- Project Management
- Process Mapping & Evaluation
- Business Modeling & Reporting
- KPI Analysis
- Product Deployment
- Customer Retention
Professional Profile
Kaitlynn is a Consultant at Sand Cherry Associates, with 7 years of operations, sales, and competitive strategy experience spanning the oil & gas, logistics, and AI/Tech verticals. Kaitlynn is an integral part of our firm's ongoing success in the design and delivery of strategic customer-centric initiatives through digitally-native, data-empowered solutions.
Kaitlynn has led numerous engagements to create and implement competitive evaluation and response strategies, design acquisition and retention strategies, develop new sales channels and enhance the capabilities of existing channels, and design enhanced tactics and processes to improve customer lifetime management processes. Her more recent work has centered on building onboarding and retention processes for a supply chain optimization platform.
Prior to Sand Cherry Associates, Kaitlynn was a Senior Operations Manager at Vorto, where she was responsible for developing high-value product features, onboarding processes, and retention strategies.
Professional EXPERIENCE
- Project Management: Led team of operations managers in planning and executing customer onboardings for supply chain optimization software. Outlined project details and timelines to ensure successful onboarding of all customers in a timely and thorough manner. Helped to map and implement maintenance plans for all customers to ensure retention. Independently managed largest customer on the platform and conducted weekly meetings for feedback and customer challenges; which were turned into project initiatives with date targets. Planned and implemented company-wide customer service team training and guidelines.
- Business Modeling: Built business model around gas purification to forecast multiple planning scenarios, as driven by sales, marketing, and capital investment. Model was also designed to support raising capital to fund planned growth.
- Data Transformation: Led team in critical data-delivery initiative, ensuring C-Suite had all necessary information on current business operations to make business decisions on a new company initiative into non-energy operations.
- Reporting Transformation: Project managed the delivery of key reporting capability for a large customer, including internal and external KPIs as well as executive dashboards. Developed and maintained project plan and communications documents, drove prioritization of requirements, coordinated efforts of contributing resources, and identified gaps and options for resolution.
- Process Mapping and Evaluation: Led initiative evaluating an automated logistics company's onboarding and customer service operations. Developed business process maps, identifying contributors, hand-offs, and milestones. Leveraged process maps, in combination with internal, customer and vendor interviews, to identify key gaps and opportunities to improve scalability and customer experience. Trained others who would be facilitating processes.
- Performance Monitoring: Facilitated the establishment of a performance monitoring for large customer using our company software. Held weekly meetings with stakeholders to identify gaps in process and training. Drafted and implemented plans for enhanced performance for all parties using internal platforms.
- Product Management: Spearheaded strategic website and mobile app launch program. Coordinated efforts of internal and external technology and business resources to frame user experience, define design, and prepare for product launch. Served as liaison between user base, operations team, and mobile team.
EDUCATION & Certifications
- University of Florida, BS in Chemical Engineering