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Work History

Jan 2017Present

Customer Engagement Specialist - Sales Development

Autodesk

I joined InsideOut Solutions LLC excited to create a sales playbook for Autodesk, a project in the off season of Green Vista, on how to introduce potential Autodesk customers to their new, mobile-first maintenance management solution: BIM 360 Ops. Autodesk wanted a solution on how to deliver twelve qualified opportunities by FY18 to their territorial sales team. In the process of creating my playbook, I have delivered 20 of these opportunities ahead of schedule. Below are some skills I am using in this position:

  • Research four-year private and public universities to identify key decision makers 
  • Create and present a unique and compelling business message through my understanding of these Universities
  • Current Market Intelligence
  • Client value proposition
  • Achieving agreed targets
  • Producing reports in Salesforce and Outreach
  • Develop a timed, tested, and documented experiment to produce a playbook on how to create opportunities for the BIM 360 Ops Sales team 
    • Prospecting Guide
    • Email Templates
    • Call Flow Guides
    • LinkedIn Guide
    • Valuable insights into the Buyer Persona
Sep 2016Present

Project Management/Operations

Green Vista Roofing

I came to Green Vista Roofing to open a new branch operating in Casper, Wyoming. My team and I did over 300k in sales from Sep- Dec when the 2016 season ended, beating the Denver team, who had many more opportunities. Currently, I am consulting the team from my home in Sarasota, and they are at over 100k in Sales for this season, at only one month in. All projections show they will meet or accede our goal of 1 million in Sales for the 2017 season adding some additional team members. Some of my duties in this position include:

Operations 

  • Sales Development
    • Sales Team hiring, building, and training
    • Certified Inspection training
    • Daily and Weekly Teambuilding Meetings
  • Manage Roof Replacement Project
    • Maintain Codes and Regulations
    • Procurement
    • Work with insurance claims adjusters
    • Contracts
    • Bids
    • Budgets
    • Sub contracting labor
    • Permits
  • Marketing 
    • Social Media
    • Client Relations
    • Market Intelligence
    • Brochures and business cards

Sep 2015Sep 2016

NetSuite Administrator/Operations

ZipKord Solutions

I joined ZipKord in Operations with the team goal of taking a small, two-man, one million dollar a year company, and turning it into a multi-million dollar leader in cellular accessories with a much larger staff. As a team, we achieved that goal and landed in Verizon stores all over the country and on the counters of major car rental retailers domestic and internationally. I am most proud of the work I did in NetSuite and with inventory management. Prior to leaving, to grow in my sales and operations experience, I spent five weeks training new and existing staff to take on areas of my job, which could no longer be done by one individual. My skills in this position:

  • Operations/ Supply Chain Management
    • Inventory Transfers worldwide
    • Arrange Ocean and Air Shipments with Flexport, XPO Global, and FedEx
    • Customs Documents, Tariff, and HS Codes  
    • Constant Multiple Warehouse Communication Worldwide
    • Create GS1 Bar Codes for newly manufactured items
    • Procurement 
    • Vendor Relations 
    • Closely assist Sales and Accounting Team
  • NetSuite Administration
    • Enter/Approve Sales Orders and Purchase Orders
    • Order Fulfillment
    • Case Management
    • Assign Roles
    • New Item Set up
    • Create Reports and Charts
    • Create KPI's  
    • Inventory Management
Apr 2014Sep 2015

Corporate Administrative Assistant/Operations/Trainer/Case Manager 

Health Point Partners

I joined Health Point Partners to assist the CEO and COO in several areas of operations just as the laws became effective that all medical records must be electronic. Using my previous medical training, I was able to train office staff in use of the EMR as well as other operational duties of medical staff. I am most proud of joining the chronic care case management team and pioneering the implementation of this program following medicare guidelines. My duties included:

  • Assist CEO and COO in all aspects of Operations at the Corporate office of a Multi-practice Primary, Urgent Care, and Specialist Offices in Sarasota and Bradenton, FL
  • EMR Implementation in ECW for Front Office, Back Office, and Managerial staff
  • Front Medical Office training on Check In/ Check Out, Call Triage, Fax and Document Attaching, Medical Records Requests, Co-Payments and Co-Insurance, Billing, Insurance Verification, Document Scanning, Daily Close Reports, Deposits, and Creation of Patient Portal
  • Patient Liaison for Billing, Insurance, and Patient Portal Issue Resolution 
  • Insurance Referrals
  • Chronic Care Patient Case Management
  • HR and Marketing
  • Practice Management
May 2013Mar 2014

Plastic Surgery Counselor

Opticall

I joined Opticall eager to help provide patients of a very famous plastic surgeon, a better experience in communication with the practice. I am most proud of the feedback from the patients and the physician on how much better the practice became after having outside staff members handle the phone consultations before the actual office visit, as many patients were not local to the practice. Prior to leaving for my new role at Health Point Partners, I spent several weeks helping new and existing staff on patient care best practices. Some of my duties included:

  • Schedule consultations
  • Chart EMR 
  • Inbound and Outbound Patient calls
  • Educate Patients of Surgical Procedure Risks and Assessment 
  • Assist Front and Back Office staff with patient care Outreach Pre and Post Op 
  • Marketing and Research 
  • Trainer on EMR and Patient Calls 
Sep 2012Mar 2013

Health and Group Benefits Administrator

Xerox HR for HCA 

I joined Xerox to grow and learn more about HR. I went through an extensive six week training program which provided me with all the tools and knowledge to pass all testing at the top of my recruitment class. Unfortunately, due to the economy, I was part of layoffs as well as the rest of my class hired on. My skills include:

  • Administration of Health and Group Benefits for HCA Employees 
  • Explanation of Benefits
  • Cooperate with Local HR Departments and Insurance Carriers for Solutions to any issues
  • Payroll Deduction Issues
Jun 2010Feb 2012

Admitting Representative/ CNA / QA / Financial Counselor/Case Management

University Medical Center 

I joined UMC in the ER, where I began in admissions and as a nurse assistant. I grew in my position to QA, where I would check the EMR for accuracy of medical records and also handle patient discharges. My most proud achievement was joining the nurse case management team to coordinate care for patients after discharge from the ER and Inpatient Hospital stays. My skills in this position included:

  • Obtain Patient Demographics and Insurance Information Accurately into EMR
  • Communicate with Insurance Companies for Pre- Certification for Admission
  • Patient Care Triage in ER
  • Admit Patients per Doctors Orders 
  • QA Patient Demographics and Insurance Information is Accurately Obtained by Front Desk Staff
  • Collect Patient Co- Pays, Co - insurance, and Cash Payments
  • Educate Patient on Deductible and Insurance Benefits 
  • Case Management Team Member discussing Patient Discharge and making arrangements for ongoing care 
  • Triage ER calls from Paramedics, 911 Dispatch, and Physicians 

Education

Dec 2015Feb 2016

Introduction to Financial and Managerial Accounting

Massachusetts Institute of Technology

Basic concepts of financial and managerial reporting. 

Oct 2007Jan 2008

Certified Nurse Assistant

Mount Juliet Health Care

Certified Nurse under the supervision of a Registered Nurse (RN)

Summary

Looking forward to learning about your organization, current needs, goals for future, and any obstacles you might be having. I would love the opportunity to determine if working together as a team, we can optimize profits and growth potential utilizing my skills.