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Work History

Sep 2016Present

Project and Sales Operations Manager

Green Vista Roofing

  • Sales Operations Management
    • Outside and inside sales training
    • Commercial and residential storm damage inspection training
    • Salesforce Admin - CRM selection, customizations, and on boarding
    • Forecasting
    • Strategic territory planning
    • Internal communications processes
    • Sales productivity
    • Dashboards and Reports
    • Manage performance KPI's
    • Pipeline growth
    • Core values
    • Short and long term goals
    • Team leadership
  • Manage Residential and Commercial Roofing Projects
    • Maintain city codes and regulations 
    • Procurement
    • Contracts
    • Bids
    • Project budgeting
    • Sub contractor bids and relationships
    • Vendor selection and relationships
    • Safety and QA
    • Scheduling and communication
    • Inspections - Mid and Final
    • Xactimate
  • Marketing 
    • Market Intelligence
    • Community Outreach

Jan 2017May 2017

Customer Engagement - Sales Development Project

InsideOut/Autodesk

  • Researched and identified key decision makers in a timed and tested lab
  • Created and presented a unique and compelling business message through my understanding of these decision makers and their industries
  • Researched valuable market intelligence
  • Maintained Autodesk's value proposition
  • More than achieved agreed targets
  • Produced numerous reports in Salesforce and Outreach
  • Developed a timed, tested, and documented sales process to produce a sales playbook for Autodesk on how to create successful sales opportunities for their new facilities management platform BIM 360
    • Prospecting Guide
    • Email Templates
    • Call Flow Guides
    • LinkedIn Guide
    • Valuable insights into the Buyer Persona
    • Achieved 19 opportunities in a 3 month period when  goal was 12 by Q4 2018
Sep 2015Sep 2016

NetSuite Administrator/Operations/ Supply Chain Management

ZipKord Solutions

  • Supply Chain Management
    • Inventory management and logistics for product and five warehouses worldwide - China, UK, EU, Wisconsin, and Florida
    • Arrange ocean and air shipments daily with Flexport, XPO Global, and FedEx
    • Customs documents, tariff, and HS codes  
    • Constant multiple warehouse communications worldwide
    • Create GS1 Bar Codes for newly manufactured items
    • Procurement 
    • Vendor Relationships 
    • Assist accounting team
  • NetSuite Administration/ Sales Operations
    • Enter/Approve sales orders and purchase orders
    • Order fulfillment
    • Case management
    • Assign roles
    • New item set ups
    • Create automatic reports, saved searches, charts, and KPI's
    • Create custom dashboards for sales, accounting, marketing, and product management
    • Inventory management workflows
    • On boarding 
    • Client communication and upselling
Apr 2014Sep 2015

Corporate Administrative Assistant/Operations/Trainer/Case Manager

MAXhealth

  • Administrative assistant to the CEO and COO
  • Operations specialist for a multi-practice medical group comprised of primary, urgent care, and specialist offices including a cancer center and lab in Sarasota and Bradenton, FL
  • EHR and practice management software implementation, customization, and training of eClinicalWorks for front office, back office, and managerial staff
  • Front desk 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 for new patients, workflow best practices
  • Patient liaison for billing, insurance, and patient portal help desk
  • Insurance referrals
  • Chronic care patient case management
  • Interim HR and marketing director
  • Interim practice manager
  • HIPAA compliance
May 2013Mar 2014

Plastic Surgery Counselor

Opticall

  • Scheduling consultations and surgeries with Dr. J Curves, a famous plastic surgeon and reality TV star in Atlanta
  • Charting EHR 
  • Handle high volumes of inbound and outbound patient calls
  • Educate patients on surgical procedures, risks, and assessments virtually
  • Assist staff with patient care outreach pre and post op 
  • Market research 
  • On boarding - EHR and patient calls, procedure education, HIPAA compliance
Sep 2012Mar 2013

Health and Group Benefits Administrator

Xerox HR for HCA

  • Administration of Health and Group Benefits for HCA Hospital Employees 
  • Elections/explanation of plan benefits
  • Liaison between local hospital HR department and carriers for solutions to any issues
  • Payroll deduction and issues
Jun 2010Feb 2012

Admitting/ CNA / QA / Financial Counselor/Case Management

Vanderbilt Wilson County Hospital

  • Obtain patient demographics and insurance information accurately into EHR
  • Communicate with insurance carriers to pre- certify for admissions
  • Patient triage in ER
  • Admit patients per doctors orders 
  • QA patient demographics and insurance information is accurately obtained by front desk staff
  • Collect patient co- payments, co - insurance, and cash payments
  • Educate patient on deductible and insurance benefits 
  • Case management team member for discharge- making arrangements for ongoing care 
  • Triage ER calls from paramedics, 911 dispatch, and physicians 

Education

20182019

6-20 Resident All Lines Adjuster

State Of Florida Credential ID W572187

Independent Insurance Claims Adjuster

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)