Katherine Ramirez

Experience

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  Whitworth University

  Sept 2012 - May 2013

  Sports Information Photographer
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  EyeHealth Northwest

  Dec 2013 - Sept 2014

  Ophthalmic Assistant
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  NAVEX Global

  Jul 2014 - Sept 2014

  Finance Intern

  • Processed quarterly, semi-annual, and monthly billing• Created and improved process documents• Updated online client accounts• Assigned case queue of client questions and concerns

• 

  Emerald Media Group

  Jun 2015 - Jun 2016

  • Head manager of the Emerald PhotoBooth team• Communicated with the team, clients, and professional staff• Managed inventory control and organize staff schedule• Met with clients and ran the booth at events• Assisted in training new employees

  • Event Leader

    Apr 2014 - Jun 2016

  • Emerald Photo Booth Director

    Jun 2015 - May 2016
• 

  NAVEX Global

  Jul 2015 - Sept 2015

  Finance Intern

  • Processed quarterly, semi-annual, and monthly billing• Created and improved process documents• Updated online client accounts• Assigned case queue of client questions and concerns

• 

  NAVEX Global

  Aug 2016 - Jul 2019

  • Coordinate internal and external resources for execution of customer projects• Develop project objectives, prioritize responsibilities, execute deliverables, and track projects to completion• Manage an average of 50 projects• Train customers on tools and products• Identify potential up-sell and cross-sell opportunities• Maintain above average project metrics• Lead customer calls and presentations while providing excellent customer service • Reported on financial metrics for AR department to show progress and achievements• Assisted in developing transactional billing tool to decrease time spent on manual transactions• Reconciled client accounts including contract review to prevent errors and improve client satisfaction• Processed recurring and one time billing• Managed case queue of client questions and concerns

  • Implementation Manager

    Feb 2018 - Jul 2019

  • Client Accountant

    Aug 2016 - Feb 2018
• 

  Procore Technologies

  Jul 2019 - Nov 2021

  Integration Implementation Specialist

  • Managed customer implementation projects for ERP integrations• Integration specialist for over 100 clients• Developed relationships with customers and colleagues• Worked with the development team to add new integration features• Installed software and instructed customers on workflows and best practices• Troubleshot complex technical issues for integration support cases

• 

  WizeHive

  Nov 2021 - now

  • Consult with clients on how to achieve their organizational goals using WizeHive’s best practices and technical solutions.• Play the primary role in the implementation and configuration of WizeHive technical solutions to meet client and project requirements.• Internal expert on the technical solutions available on WizeHive’s platforms and other integration solutions such as Zapier• Act as the subject matter expert for Zapier and its use within the Zengine platform• Assist with scoping and diagramming of Zapier automation• Perform internal testing on technical solutions to ensure configurations are meeting project requirements• Review work of other team members as needed for the completion of project deliverables Show less

  • Senior Technical Project Manager

    Apr 2023 - now

  • Senior Implementation Lead, Zapier

    Sept 2022 - Apr 2023

  • Implementation Lead

    Nov 2021 - Sept 2022