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Work Background
Horizontal DigitalSenior Delivery Lead
Mar. 2025St Louis Park, Minnesota, United States
The Latitude GroupSenior Project Manager Contract - Acadia Healthcare
Apr. 2024 - Dec. 2024Remote • Managed internal Data and Analytics Program, overseeing the migration from Sequel Server 2016 to Astronomer and Snowflake.
• Coordinated development activities using Agile methodology, delivering over 15 reports in five months with Power BI reporting setup.
• Led a remote team of 20 resources, including 3rd party vendors and internal/leadership resources, completing 610 stories and 1500 points.
Referral AI Program: Launching of AI technology in the Admission Services business unit to help drive greater awareness around patients who qualify to be admitted in the Acute line of business.
• Introduced AI technology using a pilot approach for Acute Admissions referral processing. • The business case for this effort was designed with the focus around introducing on average (6) more admission per hospital resulting in a $10 – 13M incremental revenue for the company.
• Pilot Phase (after 6 weeks) – Build AI prompting and scoring algorithms based on admitted and deflected faxes along with a front in UI for use by the team. • 2nd Phase (12 weeks) – introduced revised AI model and UI structure to define referrals that had a greater chance of hospital admissions, while bringing in critical medical, insurance and summary information into the tool.
• During the (3-month program) – completed over 120 stories, and 325 stories points.
Evernorth Health ServicesProgram Delivery Manager
Mar. 2023 - Mar. 2024Tampa, Florida, United StatesI supported the Senior Director and Product Sponsor in transitioning from Salesforce Marketing Cloud to Red Point Consumer Data Platform, managing a $7MM product portfolio and coordinating activities between Cigna Medical and Evernorth ecosystems. I provided weekly progress updates to the CTO and direct reports, supported development teams, managed external vendors, and introduced Agile principles while coaching junior project managers.
TekStreamDigital Evolution Program Lead- Consultant with TekStream
Jun. 2022 - Mar. 2023RemoteSupporting NASCO CTO/VP Product Office in the delivery of product/project related activities centered around Digital Evolution. Oversight in 2022 of a $14M budget.
RSM US LLPSenior ScrumMaster
Sep. 2021 - Jun. 2022RemoteExperienced Scrum Master support RSM Risk related programs.
TekStream SolutionsClient Implementation Director - Healthcare
Dec. 2020 - Oct. 2021Remote - Client located in Atlanta, GAWorking remotely for a healthcare company out of Atlanta, GA offering support on product and implementation growth in the Provider space using the Salesforce Health Cloud/Vlocity Platform.
AgileThoughtClient Services Director
Jul. 2019 - Dec. 2020Tampa/St. Petersburg, Florida Area - REMOTE
UnitedHealth GroupConsultant: Senior Project Manager (Scrum Master) - Salesforce COE
May. 2018 - Jun. 2019Greater Minneapolis-St. Paul AreaWhile I continue to support the Salesforce COE, I have moved into a new role within Optum support state implementation activities.
Sunrise BanksProgram Manager/Scrum Master
Aug. 2017 - Apr. 2018Greater Minneapolis-St. Paul AreaProvide overall Program Manager/Scrum Master over sight for the office of the CIO. Responsible for Agile Transformation within Sunrise Banks, PCI and Data Retention project delivery. • Project Portfolio Management
o Manage the overall Project Portfolio centered on helping the bank become compliant in both PCI Standards and Data Retention efforts (as governed by the OCC). o Ensure successful delivery for PCI and Data Retention effort for the CIO and President of Sunrise Banks. Including the following impacted areas; Compliance/Risk
IS
National Products (Prepaid)
Operations Deposit Services
o Assisted the bank in transforming project delivery from Waterfall methodology to Agile. Agile Transformation Training
Definition of Project Owners
Scrum Master responsibility
Project Portfolio Tracking Issues/Risk Management
o Salesforce Roadmap: Responsible for overall project documentation including Salesforce Roadmap for both Sales and Marketing Teams. o Resource Management
Coordinate the necessary resources needed for each designated project
• Including recruiting, interviewing, and onboarding
• This includes internal, external, and 3rd party vendor candidates.
UnitedHealth Group (Optum)Salesforce Center of Excellence - Engagement Manager (Front Office)
Nov. 2016 - Aug. 2017Greater Minneapolis-St. Paul AreaProvide overall Program Manager over sight for the Salesforce COE. This Center of Excellence is an internal consulting company providing professional services within UHG (UHG, UHC, Optum Insight, and Optum) around Salesforce Engagement and Delivery.
• Project Portfolio Management
o Manage the overall Project Portfolio. This includes over 26 active projects in different stages of delivery totaling over $11M worth of revenue. o Ensure successful delivery for the following type of Salesforce Projects; Call Center
Care Management
Sales/Lead Prospects
Operations (including HEDIS)
Clinical Services
Government (State, Public, Federal)
o Create the necessary project documentation needed for successful delivery
New Hire Onboarding
Status Reporting
Project Portfolio Tracking Issues/Risk Management
o Salesforce Roadmap: Responsible for overall project documentation including Salesforce Roadmap, Sprint Planning, Retrospective, Deployment, and Post Production activities.
o Resource Management
Coordinate the necessary resources needed for each designated project
• Including recruiting, interviewing, and onboarding
• This includes internal, external, and 3rd party vendor candidates.
• Sales Prospects
o Meet with respective clients/business partners who express their interest in understanding the value and delivery available within Salesforce
o Coordinate client interviews and identification of business demand Document requirements as needed
Prepare and share Salesforce demo with clients as needed
o Estimation of Work Effort
Partner internal within the Salesforce COE to prepare the necessary work estimates needed for each project
Prepare proposals • Share proposals with clients and discuss delivery approach Within a four week period of time, sold over $500,000 worth of new client business for the Salesforce COE (Center of Excellence)
o Care Management and Sales/Lead Design Shop
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