Leviton

Responsible for playing a critical role in driving sales productivity, improving sales performance and enabling the Network Solutions and Lighting & Control groups to achieve its sales targets and objectives. 

This includes sales process management, analyzing and reporting on sales data, CRM management for data integrity, user adoption and training, developing custom training and onboarding materials, and continuous process improvement.

Manager, Commercial Operations

RAZR

A high-growth, consumer engagement technology and marketing organization focused healthcare, financial, and retail brands combining behavioral science, insightful marketing strategy with smart technology.

*	Implemented and optimized the HubSpot CRM by automating marketing campaigns and sequences, streamlining the sales process with workflow automation, and building and maintaining custom dashboards and custom reporting for company divisions and the leadership team.
*	Managed the RFP/proposal process and content repository compiling information from SMEs throughout the organization.
*	Created custom reporting and provided regular sales forecasts and business updates to the executive team to reflect productivity targets.
*	Developed and optimized tools to enable strong sales success through the effective use of HubSpot, ZoomInfo, and Loopio including custom documentation, onboarding, continuous training, and support.
*	Reported on and analyzed sales performance metrics to identify areas for improvement and drive growth opportunities.

Director, Sales Operations & Enablement

TAE Consulting Services

*	Provided long-term strategic senior-level operational, analysis, forecasting, inventory management, project management, client services, and compliance services for investment firms, consulting firms, and distribution organizations.
*	Attended to the daily client service requests and provided support.
*	Collaborated with cross-functional teams, including portfolio management, operations, and compliance to ensure smooth and efficient client service.
*	Monitored and maintained accurate financial data. 
*	Managed a team of operations professionals and provided leadership, guidance, and mentoring.
*	Oversaw all compliance risk assessments, operations, client service, and relationship management activities.
*	Developed reports outlining performance by tracking KPIs.

Business Operations, Compliance and Client Services Consulting

Lotus Capital

Lotus Capital is a global, multi-strategy private investment firm, which provides capital & financing to high-growth companies.

*	Oversaw all aspects of investment operations including performance measurement, risk management, and compliance.
*	Developed and implemented strategies to drive operational efficiency.
*	Continuously evaluated and improved operational processes to ensure they are scalable and adaptable to changing business needs.
*	Generated and implemented business strategies to increase revenue.

Vice President of Operations

International Capital Group, LLC

ICG provided structured securities products to companies, individuals, and institutions globally. 

*	Oversaw and managed all aspects of client services and operations for the company.
*	Monitored KPIs to measure efficiency and identify areas for improvement.
*	Provided reports and updates to senior management on company-wide performance.
*	Created business process flows to identify opportunities for improvement.
*	Researched regulatory compliance status and processes to resolve complex business issues.

VP, Client Services and Operations

RealMed Corporation

*	Managed implementation of the RealMed solution in large physician groups post-sales.
*	Worked with cross-functional teams to coordinate and implement new functionality.
*	Consulted with clients to assess technical and operational needs to prioritize and recommend solutions.
*	Executed successful and timely delivery of solutions to meet accounts’ needs.
*	Increased business with existing clients by identifying areas needing improvement.
*	Prepared detailed reports, tracking the progress of accounts.

Customer Account Manager

InfoSys, Inc

*	Developed, trained, and managed the implementation of complex, multi-product healthcare. information management systems for the medical, home health, hospice, long-term care, and assisted living markets.
*	Communicated with accounts on a regular basis based on tier structure and need via email, phone, and face-to-face meetings.
*	Managed trainers and project managers from implementation through completion of multiple projects.
*	Oversaw budgets for multi-million-dollar projects, tracked expenses and timelines, and communicated milestones Developed and delivered customized documentation.
*	Consulted with clients on medical business practices. Interfaced regularly with project leadership and senior management to produce timely and valuable results.
*	Provided quality control and testing for all new product enhancements, modules, and features.

Senior Project Manager

Human Resource Management, Ltd

* Developed, managed, and implemented projects and programs which include;  wage and salary compensation, recruitment, employee evaluation, gathering data and conducting analysis, employee orientation and training, process improvement, position description development, and corporate policy guidelines
* Analyzed, reviewed, researched, and developed enhancements for employee benefits programs

Organizational Planning Consultant (Contract Position)

Maritz Marketing Research, Inc

* Developed marketing programs for clients to promote products
* Directed responsibility for providing excellent customer service to our clients
* Managed projects through all phases of  the bidding, sales, implementation, and billing process
* Executed all financial responsibilities including monitoring branch operating budget and controlling  labor and expense costs
* Developed program which effectively tracks and monitors budget and expense costs
Responsible for hiring, training, developing, and motivating personnel
 
Programmer

* Designed, tested, implemented and maintained client customer satisfaction programs, performance measurement and processes, questionnaire and tabulation development
* Collected, analyzed, and reported data findings using various methods
* Provided consultation and analysis for projects to ensure client's needs are met

Assistant Branch Manager

St. Louis Children's Hospital

* Project leader responsible for implementing Continuous Quality Improvement processes to ensure total customer satisfaction
* Trained employees and interns on various financial systems, including billing, collections, and patient registration systems
* Coordinated Managed Care/Capitation and outpatient billing for Patient Financial Services department
* Team leader accountable for coordinating employee responsibilities and duties in Patient Registration department

Financial Representative

Who I Am:

I am a results-oriented professional with a passion for process improvement, operational efficiency, client services, and project management.

What I Do:

I break down processes or activities into discrete parts to identify areas for improvement and create solutions that enhance performance for individuals, teams, and organizations.

Why I Do It:

I am fascinated by "the process" - the act of observing and understanding the realities of others, and using that understanding to make sense of things. I am dedicated to continuous learning in order to optimize "the process" and I always strive to recognize and celebrate the success and growth of individuals and teams.

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