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Work History

Sep 2016Present

Project Management/Sales Operations

Green Vista Roofing

Operations 

  • Sales Development
    • Sales talent acquisition, onboarding, and field training
    • Certified damage inspection training
    • Weekly teambuilding workshops and think tanks
    • Salesforce Admin and training
    • Bitrix24 training
  • Manage and sell commercial and residential roof restoration projects
    • Maintain current city code and regulations for each city as well as code inspector relations
    • Procurement
    • Work with insurance claims adjusters
    • Contracts
    • Bids
    • Budgets
    • Sub contracting labor
    • Permits
  • Marketing 
    • Social Media
    • Client Relations
    • Market Intelligence
    • Brochures and business cards

Jan 2017May 2017

Customer Engagement - Sales Development

InsideOut

  • Research and identify key decision makers in a timed and tested lab
  • Create and present a unique and compelling business message through my understanding of these decision makers and their industry
  • Research Current Market Intelligence
  • Maintain Client value proposition
  • Achieving agreed targets
  • Producing numerous reports in Salesforce and Outreach
  • Develop a timed, tested, and documented experiment to produce a playbook on how to create opportunities
    • Prospecting Guide
    • Email Templates
    • Call Flow Guides
    • LinkedIn Guide
    • Valuable insights into the Buyer Persona
Sep 2015Sep 2016

NetSuite Administrator/Operations

ZipKord Solutions

  • Operations/ Supply Chain Management
    • Inventory management of five warehouses worldwide - China, UK, EU, and Wisconsin and Florida in the US
    • Arrange Ocean and Air Shipments daily 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 automatic reports, saved searches, charts, and KPI's
    • Create custom dashboards
    • Inventory Management
Apr 2014Sep 2015

Corporate Administrative Assistant/Operations/Trainer/Case Manager 

Health Point Partners

  • 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

  • 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 

  • 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 

  • 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 more about your organization, current needs, goals for future growth, and any obstacles you might be having that I can help overcome. I would love the opportunity to determine if working together, we can optimize profits and growth potential utilizing my proven skills.