Experienced Project Management, Marketing and Operations Professional

1. 1 | P a g e Katherine Peterson • (774) 313- 0050 • klpeterson@gmail.com • LinkedIn:/in/petersonkatherine
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 EXPERIENCE
ClinEdge, Boston, MA 6/2015 – Present
Project 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 externalproject teamsand acts as theprimary 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 – 1/2014
Project Manager, Society Relations, 6/2008 – 1/2014
Associate Project Manager, Client Services, 10/2006 – 6/2008
Journals 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 – 7/2005
Fund Liaison
 Managed relationships with high net worth institutional clients

2. 2 | P a g e Katherine Peterson • (774) 313- 0050 • klpeterson@gmail.com • LinkedIn:/in/petersonkatherine
 Processed high exposure trades of up to $100M, such as purchases, liquidations, exchanges, and transfers while
adhering to strict fund guidelines and policies
 Supported team with special maintenance projects and monitoring daily system reports
Columbia Funds Services, Inc., Boston, MA 10/2001 –
3/2005
Senior VIP Processing Representative, 8/2003 – 3/2005
Senior Specialty Processing Representative, 1/2003 – 8/2003
Processing 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
requests
Key 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 – 8/2000
Product Pricing and Analysis Intern
 Composed web content for e-co, mmerce website targetedat 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 strategizeaesthetic direction of company
 Assisted customer service department with student verification
Office of Communications, Mount Holyoke College, South Hadley, MA 3/1999 –
10/2000
Communications 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/CERTIFICATES
CITI Good Clinical Practice Module, June 2015
HubSpot Inbound Certification, May 2015
Corporate Education Group, Boston University Corporate Education Center, Chelmsford, MA
Project Management Certificate, June2014
Mount Holyoke College, South Hadley, MA
Bachelorof 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