Katie Forbes
Senior Associate, Customer Success Operations at apree health- Claim this Profile
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Spanish Elementary proficiency
Topline Score
Bio
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Experience
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apree health
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Hospitals and Health Care
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200 - 300 Employee
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Senior Associate, Customer Success Operations
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Jan 2022 - Present
Customer Success operations and support including: - Using tools such as Gainsight to create repeatable processes to make Customer Success more efficient - Building comprehensive decks in PowerPoint to illustrate customer and internal journeys - Data insights and analyses through ad hoc and strategic reporting Customer Success operations and support including: - Using tools such as Gainsight to create repeatable processes to make Customer Success more efficient - Building comprehensive decks in PowerPoint to illustrate customer and internal journeys - Data insights and analyses through ad hoc and strategic reporting
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Crowded Fire Theater Company
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United States
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Entertainment
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1 - 100 Employee
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Front of House Associate
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Aug 2021 - Oct 2021
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ITA Group, Inc.
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United States
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Advertising Services
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500 - 600 Employee
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Senior Registration Program Manager - Sponsorship Associate
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Feb 2014 - Aug 2021
Lead project manager as it relates to onsite and virtual event registration, specializing in large-scale, complex user conferences, sales kickoffs and incentive trips. Responsible for the attendee experience throughout the registration process and onsite execution phase.Key responsibilities:- Client relations—clarifying client goals, managing expectations and advising on marketing strategies based on best practices- Customer experience—attendee correspondence, onsite check-in and hospitality lead- Database management on various platforms including Aventri, Cvent, eventcore, G2Planet, RainFocus, Swoogo and PerformanceCentral- Reporting and data analysis—building summary reports, monitoring trends, revenue reconciliation and data cleanup- Housing and attrition—managing rooming list submission and changes, monitoring pickup and advising clients regarding attrition- Create and maintain training documents and mentor employees- Session and speaker support- Sponsor and exhibitor support Show less
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Office Coordinator
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Aug 2013 - Feb 2014
Office management duties supporting company operations by maintaining office systems and supporting staff. Responsibilities included: - Maintain office services by organizing office operations and procedures- Controlling correspondence- Designing filing systems- Reviewing and approving supply requisitions- Assigning and monitoring clerical functions- Maintain office efficiency by planning and implementing office systems, layouts, and equipment procurement- Manage door key cards, VM system, alarm system coordination and serve as Safety Officer- Liaise with Office Coordinator at Corporate headquarters, Corporate HR department and building management- Print & log all expense reports and check requests for the Operations department- Track and enter labor hours for contractors- Send reminders when time sheets & expense reports are due- FedEx invoice reconciliation- Assist with operational on-boarding of new employees and process employment paperwork.- Take on additional tasks as assigned by department managers Show less
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Premier Staffing Inc.
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United States
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Staffing and Recruiting
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1 - 100 Employee
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Administrative Assistant
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Jul 2012 - Jul 2013
Temporary administrative experience in San Francisco downtown area includes Academy of Art University, Woodberry ITA Group, Teknion. Duties include general office reception, database entry, travel coordination, expense report creation and basic accounting, general employee support, office maintenance Temporary administrative experience in San Francisco downtown area includes Academy of Art University, Woodberry ITA Group, Teknion. Duties include general office reception, database entry, travel coordination, expense report creation and basic accounting, general employee support, office maintenance
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Self-employed
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Real Estate
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1 - 100 Employee
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Stage Manager
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Jul 2012 - Jun 2013
Campo Santo, Crowded Fire Theatre, Cutting Ball Theatrical responsibilities include maintaining detailed records of technical and artistic cues during rehearsals and productions, communication among artists/director/actors, rehearsal/performance reports, board operation. Campo Santo, Crowded Fire Theatre, Cutting Ball Theatrical responsibilities include maintaining detailed records of technical and artistic cues during rehearsals and productions, communication among artists/director/actors, rehearsal/performance reports, board operation.
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Playwrights Foundation
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United States
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Entertainment
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1 - 100 Employee
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Assistant to the Artistic Director
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Jan 2013 - May 2013
Non-profit organization supporting new playwrights. Duties include grant packaging, donor/actor database maintenance, creating email marketing campaigns, website maintenance. Non-profit organization supporting new playwrights. Duties include grant packaging, donor/actor database maintenance, creating email marketing campaigns, website maintenance.
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Pleasanton Unified School District
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United States
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Primary and Secondary Education
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300 - 400 Employee
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Classroom Teacher
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Jan 2005 - Jun 2012
Duties include classroom instruction in 8th grade drama, 7th/8th grade English language arts, and yearbook production. Drama class includes modification and implementation of district course framework for grades 6-8, classroom instruction in basic theatre (with an emphasis in acting), and production of a whole class play twice per school year. Improv club adviser. Panther Players adviser (auditioned acting troupe, culminates in a one-act play performance for local elementary schools). Duties include classroom instruction in 8th grade drama, 7th/8th grade English language arts, and yearbook production. Drama class includes modification and implementation of district course framework for grades 6-8, classroom instruction in basic theatre (with an emphasis in acting), and production of a whole class play twice per school year. Improv club adviser. Panther Players adviser (auditioned acting troupe, culminates in a one-act play performance for local elementary schools).
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Education
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University of San Francisco
Single Subject English Credential, Secondary Education and Teaching -
University of California, Irvine
Bachelor of Arts (B.A.), Drama/Theatre Arts and Stagecraft