Years of experience: 26

MarketingCRM managerConsultingProduct ManagerProject ManagerBusiness Analyst

Trust Score

Exceptionally trusted; proven professional excellence.

80%
Kate's Career Path
Senior Vice President of TechnologyNov. 2021 -
Dec. 2024
CAISSenior Vice President of Technology
New York, United StatesSenior Vice President, SFDC Product Manager In my role as the Senior Vice President of Technology at CAIS, I was the product manager for UI/UX development for Salesforce.com, focusing on enhancing user experience and engagement and driving action based on data. Key accomplishments included the implementation of ServiceCloud for multiple support teams. I also partnered on data and integration ...
Executive Director, CRM OperationsMar. 2010 -
Oct. 2021
FS InvestmentsExecutive Director, CRM Operations
Greater Philadelphia AreaAs the employee number 37 at FS Investments, my role grew with the company. I began in internal sales and left as an Executive Director. During my time managing the Salesforce org, we went from a team of one with limited external support to a team of 5. Our user base grew with the firm, from 50 to 300 seats. Our accomplishments included the following: •Custom automations to support ROI calcul...
Regional Marketing ManagerJan. 2006 -
Feb. 2010
LEAF FinancialRegional Marketing Manager
Philadelphia, Pennsylvania, United StatesAt LEAF I was part of the internal sales team where I coordinated e-marketing, call campaigns and regional events for multiple wholesalers. Additionally, I provided customer onboarding support, ongoing education and relationship management.

Kate's Posts

  • How I can help you

    With 15+ years as a certified Salesforce Administrator, I offer personalized management of small updates and comprehensive reviews for process improvement, ensuring seamless system optimization.

  • People I am looking for

    I automate Sales and Support processes, enabling business growth and client satisfaction. My approach involves understanding your business, defining success metrics, and crafting a strategic plan together.

  • Experience & Cases

    Ideal clients are entrepreneurial companies transitioning to larger operations. Seeking partnerships with small businesses and startups ready to enhance their Sales and Support systems.

  • Achievements include leading Salesforce implementations, managing app installations, and integrating custom solutions in Calendar, Event, Digital Marketing, Content, and e-signature management.

  • How to contact

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