Experience

Mingle Health

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• Implementation Manager

  • Jun 2019 - Present

  Implementations Manager, Support and Training for medical software - Managed the contact center; day-to-day supervision of staff - Onboarded new clients over a ten week period - Worked closely with Sales and CSM department to ensure positive client experience - Worked with management to overhaul the entire implementation process - Responsible for setup and management of another software product Implementations Manager, Support and Training for medical software - Managed the contact center; day-to-day supervision of staff - Onboarded new clients over a ten week period - Worked closely with Sales and CSM department to ensure positive client experience - Worked with management to overhaul the entire implementation process - Responsible for setup and management of another software product



CaseWorthy, Inc.

• United States
• Software Development
• 1 - 100 Employee

• Account Management, Project Manager

  • Jun 2019 - Jan 2020



DocuMatix

• Draper, Utah 84020

• Experienced Client Support Specialist

  • Nov 2012 - Nov 2017

  Customer Success: Popular Client Support Specialist Singled-out for praise by client groups Experienced approach with challenging clients Positive and popular colleague Project Management: Client trust is central to a project's successful completion: I have a successful track record Clients I've worked with always know the status of the work Clients know that I'm always available and I will return their calls Good at dealing with inter-departmental complexities and competing priorities Training: Established software training program at SaaS company for financial institutions Most training presented online involving multiple software modules Created Online Help and Training Videos Gave presentations at Client User Conferences Employee Training and on-boarding Show less



Truenorthlogic

• Sandy, Utah

• Project Manager

  • Jan 2006 - Sep 2011

  Product and Project Manager for a software company involved in Professional Development software in the K-12 education market. • Director of large multi-region projects in California and Utah • Product Manager, Account Manager and Trainer for new clients • Collaborator with business and engineering teams to build relevant sales proposals and statements of work that could be delivered profitably. • Worked closely with clients throughout implementations and during engagements to understand objectives, needs and requirements. • Managed the delivery of services (both organizational and technical) related to designing, planning, implementing and supporting a project. • Developed deliverables, including project charters, project plans, and implementation schedules, training plans, communication plans, SCR records, project status records and executive summaries. • Collaborated with the delivery team (Client Services and Engineering) to provide organizational and technical consulting expertise for each engagement. • Provided feedback and solutions to the business development team regarding the improvement of products and services. • Identified new business opportunities and prepared proposals for clients. • Managed client renewal process throughout the contract cycle. Show less



ManagementPlus

• Park City, Utah

• Client Services

  • Feb 2004 - Sep 2005

  Product Management, Software implementations, Support and Training for a medical practice management software company  Highest escalation point in the company for all product and support issues  Established a successful web-based training program, reducing training costs  Tripled live call rates without increasing staff, improving customer evaluations  Selected and introduced a new online CRM system for the company Product Management, Software implementations, Support and Training for a medical practice management software company  Highest escalation point in the company for all product and support issues  Established a successful web-based training program, reducing training costs  Tripled live call rates without increasing staff, improving customer evaluations  Selected and introduced a new online CRM system for the company