KATHERINE L PETERSON(774)

313-0050 • klpeterson@gmail.com • LinkedIn: /in/petersonkatherine • 27 Holyoke Rd #3, Somerville, MA

Experienced professional seeking operations management role with experience in project management, digital marketing, content writing and development, corporate communications, and financial reporting. Specializes in facilitating business communications between technical and non-technical stakeholders. Consistently recognized as a detail-oriented and solutions-focused professional with the ability to increase productivity and bottom line profitability while keeping strict adherence to budget, schedule, and scope. Additional expertise includes product ideation, customer and client relationship management, web development, creative strategy, conference and event marketing, and financial analysis.

PROFESSIONAL EXPERIENCEClinEdge, Boston, MA 6/2015 – PresentProject Manager

Leads internal team members to ensure recruitment and retention project milestones are met as contracted Ensures revenue is realized and projects function within budgetary perimeters for each project/program assigned Leads and participates in creation/coordination of patient recruitment strategy Partners with Account Directors to ensure that client expectations are well defined and achieved Responsible for leading every client-facing meeting which may include, but not limited to, discussing contract

deliverables, budget allocation, explaining performance metrics, projection modeling, and site performance Monitors and coordinates the efforts of the internal and external project teams and acts as the primary point of

contact for clients Analyzes recruitment reports and projections and implements changes to strategy/tactics as necessary to achieve

contracted goals Oversees IRB approval processes for all patient recruitment and retention materials Provides customer training on Salesforce

John Wiley & Sons, Inc., Malden, MA 7/2005 – 1/2014Project Manager, Society Relations, 6/2008 – 1/2014Associate Project Manager, Client Services, 10/2006 – 6/2008Journals Operations Assistant, 7/2005 – 10/2006

Partnered with global and regional colleagues to craft consistent brand image to promote company’s mission and vision

Managed high-exposure projects including the creation of a centralized portal site to streamline society services, standard front-end statements, institutional pricing, client welcome packages, and bid toolkits and templates

Executed key marketing initiatives from concept to delivery such as the development of a key client relationship with the American Society of Association Executives

Managed the development and production of contractual annual publisher’s reports for over 850 societies per year Performed client-facing marketing activities at conferences and annual meetings

Key Achievements: 2012 Pacesetter Team Award recipient for improving annual reporting process for over 850 societies and increasing

efficiency by over 25% Guided the organization’s re-branding initiatives of the Society Exchanges website

(http://exchanges.wiley.com/societies) resulting in increased visibility, market share, lead generation, and profitability Project manager for the development of the print run database to determine print runs for journal issues, resulting in

a reduction of costly overprints and reprints Successfully implemented new procedures surrounding the takeover process and editorial management forms,

thereby improving productivity and operating efficiency

Boston Financial Data Services, North Quincy, MA 3/2005 – 7/2005Fund Liaison

Managed relationships with high net worth institutional clients Processed high exposure trades of up to $100M, such as purchases, liquidations, exchanges, and transfers while

adhering to strict fund guidelines and policies

1 | P a g e Katherine Peterson • (774) 313- 0050 • klpeterson@gmail.com • LinkedIn:/in/petersonkatherine

Supported team with special maintenance projects and monitoring daily system reports

Columbia Funds Services, Inc., Boston, MA 10/2001 – 3/2005Senior VIP Processing Representative, 8/2003 – 3/2005Senior Specialty Processing Representative, 1/2003 – 8/2003Processing Representative, 10/2001 – 1/2003

Developed and managed key relationships with high net worth institutional clients Processed high volume transactions of mutual fund portfolio, including purchases, liquidations, exchanges, and

transfer requestsKey Achievements:

Three-time recipient of the Gold Star Recognition Award for superior customer service, productivity, and accuracy of work

Assisted training department in developing specialized courses for new hires, resulting in improved performance Drafted new procedures to facilitate standardization of company policies in order to promote efficiency Founding member of Diversity Leadership Team which organized activities to foster cultural awareness in the

workplace

Edu.com, Inc., Boston, MA 5/2000 – 8/2000Product Pricing and Analysis Intern

Composed web content for e-co, mmerce website targeted at college students Analyzed pricing of retail products and updated website with new prices received from business partners such as

Apple and IBM Worked closely with marketing and business development teams to strategize aesthetic direction of company Assisted customer service department with student verification

Office of Communications, Mount Holyoke College, South Hadley, MA 3/1999 – 10/2000Communications Assistant

Edited and converted text format from QuarkXPress to HTML for online publication of weekly campus newspaper Assisted with editing and design of various other student and public relations communications

EDUCATION/CERTIFICATESCITI Good Clinical Practice Module, June 2015

HubSpot Inbound Certification, May 2015

Corporate Education Group, Boston University Corporate Education Center, Chelmsford, MAProject Management Certificate, June 2014

Mount Holyoke College, South Hadley, MABachelor of Arts, History and Economics, May 2001

TECHNICAL SKILLS A wide range of technical skills, including the ability to quickly learn any new technology.

Salesforce administration, SharePoint, Visio, Project, WordPress, Drupal, Quark Xpress, Photoshop, KeySurvey, Qualtrics, FileMaker Pro, Access, Google Analytics, Google AdWords, HubSpot, Hootsuite, Buffer, Excel, Word, PowerPoint, Publisher, Outlook, Familiarity with HTML, Javascript, SQL, VBA

2 | P a g e Katherine Peterson • (774) 313- 0050 • klpeterson@gmail.com • LinkedIn:/in/petersonkatherine