Experience

Precision Diagnostics

• United States
• Biotechnology Research
• 100 - 200 Employee

• Senior Sales Operations Analyst

  • Sep 2022 - Present

• Sales Operations Analyst

  • Sep 2021 - Sep 2022

  Designed, Developed, and Created an in-house CRM system utilizing Microsoft services for front end (Power Apps), backend (SharePoint/Microsoft Lists), and analytics (Power BI) for the sales team to use and improve transparency with sales leadership. Utilized Microsoft Excel to correctly distribute leads to sales representatives nationwide with territories separated by State, Counties, Zip Codes, and Geography. Created automation using Microsoft Power Automate to send… Show more Designed, Developed, and Created an in-house CRM system utilizing Microsoft services for front end (Power Apps), backend (SharePoint/Microsoft Lists), and analytics (Power BI) for the sales team to use and improve transparency with sales leadership. Utilized Microsoft Excel to correctly distribute leads to sales representatives nationwide with territories separated by State, Counties, Zip Codes, and Geography. Created automation using Microsoft Power Automate to send notifications, wait and approve businesses processes, update SharePoint entries, and more. Collaborated with other departments and aided in the QC and completion of their PowerApps and Power Automate projects



Genefic

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

• Business Analyst

  • Mar 2021 - Aug 2021



Gene Tox Lab Solutions

• United States
• Biotechnology Research

• Business Analyst

  • Aug 2020 - Feb 2021

  -Improved the impact of pharmacogenomics testing from 20% of the tested population to 77% of the tested population -Risk stratified populations consisting of thousands of individuals to increase effectiveness -Created infographs and presentations to communicate information effectively to staff and clients -Created dashboards to monitor business processes -Utilized Microsoft Flow to automate tasks and increase efficiencies within the organization -Fully customized a CRM system… Show more -Improved the impact of pharmacogenomics testing from 20% of the tested population to 77% of the tested population -Risk stratified populations consisting of thousands of individuals to increase effectiveness -Created infographs and presentations to communicate information effectively to staff and clients -Created dashboards to monitor business processes -Utilized Microsoft Flow to automate tasks and increase efficiencies within the organization -Fully customized a CRM system that reflected the business flow of the organization and captured critical data points in the closing process Show less -Improved the impact of pharmacogenomics testing from 20% of the tested population to 77% of the tested population -Risk stratified populations consisting of thousands of individuals to increase effectiveness -Created infographs and presentations to communicate information effectively to staff and clients -Created dashboards to monitor business processes -Utilized Microsoft Flow to automate tasks and increase efficiencies within the organization -Fully customized a CRM system… Show more -Improved the impact of pharmacogenomics testing from 20% of the tested population to 77% of the tested population -Risk stratified populations consisting of thousands of individuals to increase effectiveness -Created infographs and presentations to communicate information effectively to staff and clients -Created dashboards to monitor business processes -Utilized Microsoft Flow to automate tasks and increase efficiencies within the organization -Fully customized a CRM system that reflected the business flow of the organization and captured critical data points in the closing process Show less



Family Health Centers of San Diego

• United States
• Hospitals and Health Care
• 700 & Above Employee

• PACE Operations Specialist

  • Jun 2020 - Aug 2020

  Utilized Power BI to provide senior leadership with a clearer picture of patient status in the enrollment process. Developed a CRM system using Microsoft Dynamics 365 that better captured the enrollment stages using feedback and input from all staff involved.

• Training Specialist

  • Jun 2018 - Aug 2020

  On-boarded new hires to the HIM department by providing training with commonly used software and the company EHR system. Traveled to clinics to train staff on HIM processes and procedures including the ROI process.

