Katie Jacobs
Program Manager at Zachys Fine Wine- Claim this Profile
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Topline Score
Bio
Mark North
Katie is an extraordinary asset for any firm. She adds shareholder value in a number of areas: She brings strong knowledge of both European and US auction models and the idiosyncratic processes and logistics for the wine industry. She is very familiar with the full end to end operational process of an auction, including legal, compliance and policy requirements - A very comprehensive knowledge set. She demonstrated executive learning - went in a different direction and developed a complete mastery of the software development life cycle in three disparate businesses: Auction software (US and EU), Netsuite ERP, Retail/Ecommerce. Katie managed teams doing Preproject, Economics and budget, Define, Build, Test, Deploy, Operational handover. Often these teams had conflicting agendas. In managing each of these projects, Katie did a deep dive first and developed very detailed knowledge of the subject matter that likely continues to this day. Katie also did a strong job managing the software development program queue for the Zachys enterprise umbrella of 4 different businesses.. Katie is very strong in strategic partner and vendor management. She builds strong relationships and no nonsense execution planning with no nonsense meetings and tasks that all parties are held to, no matter what. Katie also has background in six sigma and builds everything with an efficiency angle. A very strong area for Katie is the linkage from vision to strategy to tactics. Given a vision, she is super diligent about ensuring that downstream strategy and tactics fit the strategy and yield clearly defined returns for shareholders. She is not only capable of running sections of a company but building whatever the nextgen of your company should be. I would also recommend, in addition to whatever her statutory job is, having Katie be part of an operational strategy decision making team at the enterprise level.
Kristen Yraola
Mark North
Katie is an extraordinary asset for any firm. She adds shareholder value in a number of areas: She brings strong knowledge of both European and US auction models and the idiosyncratic processes and logistics for the wine industry. She is very familiar with the full end to end operational process of an auction, including legal, compliance and policy requirements - A very comprehensive knowledge set. She demonstrated executive learning - went in a different direction and developed a complete mastery of the software development life cycle in three disparate businesses: Auction software (US and EU), Netsuite ERP, Retail/Ecommerce. Katie managed teams doing Preproject, Economics and budget, Define, Build, Test, Deploy, Operational handover. Often these teams had conflicting agendas. In managing each of these projects, Katie did a deep dive first and developed very detailed knowledge of the subject matter that likely continues to this day. Katie also did a strong job managing the software development program queue for the Zachys enterprise umbrella of 4 different businesses.. Katie is very strong in strategic partner and vendor management. She builds strong relationships and no nonsense execution planning with no nonsense meetings and tasks that all parties are held to, no matter what. Katie also has background in six sigma and builds everything with an efficiency angle. A very strong area for Katie is the linkage from vision to strategy to tactics. Given a vision, she is super diligent about ensuring that downstream strategy and tactics fit the strategy and yield clearly defined returns for shareholders. She is not only capable of running sections of a company but building whatever the nextgen of your company should be. I would also recommend, in addition to whatever her statutory job is, having Katie be part of an operational strategy decision making team at the enterprise level.
Kristen Yraola
Mark North
Katie is an extraordinary asset for any firm. She adds shareholder value in a number of areas: She brings strong knowledge of both European and US auction models and the idiosyncratic processes and logistics for the wine industry. She is very familiar with the full end to end operational process of an auction, including legal, compliance and policy requirements - A very comprehensive knowledge set. She demonstrated executive learning - went in a different direction and developed a complete mastery of the software development life cycle in three disparate businesses: Auction software (US and EU), Netsuite ERP, Retail/Ecommerce. Katie managed teams doing Preproject, Economics and budget, Define, Build, Test, Deploy, Operational handover. Often these teams had conflicting agendas. In managing each of these projects, Katie did a deep dive first and developed very detailed knowledge of the subject matter that likely continues to this day. Katie also did a strong job managing the software development program queue for the Zachys enterprise umbrella of 4 different businesses.. Katie is very strong in strategic partner and vendor management. She builds strong relationships and no nonsense execution planning with no nonsense meetings and tasks that all parties are held to, no matter what. Katie also has background in six sigma and builds everything with an efficiency angle. A very strong area for Katie is the linkage from vision to strategy to tactics. Given a vision, she is super diligent about ensuring that downstream strategy and tactics fit the strategy and yield clearly defined returns for shareholders. She is not only capable of running sections of a company but building whatever the nextgen of your company should be. I would also recommend, in addition to whatever her statutory job is, having Katie be part of an operational strategy decision making team at the enterprise level.
Kristen Yraola
Mark North
Katie is an extraordinary asset for any firm. She adds shareholder value in a number of areas: She brings strong knowledge of both European and US auction models and the idiosyncratic processes and logistics for the wine industry. She is very familiar with the full end to end operational process of an auction, including legal, compliance and policy requirements - A very comprehensive knowledge set. She demonstrated executive learning - went in a different direction and developed a complete mastery of the software development life cycle in three disparate businesses: Auction software (US and EU), Netsuite ERP, Retail/Ecommerce. Katie managed teams doing Preproject, Economics and budget, Define, Build, Test, Deploy, Operational handover. Often these teams had conflicting agendas. In managing each of these projects, Katie did a deep dive first and developed very detailed knowledge of the subject matter that likely continues to this day. Katie also did a strong job managing the software development program queue for the Zachys enterprise umbrella of 4 different businesses.. Katie is very strong in strategic partner and vendor management. She builds strong relationships and no nonsense execution planning with no nonsense meetings and tasks that all parties are held to, no matter what. Katie also has background in six sigma and builds everything with an efficiency angle. A very strong area for Katie is the linkage from vision to strategy to tactics. Given a vision, she is super diligent about ensuring that downstream strategy and tactics fit the strategy and yield clearly defined returns for shareholders. She is not only capable of running sections of a company but building whatever the nextgen of your company should be. I would also recommend, in addition to whatever her statutory job is, having Katie be part of an operational strategy decision making team at the enterprise level.
