Kaitlyn Taylor
Alexandria,VA
Summary
Analytics-driven operations professional with experience in SQL, automation, enablement, and enterprise reporting. Motivated to transition into an analytics role supporting workforce insights and data-informed decision-making.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Revenue Operations Analyst
Affirm
San Francisco, CA
01.2025 - Current
- Conducted SQL-based analyses to identify performance gaps and process inefficiencies, facilitating targeted improvements.
- Executed root cause analysis to uncover data gaps across enterprise systems, supporting informed strategic decision-making.
- Collaborated with leadership and stakeholders to provide actionable insights and recommendations, improving operational effectiveness.
- Designed and automated reporting workflows, increasing contact data coverage from 50% to 90%.
- Developed and maintained automated data enrichment processes, enhancing record completeness and consistency.
Advisory Board Member
Merchants Bonding
Des Moines, Iowa
08.2025 - Current
- Presented insights from external experience to inform board decisions and enhance strategic direction.
- Contributed to quarterly board meetings by evaluating strategic initiatives and shaping actionable recommendations.
- Analyzed financial and business updates to facilitate informed discussions and strategic decision-making.
- Attended board education meetings to gain insights on governance practices.
Senior Marketing Operations Specialist
Entrust
Minneapolis, MN
09.2024 - 01.2025
- Developed executive-level performance reports and analytics that informed leadership decisions on planning and resource allocation.
- Optimized Eloqua integrations, improving data flow and supporting operational efficiency.
- Managed complex dataset of over 1.3 million records across 20+ programs, ensuring data accuracy and standardized definitions for consistent reporting.
Marketing Operations Specialist
Entrust
Minneapolis, MN
03.2023 - 09.2024
- Executed marketing automation campaigns using Eloqua, enhancing targeted customer engagement.
- Analyzed marketing data to optimize campaign performance, informing strategic decisions.
- Managed execution of 90 concurrent initiatives, balancing timelines and stakeholder requirements in a high-growth environment.
- Collaborated with cross-functional teams to align marketing and sales objectives, facilitating cohesive project execution.
- Established data governance standards with analytics and operations teams, improving system integrity and ensuring accurate reporting.
Marketing Operations Specialist
Simpro Software
Broomfield, CO
06.2022 - 03.2023
- Executed Q3 marketing campaign, resulting in over 170 won opportunities and $168,000 in ARR.
- Developed and maintained marketing automation workflows, enhancing campaign execution effectiveness.
- Implemented lead scoring and grading, created Salesforce dashboards, and performed database cleanup to improve data quality.
- Managed data integrity within CRM systems, supporting targeted marketing initiatives.
- Collaborated with cross-functional teams to streamline operational processes, improving workflow efficiency.
Marketing Operations Coordinator
Simpro Software
Broomfield, CO
06.2021 - 06.2022
- Operationalized scalable processes to enhance stakeholder experience during rapid expansion.
- Restructured onboarding workflows to enable 150% team growth and increase role readiness.
- Analyzed intake quality and routing logic through cross-functional collaboration to streamline process efficiency.
Sales and Marketing Intern
Arthur J Gallagher
Denver, Colorado
06.2018 - 08.2018
- Participated in sales initiatives & marketing competitions in Chicago & L.A., enhancing networking and proposal development skills.
- Completed professional development and sales training in the insurance industry, gaining industry-specific knowledge and skills.
- Conducted mock proposal presentations, strengthening persuasive communication abilities.
Education
Bachelor of Science - Business Administration
University of Colorado Boulder
Boulder, CO05.2020
Skills
- Salesforce administration
- Analytics and reporting
- SQL proficiency
- Advanced Excel skills
- Dashboard metrics
- Data quality assurance
- ETL and workflow automation
- Data enrichment and integration
- Systems automation
- Process optimization
- Root cause analysis
- Data governance practices
- Project management tools
- Operational expertise
- Cross-functional collaboration
- Scalable onboarding operations
Websites
Certification
- Tableau Essential Training
- Workday Basics Series Credential
- Salesforce Certified Pardot Specialist
Key Skills
SQL (Intermediate), Advanced Excel (pivoting, modeling, automation), Dashboarding & KPI reporting, Data validation & quality assurance, Root cause analysis, Salesforce Administration, Workato (ETL & workflow automation), Jira / Asana / Workfront, Data enrichment & system integration (ZoomInfo, Clay, Momentum, Gong), Data governance, Process optimization, Cross-functional stakeholder partnership, Scalable onboarding and lifecycle operations, Documentation and standardization
Timeline
Advisory Board Member
Merchants Bonding
08.2025 - Current
Revenue Operations Analyst
Affirm
01.2025 - Current
Senior Marketing Operations Specialist
Entrust
09.2024 - 01.2025
Marketing Operations Specialist
Entrust
03.2023 - 09.2024
Marketing Operations Specialist
Simpro Software
06.2022 - 03.2023
Marketing Operations Coordinator
Simpro Software
06.2021 - 06.2022
Sales and Marketing Intern
Arthur J Gallagher
06.2018 - 08.2018
Bachelor of Science - Business Administration
University of Colorado Boulder