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Work Background
The Haystack GroupStrategic Advisor
Jan. 2022Kansas City, Missouri, United StatesI work with CEOs of small to mid-sized organizations in various industries such as healthcare, education, renewable energy, technology, and professional services. Some of my key accomplishments in this role are: • Collaborated with the CEO to prepare the operations department for the sale of the business, optimizing workflows, aligning processes with strategic goals, and supporting a seamless transition with a private equity firm.
• Collaborated with the leadership team to introduce key performance metrics at the company level, driving greater accountability and ownership across teams, which led to a 20% improvement in operational outcomes and more consistent goal alignment.
• Guided the CEO on the strategic roadmap for scaling a company utilizing AI to improve mental health outcomes.
• Conducted an organizational assessment for a healthcare company's leadership team to identify gaps and challenges associated with the technology and growth strategy.
• Collaborated with the leadership team of a renewal energy company to create and design a plan to increase revenues by expanding into new markets.
• Partnered with the founder/entrepreneur to develop and implement a targeted go-to-market plan for a healthcare application catering to the autistic and aging populations.
MenloHead of Operations, Member of Leadership Team
Jan. 2021 - Dec. 2022Kansas City, Missouri, United StatesAs the Head of Operations for Menlo, I oversaw all aspects of company-wide operational functions for the parent company of a technology-managed service provider to U.S. schools. Some of my key accomplishments in this role are: • Optimized and streamlined company-wide operational functions for a technology-managed service provider to U.S. schools.
• Reduced turnaround time from 4 months to 45 days, implemented interdepartmental handoff processes, and managed an Entrepreneurial Operating System (EOS) for substantial growth.
illumisoftCOO, VP of Business Development and Member of Leadership Team
Jan. 2018 - Dec. 2021Kansas City, Missouri, United StatesAt illumisoft, I headed daily operations for a professional services firm delivering software development to healthcare organizations. A sample of my accomplishments in this role include: • Headed daily operations for a professional services firm, augmenting profitability by 20-30% and securing new client opportunities valued at $500,000.00.
• Empowered employees and evaluated performance through structural and process redesign.
CapWest Home LoansSenior Operations Consultant
Jan. 2012 - Dec. 2018Overland Park, Kansas, United StatesIn this role, I directed business solutions and identified areas of improvement to meet customer needs for a financial technology company focused on optimizing national real estate transactions. Some of my achievements in this role include: • Directed business solutions and automated manual processes, reducing the operational process from 37 days to 28 days.
• Led a cultural transformation initiative resulting in improved employee engagement and a 15% increase in overall productivity.
Connect 5000Management Consultant, Member of Leadership Team
Jan. 2011 - Jun. 2012Kansas City, Missouri, United StatesAt Connect5000, I supported growth and improved business performance by piloting campaigns to secure C-Level appointments with technology companies and utilized my financial expertise to scale organizations. My core accomplishments at Connect5000 include: • Engineered over 50 campaigns, bringing in an average of 15-20 new appointments for the company to present its services to a CEO, CTO, or CFO.
• Yielded several hundred thousand dollars in additional revenue for the company through a campaign that created 30 new opportunities for the client.
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