Kaitlyn Salguero
Timberlake,NC
Summary
Results-driven sales and marketing professional with a proven track record of delivering exceptional performance in fast-paced environments. Adept at leading teams, developing strategic initiatives, and driving growth through innovative solutions and effective collaboration.
Overview
11
11
years of professional experience
Work History
Director of Sales Operations
Optum Financial
07.2023 - Current
- Led a team of four sales operations consultants across payer, provider, and employer markets, fostering a culture of high performance and collaboration. Established KPIs to measure team success and alignment with the growth organization.
- Served as the Growth Chief of Staff, supporting the Chief Growth Officer and President of Optum Financial. Owned the ongoing development of Optum Financial Growth Reporting, creating regular deliverables for the Executive Leadership Team, including Monthly Business Reviews, pipeline reviews, and forecasts.
- Partnered with the marketing team to develop client presentations, webinars, and email campaigns, serving as the liaison between marketing and sales. Led growth innovation efforts, including Consultant Roundtables, Distribution Partner strategies, tier one events, and other engagement initiatives.
- Collaborated with finance teams and Growth Leaders to develop monthly sales forecasts, tracking performance towards sales and revenue targets.
- Worked closely with the growth team to track progress and achievement of annual growth targets and other critical priorities. This included messaging and market differentiation, engagement strategies and tracking, deal reviews, and win/loss analyses.
Senior Marketing Manager
Optum Rx
06.2021 - 07.2023
- Led sales enablement team, supporting sales and client management with the development of finalist decks, collateral, prospect microsites, and magazines. Managed incoming requests and assigned projects to team members/contractors (200+ presentations/year).
- Created and maintained the Presentation Hub, a suite of self-service sales enablement tools, ensuring a scalable marketing approach to client-branded collateral.
- Partnered with sales to align messaging with consultant agendas for large, must-win finalist opportunities ($100M+), collaborating with cross-functional teams for consistent messaging.
- Conducted annual reviews of slide repositories, highlighting differentiators and success metrics, and applied user reporting to drive new program content.
- Assisted in the development the Optum Rx Direct Value Story, emphasizing value proposition and key differentiators (graphic design and script writing).
- Managed Optum Rx Experience Center content and demo creation for key programs and services.
- Led sales and client management enablement trainings (10-300+ attendees).
- Chaired the Optum Rx Field Advisory Board to drive innovation in sales enablement.
Marketing Manager
Optum Rx
11.2018 - 06.2021
- Streamlined Optum Rx sales enablement and finalist process by launching the Optum Rx Presentation Hub, later adopted by other areas of Optum (Slide Library, Microsite Builder, Finalist Generator, Video Asset Library). Later adopted by other business segments
- Supported sales and client management with development and creation of best-in-class finalist decks, collateral, prospect sites and magazines
- Managed Optum Rx Experience Center demo creation and content
- Designed the Optum Rx Value Story; amplified the story via sales tools
- Coordinated Optum/Optum Rx events; assisted in production onsite, lead in content and strategy development, collaborated with Optum Rx executives, presenters, and key leaders
- Managed workload for team member and agency support
Marketing and Advertising Specialist
STIHL, Inc.
03.2018 - 11.2018
- Designed external literature using Adobe InDesign & Adobe Photoshop, managed B2B email campaigns using MailChimp
- Managed STIHL Rewards (Direct contact for dealer support and account management)
- Studied YOY campaign progress using google analytics
- Managed agency relations (Strategic planning/budget planning/digital media & television broadcasting)
- Utilized CRM to Manage Dealer Records
Marketing Associate
Insurance Accounting and Systems Association
03.2014 - 03.2018
- Created proposals for Board and Management Team approval, including budget planning and timeline development.
- Developed editorial calendar and managed publication process, coordinating with graphic designers, printers, and the publications committee.
- Developed IASA Media Kit and managed media partner relations and annual media contracts.
- Utilized SNL database for direct mail and email campaigns. Wrote articles, press releases, social media posts, and monthly newsletter content. Updated and created web pages and content.
- Led Publications and Marketing Committees, organizing bi-annual on-site meetings.
- Served as active booth personnel and media contact at IASA Annual Conference.
- Assisted with conference registrations, payments, and confidential information.
Education
MBA - Public Relations
Liberty University
Lynchburg, VA05-2017
Bachelor of Science - Business And Social Sciences
Liberty University
Lynchburg, VA05-2015
Accomplishments
- 2021 OPTUM STAR AWARD WINNER: SALES EXCELLENCE
First-Ever Marketing Nominee and Winner for Optum Star Awards (2021) - 2021 EMERGING LEADERS GRADUATE
- 2022 UHG Manager Development Conference
Timeline
Director of Sales Operations
Optum Financial
07.2023 - Current
Senior Marketing Manager
Optum Rx
06.2021 - 07.2023
Marketing Manager
Optum Rx
11.2018 - 06.2021
Marketing and Advertising Specialist
STIHL, Inc.
03.2018 - 11.2018
Marketing Associate
Insurance Accounting and Systems Association
03.2014 - 03.2018
MBA - Public Relations
Liberty University
Bachelor of Science - Business And Social Sciences
Liberty University
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