Katelyn Puric

Experience

1. Business Development Specialist - Marketing & Customer Success

   Platinum Business Services

   Aug 2023 — Present · MD, US

   Business Development, Marketing, & Client Success Specialist, Platinum Business Services (Aug 2023-Current)• Business Development: Conducted daily opportunity identification and screening, managing a robust pipeline of potential contracts in our CRM. Coordinated partnermeetings, and strategic correspondence, with customized briefings to secure new business opportunities tailored to the agency’s mission and needs.• Client Management: Spearheaded the We Care Customer Journey and Legacy programs, incorporating the Malcolm Baldrige framework to enhance client relationships and retention. Developed and managed the PM Customer Shaping Program, establishing clear expectations and accountability metrics.• Event Management: Planned and attended industry events (NVSBE, 8(a), SOF Week, CyberWorks) and internal team meetings. Managed logistics, marketing collateral, and post-event follow-ups to strengthen Platinum’s industry presence.• Marketing Leadership and Communication: Designed and launched the \"Giving Back\" website and executed comprehensive email campaigns, social media updates, and marketing materials, including fact sheets, capabilities briefings, white papers, press releases, and internship flyers. Ensured brand consistency across internal and external communications.• Process Improvement: Collaborated with our Quality Assurance Manager to enhance project organization and documentation. Facilitated team alignment with strategic contract vehicles. Created resources for adapting to strategic frameworks, including Malcolm Baldrige and program improvement initiatives.