Area Planner

• Jun 2023 - Present

Business Operations Manager

• Oct 2022 - May 2023

Acting in collaboration as primary Operations liaison to other programs within IOA on data management, process integration, client onboarding, reporting of metrics. Maintains Corio’s operational dashboard, identifying key performance indicators in collaboration with VP, determining reporting requirements.-Prepare pipeline reports and lead pipeline meetings as needed.-Receives department intake calls from Connect team provides relevant agency information and refers inquiries to appropriate resources.-Responsible for timely follow-up with intakes to build initial rapport with all incoming clients, assisting with client paperwork as need prior to passing to appropriate CSM.-Collaborates with all four Home Care territory Client Services and Staffing teams to evaluate bandwidths and ability to succeed in IOA mission of providing quality customized care.-Collaborates interdepartmentally with Companioa, Enrichment Center, Case Management, and other programs to ensure cross department communication.-Referral data entry, documenting on Procura profiles for ease of access for Home Care Team.-Data updated daily to efficiently manage and report accurate statuses and pipeline progress.-Utilizes Procura & SSR Report to create weekly, monthly, and annual reports to assist in identifying challenges in territories, intake request, and assist in evaluating proper steps in supporting recruitment to match the client intake pipeline needs. -Create reports for BI, C-Suite, and other private pay programs tracking leads, active clients, and revenue tied to accounts.-Create standard operating procedures, corresponding trainings, and implementation plans for department-Support different department projects with any level needed.-Oversees Continuous Quality Improvement processes and action plans.-Analyzing data to identify operational or financial red flags, driving action plans for program improvement. Show less

Client Service Manager

• May 2020 - Oct 2022

Servicing clients across the Bay Area through in Home Care Services. Responsible as main contact for any client, potential inquiry, and supporting agency partners regarding client services. Overall provide compassion, active listening, and problem solving skills daily to ensure client satisfaction. -Train new team members on agency policies & expectations of excellence to provide person centered care. -Establish and maintain current, accurate, and confidential files for each client noting service issues, courtesy calls, assessments, care plans and ongoing communications regarding client’s needs.-Participate in interdisciplinary team meetings and request consultations as needed to best address client needs.-Manage daily flow of clients requesting support on the telephone and email. -Develop new departments reports utilizing Excel and daily update relevant department data.-Meet with client's and families to create a customized care plan ensure matched caregiver is quality fit for client's needs. Show less

Cannabis Consultant

• Aug 2019 - May 2020

Assist clients navigating cannabis products to best fit their needs. -Explain potential benefits and unwanted side affects of various cannabis products. -Maintain in-depth knowledge of menu and trends of consumer sales. -Support customers choices by knowing how different methods of cannabis consumption affect our patients differently and suggesting dosage starting points. -Daily practiced correct cash handling and discount application. -Maintained open communication with the management team and other coworkers -Provided any necessary support to the management team to ensure retail store operations run smoothly, properly and in compliance with the applicable rules and regulations, including: daily activities, maintenance, and patient information for any reported issues and/or complaints. Show less

Intake and Referal Specalist

• Nov 2018 - May 2019

Empowering adults with information and resources available in Monterey County. -Responsible for daily telephone communication providing information & referral services to identified appropriate resources. -Assist in the preliminary determination of programs and services best suited to serve the needs (long-term and immediate) of the elderly, adults with disabilities, and their caregivers. -Provide referrals to secure necessary services and support for clients. i.e. medical, job training, housing, legal service, etc. -Manage daily flow of clients requesting support on the telephone and in person. Show less