initiatives across horizontals of people, process, & technology. - Worked collaboratively within a matrixed organization to build trust and anticipate obstacles; thinking strategically and tactically while balancing competing priorities.
- Advanced existing initiatives via strategic problem-solving to remove roadblocks, establish enablers, and define incremental initiatives to bridge value gaps.
Regiment CoFractional COO & Partner
Sep. 2019 - Jul. 2021Greater Chicago AreaAs a Ranger, I use my industry expertise to strategically advise clients through the early stages of organizational growth, offering executive coaching and customer acquisition guidance, and leading them in their capital raise efforts. Regiment founders, employees, contractors, and advisors have a collective expertise that is rivaled by few. Bringing together 50+ years of capital markets experience and crossing every industry vertical, our network reaches locally and abroad. The entire Regiment team is passionate about connecting emerging entrepreneurs with earnest investors, and does so with integrity and enthusiasm.
VerticalContributor, Operations
Jun. 2019 - Feb. 2022Greater Chicago AreaAs a contributor for Vertical, I led the creation of a user-centric customer support tool that served client onboarding and ongoing process success.
KT+CO ConsultingFractional Leader in Strategy, Brand, Operations, Marketing, Innovation
Sep. 2018Greater Chicago AreaI have the unique experience of assisting in the growth of multiple successful Chicago technology start-ups, including two acquisitions, and now I utilize my expertise to provide small to midsize organizations with the business execution and leadership assistance that is imperative for success, but often out of reach at early phases of organizational growth. To date, I’ve served as the Fractional Advisor for 20+ early-stage organizations and technology startups, delivering business optimization services focused on improving operational efficiency and effectiveness. Engagements consisted of stakeholder interviews, data analysis, and process mapping, as well as leadership support through every change, minimizing disruption, increasing engagement, and maximizing alignment in corporate culture. Core Services:
- Discovery & Analysis
- Brand Strategy & GTM Refinement
- Leadership Alignment, Strategic Planning, & Investor Relations
- Product Roadmap & Feature Prioritization
- Internal Operations, Process, & Documentation
- Sales Strategy, Communication Planning, & Customer Success “Katie is dedicated to optimizing processes and operations, striving to make them as efficient and repeatable as possible. She genuinely cares about her coworkers and clients, always going the extra mile to simplify their work and enhance their experience.” - Fintech Founder, KT+CO client
GoNannyAdvisor, Head of Operations
Dec. 2017 - Jun. 2018Greater Chicago Area
GetSet LearningSenior Director of Operations
Sep. 2015 - Jul. 2018Chicago, IllinoisServed as the main point of contact for our higher education clients, led cross-functional initiatives for the business unit, and managed the end-to-end execution of client deliverables. Delivered face-to-face training sessions to 100+ university staff members on a semi-annual basis. - Responsible for consultative performance in the implementation, and deployment of technical and business solutions for clients.
- Lead cross-functional initiatives for the business unit: Create and manage internal project plans, monitor and review progress and timelines, identify and resolve issues to ensure project success.
- Work with internal teams and external stakeholders to define key business questions and to build data sets that answer those questions.
- Serve in a project manager capacity via management of end-to-end system life cycle development of small to large-scale projects.
- Identify potential synergies between teams and encourage sharing of best practices.
- Support teams to think through problems and lead with innovative solutions.
- Effectively manage a variety of technology, data, and service vendors.
- Analyze data and provide recommendations for product effectiveness.
- Continually evaluate and identify areas of business process improvement. Followed by swift action to creation internal procedures, systems, and policies to directly impact the operations of those business areas.
Spotlite (Acquired by Rally Health)Director of Marketing and Operations Lead
Jul. 2013 - Jul. 2015Greater Chicago AreaInstrumental in designing end-to-end user experiences and content strategies that guided employees through never before seen online benefit enrollment process. Spotlite’s enrollment experience had immediate impact and achieved rapid success, leading to acquisition in 2014 by Rally Health, a UnitedHealth Group company. * Spotlite was one of the very first marketplaces for employee benefits, offering the ability to enroll in both core and ancillary benefits 100% online.* - Developed end-to-end user experiences and content strategies that guided employees through never before seen online benefit enrollment process.
- Outlined & executed communication plans that effectively incorporated known cadences, custom notifications, and urgency triggers.
- Translated confusing EOB documentation into user-friendly copy, and utilized L&D best practices to design platform UI that positioned users for enrollment success.
- From introduction to execution, Spotlite extended empathy to anxious employees, practiced easy to follow terminology, and conveyed authentic confidence in the employees ability to complete online enrollment correctly.
PerkSpotDirector of Marketing
Nov. 2012 - Jul. 2013Chicago, IL- Provided strategic direction for email marketing campaigns, quarterly promotions and growth initiatives.
- Developed programming that is complementary to the holistic strategy of PerkSpot.
- Optimized merchant operations to maximize site potential.
- Led efforts to maximize revenue via: marketing communications, ad sales programs, and site content strategy.
PerkSpotCategory Manager
Jul. 2012 - Nov. 2012Chicago, IL
Bernstein Global Wealth ManagementPrivate Client Associate
Oct. 2011 - Jun. 2012Chicago, ILAssisted Financial Advisors with service and support functions such as portfolio analysis, and analyzing financial information obtained from clients/prospects to determine strategies for achieving their investment objectives
ProLiance Energy, LLCProduct Manager, Signature Energy Metrenet
Nov. 2010 - Oct. 2011- Responsible for utility (customer and system provider) product and metering solution development
- Study and standardize procedures to improve efficiency of utility and end user project management
- Analyze customer usage data to develop energy saving solutions
ProLiance Energy, LLCAccount Manager
Aug. 2010 - Oct. 2011- Conduct sales activities to enhance market share in market area
- Prepare proposals, respond to RFP’s and negotiate with prospective customers
- Gather market intelligence about competitors, their products & approaches
- Monitor customer owned storage and purchase gas on the market
ProLiance Energy, LLCMarketing Specialist
Dec. 2009 - Aug. 2010- Manage the marketing and advertising initiatives for the Sales & Marketing department.
- Identify areas of improvement in data housing and operational functions of CRM.
- Act as the spearhead of CRM and be the in house liaison with outside consultants.
- Utilize the CRM system to perform market segmentation studies and identify opportunities for new products, increased sales, and greater customer and volumetric market share.
- Develop marketing plans for key regions and/or revenue segments in support of the management and sales force of the Sales and Marketing Department.
ProLiance Energy, LLCOperations Analyst
Jul. 2007 - Dec. 2009• Completed a critical cross-training program designed to grow bench strength for critical, strategic functional areas within operations of the Natural Gas Markets.
• Identify, analyze, and develop business opportunities to grow company earnings and valuation, consistent with company's strategic goals.
• Develop a yield analysis mechanism to best aid sales department with margin determination
• Research, develop, and test an energy saving model for large, campus based customers.
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