Summary
Overview
Work History
Education
Skills
Timeline
Generic

Kate Carlson

Bonsall,CA

Summary

Experienced in thriving within fast-paced environments, with exceptional communication, technical, organizational, and interpersonal skills. Recognized for responsibility, ethics, and discretion, along with an unwavering commitment to delivering superior customer service. Displays confidence and poise when engaging with individuals at all levels. Possesses a keen eye for detail and a resourceful approach to completing projects.

Overview

17
17
years of professional experience

Work History

Associate Manager, Sales Operations

SeaSpine
01.2024 - Current
  • Partner with Sales Operations leadership to develop and maintain strategies for better workplace efficiency and goal achievement
  • Manage daily aspects of the department and team to ensure customer needs are met
  • Troubleshoot and resolve complex issues as it relates to Commercial Operations and cross functionally
  • Act as an expert on SOX analysis for internal and external audit requirements
  • Create and administer procedure training to Sales, Sales Operations and Customer Service
  • Manage and develop Sales Operations team structure including, but not limited to, recruitment, department strategy and individual goals and objectives
  • Self-motivated, with a strong sense of personal responsibility.
  • Manage and assign big projects and large initiatives
  • Support and manage Strategic Accounts initiatives and projects.

Sales Operations Supervisor

SeaSpine
04.2021 - 12.2023
  • Served as strategic business partner and trusted advisor to deliver strategy, planning and operational capabilities in a growing organization
  • Led and partnered with Sales, Strategic Accounts, and functional leadership to drive strategy and increase sales productivity and efficiency
  • Assumed the role as the business subject mater expert in my assigned area of responsibility.
  • Facilitated interdepartmental communication, fostering a collaborative environment that streamlined business operations.
  • Spearheaded cross-functional initiatives between the sales operations team and other departments to enhance overall efficiency within the organization.
  • Trained team members in proper data entry and contract execution within available electronic tools and platforms, demonstrating streamlined sales practices.
  • Developed and nurtured lasting relationships cross-fuctionaly through dedicated assistance, issue resolution and active listening.

Sr. Sales Operations Analyst

SeaSpine
05.2016 - 03.2021
  • Supported Regional Sales Managers, Area Vice Presidents, VP of National Accounts and field sales personnel with the preparation of RFPs, RFIs and various pricing submissions
  • Supported the VP of National Accounts including, but not limited to, scheduling meetings, GPO/IDN/Contract communication, Contract Management, monthly GPO/IDN/Government reports, processing of eLOCs and maintaining GPO member rosters
  • Responsible for maintenance of all excel price files and ensuring their accuracy including Oracle as it related to Contracts, Pricing Confirmation Letters or Courtesy Pricing
  • Analyzed monthly and quarterly sales to properly report and provide payment for admin fees and rebates
  • Communicated all new or price changes to field sales team including SeaSpine management and distributors
  • Resolved financial discrepancies between SeaSpine and their customers specifically related to their pricing agreements and discounts
  • Responsible for creating and maintaining work instructions and offered recommendations for streamlining and improving procedures
  • Provided support to the Sales Operations department including but not limited to commissions, new Distributor/Supplier management, SalesForce.com management, Legal administrative support and other various tasks as needed
  • Maintained Customer Master data base in Oracle including, but not limited to domestic, international, internal employee and distributor records
  • Maintained Oracle CRM module to ensure proper processing of sales credit for Invoice and OIC processing
  • Supported all departments as it relates to pricing, ad hoc reporting, problem solving and projects.

Pricing and Contract Analyst

Integra Life Sciences (spun off to become SeaSpine effective 7/1/2015)
01.2014 - 05.2016
  • Gathered and administered contract/discount information for pricing administration
  • Created and implemented roll out packages for new and revised contract/discounts to be distributed to the field
  • Support the Regional Business Managers, Sales Support Manager and field sales personnel with the preparation of requests for proposals, requests for information, and various reporting
  • Resolve financial discrepancies between Integra and their customers specifically related to their pricing agreements and discounts
  • Responsible for creating and maintaining work instructions as necessary and offer recommendations for streamlining and improving current procedures
  • Provide support to the Sales Operations department including but not limited to Commissions, New Dealer/Vendor management, SalesForce.com management, Legal Admin support and other various tasks as needed
  • Provide contract/discount procedure training to sales personnel.

Customer Service Representative

Integra Life Sciences (previously SeaSpine)
05.2007 - 06.2014
  • Provide surgical instrumentation and implants to hospitals, surgical facilities and alternate care sites
  • Responsible for proper documentation and implementation of all orders, received by phone, email or fax
  • Accountable for proper and accurate documentation of inquiries, returns and complaints
  • Maintain a working knowledge of products, trays and implants offered
  • Process distributor and/or hospital purchase orders and charge sheets
  • Run monthly activity, sales and open PO reports for distributors
  • Manage requests for samples, marketing demos, literature, trays and implants
  • Reconcile charge sheets with purchase orders for accurate invoicing
  • Provide status updates for open orders, or delivery information for closed orders
  • Perform all other general administrative responsibilities as required
  • Help implement new ERP system and become a Super User to perform co-worker training.

Education

Oceanside College of Beauty
Oceanside, CA
01.2004

High School Diploma -

Gujaome Park Academy
01.2002

Skills

  • Microsoft Word
  • Excel
  • Outlook
  • Oracle
  • NetSuite
  • SurgiSoft
  • SalesForce
  • Cognos
  • Implant Base
  • Contract Management
  • Customer Relations

Timeline

Associate Manager, Sales Operations

SeaSpine
01.2024 - Current

Sales Operations Supervisor

SeaSpine
04.2021 - 12.2023

Sr. Sales Operations Analyst

SeaSpine
05.2016 - 03.2021

Pricing and Contract Analyst

Integra Life Sciences (spun off to become SeaSpine effective 7/1/2015)
01.2014 - 05.2016

Customer Service Representative

Integra Life Sciences (previously SeaSpine)
05.2007 - 06.2014

Oceanside College of Beauty

High School Diploma -

Gujaome Park Academy

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Kate Carlson