Summary
Overview
Work History
Education
Skills
Timeline
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Katie Yates

San Antonio,TX

Summary

Technical consultant with 8 years experience implementing & managing enterprise applications at Fortune 100 companies across the telco, finance, consumer goods and retail sectors. Proven record of exceeding strategic goals, boosting client happiness scores, & developing productive, meaningful relationships

Overview

11
11
years of professional experience

Work History

Senior Managed Services Consultant

Sprinklr
04.2023 - Current
  • Provide expert guidance on product offerings and services, enabling clients to make informed decisions based on their unique needs. Increased product adoption 10% in 90 day period
  • Developed custom course certifications tailored to client use cases, resulting in 214% increase in unique tool users
  • Implemented optimized customer care workflow to incorporate Google reviews, which drove 6% SLA improvement while allowing for 6.6K additional customer touchpoints

Managed Services Manager

Sprinklr
08.2020 - 08.2021
  • Managed $3MM+ in annual service bookings & 57 regional accounts
  • Directly managed a team of 14+ service consultants working on enterprise business
  • Reversed poor client perception across 14 customers to positive CHI scores in 6 months
  • Drove best practices & develop new processes including standardized consumption reporting, consultant action plans, MS Customer Happiness Index scoring and account health audits

Principal Managed Services Consultant

Sprinklr
02.2020 - 08.2020

Senior Managed Services Consultant 11/2017 - 2/2020

Sprinklr Manager, Sprinklr Giving 1/2016 - 11/2017

Managed Services Consultant 4/2015 - 1/2017

  • Promoted to Principal Consultant due to ability to manage complex accounts, improve experiences for high churn risk customers and provide mentorship to peers.
  • Led top 9 Fortune 100 companies via planning, delivery & analysis of social customer care workflows & best practices
  • Developed monthly project report to align tactical actions to strategic goals & calculate value realization
  • Delivered org-wide presentations around social customer care & consultative best practices

Community Education Manager

Thinkery
11.2013 - 05.2015
  • Community Education Manager (October 2014 - Present) Develop and coordinate innovative educational programs including EdExchange, Tech Reach and school tours
  • Raised 500K in total grants on launch of EdExchange, securing program funding for 5 years and providing dozens of educators and Title 1 schools with STEM education resources

Google+ Marketing

Google
11.2012 - 11.2013
  • Develop strategy and build partnerships with influential individuals and organizations to bring powerful users to Google+ platform through outreach, on-boarding, and developing relevant social media programs on major national scope, resulting in over 100+ engagements (exceeding quarterly goals by 50% on average)
  • Managed national programs, promotion and follow-up coverage for partners including Google Connected Classrooms, Scientific American, CERN, National Geographic, Duke University, Atlanta Zoo, ISTE, SWSXEdu

Education

Bachelor of Arts - English; Writing

Western Washington University

Skills

  • Customer Relationship Building
  • Strategic Consulting
  • Service Delivery
  • Process Improvements & Documentation
  • Collaborative mindset
  • Project Management
  • Analytics & Analysis
  • Organization
  • Sprinklr
  • SalesForce
  • Google Apps
  • MS Office
  • Adobe Rush
  • Pendo
  • Jira

Timeline

Senior Managed Services Consultant

Sprinklr
04.2023 - Current

Managed Services Manager

Sprinklr
08.2020 - 08.2021

Principal Managed Services Consultant

Sprinklr
02.2020 - 08.2020

Community Education Manager

Thinkery
11.2013 - 05.2015

Google+ Marketing

Google
11.2012 - 11.2013

Bachelor of Arts - English; Writing

Western Washington University
Katie Yates