Kristen Yraola
Credentials
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Lean Six Sigma Green Belt Certification
AALSSCDec, 2020- Nov, 2024 -
Wine & Spirit Education Trust Advanced Certificate passed with Merit
Wine & Spirit Education TrustJan, 2007- Nov, 2024 -
Uniform Standard of Professional Appraisal Practice Certification
Universal Standard of Professional Appraisal PracticeJan, 2003- Nov, 2024
Experience
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Zachys Fine Wine
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United States
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Beverage Manufacturing
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1 - 100 Employee
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Program Manager
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May 2021 - Present
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Professional Benefit Auctioneer and Consultant
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Jan 2011 - Present
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Zachys Wine Auctions
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United States
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Beverage Manufacturing
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1 - 100 Employee
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Special Operations Manager
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Jan 2019 - Jun 2022
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Christie's
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United Kingdom
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Retail Luxury Goods and Jewelry
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700 & Above Employee
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Associate Vice President, eCommerce Luxury Manager
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Sep 2012 - Jun 2018
Successfully launched the first-ever Ecommerce (Auction) channel and established processes and policies for online auctions that integrated into the existing infrastructure of the 250-year old company; scaled online auctions from three in 2012 to 125 in 2017.• Served as the Project Manager for over 35 online auctions annually; collaborate between the Sales teams, IT, Client Services, Finance, and Legal to ensure auctions are compliant, profitable and provide a user-friendly, positive experience. • Gathered sale and channel analytics, identifying areas of strengths and weaknesses and preparing presentations for communicating data and strategies to key stakeholders.• Served as technical and operational project manager and primary contact for client issues and collaborated with colleagues to prioritize and resolve concerns promptly and efficiently.• Designed Post Sale Analysis reports, developed KPIs on marketing traffic, audience engagement, client profiles and success performers.• Proactively implemented sale strategies, including selection of property, merchandising, site presentation and determining target audiences resulting in a more qualified audience, increased number of participants (25%) and increased revenue potential.• Partnered with Marketing and Sales teams to design custom marketing campaigns including budget, SEM factors, third party sources, and target audiences resulting in a more qualified audience, increased number of participants (25%) and increased revenue potential. • Built auction infrastructure for both domestic and international sites; trained specialists and support teams globally for New York, London, Paris, Geneva and Hong Kong.• Serve as Ecommerce Manager for the company's most high profile and iconic consignments including the collections of Elizabeth Taylor, Robert Hatfield Ellsworth, Joan Rivers, President and Mrs. Ronald Reagan, and David & Peggy Rockefeller.
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Wine Department Business Coordinator
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Oct 2009 - Sep 2012
Responsible for financial and operations management of the department, creating financial budgets and improving operational methods resulting in increased efficiency and lower business costs. • Create annual budgets and provide regular reporting to keep department financially on target.• Reconcile all department finances to ensure accuracy and within budgetary limits, manage department P&L• Act as primary point of client contact, proposing creative solutions to client issues, minimizing financial loss while assuring customer satisfaction.• Design and implement shipment cost calculator and post-sale operational processes, providing pro-active shipping quotes to clients leading to expedited order fulfillment and decreased warehouse storage and rental space.• Instigate warehouse audits, improving inventory accuracy and decrease of purchase cancellations and refunds.• Supervise the office administrator, warehouse manager and interns, ensuring completion of department tasks thoroughly and efficiently.
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Wine Department Administrator
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Oct 2007 - Oct 2009
Provide administrative support to department members to ensure the smooth and efficient day-to-day operations in the office.• Coordinate end to end execution of 8 auctions per year, including communication with clients through the consignment process, creating and executing contacts and distributing/filing various legal documents and invoices • Produce business intelligence reports that provide breakdowns of global sale results and client activity, analysis of potential risks and opportunities, and commentary on market trends.• Transitioned from manual filing systems to electronic filing systems and databases.• Upgraded client invoice distribution from post to email, improving payment collection and order fulfillment efficiency.
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Sherry-Lehmann Wines & Spirits, Inc
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United States
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Beverage Manufacturing
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1 - 100 Employee
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Inventory Supervisor / Customer Service Manager
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2007 - 2007
• Supervised inventory management during store relocation, and configuration of new inventory layout.• Promoted to Customer Service Manager to resolve client and operations challenges and develop personal relationships with high-profile clientele.• Familiar with the extensive stock of international wine and spirits and current trends and news in the wine business, assisting clients with purchasing orders.• Improved stock and inventory methods and decreased monetary losses. • Supervised inventory management during store relocation, and configuration of new inventory layout.• Promoted to Customer Service Manager to resolve client and operations challenges and develop personal relationships with high-profile clientele.• Familiar with the extensive stock of international wine and spirits and current trends and news in the wine business, assisting clients with purchasing orders.• Improved stock and inventory methods and decreased monetary losses.
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Education
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2005 - 2006
Christie's Education
Master of Philosophy (M.Phil.), Connoisseurship of Fine and Decorative Arts
Community
