Katie Taylor
Marietta
Summary
Product Implementation and client enablement professional with experience leading SaaS onboarding, translating business requirements into system-ready workflows, and supporting successful platform adoption. Proven ability to partner with clients and cross-functional teams to gather requirements, validate data, manage implementations, and ensure smooth handoff across the customer lifecycle. Skilled in workflow mapping, stakeholder management, and process improvement within B2B and regulated environments. Known for clear communication, structured problem-solving, and driving implementations from discovery through go-live using tools like Salesforce and modern project tracking platforms.
Overview
5
5
years of professional experience
Work History
Implementation Specialist
Seniorverse
Remote
05.2025 - Current
- Led end-to-end client onboarding and implementation for a SaaS platform supporting healthcare and service-based organizations, ensuring accurate system configuration and successful go-live.
- Partnered with clients to understand operational workflows, data structures, and business requirements, translating them into platform configurations and implementation steps.
- Supported data migration and system setup by validating source files, reviewing upload summaries, and resolving data integrity issues prior to production use.
- Collaborated cross-functionally with internal teams (implementation, customer success, operations, and leadership) to align customer needs with platform capabilities.
- Identified recurring implementation challenges and workflow gaps, contributing insights to improve internal processes and future client deployments.
- Facilitated client training sessions (virtual and in-person), ensuring stakeholders understood system functionality and best practices for adoption.
- Served as a trusted implementation partner to customers, setting realistic expectations around timelines, scope, and platform functionality.
- Maintained accurate documentation of implementation steps, requirements, and outcomes to support continuity across teams.
- Supported post-implementation stabilization by troubleshooting configuration issues and ensuring smooth handoff to ongoing support.
Operations Specialist
Crucial Learning
Remote
01.2023 - 2025
- Supported senior client advisors by executing and coordinating operational workflows across billing, licensing, and client program delivery, ensuring accurate setup and smooth execution.
- Managed end-to-end logistics for 40–50 concurrent client-facing training implementations, including contracting workflows, scheduling, materials coordination, and virtual environment setup.
- Processed and validated a high volume of sales and service orders across CRM and internal systems, ensuring data accuracy, fulfillment integrity, and proper lifecycle management (creation, fulfillment, returns, credits).
- Acted as a frontline problem-solver for client and internal inquiries, investigating system data, pulling usage and activity reports, troubleshooting ambiguous issues, and delivering tailored resolutions.
- Operated autonomously within a queue-based request system, balancing competing priorities while maintaining accuracy, timeliness, and service-level expectations.
- Maintained detailed documentation across systems to support operational continuity, audit readiness, and compliance with internal processes and client commitments.
- Partnered cross-functionally with sales, client advisors, and operations teams to ensure operational requirements were clearly understood and executed throughout the client engagement lifecycle.
- Led cross-functional collaboration, coordinating client updates across multiple teams to resolve emerging challenges and ensure process continuity.
Sales Development Representative (SDR)
Holiday Inn Club Vacations
Remote
01.2021 - 01.2023
- Led discovery conversations with prospective clients to understand business needs, workflows, and implementation considerations, qualifying opportunities for the sales pipeline.
- Communicated product value clearly and effectively to diverse stakeholders, translating high-level needs into actionable next steps for internal teams.
- Partnered cross-functionally with sales and onboarding teams to ensure smooth handoff from pre-sale conversations to implementation and client onboarding.
- Maintained accurate documentation of prospect interactions, requirements, and context within CRM systems to support continuity across the customer lifecycle.
- Balanced high-volume outreach with thoughtful, consultative conversations to ensure alignment between client expectations and product capabilities.
Education
Bachelor of Arts - Communications
Southern New Hampshire University
12-2025
Skills
- Product Implementation & Enablement
- Requirements Gathering
- Workflow Mapping
- Implementation Planning
- Cross-Functional Collaboration
- Stakeholder Management
- Business Process Analysis
- Data Validation & QA
- Structured Data Analysis
- System Configuration
- Documentation & Knowledge Management
- B2B Client Engagement
- Discovery & Needs Assessment
- Account Management
- Implementation Handoff & Adoption
- Salesforce
- DocuSign
- Teams
- Slack
Timeline
Implementation Specialist
Seniorverse
05.2025 - Current
Operations Specialist
Crucial Learning
01.2023 - 2025
Sales Development Representative (SDR)
Holiday Inn Club Vacations
01.2021 - 01.2023
Bachelor of Arts - Communications
Southern New Hampshire University