Katina Beale

Experience

• 

  University of DC

  Oct 2008 - Nov 2008

  Staff Assistant

  Maintained a database for all SF-52’s and employment applications. Verified that all documentation and signatures were present. Typed memorandums, letters and various forms for distribution. Received a large number of visitors and telephone inquiries.

• 

  National Association of Wholesaler-Distributors

  Mar 2011 - Feb 2016

  Computer Operations Assistant

  Process all registrations for upcoming meetings and events. Make calls to organizations in order to update records in the NetForum database. Provide relief for the receptionist by incoming telephone inquiries and visitors. Process incoming and outgoing mail as well as UPS/Fedex packages. Input data into NetForum to process printouts for updated email listings. Input data to finalize evaluations for Roundtable meetings. Research Congressional districts and enter districts into NetForum with the appropriate company location. Create new ORG’s (Organizations) and IND’s (Individuals) record numbers in NetForum. Connecting primary companies to branch companies. As well as, connecting individuals to companies. Input publication orders for processing by verifying all information provided by the customer as well as enter new information for new customers. Provide accounting with excel spreadsheet for daily publication batches with invoice numbers, amount charged and customer’s name. Also, enter in to excel spreadsheet the amounts for each day for a 30 day detail. Submit all publications with companies grossing over 1 billion in revenue to membership. Assist in providing website maintenance for upcoming events and agendas Show less

• 

  Aerotek

  Sept 2016 - Mar 2017

  Member Services Specialist

  Maintain accurate organization and individual data in AAMC’s Association Management System• Process affinity group assignments made by deans/CEOs or their assistants • Send onboarding messages to include messaging about AAMC web account creations and tokens for access to group/member online information• Perform daily A/R tasks such as collecting, processing, and recording payments in batches for all membership revenue managed through the AMS (processing credit card payments) and generate receipts from AMS upon request• Assist with customer inquiries regarding membership payments• Conduct netForum query database clean up.• Provide Tier One Salesforce case and telephone support to individuals with questions regarding membership, • Monitor Salesforce queue to: Process and approve organization change requests in AMS, netForum and Process and approve changes to key organizational representatives in the AMS • Resolve duplicate account issues• Reset passwords• Process tickets to onboard or off board AAMC staff; provide account creation information and an access token for all new staff• Manage access for the Annual Development Survey Show less

• 

  Association of American Medical Colleges (AAMC)

  Mar 2017 - now

  Develops, implements and monitors the organization's services to its member constituencies or the communities it serves. Designs and implements program evaluations through membership surveys, analyzes results and makes recommendations for program enhancements or new programs and services. Serves as a point of contact for day-to-day activities. Coordinates promotional community-based programs. Implements programs to develop relationships and build community coalitions. Plans, coordinates, and ensures events are within departmental budgets. Works independently to create, update, implement and model best practices. Leads projects or project steps of varying size and has accountability for ongoing activities related to projects, programs and/or operations. Applies in-depth professional level knowledge to independently solve a full range of complex problems and offers sensible solutions. Acts as a resource for colleagues with less experience. Represents team in meetings with other work units. Serves as a reliable resource for management. Show less Coordinate cross unit projects in support of member services and engagement, including maintaining project plans and status reporting.Develop and maintain documentation related to member services and engagement processes and systems.Maintain the Member Services Production ScheduleCoordinate cross-cluster projects, initiatives, and activities, especially as they relate to affinity group member management, the AMS, and enterprise invoicing and revenue management.Collect, assess, and support activity and progress reports, key performance indicators, and dashboard tracking.Develop new collaborations and relationships across the AAMC in the spirit of organizational integration and process excellence.Provide monitoring and oversight support to the Member Services Salesforce request queues to ensure SLAs are being met.Represent AAMC membership activities and member support at AAMC in-person eventsDefine and maintain processes, systems and training for AAMC staff requiring mass email capabilities, including mass email and collaboration tools such as HighRoad Solutions (HRS), Lyris, and netFORUM. Manage new member organization on-boarding into the AMSAdminister the Yammer netFORUM User Group and manage Member Engagement/Member Services Pulse pagesCoordinate daily A/R activities related to netFORUM invoices and the Bank of America Cash Pro (lockbox) systemServe as a liaison to Accounting for:Initiation of refund requestsResearch of charge back requestsResolving questions and issues with member invoicing or paymentsPrepare and distribute annual AAMC membership invoices, annual APPD invoices, and monthly GIA invoices under the direction of the Director of Member Services OperationsConduct annual billing point of contact surveys to ensure data accuracy for billing and A/R communicationsServe as a point of contact for year-end audit questions and reviews on Member Services activities Show less Maintain accurate organization and individual data in AAMC’s Association Management System• Process affinity group assignments made by deans/CEOs or their assistants • Send onboarding messages to include messaging about AAMC web account creations and tokens for access to group/member online information• Perform daily A/R tasks such as collecting, processing, and recording payments in batches for all membership revenue managed through the AMS (processing credit card payments) and generate receipts from AMS upon request• Assist with customer inquiries regarding membership payments• Conduct netForum query database clean up.• Provide Tier One Salesforce case and telephone support to individuals with questions regarding membership, • Monitor Salesforce queue to: Process and approve organization change requests in AMS, netForum and Process and approve changes to key organizational representatives in the AMS • Resolve duplicate account issues• Reset passwords• Process tickets to onboard or off board AAMC staff; provide account creation information and an access token for all new staff• Manage access for the Annual Development Survey Show less

  • Constituent Relationship Senior Specialist

    Apr 2023 - now

  • Member Services Coordinator

    May 2018 - Apr 2023

  • Member Services Specialist

    Mar 2017 - May 2018