KeepingCount

Responsible for identifying opportunities, advising on strategy, proposal development, recommending solutions, implementing project plans, fostering external partnerships, managing due diligence and post-close integrations, and responding to the objectives and priorities of the company. Responsible for project management, from planning to implementation and monitoring of special partnership projects, to ensure the objectives of the CEO is carried out efficiently and effectively.

Director of Strategic Initiatives

RealCount

Highly efficient Operations and Client Success Manager with experience supervising multiple teams of employees while planning and maintaining work schedules, updating procedures and policies, while performing customer success activities for a FaaS company.

* Created and implemented standard operating procedures to free up time and capital to grow the company.

* Hired, trained, and mentored a high-performing team and measured output against a suite of metrics.

* Provided best-in-class customer experience and rapidly resolved issues using excellent critical thinking skills.

* Managed client on-boarding processes, ensuring that their expectations and goals were fully met. 

* Implemented cross functional workflows to increase bandwidth.

* Developed key performance indicators to improve project management.

Operations & Client Success Manager

Home and Design Magazine

I spearheaded operations and sales management activities throughout the region with oversight for team leadership, training, client relationship building, contract negotiation, and revenue growth. Highlights include the following:

* Defined areas for improvement and implemented new processes both online and in offline client engagements.

* Implemented a suite of Standard Operating Procedures (SOPs) to promote productivity and consistency.

* Fostered collaborative relationships with retail partners to provide product demonstrations, negotiate pricing agreements, and achieved an individual annual sales revenue exceeding $400K.

* Designed a robust transport and logistics framework to support ongoing operations.

*Led product and supply ordering based on evolving regional demand.

* Rolled out a variety of ambitious operational and financial targets.

* Launched special events and promotions to enhance brand engagement in key segments.

Director Of Operations

Cosmetic and Implant Dental Center

I orchestrated all aspects of daily operations for a busy dental practice with responsibility for scheduling, patient coordination, financial administration, and customer service. Accomplishments included:

* Managed patient billing, and accounts receivable, and prepared flexible payment options.

* Arranged patient appointments and maintained a consistent schedule for dental professionals.

* Coordinated insurance claims and collected outstanding debts to protect cash flow.

* Enabled team members to operate at optimum capacity by completing a wide range of administrative duties.

* Oversaw network administration and ensured all systems were operating in line with commercial requirements.

* Designed marketing campaigns for digital and traditional channels and deployed SEO for the company website.

Treatment Coordinator

Massa Dental Center

I managed patient administration for this dental center including the delivery of exceptional service, accurate scheduling, problem-solving, marketing, and project coordination. Achievements included:

* Arranged patient schedules to maintain a manageable flow of business throughout the day.

* Resolved escalated items and patient queries and build relationships to secure long-term loyalty.

* Assisted patients in developing flexible payment plans for all phases of their treatment.

* Oversaw financial administration including insurance processing and AR/collections.

* Acted as a focal point for staff members to support ongoing projects and programs.

* Successfully increased case acceptance by 50%.

* Transformed the company website using SEO techniques, enhanced social media presence, and managed network administration.

Colorado Diamond Company

"In this role, I developed a network of industry contacts including large-scale diamond wholesalers in New York. I established all facets of the operation in order to successfully sell loose diamonds and jewelry utilizing a direct-to-consumer model. Highlights in this role included the following:
Attained a detailed understanding of products and market trends to accurately advise customers 
and make detailed recommendations based on individual requirements and budget.

* Tracked competitor activity and pricing to remain competitive.

* Negotiated agreements, contracts, and payments to secure long-term commercial viability.

* Oversaw day-to-day business functions including sales, operations, marketing, and customer service.

* Monitored financial performance and continually implemented best practice processes to optimize output.

Owner

Butterman Dental

* Responsible for day-to-day operations of the dental practice.
* Effectively arranged schedules to maintain consistency throughout
the day.
* Created and fostered relationships with patients.
* Provided treatment coordination for all patients, and created flexible
payment options.
* Managed insurance claims and negotiated in-network contracts.
* Created print and internet marketing campaigns.
* Handled all network administration.
* Managed accounts receivable and decreased outstanding patient
balances.
* Supported staff to ensure high-efficiency patient flow within the
office.
* Increased production at or above 150%.
* Implemented paperless document management in accordance with
HIPPA.

Director of Strategic Intitiatives | CCSM Level 5 | Eternal Optimist | Status Quo Crusher | Life Long Learner

At KeepingCount, my strategic acumen in identifying opportunities and fostering partnerships has been instrumental in aligning project plans with the CEO's objectives. My role encompasses advising on strategy, leading pre and post acquisition activities, and implementing effective solutions that resonate with our company's goals.

Previously, as Operations & Client Success Manager at RealCount, I strengthened customer relationships and optimized operational procedures. Our team, under my leadership, excelled in delivering best-in-class customer experiences, contributing to sustained business growth and client satisfaction.

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