Keep in touch with meI'm using Intch to connect with new people. Use this link to open chat with me via Intch app
Work Background
Senior Solutions Architect
SalesforceSenior Solutions Architect
Jul. 2019Greater Chicago Area
Co-Owner
EKPH ConsultingCo-Owner
Jun. 2016 - Dec. 2019Greater Chicago AreaA local practice assisting small to mid-sized companies implement Salesforce.com solutions throughout the organization. Specialties include: Marketing Cloud Services Cloud Sales Cloud Release Management Business Transformation thru automated solutions
Salesforce Product Owner
Millennium Trust CompanySalesforce Product Owner
Dec. 2014 - Jul. 2018Oak Brook, ILI quarterback the SFDC team for a financial services organization. Within the first 6 months, I expanded the team from 2 to 5 FTEs solely dedicated to fully implementing Salesforce.com as an enterprise-wide solution, implemented Service Cloud for 150+ users and designed and delivered the helpdesk solution for user support. Other projects include: * marketing automation and lead generation * pipeline management and board reporting on forecasted pipeline * automated e-sign solution (self-serve for channel partners) * data integration and reporting * Asset management tools * Operational workflows
Manager, HCS SaaS Solutions, Delivery & Support
StericycleManager, HCS SaaS Solutions, Delivery & Support
Jan. 2012 - Dec. 2014Greater Chicago AreaMy responsibilities include release management, change management, development and support of integrated SFDC solutions. * Manage team of contracted developers, system administrators and project managers * Developed whitespace segmentation model in conjunction with drip-marketing campaign and achieved ROI by the third month * Introduced an automated sales cycle action plan; "an open pipeline is not necessarily an active pipeline" We implement and support solutions using the following toolset: SQL, Informatica, Force.com, Eloqua, Echosign, Genesys' Intelligent Workflow Distribution, ECAS and Google. Our SFDC integrated solutions span across multiple cross-functional business processes like * Pricing * Contract Generation/Administration * Billing (including credits/refunds) * Customer Service (including retention) * Help Desk (customer and end user) * Pipeline Management * Lead Management * Service Fulfillment * Customer Loyalty
CRM Project Manager
PhonakCRM Project Manager
May. 2010 - Dec. 2011Greater Chicago AreaActed as BA, PM, solution architect and trainer for CRM initiatives at a medical device manufacturer and distributer
Intch is a Professional Networking App for the Future of Work
300k+ people
130+ countries
AI matching
See more people like Kathy on Intch
IT
451129 people
18
Technologist, Project/Program Manager
24
Data Scientist Intern @ Newell Brands
16
Program Manager @ DISH Network
ITSystem Architect
45855 people
19
Manager @ Epic Force
16
Independent Consultant @ N/A
15
Systems Engineer @ Capco Computing