• Health Information Management Tech 2

  • Mar 2016 - Aug 2020

  Medical record abstraction Processing of ROI requests to obtain medical information Processing of ROI requests to send medical information Scanning and uploading of loose records into patient chart Preparation of patient charts prior to their next visit Processing of Managed Care Healthplan requests in a timely manner Performed quality control verification to ensure data integrity Answers phone calls from other health organizations, staff members, and patients while… Show more Medical record abstraction Processing of ROI requests to obtain medical information Processing of ROI requests to send medical information Scanning and uploading of loose records into patient chart Preparation of patient charts prior to their next visit Processing of Managed Care Healthplan requests in a timely manner Performed quality control verification to ensure data integrity Answers phone calls from other health organizations, staff members, and patients while maintaining patient privacy Played a key role in the organization's participation in the San Diego Health Exchange and currently acts as admin. Provide Tier 1 IT support for entire department, reducing tickets to IT



OpSam Health

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

• Communications Supervisor

  • Mar 2015 - Feb 2016

  --Modified phone system to reduce average caller wait time to under one minute and operator answer rate to 90% - Coached and trained operators to utilize the organization's care model in order to schedule patient appointments more efficiently -Maintained and updated the organization website to reflect policy changes -Administered the company's Patient Portal allowing patients access to their visit summaries, appointment requests, prescription refills and lab results -Created… Show more --Modified phone system to reduce average caller wait time to under one minute and operator answer rate to 90% - Coached and trained operators to utilize the organization's care model in order to schedule patient appointments more efficiently -Maintained and updated the organization website to reflect policy changes -Administered the company's Patient Portal allowing patients access to their visit summaries, appointment requests, prescription refills and lab results -Created original content and headed the deployment of digital signage in clinics to promote the company's policies, programs, and other relevant news to visitors and patients -Made hiring decisions based on the needs of the company's call center - Managed the monthly clinic schedules and made adjustments based on PTO and day-to-day changes - Responded to medical record requests with request processes along with authorization. - Setup and maintained the Patient Portal - Utilized eClinicalworks messenger feature to automate reminder calls and create call campaigns - Assisted staff with MedTrainer troubleshooting and worked with the admin to create training programs and campaigns

• IT Project Consultant

  • Feb 2015 - Mar 2015

  Increased patient access by conducting an audit of phone systems across all 7 clinics. Made adjustments accordingly to correct phone extensions and ensure patient voicemails were heard and responded to.

• Community Health Educator

  • Jan 2015 - Mar 2015

  Conducted outreach to designated communities, encouraging attendance to informative classes. Educated designated communities on heart disease prevention through group sessions and one on one classes.



Super Warehouse

• Computer Hardware
• 1 - 100 Employee

• Account Manager

  • Oct 2007 - Nov 2014

  SALES - Consulted customers to find solutions to their hardware and software needs - Increased personal profit margin from 6.1% to over 9% within three months of employment - Increased personal profit margin by negotiating product pricing with distribution and taking advantage of discount programs such as volume pricing, big deal pricing and monthly promotions. - Improved product knowledge and awareness by attending vendor training seminars PURCHASING/SOURCING -Sourced… Show more SALES - Consulted customers to find solutions to their hardware and software needs - Increased personal profit margin from 6.1% to over 9% within three months of employment - Increased personal profit margin by negotiating product pricing with distribution and taking advantage of discount programs such as volume pricing, big deal pricing and monthly promotions. - Improved product knowledge and awareness by attending vendor training seminars PURCHASING/SOURCING -Sourced hard to find items through third party websites and vendors in order to fulfill customer requests DESKTOP SUPPORT - Troubleshooting, upgrading and providing support for PCs in sales, customer service, and accounting departments of Super Warehouse. - Testing and refurbishing PCs for resale to local companies including cleaning, testing,installing components such as RAM and additional video cards as well as performing software updates. ACCOUNTING -Followed up and sought payments for purchase orders 30 days past due Show less SALES - Consulted customers to find solutions to their hardware and software needs - Increased personal profit margin from 6.1% to over 9% within three months of employment - Increased personal profit margin by negotiating product pricing with distribution and taking advantage of discount programs such as volume pricing, big deal pricing and monthly promotions. - Improved product knowledge and awareness by attending vendor training seminars PURCHASING/SOURCING -Sourced… Show more SALES - Consulted customers to find solutions to their hardware and software needs - Increased personal profit margin from 6.1% to over 9% within three months of employment - Increased personal profit margin by negotiating product pricing with distribution and taking advantage of discount programs such as volume pricing, big deal pricing and monthly promotions. - Improved product knowledge and awareness by attending vendor training seminars PURCHASING/SOURCING -Sourced hard to find items through third party websites and vendors in order to fulfill customer requests DESKTOP SUPPORT - Troubleshooting, upgrading and providing support for PCs in sales, customer service, and accounting departments of Super Warehouse. - Testing and refurbishing PCs for resale to local companies including cleaning, testing,installing components such as RAM and additional video cards as well as performing software updates. ACCOUNTING -Followed up and sought payments for purchase orders 30 days past due Show less



