Summary
Overview
Work History
Education
Skills
Timeline
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Kate Loughman

New York,NY

Summary

Leader, collaborator, and innovator with a proven track record of executing new ideas. Expertise in change management, cross functional efforts, and process improvement. Proven ability to foster collaboration and innovation, resulting in increased productivity and successful project outcomes.

Overview

17
17
years of professional experience

Work History

Sales Enablement Analyst

Paychex Inc
07.2021 - Current
  • Balanced technical requirements and optimized user experience on various projects, vendor installations, prospecting efforts and improvements
  • Increased efficiency by introducing automation through development team and with Alteryx technology
  • Modernized commission process in PEO division with a scalable solution for expansion
  • Collaborated with IT and team members to conduct requirement sessions, create test plans, and facilitate end user testing
  • Developed and implemented training materials, conducted launch meetings and facilitated feedback sessions
  • Spearheaded Paychex Accountant Program project during transitional periods

Supervisor, Client Transition

Paychex Inc
09.2018 - 07.2021
  • Designed and Implemented Client Transition program to absorb administrative requirements previously owned by sales reps to onboard new clients submitted to the NCO
  • Represented Client Transition as the face of the division for the Virtual New Business sales teams during launch in Q1 FY21 and ongoing during each new sales training cohort
  • Developed and oversaw the training of CTT expansion for FY21 when headcount grew from 6 to 21 to include NCO requirements, sales requirements, new technologies, word tracks, customer service trainings, Paychex values and culture
  • Designed, built, and tested Salesforce Reference CTT business object including ongoing enhancements
  • Represented Client Transition, sales and client needs in various projects with IT, Marketing, NCO, MPSC, Service Excellence and Sales Enableme
  • Fostered a resilient team atmosphere built around Paychex Values and Culture to embrace the rapid changes required to support a new sales division and program
  • Direct team headcount grew from 3 to 8 with zero turnover
  • Team roles designed to train and support VNB CTT while being able to pivot to assist other departments, acquisition support and top performing sales reps.

Paychex Sales and Service Positions

Paychex Inc
07.2007 - 09.2018
  • Partnered with director level leadership to develop sales onboarding pilot position, create and lead trainings for position roll out and expansion through zone 6
  • Created and delivered trainings
  • Partner with assigned top performing zone 6 sales reps to assist with daily responsibilities and sales to allow them to grow their business in both revenue and unit production
  • Developed position expectations and best practices to maximize efficiency and create measurable outcomes used to prove out the role and engage utilization
  • Acted as a liaison between sales and operations partners across Paychex and externally
  • Took on additional side projects with a focus on process improvement: NYS100 process, Zone 6 OneDrive, Partnering with Mycorp, SSA OneNote
  • Rookie of sales training class from June 2014
  • Partner with assigned top performing zone 6 sales reps to assist with daily responsibilities and sales to allow them to grow their business in both revenue and unit production
  • Developed tracking tools and best practices for COBRA new case set up specific to premier clients and those who partnered with the Agency as their broker
  • Created word tracks and conducted trainings for client onboarding and assisted with writing and recording teleprompts for Agency 800 number.

Education

Bachelor of Science - Child and Family Studies

State University College of New York at Oneonta
01.2012

Associate of Science - Health Studies

Monroe Community College
01.2006

Skills

  • Evidence-Based Decision Making
  • Analytical Thinking
  • Process Improvement
  • Project Management
  • Social Perceptiveness
  • Idea Development and Brainstorming

Timeline

Sales Enablement Analyst

Paychex Inc
07.2021 - Current

Supervisor, Client Transition

Paychex Inc
09.2018 - 07.2021

Paychex Sales and Service Positions

Paychex Inc
07.2007 - 09.2018

Bachelor of Science - Child and Family Studies

State University College of New York at Oneonta

Associate of Science - Health Studies

Monroe Community College

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Kate Loughman