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Work Background
LeanTaaSProduct Implementation and Customer Success
Dec. 2024
Steer HealthDirector of Onboarding and Client Success
Jun. 2024 - Dec. 2024- Built and lead a Client Success and Onboarding team of 6 staff to manage a total of 120 existing clients and all new clients - Created client reporting, documentation, and tracking that is leveraged company wide with monthly report outs to leadership - Redesigned the onboarding process to reach strategic onboarding timeline goals and established an internal and external training platform to support new employees and clients in software education
- Established global client communication campaigns for product updates and re-education to ensure high utilization of the product - Maintained a 99% retention rate of all clients and a 96% NPS result
ReferralMDSr. Sales Manager
Jan. 2023 - May. 2024Colorado, United States• Implemented comprehensive sales operations, encompassing tracking and reporting systems, sales pipeline, sales team recruitment, and oversight of sales and marketing functions
• Collaborate with senior leadership to devise strategies for enhancing sales pipeline growth, shaping future corporate direction, and effectively managing development team capacity
• Formulate communication strategies targeting inbound and outbound prospects, executed 7 marketing campaigns for system developments, and craft initiatives for future growth
• Established robust reporting and tracking mechanisms for monitoring marketing campaigns, sales processes, and closed deals
• Exceeded corporate sales quota by over 30% within the first year
ReferralMDEnterprise Customer Success Manager
May. 2021 - Dec. 2023Colorado, United States• Owned, managed, and completed the end-to-end SaaS implementation of all enterprise-size clients including workflow process analysis, integration use cases, development, testing, and training
• Managed the internal Development Team (6 developers) and third-party Electronic Health Records workflows to ensure each implementation was effectively prioritized and completed on time to attain the 4-month project timelines • Managed customer adoption and success, iterative workflow analysis, and integration improvements
• Created and executed a new implementation process including documentation, project plans, internal collateral, and education materials for all customers reducing implementation timelines by 33%
DaVitaManager, Clinical Enterprise
Jun. 2020 - Apr. 2021• Designed, implemented, and manage three key pilots to inform broader model of care for new at-risk programs working with 30+ field teammates to test collaboration, reporting, and technology processes
• Own, manage, and drive the Model of Care for CKCC and DC programs including 5 sub-lanes (24 teammates) focusing on patient interventions, technology, 3rd party engagement, training, and metrics/reporting
• Developed and implemented the launch of a 500+ teammate program across multiple markets impacting 5,000+ patients across a 5 month time period
• Managed development, built requirements, and rolled out a company-wide clinical tool that enables collaboration across various clinical teams and 3rd party nephrologist practices.
DaVitaManager, Operations Innovation
Mar. 2020 - Jun. 2020Denver, Colorado, United States• Manage 6 cross-functional teams (directly manage 2 analysts) in overall Training Innovation Project with est. $50M in run-rate savings through project management, stakeholder engagement, communications, strategy, and implementation
• Successfully built, tested, trained, and launched an Alpha Pilot in 3 markets across the US to inform long-term work
DaVitaSenior Analyst, Operations Innovation
Oct. 2018 - Mar. 2020Denver, Colorado• Created holistic process map of all In-Center Hemodialysis roles (10+) and responsibilities; resulted in a tool widely used in the Village (8+ teams) and drove executive decision on the broader Labor Project ($150M+ in savings)
• Partnered with clinical teams to develop Social Work and Dietitian workflows, process maps, and ratios to determine feasibility of new model of care • Owner of the broader team’s Divisional meeting (100+ teammates); managing strategy, 8 work lanes, content creation, budget development, and execution resulting in the highest-ever satisfaction survey results from teammates and $11K under budget
DaVita Inc.Senior Analyst, Operations Innovation
Oct. 2018 - Mar. 2020Denver, Colorado• Created holistic process map of all In-Center Hemodialysis roles (10+) and responsibilities; resulted in a tool widely used in the Village (8+ teams) and drove executive decision on the broader Labor Project ($150M+ in savings) • Partnered with clinical teams to develop Social Work and Dietitian workflows, process maps, and ratios to determine feasibility of new model of care • Owner of the broader team’s Divisional meeting (100+ teammates); managing strategy, 8 work lanes, content creation, budget development, and execution resulting in the highest-ever satisfaction survey results from teammates and $11K under budget
Ardent MillsSr. Financial Specialist
May. 2016 - Oct. 2018Greater Denver Area• Implemented a Procure to Pay process that decreased outstanding invoices from $9M to $400,000
• Manage the Rebate and Broker payments and contracts in partnership with the Sales Team • Aid in Month-end task including reporting, booking journal entries, and reconciliations • Lead budget planning and implementation for 25 Plant locations • Responsible for the 6 SG&A Departmental Budgets through monthly spend management and forecasting
• Member of the Optimization Team for Finance, improving reporting and voucher processes by building tools and training modules for both the Sales Team and Plant Admins. • Lead the Finance Engagement Team through volunteering and team building activities that focused on improving communication and leadership skills
Colorado State UniversityResearch Assistant
Jun. 2015 - May. 2016Fort Collins, Colorado Area• Created, ran, and evaluated IMPLAN program models that evaluate economic assessment and impact based on a variety of factors including employment, production, and taxes
• Created a user-focused tool that resulted in optimized cropping rotations to reduce water use and owned communication strategy to the community
The M.Cofounder
Feb. 2015 - Dec. 2016Greater Chicago Area• Director of Marketing, owned growth strategy and customer service • Planned, designed, and executed marketing strategy in to increase brand awareness through social media and advertising mediums
CoBankKnowledge Exchange Intern
May. 2014 - Aug. 2014Greenwood Village, Co• Created, analyzed, and presented economic impact models and in-depth regressions on the California drought • Ran and created models through SAS and STATA Software for the lead economist on the team for reporting and presentations to cooperative members and CEO’s at Regional Meetings
Amerra Capital Management, LLCIntern
Jun. 2013 - Aug. 20131185 Ave. of the Americas, NY, NY• Sourced client pipeline for Sugar and Ethanol portfolio
• Produced Investment Proposals including current state health, financial analysis, growth patterns and future opportunities to optimize new customer potential
Sprint NextelProject/Program Manager Intern
Jun. 2012 - Sep. 2012Englewood, Colorado• Analyzed internal controls and attrition rates • Formed a program to enhance a work/life balance for Sprint Employees with the goal of lowering the attrition rate within the company • Presented findings and opportunities for growth to the Executive Panel at Headquarters
University of DenverAthletic Tutor
Jan. 2012 - Dec. 2012Greater Denver AreaTutored DU athletes in Statistics and Spanish.
Cervantes Masterpiece BallroomCity Representative and Street Team
Aug. 2010 - Dec. 2011
Eichers DaycareTeaching Assistant
Jan. 2007 - Aug. 2009Brookfield, WI
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