Katherine Steinman Francis
@katherinesteinmanfra
I improve deal execution through order-to-cash operations, revenue workflows, and scalable sales process documentation.
United StatesWhat I'm looking for
I've supported revenue teams at Dell Technologies, CloudHealth by VMware, SparkCognition, and LogicMonitor by improving order-to-cash execution, sales handoffs, CRM accuracy, and workflow discipline. At Dell, I helped drive adoption of a CFO-sponsored order management initiative from under 5% to 99%+ in approximately two months.
I build SOPs, dashboards, job aids, and process guidance that help Sales, Finance, Operations, and RevOps resolve blockers and execute accurately. I've also implemented RPA initiatives that generated more than $150K in annual savings and designed AI workflow automations that reduced manual effort by 25%.
Experience
Work history, roles, and key accomplishments
Partnered with AEs and RevOps to improve handoff quality, workflow discipline, and CRM accuracy across four enterprise regions. Designed workflow AI automations that reduced manual effort by 25%.
Supported process standardization during a Salesforce-to-HubSpot CRM transition by documenting workflows and handoff standards. Captured best practices and supported operational execution for industry events.
Cloud Management Specialist
CloudHealth by VMware
Nov 2021 - Mar 2023 (1 year 4 months)
Documented customer pain points and decision processes to support clean AE handoffs. Identified expansion signals and supported onboarding with process guidance.
Partnered with Sales, Finance, and Operations to support revenue-critical order workflows and resolve deal-related issues. Drove adoption of a CFO-sponsored order management initiative from under 5% to 99%+ in approximately 2 months.
Supported order processing operations by prioritizing time-sensitive transactions and resolving exceptions. Implemented RPA initiatives that improved order cycle time and generated more than $150K in annual savings.
Education
Degrees, certifications, and relevant coursework
Texas A&M University
Bachelor of Business Administration, Management Information Systems
Earned a Bachelor of Business Administration in Management Information Systems from Texas A&M University in 2017.
Tech stack
Software and tools used professionally
Availability
Location
United StatesAuthorized to work in
Job categories
Skills
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