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Work Background
Executive Vice President
AlowareExecutive Vice President
Jun. 2023 - Oct. 2023United States
Director of Operations
MRI SoftwareDirector of Operations
Mar. 2022 - Apr. 2023Dallas, Texas, United StatesDirector of Operations for RentPayment.com division responsible for over $11.9 Billion in ACH and credit card transactions for multi-family residential, commercial, storage, affordable housing, and HOA real estate industry. Duties included: Supplier/Vendor management, Product Management, Customer Service & Technical Account Management (TAM) support, Implementation, Client Relationships, Regulatory and Compliance, New Product Introduction and division P&L. Accomplishments: - Reduced support SLA’s by 50% while achieving highest CSAT levels for last three years. - Improved new client implementation time by 66.4% down from 140 days to 47 days while improving the Client Journey and satisfaction. - Client Relationship Management: Achieved 25% under customer attrition goal, increased client adoption by 33% and improved Client Expansion timeframe by 70%. - Regulatory & Compliance: Completed annual Know Your Customer (KYC), IRS 1009K, PCI audits, SOC audits. - Working with Development, successfully introduced three new financial products to both existing and new customers. - Managed division P&L achieving gross 18% YOY revenue growth. - Managed Salesforce migration for our Support teams. - Implemented maintenance and NOC/TOC teams to improve platform stability and performance along with 24/7 systems monitoring. - In 90 days raised Employee Engagement from 57% to 92% participation as well as raised the overall Employee Engagement score from 62% (-13% below MRI Benchmark) to 72% (+1% above MRI Benchmark).
Chief Operating Officer
Integris Management & Consulting, LLCChief Operating Officer
Dec. 2019 - Jun. 2022Plano, Texas, United StatesChief Operations Officer (COO) and acting Chief Financial Officer (CFO) responsible for all operational and financial functions overseeing seven separate corporate entities as well as a 501c3 non-profit. These responsibilities include third party administration (TPA), Association (not for profit) management operations, customer service, pre-sales operations, accounting, fulfillment, supply chain management, facilities management, legal and compliance, HR and IT. Accomplishments include onboarding six new TPA clients, automating weekly and monthly financial processes, completing three annual financial audits for 12 States while relocating all staff and operations functions to a remote work from home model due to Covid-19 with zero customer or personnel impact while also increasing net revenues 11% YOY for 2020.
Operations Director/Project Executive
Tyler TechnologiesOperations Director/Project Executive
Nov. 2014 - Sep. 2018Plano, TXDirectly responsible for managing and facilitating over 35 enterprise Courts and Justice software implementation projects, resulting in over $265 Million in billable Professional Service Consulting hours while achieving double digit Operating Profit percentage (OP%) targets. - Managed a Professional Services organization with over 300 team members consisting of Sales and Marketing, Finance, Client Support, Development, DBA Conversion, Program Management and Quality. - Created initiatives developing new standardized implementation processes, training and tools resulting in a net 20% decrease in project delivery life cycle while gaining corresponding increases to OP%. - Directed teams to successfully implement our SaaS applications into both AWS and MS Azure cloud environments.
Senior Technical Program Manager
Verint-SystemsSenior Technical Program Manager
Sep. 2012 - Nov. 2014Frisco, TXDirectly responsible for Enterprise Software deployments and project completion. - Directed multiple project teams during all phases of the project life cycle. - Established a standard deployment methodology as well as training of nine new Project Managers. - Directed over 20 successful enterprise WFM software deployments focused on Fortune 500 clients and representing over $70 Million in gross revenue per year.
Chief Operating Officer and Managing Partner
WorldVentures HoldingsChief Operating Officer and Managing Partner
Aug. 2005 - Dec. 2006Managing Partner and COO responsible for the formulation and launch of the company in less than four months. - Developed and grew start-up, generating $35 Million in gross revenue the first year. - Implemented technology for 3rd party vendor integrations to include security and PCI compliance. - Created and supervised Process Management and procedures. - Negotiated vendor contracts and administration.
COO - Consultant
Affordable Healthcare OptionsCOO - Consultant
Jan. 2004 - Jun. 2005Served as acting COO, responsible for the design and development of their proprietary CRM web-based business systems. - Provided new business development, data management, account management, regulatory compliance, project management, business systems analyst, project scope, schedule and budgets, supplier and technology sourcing. - Implemented high quality product development and strategies.
Vice President of Operations
US Health AdvisorsVice President of Operations
Mar. 2002 - Jan. 2004Negotiating procurement and vendor contracts resulting in total operational cost reductions of 30%. - Established compliance and quality control teams and processes. - Established training and standardization team and document control processes. - Oversaw strategic planning, directing and growth of a national health benefits and insurance company. - Mentored Managers and Directors in new product introduction (NPI), total quality management (TQM), Six Sigma, project management and ISO disciplines.
CEO / Owner
Global Benefits Technical Solutions (GBTS)CEO / Owner
Jan. 2002 - Sep. 2012Oversaw custom software development for insurance medical billing software interfaces allowing for over 400,000 hospital and doctor claims per month to be repriced and adjudicated electronically with zero human intervention. - Spearheaded the development of proprietary CRM web-based applications covering customer service, billing, eligibility, fulfillment, agent commissioning and sales automation. - Directed all facets of the business, including, new business development, data management, account management, regulatory compliance, project management, business systems analyst, project scope, schedule and budgets, supplier, Human Resources, and technology sourcing.
Senior Operations Director
Efficent Networks Inc.Senior Operations Director
Sep. 1999 - Jul. 2001Responsible for over $1 Billion OEM/ODM and contract manufacturing activities to include: PCB assembly, SMT, functional test, final assembly, DFMA/DFT, Quality, supply chain management, new product introduction (NPI), manufacturing engineering services, logistics, fulfillment, RMA/Warranty, contract negotiations, product costs/profitability and strategic relations management. - Facilitating Quarterly Business Reviews (QBR) with OEM/ODM partners. - Oversaw the development of worldwide Advance Manufacturing Plans (AMP). - Coordinated a worldwide manufacturing bench marking team and RFP to select new contract manufacturing and OEM/ODM partners. - Oversaw Engineering, Marketing and Operations insuring on time introduction of OEM/ODM products. - Directed extended manufacturing teams to facilitate development and support new product introductions. - Created a New Product Management department, insuring the on-time introduction of new DSL CPE and VoIP CO equipment. - Supervised corporate teams responsible for FastTrack Oracle ERP and financial applications implementation. - Directly responsible for the introduction of 25 new DSL products to high volume manufacturing in less than 24 months and thus attaining $1 Billion in annual worldwide revenues. - Developed process documents to assure ISO 9001 certification.
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