Heather Case
About Heather Case
Heather Case serves as the Executive Assistant to the Co-Founders at YearOne, where she has worked since 2022. Based in the Portland, Oregon Metropolitan Area, she specializes in project management, employee transitions, and enhancing operational efficiency through AI tools.
Work at YearOne
Heather Case has been serving as the Executive Assistant to the Co-Founders at YearOne since 2022. In this role, she monitors metrics for email campaigns and other ongoing projects to ensure optimal performance. She also handles the onboarding and offboarding of employees, facilitating smooth transitions within the company. Additionally, Heather incorporates AI feedback tools into her daily work to enhance efficiency and effectiveness. Her responsibilities contribute significantly to the operational success of YearOne, a company that is part of the Techstars 2020 cohort.
Previous Experience
Before joining YearOne, Heather Case worked at Puppet as an Executive Assistant/Project Administrator from 2016 to 2022. Prior to that, she held multiple roles at Viewpoint Construction Software, including Manager of Office and Facility Administration and Manager of Administration from 2015 to 2016. She also served as Office Manager at Viewpoint Construction Software from 2014 to 2016. This diverse experience in administrative roles has equipped her with skills in project management and team coordination.
Education and Expertise
Heather Case studied at Pacific Lutheran University, where she developed foundational skills relevant to her career. Her expertise includes creating sales pipeline dashboards to streamline sales processes and improve tracking. She also conducts research and creates spreadsheets of venture capital companies and teams using Crunchbase, showcasing her analytical skills. Furthermore, she coaches executives on instructional video content and delivery, enhancing communication and training methods within the organization.
Compliance and Security Management
In her current role, Heather ensures SOC 2 compliance, maintaining high standards of security and data protection. This responsibility is crucial for safeguarding sensitive information and upholding the company's integrity. Additionally, she manages project management for the current round of fundraising, contributing to the company's financial growth and strategic initiatives.