Katie Van Kleeck
Charlotte,NC
Summary
Over 13 years of combined experience as a Scrum Master and in Project Management, Business Analysis, Business Development, IT Recruiting, Client Relationship Management, Team Leadership, Account Management, and Customer Service. 4+ years of IT Project Management experience leading multiple teams and initiatives simultaneously. 3+ years of experience as an Agile Scrum Master leading multiple teams and serving as lead Scrum Master for the Data Management Technology organization at Bank of America. Certified Scrum Master and SAFe certified Release Train Engineer. Well-versed in the agile software development lifecycle. Specialized in Agile Recruitment for the Financial Services Team and led agile training for a team of recruiters at ettain group. High level of comfort with a fast-paced work environment. Excellent relationship management, communication, teamwork and influence skills. Ability to operate at senior levels in both written and verbal communications interacting professionally with a diverse group, executives, managers, and SMEs.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Agile Scrum Master
Bank of America
12.2020 - Current
- Act as Scrum Master for multiple Agile Development teams in the Data Management Technology space at Bank of America supporting the Technology Authorized Data Source
- Lead agile teams to facilitate sprint events (stand up, planning, demo, retrospective)
- Serve as lead Scrum Master to coordinate with Release Manager, Change Coordinator and Program Manager on all release activities for 7 development teams
- Facilitate PI planning preparation and events for TechADS in support of the Data Resiliency Capabilities train
- Represent TechADS in ART syncs, Scrum of Scrums etc
- Work with our Product Owners and Business Analysts to ensure the team has a healthy backlog
- Restructured JIRA to the recommended portfolio structure for our Deliverables, Epics, and stories for 7 agile teams
- Contribute to the successful implementation of new enhancements, new data sourcing and provisioning by ensuring that all the required elements are understood, documented, owned and actioned by the team
- Work with business units to analyze processes, functions, and procedures to determine the most effective business solutions to meet the needs of the business objectives
- Partner with business partners and application SMEs to identify and mitigate risk and execute end to end technology development to deliver solutions
- Manage timelines and communicate effectively with stakeholders on status and any risks across multiple deliverables
- Work closely with developers and testers to ensure requirements and design are translated accurately into working stories and that test plans and scripts serve customer needs
- Work under minimal supervision on line-of-business projects requiring creative solutions.
Salesforce Analyst/Consultant
Torrent Consulting
08.2019 - 11.2020
- Designed complex sales and service solutions, as well as solutions for multi-platform and specialty projects, using both standard and custom Salesforce functionality
- Led client meetings including requirement gathering sessions, sprint reviews, UAT and training sessions
- Worked closely with analysts, developers and technical architects to verify that solutions meet business requirements
- Applied technical and business knowledge to determine end to end design requirements
- Provided leadership support to team members and clients through collaboration and best practice recommendations
- Created project documentation such as business process flows, user stories, status reports, training documentation and architectural diagrams
- Translated business requirements into Salesforce data models using ERDs
- Led all project management activities including sprint planning, facilitating, daily stand ups, maintaining time tracking software, delegating tasks, and creating status reports
- Managed risk mitigation plans when necessary.
Regional Manager
Torrent Consulting
11.2018 - 08.2019
- Partnered with Salesforce to understand client requirements and design complex sales and service solutions
- Responsible for sprint planning and designing project scope and timeline.
Business Development Manager
ettain group
06.2018 - 11.2018
- Establish and grow client relationships within Wealth and Investment Management at Wells Fargo
- Provide IT staffing solutions to clients
- Mentor and coach Technical Recruiters on Recruitment Best Practices.
Recruiting Lead, Financial Services
ettain group
01.2017 - 06.2018
- Exceeded yearly production goal in addition to serving as lead for the Financial Services Recruiting team supporting Bank of America and Wells Fargo
- Coordinated Bi-Weekly Company-Wide Technical Recruiter training for ettain group
- Led Agile Training for a team of 30+ recruiters
- Specialized in Agile Recruitment for the Financial Services Team
- Worked directly with Pontoon Solutions (Vendor Management Partner) regarding job requisitions, candidate submissions and other related items through the MSP system
- Provided feedback to the team on the information needed to effectively recruit on positions
- Coached other recruiters on how to prioritize their day when needed.
