Amy Lee

Account Manager at CX Pilots
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Contact Information
us****@****om
(386) 825-5501
Languages
  • Spanish Limited working proficiency
  • Sign Languages Professional working proficiency

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Brittani Chung

I am very lucky to have had Amy as my FW educator. Working with her, I have learned from her clinical reasoning, professionalism, and ability to multi-task that allowed me to grow as a OTS and gain a greater passion for the Pediatric population. Amy approaches her clients with an attentive, firm, and observant stance which allows her to be in-tune with their needs while also transitioning them into completing many goal oriented tasks, making the session very productive and fun for the client. During my time as her student, she challenged me to think critically while making time to check-in with me to adjust her teaching style. Her future students will be very lucky to have Amy as their FW educator!

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Credentials

  • Occupational Therapist Registered (OTR)
    National Board for Certification in Occupational Therapy (NBCOT)
    Sep, 2020
    - Oct, 2024
  • Google Project Management
    Coursera

Experience

    • United States
    • Business Consulting and Services
    • 1 - 100 Employee
    • Account Manager
      • Jun 2023 - Present
    • United States
    • Non-profit Organizations
    • 700 & Above Employee
    • Occupational Therapist
      • Dec 2020 - Jun 2023

      • Managing project scope of client development, from initial evaluation, planning and launch of interventions, to close out and completion of services co-concurrently for 30 clients with disabilites, utilizing agile methodologies and effective time management skills to ensure successful goal achievement. • Utilizing data analysis, change management, and change control skills to lead a team of 70 therapists in achieving an average of 106% of expected billable hours in the region, optimizing… Show more • Managing project scope of client development, from initial evaluation, planning and launch of interventions, to close out and completion of services co-concurrently for 30 clients with disabilites, utilizing agile methodologies and effective time management skills to ensure successful goal achievement. • Utilizing data analysis, change management, and change control skills to lead a team of 70 therapists in achieving an average of 106% of expected billable hours in the region, optimizing operations and resource allocation. • Streamlined assessment report procurement processes through the development of questionnaires and templates, resulting in a 86% reduction in administrative time and adoption of standardized templates by both colleauges and an insurance company. • Pioneering and championing operational strategies in two subject matter expertise domains, training colleagues monthly on effective procedure implementation, while implementing risk management, problem-solving, and consulting skills. • Supporting new employees and supervising interns by planning, scheduling, and monitoring their duties and skill acquisition to achieve KPIs, while setting appropriate expectations and using risk management and problem-solving skills to manage any issues that arise. Show less • Managing project scope of client development, from initial evaluation, planning and launch of interventions, to close out and completion of services co-concurrently for 30 clients with disabilites, utilizing agile methodologies and effective time management skills to ensure successful goal achievement. • Utilizing data analysis, change management, and change control skills to lead a team of 70 therapists in achieving an average of 106% of expected billable hours in the region, optimizing… Show more • Managing project scope of client development, from initial evaluation, planning and launch of interventions, to close out and completion of services co-concurrently for 30 clients with disabilites, utilizing agile methodologies and effective time management skills to ensure successful goal achievement. • Utilizing data analysis, change management, and change control skills to lead a team of 70 therapists in achieving an average of 106% of expected billable hours in the region, optimizing operations and resource allocation. • Streamlined assessment report procurement processes through the development of questionnaires and templates, resulting in a 86% reduction in administrative time and adoption of standardized templates by both colleauges and an insurance company. • Pioneering and championing operational strategies in two subject matter expertise domains, training colleagues monthly on effective procedure implementation, while implementing risk management, problem-solving, and consulting skills. • Supporting new employees and supervising interns by planning, scheduling, and monitoring their duties and skill acquisition to achieve KPIs, while setting appropriate expectations and using risk management and problem-solving skills to manage any issues that arise. Show less

    • Real Estate
    • 1 - 100 Employee
    • Event Planner and Coordinator
      • Apr 2017 - Jun 2023

