Experience

Braviant Holdings

• United States
• Financial Services
• 1 - 100 Employee

• Lead Program Manager

  • Oct 2021 - Present



bswift

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Associate Director

  • Mar 2019 - Oct 2021

  - Oversee the direct client relationship for mid and large market clients supporting $2.5 million in annual revenue- Manage risk and provide organized, clear and consistent communication to clients around issue status and issue escalation.- Effectively convey client needs to internal teams by organizing and driving the resources needed for successful site configuration, Open Enrollments, and implementations of new functionality- Engage in request for proposal responses and finalist sales meetings to retain and attract new business- Directly manage and develop a team of analysts to achieve individual, team, and company goals- Determine staffing alignments and work with recruiting by interviewing candidates- Facilitate feedback process to deliver performance assessments and recommend compensation and bonus changes

• Senior Account Manager

  • Jul 2017 - Mar 2019

  - Primary point of contact to direct clients, internal team members and partners overseeing the direct client relationships supporting $1 million is annual recurring revenue- Collaborate with internal bswift resources and support the implementation of new products and services to meet all client deliverables and maintain client web sites- Create, update and manage project plans to ensure success and meet deadlines for a variety of projects- Maintain relationship with clients and serve as the main point of contact for researching and resolving escalations - Coach and mentor other team members- Help drive process improvement and look for efficiencies to communicate to all bswift teams - Prepare and conduct external client presentations and trainings- Led an internal initiative to update the company wide project management tools

• Account Manager

  • Mar 2016 - Jul 2017

  - Main point of contact for all client communications and responsible for triaging and resolving issues for five large market clients- Tracks issues, creates agendas and leads weekly client meetings- Coordinates implementation of new EDI files by opening lines of communication between internal and external teams; validating data for all benefits and demographic information; and confirming successful delivery of files-Manages annual open enrollment project for five large market clients. Includes site build, internal testing, external testing, vendor file updates and payroll management- Project manager for annual 1094/1095 Affordable Care Act reporting - Regularly leads internal team trainings and external user system trainings

• Client Services Analyst

  • Jun 2014 - Mar 2016

  - Audit and analyze data utilizing problem solving strategies with an expert level of excel- Main point of contact for fielding questions and resolving data discrepancies for five large market clients - Manage weekly demographic feeds on all clients in order to identify, communicate, and resolve any issues or fallout from file feeds- Perform regression testing quarterly on system wide functionality to support current and new functionality for the entire company. Daily testing of client specific functionality for quality assurance and to implement new functionality when necessary



Indiana University Student Academic Center

• Bloomington, Indiana Area

• Macroeconomics Supplemental Instructor

  • Aug 2013 - May 2014

  Led four weekly discussion groups for Introduction to Macroeconomics courses. Developed lesson plans and activities on a weekly basis to engage students to further expand on the economic concepts taught in class. Fostered collaboration among students through group activities and assessments. Worked closely with students from a variety of backgrounds and understandings of the economics material. Led four weekly discussion groups for Introduction to Macroeconomics courses. Developed lesson plans and activities on a weekly basis to engage students to further expand on the economic concepts taught in class. Fostered collaboration among students through group activities and assessments. Worked closely with students from a variety of backgrounds and understandings of the economics material.



United Way of Central Indiana

• United States
• Non-profit Organization Management
• 100 - 200 Employee

• Backpack Attack Intern

  • May 2013 - Aug 2013

  Organized and led Backpack Attack; an annual school supplies drive for needy children donating over 1,200 backpacks filled with school supplies. Coordinated community outreach to get over 50 local businesses involved in collecting school supplies, and secured over $8,000 in donations. Supervised the logistics behind sorting and counting 20,000+ school supplies and assembling 1,200+ backpacks. Planned, organized and executed an afternoon festival to deliver the backpacks to students; secured food, haircuts and sock & underwear donations, organized activities for kids, and managed over 75 volunteers



Indianapolis Jewish Community Relations Council

• Indianapolis, Indiana Area

• Samuel Kroot Intern

  • May 2013 - Aug 2013



US-UK Fulbright Commission

• United Kingdom
• Higher Education
• 1 - 100 Employee

• Awards Intern

  • Jan 2013 - Apr 2013



Obama for America

• United States
• Political Organizations
• 100 - 200 Employee

• Organizing Fellow

  • Jun 2012 - Aug 2012

  I organized all of the volunteer outreach in a neighborhood in Pittsburgh. In a leadership role I recruited, planned and executed weekly phone banks, canvasses and voter registration drives with up to 30 volunteers. I regularly trained individuals and groups on team building, data entry, phone banking and canvassing . I led a data driven campaign strategy in my turf, analyzing data daily to make strategic decisions. I reached out to hundreds of people daily via phone calls, one on one meetings and canvassing. I worked closely with four other fellows also organizing neighborhoods in Pittsburgh.