Katie Taylor
MARIETTA
Summary
Implementation and client delivery professional with experience leading SaaS onboarding across healthcare and high growth technology environments. Proven ability to own end to end implementations, translating business requirements into scalable system configurations and driving product adoption across diverse stakeholders. Skilled in stakeholder management, workflow design, and cross functional collaboration, with a track record of delivering successful go lives and accelerating time to value. Experienced in managing multiple concurrent implementations in fast paced environments.
Overview
2027
2027
years of professional experience
1
1
Certification
Work History
Implementation Specialist
Seniorverse
Remote
05.2025 - Current
- Owned end to end SaaS implementations, leading clients from discovery and requirements gathering through configuration, go live, and post launch stabilization
- Acted as project lead for client implementations, managing timelines, deliverables, and stakeholder expectations across cross functional teams
- Served as a strategic advisor, consulting with clients to translate business needs into scalable system configurations, workflows, and platform solutions
- Designed and optimized workflows and automations to improve operational efficiency and reduce onboarding friction
- Defined implementation success metrics (KPIs) including time to go-live, product adoption, and onboarding completion, using these to guide client strategy and delivery
- Managed 20+ concurrent client implementations, ensuring on time delivery and high quality execution
- Drove time to value by executing structured onboarding plans, accelerating adoption and long term platform engagement
- Led client facing trainings, demos, and workshops to increase product adoption and user proficiency
- Identified and mitigated implementation risks and blockers, ensuring successful go live outcomes
- Partnered with product and engineering to support system configuration, troubleshooting, and implementation improvements
- Delivered onboarding for 20+ client accounts, supporting $10K+ in monthly recurring revenue ($120K+ annually)
Operations Specialist
Crucial Learning
Remote
2023 - 2025
- Supported client onboarding and implementation delivery, coordinating workflows across billing, licensing, and program execution
- Managed 40–50 concurrent client implementations, overseeing contracting, scheduling, training logistics, and virtual environment setup to ensure successful delivery
- Processed and validated high-volume orders within CRM and internal systems, ensuring data accuracy and seamless progression across the client lifecycle
- Acted as a frontline problem-solver, analyzing system data and reports to resolve complex client issues and support implementation success
- Partnered cross-functionally with Sales, Client Advisors, and Operations to ensure aligned execution of client onboarding and delivery milestones
- Maintained structured documentation and processes to support implementation consistency, operational efficiency, and audit readiness
Sales Development Representative (SDR)
Holiday Inn Club Vacations
Orlando, FL
2021 - 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
Manchester, NH2025
Skills
- SaaS Implementation
- Client Onboarding & Enablement
- Requirements Gathering
- Stakeholder Management
- Workflow Design & Optimization
- System Configuration
- Go Live Execution
- Product Adoption
- Time to Value Optimization
- Cross Functional Collaboration
- Risk Mitigation
Certification
- Crucial Conversations® (Accountability & Mastering Dialogue)
- The Power of Habit™ Training
- Getting Things Done® (GTD)
Timeline
Implementation Specialist
Seniorverse
05.2025 - Current
Operations Specialist
Crucial Learning
2023 - 2025
Sales Development Representative (SDR)
Holiday Inn Club Vacations
2021 - 2023
Bachelor of Arts - Communications
Southern New Hampshire University