Katherine Emery
Eureka,CA
Summary
Experienced customer relationship manager (CRM), with strength in sales and client retention. Proficient in quality assurance and compliance. Skilled in networking and building valuable relationships. Detail oriented with a strong eye for quality and high standards. Positive attitude and strong work ethic. Creative, collaborative, high energy and organized in fast work environment.
Overview
20
20
years of professional experience
Work History
Partner Relations Advisor
Signature Payments
Eureka, CA
02.2023 - Current
- Provides support to current sales partners and new sales partners ongoing through phone calls, emails and trainings. Completes pre-vets, rate reviews, residual support, research and resolution, account changes, relationship retention and onboarding.
- ETA, CPP 2023
Consultant
Kee Services, LLC (my personal business)
Eureka, CA
01.2021 - Current
- Delivers outstanding service to clients to maintain and extend relationships for future business opportunities.
- Support clients with CA cultivation Metrc software and CA Distribution Metrc software.
- Data entry, reporting, transport needs within Metrc software.
- Authored detailed work plans to meet business priorities.
- Assistance with State and County licensing.
Sales Representative/ Scheduling Coordinator
Sisu Extracts
Eureka, CA
08.2020 - 09.2021
- Developed strong working relationships with farms, internal teams and management.
- Provided customer services to customers.
- Set up pickup appointments with farms and distribution. assigned staff, organized vehicle assignments, planned routes, product amounts, travel details for overnight trips and accommodations for customers and staff...
- Coordinated customer payout appointments, organized cash payments.
- Sold flower and trim and processing service.
- Coordinated with farms and staff to ensure positive, efficient pickups.
- Confirmed all Track and Trace requirements were complete and correct for successful pickups.
- Metrc software Data entry.
- Met with customers for cash payouts and coordinated money wire.
- Promoted services, manufacturing, processing and flower sales.
Farm Relations Manager/ Event Coordinator
The Humboldt Brand Cannabis Company
Garberville, CA
10.2019 - 08.2020
- Provided customer service and communication to farms regarding sales, testing, pricing, and payment.
- Provided guidance with County and State licensing.
- Logged call information and solutions provided into internal database
- Provided CA Metrc software cultivation consulting and services.
- Fielded customer questions regarding available services, status of farms' product in sales, manufacturing, processing and packaging departments.
- Networked in community, facilitating and retaining business relationships.
- Provided in person support daily in Garberville office, handled payments, invoicing, money counting and Metrc software questions as well as licensing consulting.
- Event planning - planned and coordinated Emerald Cup 2019.
- Oversaw event logistics, venue scheduling and accommodations.
Customer Service Representative
Humboldt Merchant Services
Eureka, CA
11.2017 - 04.2019
- Provided regular customer service to merchants and sales partners in call center.
- Performed regular administrative processing tasks such as account closures and reopens, quality assurance checks on newly boarded accounts, manual fee increases and pricing restructures.
- Provided technical terminal support.
- Familiar with First Data and EPX processing platforms and their programs/tools.
- Supported portfolio transitions and platform conversions.
- Experienced with creating gateway accounts with Inovio, Netbilling, NMI, Auth.Net, and Planet Payment.
- Assisted merchants with understanding credit card processing industry, compliance issues they face, how to manage charge backs, how to locate and reconcile funds and how to put fraud protections in place for their protection.
- Provided information to merchants via email and phone.
- ETA, CPP 2019.
Sales Manager
Shred Aware/ Bio Waste Resources/ Developed Employment Services
Eureka, CA
01.2012 - 11.2016
- Developed and managed sales accounts and customer relationships.
- Provided ongoing customer service to clients and managed contracts.
- Represented Shred Aware at Eureka Chapter of BNI (Business Networking International), network and business referral organization and obtained and provided referrals for new business.
- Led Eureka BNI Chapter as President and facilitated meetings weekly.
- Represented Shred Aware at different Chamber of Commerce meetings and gatherings.
- Presented speeches regularly to large groups of people about services we offered.
- Initiated and developed relationships with major organizations, private companies and community members for purpose of branding three companies and increasing business to organizations.
Sales Partner
Encore Payment Systems
Eureka, CA
01.2011 - 01.2012
- Developed and managed payment processing accounts with local business owners, organized and facilitated meetings, evaluated existing contracts with competing payment processing companies, assisted merchants in getting out of current contracts and into new contracts with Encore.
- Leased equipment and educated merchants on use.
- Provided technical support for merchants with their credit card terminals.
- Promoted perks to contracts such as business cards, gift cards, and online advertising.
- Provided on going customer service with contracted clients.
- Outreached regularly in community to increase business accounts and sign more contracts.
Community Outreach Coordinator
Changing Tides Family Services
Eureka, CA
01.2006 - 05.2009
- Managed California state programs for Licensed Family Child Care Providers and Licensed Exempt Child Care Providers (friends, family, and neighbors) in Humboldt County.
- Developed outreach strategy focused on increasing childcare in Humboldt County as well as educational opportunities and support for childcare providers.
- Provided regular support for providers for curriculum, resources in community and state, home visits and nutrition.
- Assisted local state licensing agent with licensing process and training of local childcare providers.
- Provided in home/facility visits before licensing analyst in order to ensure that individual family childcare home or preschool was ready for licensing visit.
- Developed and facilitated workshops and educational programs for local providers from entire county and organized incentives for programs.
Guest Relations Coordinator
The Discovery Museum
Eureka, CA
01.2004 - 01.2006
- .Developed and implemented workshops, preschool programs and birthday parties.
- Managed Discovery Store inside museum.
- Managed employees and museum membership.
- Developed daily lessons and ran daily operations of museum.
- Answered phones and took reservations for birthday parties.
Education
Bachelor of Arts - Child Development, Psychology
Humboldt State University
Arcata CA2007
Skills
- Sales
- leadership
- Strong communication skills
- Information and project management
- Attention to Detail
- Customer relationship management
- Quality Assurance
- VIP services
- Compliance
- Presentations and Public Speaking
- President Of BNI (Business Networking International) Eureka CA Chapter 2014
- ETA, CPP 2019 and 2023
- Bachelor Degree 2007 Humboldt State University (Cal Poly Humboldt)
Timeline
Partner Relations Advisor
Signature Payments
02.2023 - Current
Consultant
Kee Services, LLC (my personal business)
01.2021 - Current
Sales Representative/ Scheduling Coordinator
Sisu Extracts
08.2020 - 09.2021
Farm Relations Manager/ Event Coordinator
The Humboldt Brand Cannabis Company
10.2019 - 08.2020
Customer Service Representative
Humboldt Merchant Services
11.2017 - 04.2019
Sales Manager
Shred Aware/ Bio Waste Resources/ Developed Employment Services
01.2012 - 11.2016
Sales Partner
Encore Payment Systems
01.2011 - 01.2012
Community Outreach Coordinator
Changing Tides Family Services
01.2006 - 05.2009
Guest Relations Coordinator
The Discovery Museum
01.2004 - 01.2006
Bachelor of Arts - Child Development, Psychology
Humboldt State University
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