Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Kate Bertelsen

Salt Lake City

Summary

Dynamic Sales Operations Manager known for highly productive and efficient task completion. Possesses specialized skills in strategic planning, asset management, and logistics planning and execution essential for optimizing sales processes. Excels in leadership, communication, and problem-solving to enhance team performance and drive organizational growth.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Sales Operations Manager

GoMacro LLC
Salt Lake City
10.2021 - Current
  • Manages the Key Customer Dates document, which provides visibility to key customer dates, trade shows, marketing initiatives, and in-person team travel.
  • Manages sales team assets and resources, including pricing and spec sheets, product ingredient spec sheets, and trade show request forms.
  • Manages portals (Syndigo, 1WorldSync, IX-One) by updating product data and brand assets; manages publishing, and troubleshoots to meet customer requirements.
  • Attends broker meetings and provides updates on sales team initiatives to align on goals and progress.
  • Communicates and updates daily out-of-stock reports to UNFI and KeHE partners.
  • Evaluates other portal options, supports the sales team with customer-specific portals, and coordinates and conducts regular meetings with portal partners.
  • Vets Wholesale business partners leads on a regular basis and manage Sales Admin email (sales field communication) inquiries by filtering requests to the sales team.
  • Coordinated cross-functional teams to enhance communication and workflow efficiency, an example being co-leading the creation and implementation of the Retail Direct Portal.
  • Created the onboarding PPT template for new sales team members.
  • Supports with new item setup forms, trade show asset requests, COIs, and certifications management.
  • Creates and conducts surveys to make improvements on processes and experiences, including Expo West, Sales Planning, and a company-wide event.
  • Coordinates sales team travel logistics for sales planning, GoMacro Games, and sales training events.
  • Participates in DAP review meetings to help keep the sales team on track to deliver their account plans by providing accurate forecasting.
  • Developing Excel skills in free time as a part of personal development.
  • Coordinates and facilitates weekly virtual sales team meetings, including managing agendas, notifications, and sharing general all-company updates, to align team objectives and initiatives.
  • Assisting with SharePoint file clean-up and organization.
  • Leads the Trade Show Task Force that is responsible for making improvements on trade show assets by coordinating meetings, conducting surveys, analyzing data, and collaborating with the task force team to implement changes, with the support of our marketing team.
  • Assisting with corporate calendaring to ensure calendars are organized and easily utilized.
  • Developed strategies to improve customer service, increase sales efficiency, and maximize profits.

B2B EDI Manager and Customer Service Manager

PROBAR LLC
Salt Lake City
07.2019 - 10.2021
  • Managed the Customer Service team; responsibilities included fielding customer and account inquiries, setting up new accounts, processing orders and samples, documenting quality complaints, assisting with email and calling campaigns, handling shipping discrepancies, and supporting special projects and ad hoc support.
  • Developed SOPs and improved day-to-day processes.
  • Created and maintained the Customer Service Playbook.
  • Provided ongoing sales coordination support, including updating spec sheets, price lists, and order forms; submitting new item forms; preparing new account templates, as requested by the sales team; and creating saved searches in NetSuite for data analysis.
  • Managed the B2B EDI system; responsibilities included setting up new trading partner relationships, troubleshooting order processing errors, cross-department communication to ensure all subsequent documents (855s, ASNs, invoices) are successfully sent out, disputing fines, maintaining cross-reference tables, and submitting support tickets.

Software Account Manager

NetSuite (Oracle)
San Francisco
02.2016 - 02.2017
  • Managed a portfolio of 40 fast-growing software company accounts in the West Coast territory through daily virtual communication and quarterly on-site meetings
  • Collaborated with and aligned internal resources to ensure client satisfaction and end-user success
  • Identified and executed strategic partnership opportunities by understanding clients' business needs, challenges, and growth plans, while providing them with NetSuite's products and services through a consultative approach
  • Ran successful and efficient project go-lives and sales cycles alongside my clients' finance and operations teams

Global Enterprise Business Development

NetSuite (Oracle)
New York City
02.2015 - 02.2016
  • Exceeded the quota of meetings set each quarter for FY15, and ranked in the top 3 of a 13-person team.
  • Generated over $3M in opportunity pipeline for our global enterprise team by accurately and proactively maintaining high call and email activity in the CRM system.
  • Developed and utilized prospecting strategies for Fortune 1000 accounts by researching and analyzing industry landscapes, businesses' processes, and growing pains.
  • Delivered sales excellence and ad hoc projects, including technical solution demonstrations.

Leadership Development Program Associate

RR Donnelley
Denver
07.2013 - 12.2014
  • Managed 30+ projects at any given time, spread out among 7 Account Executives.
  • Monitored project production, and updated detailed production progress reports.
  • Wrote job tickets, prepped print files, and ensured production optimization through quality control and technical problem-solving.
  • Managed job costing to determine operations guidelines, requirements, and pricing.
  • Facilitated the technical design of projects through troubleshooting potential production problems.
  • Handled all purchasing, vendor communication, and data reporting duties.
  • Led all LDP recruitment strategies by networking at college career fairs, coordinating and conducting on-site interviews, collaborating with management to make hiring recommendations, and overseeing the onboarding processes.

Education

Bachelor of Arts - Economics, Minor in Spanish

Colorado State University
Fort Collins, Colorado
05-2013

Skills

  • Project management and coordination
  • Cross-functional communication and collaboration
  • Retailer portal management (1WorldSync, Syndigo, IX-One)
  • Ad hoc process improvement plans
  • Coordinating Key Customer Dates
  • Sales data analysis
  • Coordinating logistics for multiple projects and events
  • Manage Distribute Sales Tools, Presentations, and Product Information
  • Organizational and problem-solving skills
  • Resourceful and self-motivated mindset

Certification

Wilderness First Responder and CPR - NOLS

Timeline

Sales Operations Manager

GoMacro LLC
10.2021 - Current

B2B EDI Manager and Customer Service Manager

PROBAR LLC
07.2019 - 10.2021

Software Account Manager

NetSuite (Oracle)
02.2016 - 02.2017

Global Enterprise Business Development

NetSuite (Oracle)
02.2015 - 02.2016

Leadership Development Program Associate

RR Donnelley
07.2013 - 12.2014

Bachelor of Arts - Economics, Minor in Spanish

Colorado State University

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