Senior Technical Recruiter
ettain group
05.2016 - 01.2017
- Promoted to Senior Technical Recruiter because of production and candidate placements
- Reached over $13k in weekly spread from Bank of America placements alone
- Qualified for company’s 2245 Rewards Trip, awarded to yearly top earners, in 2015 and 2016 and 2017
- Selected to lead training sessions and calls for new hires, as well as seasoned recruiters, company-wide
- Attended client meetings with sales team and identify employment needs to provide the most qualified candidates
- Served as liaison between recruiting and sales teams.
Technical Recruiter
ettain group
08.2014 - 05.2016
- Identified and sourced top talent through various resources, including: effectively communicating with candidates, leveraging job postings and searching capabilities on subscription job boards, leveraging social media, and professional networking activities
- Selected to lead training sessions and calls for new hires, as well as seasoned recruiters, company-wide
- Consistently exceeded quarterly headcount goals
- Worked closely with Account Managers / Business Development Managers, and attended client meetings to help determine their employment needs and provide the best quality candidates.
Outside Sales Representative
UniFirst Corporation
06.2014 - 08.2014
- Developed and maintained new sales leads through cold calling
- Sold UniFirst's Facility Service Programs
- Maintained a database of over 1,000 prospects in Saleslogix.
Account Manager, Premium Services
Charlotte Bobcats
07.2012 - 04.2014
- Actively managed over 250 premium and luxury accounts for the Charlotte Bobcats totaling a net worth over 2.8 million dollars
- Successfully retained and grew my book of business by providing superior customer service and leveraging a deep understanding of my clients’ personal and professional needs
- Led my team by retaining 89% of my book of business for the 2013-2014 Bobcats Season.
Account Executive, Season Ticket Sales
Charlotte Bobcats
03.2011 - 07.2012
- Provided excellent, personal post-sale service to 100+ clients to maximize sales potential
- Responsible for the sale of new season tickets, premium products, suites, luxury products, partial season tickets and mini-plans as well as up-selling existing season ticket accounts.
Inside Sales Representative
Charlotte Bobcats
10.2010 - 03.2011
- Promoted to Season Ticket department within 5 months based on performance, professionalism and work ethic.
Education
The University of Georgia
Skills
- Project Management: JIRA, Confluence, AgileView, TaskRay, Milestones PM, Cloud Coach, Precursive, PPRT
- ITSM: Remedy
- CRM Platforms: Salesforce, Microsoft Dynamics
- Document Generation and eSign: DocuSign, Conga, S-Docs
- Document Management: Google Drive, SharePoint
- Process Mapping, Lucidcart, Visio
- MS Office: Excel, Word, PowerPoint, Outlook, Visio
Certification
- Certified Scrum Master, Scrum Alliance
- SAFe Certified Release Train Engineer
- Salesforce Certified Administrator
Timeline
Agile Scrum Master
Bank of America
12.2020 - Current
Salesforce Analyst/Consultant
Torrent Consulting
08.2019 - 11.2020
Regional Manager
Torrent Consulting
11.2018 - 08.2019
Business Development Manager
ettain group
06.2018 - 11.2018
Recruiting Lead, Financial Services
ettain group
01.2017 - 06.2018
Senior Technical Recruiter
ettain group
05.2016 - 01.2017
Technical Recruiter
ettain group
08.2014 - 05.2016
Outside Sales Representative
UniFirst Corporation
06.2014 - 08.2014
Account Manager, Premium Services
Charlotte Bobcats
07.2012 - 04.2014
Account Executive, Season Ticket Sales
Charlotte Bobcats
03.2011 - 07.2012
Inside Sales Representative
Charlotte Bobcats
10.2010 - 03.2011
The University of Georgia