Gawad Kalinga

• Greater San Diego Area

• Systems Manager

  • Apr 2012 - Jun 2012

  -Supported over 100 users nationwide in the creation, logging in and use of their gk-usa.org e-mail address. -Maintained and updated the gk-usa.org website by providing updates, creating pages and ensuring data accuracy. -Implemented Google checkout in order to streamline donations to over 250+ individual villages and ensure accurate delivery as well as tax credit to the donor. -Implementation of Google Checkout also resulted in the ability to update donation options quickly in the event… Show more -Supported over 100 users nationwide in the creation, logging in and use of their gk-usa.org e-mail address. -Maintained and updated the gk-usa.org website by providing updates, creating pages and ensuring data accuracy. -Implemented Google checkout in order to streamline donations to over 250+ individual villages and ensure accurate delivery as well as tax credit to the donor. -Implementation of Google Checkout also resulted in the ability to update donation options quickly in the event of a disaster or emergency. -Reconciled donations and ensured proper routing to intended causes (villages, event tickets/registration, open funds, emergencies/disaster) Show less -Supported over 100 users nationwide in the creation, logging in and use of their gk-usa.org e-mail address. -Maintained and updated the gk-usa.org website by providing updates, creating pages and ensuring data accuracy. -Implemented Google checkout in order to streamline donations to over 250+ individual villages and ensure accurate delivery as well as tax credit to the donor. -Implementation of Google Checkout also resulted in the ability to update donation options quickly in the event… Show more -Supported over 100 users nationwide in the creation, logging in and use of their gk-usa.org e-mail address. -Maintained and updated the gk-usa.org website by providing updates, creating pages and ensuring data accuracy. -Implemented Google checkout in order to streamline donations to over 250+ individual villages and ensure accurate delivery as well as tax credit to the donor. -Implementation of Google Checkout also resulted in the ability to update donation options quickly in the event of a disaster or emergency. -Reconciled donations and ensured proper routing to intended causes (villages, event tickets/registration, open funds, emergencies/disaster) Show less



Vector Marketing

• United States
• Manufacturing
• 700 & Above Employee

• Field Sales Manager

  • Mar 2005 - Oct 2007

  - Generated over $55,000 in personal sales revenue - Worked directly with customers by setting appointments and demonstrating Cutco products - Field trained representatives to set a positive example as well as receive feedback - Promoted nine times within 2 years - Worked in trade shows including the San Diego Fair for further sales revenue as well as to develop leads and reconnect with previous Cutco customers

• Branch Manager

  • May 2007 - Sep 2007

  - Generated $62,000 of revenue from a previously unoccupied territory - Created and followed a business plan with regards to budget, sales and recruiting goals. - Trained representatives in customer service and sales skills such as building rapport, goal setting, time management, communication skills and closing techniques. -Conducted weekly team meetings to raise morale, recognize achievements, make important announcements, and further the training process. -Hired and trained… Show more - Generated $62,000 of revenue from a previously unoccupied territory - Created and followed a business plan with regards to budget, sales and recruiting goals. - Trained representatives in customer service and sales skills such as building rapport, goal setting, time management, communication skills and closing techniques. -Conducted weekly team meetings to raise morale, recognize achievements, make important announcements, and further the training process. -Hired and trained receptionists on phone etiquette, appointment setting, and how to handle questions and rebuttals -Completed bi-monthly payroll for receptionists ensuring timely payment and the correct deduction of state, social security and federal taxes. - Coached and motivated sales reps to accomplish their personal and professional goals by working with them on a personal basis.