Katie Phillips
Cedar Rapids,Iowa
Summary
A sales professional with proven ability to drive client satisfaction and revenue growth. Leveraged strategic account management and relationship-building to achieve significant business outcomes. Known for collaborative leadership and adaptability in dynamic markets, bringing skills in client communication and sales strategy to team.
Overview
13
13
years of professional experience
Work History
Sales Administration Manager
Collective Data
Cedar Rapids, IA
09.2025 - 02.2026
- Supported the Director of Sales in daily, weekly and monthly logistics as needed across the sales team and sales related processes – travel, KPI calculations, expense reporting, meeting coordination, correspondence, charts, etc.
- Own the day-to-day management of HubSpot CRM, including workflows, reporting, contact management, and automation, while proactively identifying ways to optimize tools and processes.
- Generated detailed sales reports to identify trends and areas for improvement, leading to more informed decision-making processes for upper management.
- Compiled and analyzed data to determine approaches to improve sales and performance.
- Coordination of the sales quotation process to ensure that all business proposals are done accurately and on time.
- Manage contract negotiations and RFP’s and RFI’s responses.
- Evaluated, replaced and implemented a new tool (GovWin) related to State and Federal RFP's, RFI's, existing and expiring contracts, allowing for a proactive approach at getting in front of contract bids and a birds eye view of what the competition.
- Interfacing with internal operations on the entry and execution of new sales orders.
- Internal liaison between the sales team and all other departments as needed to ensure optimal new customer execution.
- Exercised independent judgement and discretion on sensitive and confidential projects and assignments.
- Interpersonal savvy – relating openly and comfortably with the leadership team
- Evaluated employee performance through regular assessments, providing constructive feedback and opportunities for growth.
- Generated detailed sales reports to identify trends and areas for improvement, leading to more informed decision-making processes for upper management.
- Collaborated with marketing to develop targeted promotional campaigns, updated customer facing marketing materials, revamped search engine criteria, resulting in increased brand awareness across all customer facing platforms.
- Assisted in managing budgets for the Sales/Marketing department, ensuring resource allocation aligned with strategic objectives and growth of ARR.
- Implemented CRM enhancements to better track customer interactions and improve communication within the sales team.
Enterprise Account Executive / Solution Consultant
Trapeze Software Group
Cedar Rapids, Iowa
11.2012 - 03.2025
- Cultivated relationships with enterprise clients to drive software adoption and retention.
- Developed tailored solutions and pricing structures, aligning software capabilities with client business needs and objectives, resulting in higher adoption, increased revenue, and ARR growth.
- Led contract negotiations, ensuring favorable terms that meet both client and company needs. (. i.e. RFP/RFIs, Maintenance Renewals, Change Orders, Amendments, etc.)
- Managed a portfolio of high-value accounts, ensuring timely renewals and upselling opportunities.
- Delivered comprehensive product presentations and demonstrations, showcasing the value proposition to potential clients and executive-level stakeholders.
- Collaborated with cross-functional teams, such as delivery, product, operations, and marketing, to develop targeted promotional campaigns for software products.
- Consistently exceeded sales targets by proactively identifying and pursuing new business opportunities.
- Implemented strategic account plans that maximized revenue potential from existing clients.
- Maintained accurate records of all sales activities using CRM software systems. (Salesforce and Client Success)
- Consistently have achieved and exceed annual revenue targets (both Net Revenue and ARR Growth), earning Gold Club recognition every year but 2020 and achieved Presidents Club in 2023 after closing $5.4M Net Revenue against a $3.6M goal.
- Gained trust of fellow colleagues across multiple business units as knowledgeable Solution Consultant and long-time employee. Supported client interactions, leading when needed, and assisted in onboarding, learning internal processes, and proper documentation.
Education
High School Diploma -
George Washington High School
Cedar Rapids, IowaBachelor's Degree - Business Management
Kaplan University
Skills
- Proficient in on-prem and cloud-based architectures
- Experienced with SaaS and traditional maintenance pricing models
- Effectively executes on plans with keen attention to detail, accuracy and timing/time management
- Extremely well organized, flexible, a strong multi-tasker, with proficient verbal, written and presentation skills
- Self-motivated can work independently with minimal supervision or collaboratively with others
- Proficient with Microsoft 365 Suite, Salesforce, HubSpot, Client Success, GovWin and Workday
- Track record as a leading Enterprise Account Executive, CSM and Solution Consultant consistently hitting annual targets, Gold Club (100% of goal) and Presidents Club in 2023 after closing $54M Net Revenue against a $36M goal Setting my personal goals higher than the expectation
- Meet quarterly goals related to pipeline and forecast accuracy, while maintaining a rolling 5-year sales funnel of $20M
- Key account/territory management of complex sales cycles by understanding individual client’s objectives, funding, fiscal years, government funding constraints, grant applications and RFP requirements
Timeline
Sales Administration Manager
Collective Data
09.2025 - 02.2026
Enterprise Account Executive / Solution Consultant
Trapeze Software Group
11.2012 - 03.2025
High School Diploma -
George Washington High School
Bachelor's Degree - Business Management
Kaplan University