Katherine

Led end-to-end corporate event and travel operations, coordinating internal teams and external vendors to ensure timely, compliant, and high-quality execution., Directly led two teams: a Travel Sales team and an Events team, ensuring alignment between commercial objectives, operational execution, and service quality., Worked closely with the CEO and COO to plan, execute, and optimize event, travel, and sales strategies, providing operational insights and performance reporting., Managed venue sourcing, contract negotiations, and vendor relationships, including the creation and administration of corporate accounts to secure preferred rates and service levels., Controlled event, travel, and marketing budgets, overseeing marketing payments and ensuring all initiatives were delivered within approved financial parameters., Reviewed and approved creative assets and marketing materials for event campaigns (emails, mailers, postcards), ensuring brand alignment, accuracy, and regulatory compliance., Defined, tracked, and analyzed key performance indicators (KPIs) related to bookings, attendance, confirmations, timelines, cost efficiency, and team performance to drive continuous improvement., Designed and led onboarding and training programs for Event and Travel Coordinators, while serving as the escalation point during live events to proactively manage risks and issues.

Manages complex scheduling and executive logistics, including coordinating 20+ weekly meetings, managing inbox communications, and tracking follow-ups, action items, and deadlines., Coordinates domestic and international travel, including flight/hotel bookings, itinerary planning, calendar synchronization, and contingency support for last-minute changes., Conducts targeted research and data management, building comprehensive databases, preparing briefing documents, and maintaining organizational tracking systems using Excel and Google Sheets., Provides high-level administrative support to the Executive Director, covering both professional and personal priorities while maintaining strict confidentiality., Supports special projects end-to-end by organizing workstreams, documenting next steps, following up with the Board of Directors and grant-related fundraising, and ensuring on-time execution., Assists with community outreach by coordinating communications, scheduling engagements, and organizing contact and activity.

Worked closely with the CEO to align growth initiatives, customer success strategies, and operational priorities., Own and manage a portfolio of customer accounts, ensuring maximum value realization throughout the customer lifecycle., Lead customer onboarding processes, guiding new clients from implementation to adoption to ensure a smooth and successful start., Develop tailored customer success plans aligned with client objectives to drive adoption, retention, and long-term value., Proactively identify expansion opportunities through upsell and cross-sell strategies based on usage, goals, and business needs., Monitor customer satisfaction and retention metrics, including Logo Retention, GRR, and NRR, to identify risks and growth opportunities., Conduct regular business reviews, health checks, and strategic customer engagements to strengthen relationships and prevent churn., Act as a trusted advisor and primary point of contact, coordinating internally to resolve issues and improve the overall customer experience.

Manage strategic accounts, driving customer engagement, retention, and revenue growth through consultative selling and new business development., Oversee end-to-end logistics operations, coordinating with internal teams, carriers, drivers, and vendors to ensure seamless execution and service quality., Lead daily transportation activities, maintaining shipment visibility, tracking milestones, and proactively resolving issues to ensure on-time delivery., Conduct pricing and contract negotiations with clients and carriers, balancing profitability and service excellence., Ensure accuracy in CRM data, documentation, and compliance, supporting pipeline visibility, reporting, and forecasting., Handle credit requests, billing, and payment/collection processes to support financial operations.

Developed and executed sales and negotiation strategies with shippers and carriers to maximize margins and ensure service reliability., Managed end-to-end freight operations, coordinating load execution from sourcing to final delivery., Served as the primary contact between clients, carriers, and internal teams, ensuring clear communication and efficient service delivery, daily load planning and execution, adapting to client needs and operational constraints., Monitored shipments across the full logistics lifecycle, tracking updates and resolving delays to maintain performance standards., Ensured accuracy and compliance in transportation documentation., Supported billing, credit approvals, and collections processes, ensuring smooth financial operations., Led a process improvement initiative focused on SOP development and quality standards, enhancing operational efficiency and consistency.

Managed inventory, maintained accurate stock records, and ensured optimal supply chain operations., Monitored quality control standards to ensure compliance., Identified and resolved logistics-related issues promptly to minimize disruptions., Collaborated with internal teams to ensure seamless operations.

Drove sales and customer retention by handling objections effectively and recommending tailored products and solutions., Identified upselling and cross-selling opportunities, contributing to revenue growth while enhancing customer satisfaction., Provided high-level customer support and technical assistance, resolving inquiries efficiently and building long-term client relationships., Proactively engaged with customers to improve overall experience and increase conversion rates., Collaborated with internal teams to ensure timely issue resolution and consistent service delivery.

Led process automation and integration projects to improve operational efficiency and customer satisfaction., Managed CRM tools and automated workflows to optimize sales performance and lead management., Coordinated cross-functional initiatives focused on customer-centric process improvements., Supported staff training on new systems, processes, and operational best practices.

Worked closely with the company owner to support and improve sales and market strategies., Built and maintained strong client relationships to ensure long-term engagement., Promoted and sold properties using targeted sales approaches and client needs analysis., Managed and updated CRM systems, supporting data-driven decisions and sales follow-up., Assisted in improving internal administrative and sales processes to increase operational efficiency.