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Network Power<100 people
Roles
🔥100%
Startup Founder
💸100%
Marketing
✔️100%
IT
Geos
🇬🇧100%
United Kingdom
Work Background
The Falls Chamber of Commerce Executive Director
Aug. 2023Somersworth, New Hampshire, United States
Self-employedBusiness Solutions Consultant
Mar. 2023 - Aug. 2023Somersworth, New Hampshire, United StatesOffering consulting and project management services to small businesses wishing to improve operational efficiency, expand their business model, provide practice management and resource planning solutions, and assist with other business improvement projects as needed.
Gateway Retirement SolutionsClient Success & Engagement Manager
Jun. 2020 - Mar. 2023Dover, New Hampshire, United States♦ Oversaw and implemented projects to expand our advisor team as well as client experience initiatives
♦ Maximized client experience through initiatives meant to build and foster relationships with clients and potential clients to maintain and improve client retention efforts
♦ Evaluated and streamlined operational processes as needed to provide and support a path for company growth through operational efficiency
♦ Interacted with vendors and carriers to foster and improve relationships, address ongoing client and plan participant issues, and conduct due diligence.
♦ Managed all record-keeping and CRM tasks, working closely with Broker-Dealer compliance to ensure compliant record-keeping and processes in place at all times.
♦ Liaised with managing partners and wealth management team to make decisions for operational activities and set strategic goals for the wealth management team. ♦ Constructed and implemented systems processes and improvements and tools to optimize efficiency, and designed and implemented processes and tools to improve client connectivity, contact process and overall relations with our partner investors
♦ Assisted with technological and operational support to other areas of the business as needed.
Q-CentrixSenior Operations Coordinator
Sep. 2018 - May. 2020Portsmouth, New HampshireIndustry- Healthcare Quality Saas ♦ Establishing and maintaining relationships with key customer partners and internal teams, I provided consistent remote systems access.
♦ I coordinated client services team and customer information services teams to troubleshoot and resolve technical access issues and deliver process improvements.
♦ I managed critical projects by overseeing planning and execution, such as initiative to capture data most requested by clients. Directed business system team to develop interactive report that captures and presents data.
♦ I developed strategic initiatives and managed delivery, including plan to conduct periodic calls with clients to review access data, gather requirements, and implement process improvements.
♦ I oversaw training programs by developing onboarding materials for new hires, providing instruction on systems administration, education on client services, and coaching on operational best practices.
♦ I coordinated access resolution services, including after major implementation of active director integration project.
♦ I created client dashboards to provide timely insight, such as view of service level agreements and compliance
Q-CentrixOperations Administrator/Coordinator
May. 2017 - Sep. 2018Portsmouth. NH
MSB Management Systems for Student ServicesClaims Analyst
Jan. 2013 - May. 2017Industry - Educational Medical Services & Saas
♦ I managed processing of claims and submitted reports to resolve billing discrepancies and provide analysis of trends to client partner.
♦ I liaised with client to review billing details, resolve issues with billing platform, and collect data to improve processes.
♦ I collaborated with developers to identify and resolve billing platform bugs.
● I served as chair of professional development committee to develop and oversee delivery of employee engagement initiatives.
♦ I input, maintained, and organized patient information into various databases.
♦ By developing training programs, I improved employee relations, such as engagement seminars and onboarding initiatives. Spearheaded integration of two billing teams while providing cross-training and staff development.
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