Katie B
Port Washington,WI
Summary
Dynamic Client Care and HR professional with expertise in recruitment, sales, and operations optimization. Proven ability to enhance efficiency, drive enrollment and sales conversions, and deliver exceptional customer service in fast-paced healthcare and corporate environments. Skilled in Salesforce, ATS, and full-cycle onboarding, with a passion for building strong teams and improving processes.
Overview
8
8
years of professional experience
4
4
years of post-secondary education
Work History
Client Care Coordinator
Comfort Keepers
Grafton, WI
04.2025 - Current
- Manage full-cycle recruitment process: post jobs, screen candidates via Indeed ATS, coordinate interviews, and negotiate job offers, reducing time-to-fill.
- Serve as primary liaison for clients, resolving inquiries and educating on care services, which improved client satisfaction scores.
- Maintain 100% accuracy in all HIPAA-compliant electronic health records (EHR).
- Conduct new hire orientations and train staff on office protocols and EHR systems, ensuring seamless cultural integration.
- Collaborate cross-functionally to redesign filing workflows, improving departmental efficiency.
Vendor Enrollment Specialist
FIS Integrated Payables
Brown Deer, WI
12.2024 - 02.2025
- Contracted for a critical vendor enrollment project, achieving a 19.75% enrollment rate (exceeding target) within a 20-business-day period. Utilized B2B sales expertise to cross-sell merchant services, effectively driving new revenue streams.
- Addressed objections and educated suppliers on benefits of electronic payments, boosting conversion rates.
- Enhanced CRM efficiency by maintaining 100% accurate Salesforce records and producing detailed progress reports.
Sales Consultant
National Business Furniture
West Allis, WI
11.2018 - 12.2024
- Generated new sales opportunities through exceptional service and consultative selling, cultivating long-term client relationships and securing repeat business.
- Processed 100+ complex e-commerce orders monthly for Amazon and Walmart with 99.9% accuracy, reducing errors and delays.
- Executed orders via Ariba, Coupa, and Federal Government portals with 100% compliance in invoicing and confidentiality.
- Connected with 3rd party vendors and freight brokers to collect shipping data and pricing, tailoring quotes and space planning solutions for clients.
Customer Service Specialist
Nick of Time Moving
West Bend, WI
08.2017 - 11.2018
- Orchestrated delivery schedules for four territories, handling 100+ weekly calls to optimize routes and meet customer needs.
- Prepared precise quotes, maintained customer databases, and communicated with field crews to resolve issues and minimize delays.
Education
High School Diploma -
Port Washington High School
09.2001 - 05.2005
Skills
- Full-Cycle Recruitment
- Candidate Screening & Interviewing
- ATS (Indeed)
- New Hire Onboarding & Orientation
- HIPAA Compliance
- HR Coordination
- B2B Sales
- Vendor Enrollment
- Client Relationship Management (CRM)
- Consultative Selling
- Cross-Selling
- Customer Service
- Salesforce
- Process Optimization
- Workflow Redesign
- EHR Management
- Order Processing (Ariba, Coupa)
- Data Accuracy
- Project Management
Websites
Core Competencies
Full-Cycle Recruitment, Candidate Screening & Interviewing, ATS (Indeed), New Hire Onboarding & Orientation, HIPAA Compliance, HR Coordination, B2B Sales, Vendor Enrollment, Client Relationship Management (CRM), Consultative Selling, Cross-Selling, Customer Service, Salesforce, Process Optimization, Workflow Redesign, EHR Management, Order Processing (Ariba, Coupa), Data Accuracy, Project Management
Community Service
Port Washington Fish Day, Chairman, 2010-03-01, 2022-08-01, Co-executed a plan for an annual festival with 100,000+ attendees; recruited vendors, supervised logistics, and led volunteer teams.
Timeline
Client Care Coordinator
Comfort Keepers
04.2025 - Current
Vendor Enrollment Specialist
FIS Integrated Payables
12.2024 - 02.2025
Sales Consultant
National Business Furniture
11.2018 - 12.2024
Customer Service Specialist
Nick of Time Moving
08.2017 - 11.2018
High School Diploma -
Port Washington High School
09.2001 - 05.2005
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