Katheryn Valdez

Experience

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  The Naked Green

  Jan 2015 - Jul 2015

  Marketing Team Intern

  Successfully develop the startup of an environmental app in collaboration with the programming team for a company based in Silicon Valley, San Francisco, CA. Adhere to the SCRUM method to expedite project success. Conduct user-input sessions with paper prototypes to define app features. Design app visuals carefully to enhance user experience. Choose app colors meticulously utilizing color psychology. Set forth a reward system within the app to build brand loyalty.

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  LoveShare

  Jan 2016 - Jun 2016

  Advertising Media Coordinator

  Assist in research efforts by developing surveys targeted to couples. Meticulouslyanalyze the findings to strategically devise the media outreach. Overlook the media plan to ensure strategic consistency. Develop a list of potential media representatives within the provided budget. Draft and edit print, radio and TV advertisement, as well as coordinate promotions. Follow up to ensure that ad placement and billing proceed smoothly.

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  School of Law at University of Puerto Rico

  Aug 2016 - Dec 2016

  Public Relations Research Coordinator

  Coordinate, with all the members of the firm, the development of investigativetechniques necessary for the phase of Informal and Formal research. Evaluatesurveys, in-depth interviews, as well as focus groups. Collect and analyze data oncustomer demographics, preferences, needs, and buying habits to identify potentialmarkets and factors affecting product demand. Gather data on competitors and analyze their prices, sales, and method of marketing and distribution. Preparereports of findings, illustrating data graphically and translating complex findingsinto written text. Supervise every stage of the campaign to ensure the efforts areconsistent with the provided strategy. Show less

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  INNOVEX Co

  Jun 2017 - Aug 2017

  Digital Marketing Intern

  Interview sales team and conduct thorough competitive analysis and to determine key competitors. Apply Inbound Marketing insights unto research efforts. Determine the content needed to successfully appeal to the prospect at each stage of the marketing funnel. Identify user experience trends in competitor’s websites to apply in rebranding efforts. Research best practices in content efforts to influence ‘Bottom of the Funnel’ decision makers. Develop buyer personas along with personal traits, buying habits, pain points and challenges, as well as content consumption trends. Show less

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  EMoney Advisor

  Oct 2017 - now

  Manage service calls of increasing complexity regarding ten major areas on the eMoney financial planning software. Identify client needs, clarify information, research every issue and provide solutions. Escalate unresolved issues to tier two teams when necessary. Log all appropriate details of interactions in a comprehensive way into the Salesforce CRM. Review emails and process administrative requests. Meet efficiency standard set forth by the company. Attend weekly meetings to discuss system releases, new features and bugs. Show less

  • Account Manager

    Jul 2020 - now

  • Sales Development Representative

    Apr 2019 - Jul 2020

  • Client Support Specialist

    Oct 2017 - Apr 2019