Experience

Sentrics

• United States
• IT Services and IT Consulting
• 100 - 200 Employee

• Senior Vice President, Sales Operations

  • Jul 2022 - Present



Commure

• United States
• Information Technology & Services
• 100 - 200 Employee

• Vice President, Sales Operations

  • Sep 2021 - Jul 2022



TractManager

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

• Vice President, Sales Operations

  • Jul 2017 - Aug 2021

  • Oversee the day-to-day sales operations of 7 companies within the TractManager brand; Tract Manager, Inc., MediTract, EMTS, MD Byline, MedApproved, Hayes, Inc. and Newport Credentialing Solutions • Manage 4 direct reports consisting of; Sales Operations Analysts, Salesforce Administrator and Inside Sales Representative • Hire, train, and conduct quarterly employee reviews and develop staff for internal growth opportunities • Conduct market and territory analysis; develop and execute… Show more • Oversee the day-to-day sales operations of 7 companies within the TractManager brand; Tract Manager, Inc., MediTract, EMTS, MD Byline, MedApproved, Hayes, Inc. and Newport Credentialing Solutions • Manage 4 direct reports consisting of; Sales Operations Analysts, Salesforce Administrator and Inside Sales Representative • Hire, train, and conduct quarterly employee reviews and develop staff for internal growth opportunities • Conduct market and territory analysis; develop and execute sales plan for market expansion • Draft commission plans, perform comp calculations, budget activity oversight and manage lead distribution • Work closely with the Chief Sales Officer on forecasting, P&L, comp revisions, reporting and all sales initiatives for the organization • Develop and maintain processes and procedures; conduct sales training with an emphasis in cross-departmental selling • Collaborate with leadership and executive team on strategy pricing, positioning and prioritize opportunities for improvement • Manage and track the collection of sales data and key performance indicators (KPIs); create reports based on the findings and conduct presentations to the leadership team on sales activities • Direct the company operations to meet budget and financial goals • Identify new business development avenues and channel sales opportunities • Work with various function teams such as Marketing, Client Services and IT to achieve business results

• Legal Sales Operations Manager

  • Oct 2014 - Jul 2017

  • Responsible for all legal compliance regarding contracts, renewals, comps, price protections and margin changes • Prepared trademark, patent applications and registrations for the Corporation • Monitored up-coming due dates for all pending applications during each phases of process • Managed, amended, revised and drafted contracts; created contract templates, processes and tools for acquired companies while adhering to best practices • Assisted with adhoc business analysis for… Show more • Responsible for all legal compliance regarding contracts, renewals, comps, price protections and margin changes • Prepared trademark, patent applications and registrations for the Corporation • Monitored up-coming due dates for all pending applications during each phases of process • Managed, amended, revised and drafted contracts; created contract templates, processes and tools for acquired companies while adhering to best practices • Assisted with adhoc business analysis for senior executive and leadership team • Participated and prepared meeting agendas for quarterly board meetings • Developed and maintained Monthly Sales Reports across all divisions • Oversaw sales metrics and implemented effective processes and procedures to improve sales productivity • Worked closely with the Executive Vice President of Sales and Chief Operating Officer with developing and managing the Sales Organization’s Compensation and Bonus Plans for all business units

• Business Analyst

  • Mar 2011 - Oct 2014

  • Wrote contracts, conducted analysis, negotiated and coordinated MSA's, RFP's and custom contracts • Created contract processes that integrate strategic partnerships into contract flow • Identified areas of improvement, challenges, and opportunities within the organization and created new processes to address these issues in a cohesive and comprehensive manner • Collaborated with the Chief Sales Officer and Chief Operating Officer on pricing strategy, positioning and contractual terms… Show more • Wrote contracts, conducted analysis, negotiated and coordinated MSA's, RFP's and custom contracts • Created contract processes that integrate strategic partnerships into contract flow • Identified areas of improvement, challenges, and opportunities within the organization and created new processes to address these issues in a cohesive and comprehensive manner • Collaborated with the Chief Sales Officer and Chief Operating Officer on pricing strategy, positioning and contractual terms • Created PowerPoint presentations and reports to present to the leadership team for monthly meetings



Dale Buchanan & Associates, PC

• Chattanooga, Tennessee, United States

• Legal & Financial Assistant

  • Jun 2007 - Jan 2011

  • Managed a range of confidential records, processes and documents throughout legal proceedings such as litigation, settlement negotiations, depositions and case management reports for a Social Security and Disability Law Firm • Coordinated logistics and document preparation for court proceedings and meetings • Scheduled client-lawyer conferences and depositions; confirmed dates of hearings and informed all parties of the schedule • Calculated client’s monthly disability payments and… Show more • Managed a range of confidential records, processes and documents throughout legal proceedings such as litigation, settlement negotiations, depositions and case management reports for a Social Security and Disability Law Firm • Coordinated logistics and document preparation for court proceedings and meetings • Scheduled client-lawyer conferences and depositions; confirmed dates of hearings and informed all parties of the schedule • Calculated client’s monthly disability payments and facilitated the process • Placed phone calls to clients regarding past due balances; prepared documents and managed collection efforts • Ensured prompt responses to phone/email inquiries and displayed professionalism with all client interactions Show less • Managed a range of confidential records, processes and documents throughout legal proceedings such as litigation, settlement negotiations, depositions and case management reports for a Social Security and Disability Law Firm • Coordinated logistics and document preparation for court proceedings and meetings • Scheduled client-lawyer conferences and depositions; confirmed dates of hearings and informed all parties of the schedule • Calculated client’s monthly disability payments and… Show more • Managed a range of confidential records, processes and documents throughout legal proceedings such as litigation, settlement negotiations, depositions and case management reports for a Social Security and Disability Law Firm • Coordinated logistics and document preparation for court proceedings and meetings • Scheduled client-lawyer conferences and depositions; confirmed dates of hearings and informed all parties of the schedule • Calculated client’s monthly disability payments and facilitated the process • Placed phone calls to clients regarding past due balances; prepared documents and managed collection efforts • Ensured prompt responses to phone/email inquiries and displayed professionalism with all client interactions Show less