      •Planned, monitored, and executed timeline, budget, and scope for eight large-group events servicing over 1000 attendees. •Coordinated with over 50 vendors/volunteers to ensure smooth event execution, demonstrating effective communication skills and stakeholder management. •Delegated tasks and created instructions for over 20 team members to manage competing priorities, simplifying tasks and prioritizing based on project goals. •Demonstrated exceptional risk management and adaptability… Show more •Planned, monitored, and executed timeline, budget, and scope for eight large-group events servicing over 1000 attendees. •Coordinated with over 50 vendors/volunteers to ensure smooth event execution, demonstrating effective communication skills and stakeholder management. •Delegated tasks and created instructions for over 20 team members to manage competing priorities, simplifying tasks and prioritizing based on project goals. •Demonstrated exceptional risk management and adaptability skills, successfully creating contingencies for potential obstacles such as weather, attendee behavior, vendor performance, and shifting stakeholder priorities. Maintained strict adherence to timeline and budget requirements, ensuring seamless event execution and overall success. Show less •Planned, monitored, and executed timeline, budget, and scope for eight large-group events servicing over 1000 attendees. •Coordinated with over 50 vendors/volunteers to ensure smooth event execution, demonstrating effective communication skills and stakeholder management. •Delegated tasks and created instructions for over 20 team members to manage competing priorities, simplifying tasks and prioritizing based on project goals. •Demonstrated exceptional risk management and adaptability… Show more •Planned, monitored, and executed timeline, budget, and scope for eight large-group events servicing over 1000 attendees. •Coordinated with over 50 vendors/volunteers to ensure smooth event execution, demonstrating effective communication skills and stakeholder management. •Delegated tasks and created instructions for over 20 team members to manage competing priorities, simplifying tasks and prioritizing based on project goals. •Demonstrated exceptional risk management and adaptability skills, successfully creating contingencies for potential obstacles such as weather, attendee behavior, vendor performance, and shifting stakeholder priorities. Maintained strict adherence to timeline and budget requirements, ensuring seamless event execution and overall success. Show less

    • Therapy Aide
      • Jan 2016 - Jan 2018

      •Oversaw caseload management of 18 therapists, including data tracking, vendor management, and program implementation to ensure efficient service delivery. •Managed client administrative correspondence, including screenings, scheduling, and insurance documentation, to ensure timely and accurate communication with clients and stakeholders. •Participated in bi-monthly interdisciplinary team meetings to improve clinic processes and caseload management, contributing to the development and… Show more •Oversaw caseload management of 18 therapists, including data tracking, vendor management, and program implementation to ensure efficient service delivery. •Managed client administrative correspondence, including screenings, scheduling, and insurance documentation, to ensure timely and accurate communication with clients and stakeholders. •Participated in bi-monthly interdisciplinary team meetings to improve clinic processes and caseload management, contributing to the development and implementation of effective business strategies. Show less •Oversaw caseload management of 18 therapists, including data tracking, vendor management, and program implementation to ensure efficient service delivery. •Managed client administrative correspondence, including screenings, scheduling, and insurance documentation, to ensure timely and accurate communication with clients and stakeholders. •Participated in bi-monthly interdisciplinary team meetings to improve clinic processes and caseload management, contributing to the development and… Show more •Oversaw caseload management of 18 therapists, including data tracking, vendor management, and program implementation to ensure efficient service delivery. •Managed client administrative correspondence, including screenings, scheduling, and insurance documentation, to ensure timely and accurate communication with clients and stakeholders. •Participated in bi-monthly interdisciplinary team meetings to improve clinic processes and caseload management, contributing to the development and implementation of effective business strategies. Show less

Education

  • California State University-Dominguez Hills
    Master of Science - MS, Occupational Therapy/Therapist
  • Azusa Pacific University
    Bachelor of Arts - BA, Psychology

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