National Sales Manager

• Jun 2022 - Present

SVP of Strategic Relationships at Orion Advisor Solutions, LLC

• Sep 2019 - Jun 2022

Chief Innovation Officer at Orion Advisor Technology

• Oct 2017 - Sep 2019

Manager, Strategic Consulting at Orion Advisor Technology

• Jul 2015 - Sep 2017

Technology Consultant at Orion Advisor Technology

• Jun 2010 - Jul 2015

As a mainly self directed position, support internal and external clients to ensure best utilization of proprietary technology and end-to-end processes accomplished through on-site visits, webinars and phone/email support. Also work with critical contacts at integration partners to facilitate referrals.- Through creative and effective problem solving skills and ability to communicate with clients helped increase overall satisfaction from 77% to 84% in just under one year.- With an average of 30% to 40% usage rate of services have been successful in facilitating greater adoption of our proprietary software per individual client up to 80%.- Have become a strategic asset by establishing and maintaining relationships with clients which have resulted in referrals and renewals of contracts. Show less

Account Manager at Orion Advisor Technology

• Jul 2008 - Jun 2010

An Orion Account Manager is responsible for maintaining high standards of customer service to all Orion clients. This involves receiving phone calls, emails, and faxes from the clients regarding various questions and issues. It is the responsibility of the Account Manager to research the situation and respond to the client completely in the shortest amount of time possible. The Account Manager is also responsible for creating new Client, Registration, Account and Billing information as well as updating that information when requested. The Account Manager will ensure monthly reports and quarterly statements are sent by the designated deadlines. The Account Manager will need to work closely with other service team members including Data Analysts, and the Accounts Receivable team to ensure the client is receiving everything they have requested and to ensure the accuracy of the information being sent. Show less

Monitoring Center Supervisor

• Jul 2007 - Jun 2008

Led all areas of the in-house Customer Service Department including product development, customer support, quality assurance, team management, personal development and training.- Increased productivity for a particular job by 600 percent, using current resources, by taking a task that took twelve hours and cutting it down to two hours.- Managing a team of over 20 individuals reorganized the customer service division by building teams and establishing a performance evaluation system that increased overall performance and morale.- Implemented management meetings across divisions to improve communication and was success in implementing new products and procedures.- Key contributor to R&D for changes to the main support website used by internal and external customers. This includes workflows, updates and new ideas.- Implemented and managed the quality assurance supervisor position to assist in the continued growth of the employees within division. Show less

Quality Assurance Supervisor

• Feb 2007 - Jul 2007

Lead Customer Service Representative

• Jun 2006 - Feb 2007

Customer Service Representative

• Sep 2005 - Jun 2006

Missionary

• Sep 2003 - Sep 2005

Proselytizing mission working with individuals and families teaching them about the Gospel of Jesus Christ. Worked in the mission office as a finance secretary and supply secretary. Served in mission leadership roles overseeing specific mission zones and developing missionary abilities through weekly trainings. Proselytizing mission working with individuals and families teaching them about the Gospel of Jesus Christ. Worked in the mission office as a finance secretary and supply secretary. Served in mission leadership roles overseeing specific mission zones and developing missionary abilities through weekly trainings.