Experience

PeopleFluent

• United States
• Software Development
• 100 - 200 Employee

• Enterprise Customer Success Manager | Always Learning

  • Feb 2022 - Present

  Collaborate with 34 high-consequence clients to understand their business goals and objectives and provide strategic guidance to achieve them. Wizard at leveraging customer feedback to drive product development and improve retention. Industries include; Healthcare, Manufacturing, Aircraft and Public-sector. ARR $5.2Mil Collaborate with 34 high-consequence clients to understand their business goals and objectives and provide strategic guidance to achieve them. Wizard at leveraging customer feedback to drive product development and improve retention. Industries include; Healthcare, Manufacturing, Aircraft and Public-sector. ARR $5.2Mil



Pluralsight

• United States
• E-Learning Providers
• 700 & Above Employee

• • Nov 2021 - Present

• • Feb 2021 - Present

  Solely responsible for generating over $3.2mil in pipeline first six months for the entire DoD/FED. 100% of GoalContinuously drive business value and realization through adoption, deep business relationships, strategically determine messaging, persona targets, and account growth strategy. Consistently tracking lead in a highly professional customer engagement in a fast paced, dynamic environment. -Pluralsight Baton Award Winner Q1.



Olympus Health & Performance

• Utah, United States

• Customer Success Operations Manager

  • May 2020 - Feb 2021

  Pioneered corporate testing protocol for over 500 employee groups, created/attended "front line" procedures and managed overall performance for all messaging, coaching, scheduling, protocol and documents related to testing projects for Utah’s first privately owned Antibody testing for COVID-19. Created a back-office system and billing platform for individuals seeking effective and reliable testing via utahcoronavirustest.com website. - Created all reports per CDC requirements and compliance for CARES-act allowing our testing to pass the FDA Authorization protocol. Worked with state leaders and health insurance companies to ensure compliance. - Hired, developed, coached, lead and retained 10 furloughed trauma nurses from the University of Utah. Created and trained for two hybrid position to allow for cross-training between billing and onboarding. Show less



Marketware

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

• Customer Success Manager | SaaS Account Executive

  • Oct 2018 - May 2020

  - Achieved 98% customer retention in the first year in the role by establishing advisor relationship with key stakeholders to drive continued value of Maketware’s products and services. - Collaborated with the key stakeholders, development and design team on the sales strategy of a candidate tracking (ATS) & onboarding software system for hospitals/medical clinics. This included pipeline-building marketing programs and campaigns, implementation, product release and cross-training. Resulting in an $100K in revenue from high-value accounts. - Trained physicians, clinicians, hospitals and clinics to monitor and leverage critical data insights. - $1.5 Million in ARR book of business while maintaining the highest retention rate in company history. Show less



VISTA Staffing

• United States
• Staffing and Recruiting
• 200 - 300 Employee

• Principal Sales & Scheduling Director

  • Apr 2012 - Oct 2018

  - Identified and solicited over 2800 key decision makers in recruitment, healthcare and staffing worldwide. Increased Strategic accounts by $193k in financial revenue. - Oversaw the third highest revenue producing team (team of 2) in the company 2015 of $7.5 million (Surgery). - Exceeded 106% above goal 2014; 103% above goal in 2015 (Surgery). - Achieved the Highest Gross Margin companywide. Margin of 40%. - Promoted to Principal October 2015 because of my performance and behaviors. - Pro-actively created cost analysis, staffing strategy and action plans with large health-care systems for both surgery and primary care divisions. - Developed strategies for the onboarding process, recruiting efficiency, and employee development resulting in contracting with the IHS systems nationally. - Developed a sales tracking system for active projects and monitoring client-calls. - Received coveted Living Vista Value Award 2018 Innovation, Integrity, Dedication and Execution 2018. Show less



Smarter Agent Mobile

• United States
• Real Estate
• 1 - 100 Employee

• Customer Success Operations Manager

  • Dec 2009 - Jun 2011

  - Pioneered and managed the successful creation of new product releases and contractual fulfillment of real estate startup mobile SaaS applications company. - Provided executive leadership for over 50% of company personnel and departments. - Substantially increased customer base to over 200% by introducing training methods, online training videos, hosted and recorded webinars, and creating new training curriculum for brokerages. - Enhanced technical support by implementing an open source membership integrated online helpdesk suite with ticketing and problem tracking, a fully searchable knowledge base, integrated user's manuals, and live chat support. - Created Affiliate program which increased sales by 30%. Show less



Global Connect, a TCN company

• United States
• Telecommunications
• 1 - 100 Employee

• Director of Sales and Marketing VOIP Technologies

  • Oct 2007 - Dec 2009

  - Designed and trained team for an integrated cloud-based dialer and messaging platform with call recording, ACD, PBX, IVR, as well as compliance module and granular based business analytics - Designed and trained team for an integrated cloud-based dialer and messaging platform with call recording, ACD, PBX, IVR, as well as compliance module and granular based business analytics



CooperGroup Agency

• New York City, New York

• Vice President New Business Development

  • Jan 2001 - Jan 2004

  - Initiated and solicited over 276 marketing managers across all product lines. - Led all proposal efforts and successfully secured a contract with American Express. - Increased responses by 100%, largest in American Express consumer card division. - Delivered first year New Business Development sales of $1.6 million while achieving 100% of 2003 sales goal of $1.5 million within nine months. - Initiated and solicited over 276 marketing managers across all product lines. - Led all proposal efforts and successfully secured a contract with American Express. - Increased responses by 100%, largest in American Express consumer card division. - Delivered first year New Business Development sales of $1.6 million while achieving 100% of 2003 sales goal of $1.5 million within nine months.



HealthSouth

• Hospitals and Health Care
• 700 & Above Employee

• Director of Marketing

  • Aug 1996 - Jan 1998

  - Instituted a health fair and onsite clinic program, resulting in increased exposure among project management professionals in core markets and reduced recruitment related advertising costs. - Developed performance support tools for clinical studies, package inserts, and physician prospecting that provided rehabilitative healthcare service knowledge as well as key messages - Instituted a health fair and onsite clinic program, resulting in increased exposure among project management professionals in core markets and reduced recruitment related advertising costs. - Developed performance support tools for clinical studies, package inserts, and physician prospecting that provided rehabilitative healthcare service knowledge as well as key messages



Meditek Health Corporation

• West Palm Beach, Florida Area

• Director of Marketing

  • Feb 1991 - Jun 1994

  Facilitated human change interventions for leaders, released employees, and survivors in the midst of a corporate take over due to implementation of the Stark Law. Supported implementation of improved employee development & engagement activities, including apprenticeship updates and diversity program--education, implementation, outreach, and effectiveness measurement. Conducted onsite training to introduce and maintain good physician and employee relations during corporate take over of physician owned facilities. Invented a breakthrough data base management system for referring physician’s utilization of services setting the standard for all facilities. Planned and arranged for the continuing professional development (CME) of group members. Coordinated the branding, advertising campaigns and multi-media advertising placement corporate wide. First to use radio advertising for medical facility, landing a contract with Aetna Insurance. Identified human performance support opportunities based on business needs and identified weakness. Show less