Experience

Pulse Systems, Inc.

• United States
• Software Development
• 1 - 100 Employee

• National Sales Manager

  • Sep 2018 - Aug 2019

  Kansas City, Missouri Area • Responsible for inside sales opportunities for approximately 450 healthcare software client accounts. • Prepared Quotes, Credit Memos, Order Sheets, P&L Analysis, and Powerpoints for over 500 sales opportunities tracked through Salesforce. • Successfully closed 50 contracts in the amount of $300K in the first 6 months of 2019. • Initiated approximately 10 to 15 sales calls per week. • Traveled to 3 client locations to pitch Revenue Cycle Management proposals totaling $1.8M in… Show more • Responsible for inside sales opportunities for approximately 450 healthcare software client accounts. • Prepared Quotes, Credit Memos, Order Sheets, P&L Analysis, and Powerpoints for over 500 sales opportunities tracked through Salesforce. • Successfully closed 50 contracts in the amount of $300K in the first 6 months of 2019. • Initiated approximately 10 to 15 sales calls per week. • Traveled to 3 client locations to pitch Revenue Cycle Management proposals totaling $1.8M in revenue. • Collaborated closely with the Client Management Team to lead efforts to close sales deals. • Worked closely with PMO and Technology teams to discuss client needs prior to closing a sales.

• Client Account Manager

  • Jun 2017 - Sep 2018

  Kansas City, Missouri, United States • Responsible for maintaining existing healthcare software client accounts with a total annual revenue of $5,000,000. • Direct support to over 300 accounts across the Midwest and Southern states. • Successfully closed $400,000 out of a total of $700,000 collected in annual revenue in 2018. • Assigned a yearly goal of $500,000 to $1,000,000 in increase revenue with the existing accounts related to upgrading or adding software packages to fulfill their practice needs. • Dedicated… Show more • Responsible for maintaining existing healthcare software client accounts with a total annual revenue of $5,000,000. • Direct support to over 300 accounts across the Midwest and Southern states. • Successfully closed $400,000 out of a total of $700,000 collected in annual revenue in 2018. • Assigned a yearly goal of $500,000 to $1,000,000 in increase revenue with the existing accounts related to upgrading or adding software packages to fulfill their practice needs. • Dedicated point of contact to assist clients with day to day operations and support when needed.

• Project Analyst

  • May 2016 - Jun 2017

  Kansas City, Missouri, United States • Develop and manage 10 high level reports pertaining to healthcare data and revenue for 700 clients housed in Salesforce.com and built in Power BI. • Build and present reporting results of electronic healthcare management software development activities for 8 sprint teams to the VP of Technology and 4 directors. • Design and manage various communication pages in Confluence that display the results of Power BI reports. • Agile Project Manage all special requests by the CEO, CTO, SVP… Show more • Develop and manage 10 high level reports pertaining to healthcare data and revenue for 700 clients housed in Salesforce.com and built in Power BI. • Build and present reporting results of electronic healthcare management software development activities for 8 sprint teams to the VP of Technology and 4 directors. • Design and manage various communication pages in Confluence that display the results of Power BI reports. • Agile Project Manage all special requests by the CEO, CTO, SVP, VP and directors of the Technology division.



Sprint

• United States
• Telecommunications
• 700 & Above Employee

• Business Data Analyst

  • May 2012 - Jan 2016

  Overland Park, Kansas, United States • Created concise sales data reports including contest reporting for retails stores, internal/external customers and third-party dealers used to compensate over $1,000,000 in commissions. • Performed data analysis and report generation by extracting data from various complex data sources using millions of rows of data. • Prepared hierarchy of internal Indirect support employees from over 30,000 PeopleSoft data records. • Manipulated data with extensive operations using advanced Excel… Show more • Created concise sales data reports including contest reporting for retails stores, internal/external customers and third-party dealers used to compensate over $1,000,000 in commissions. • Performed data analysis and report generation by extracting data from various complex data sources using millions of rows of data. • Prepared hierarchy of internal Indirect support employees from over 30,000 PeopleSoft data records. • Manipulated data with extensive operations using advanced Excel skills including Pivot Tables, Lookups and formulas to produce world class reports. • Performed ad-hoc reporting requests as needed by direct management, senior level management and executives to reduce churn to less than 2%.

• Project Manager

  • May 2005 - Apr 2012

  Overland Park, Kansas, United States • Sole liaison between all of Sales and Customer Care including General Care, Business Care and Technical Support. • Key stakeholder in cross functional team sessions that reviewed channel consistency between Sales and Customer Care. • Crafted communications to announce new programs, program changes or policy/procedure changes. • Handled escalations from the channels when policies and/or procedures are not in alignment with the company’s goals and objectives. • Assisted with… Show more • Sole liaison between all of Sales and Customer Care including General Care, Business Care and Technical Support. • Key stakeholder in cross functional team sessions that reviewed channel consistency between Sales and Customer Care. • Crafted communications to announce new programs, program changes or policy/procedure changes. • Handled escalations from the channels when policies and/or procedures are not in alignment with the company’s goals and objectives. • Assisted with customer escalations and researched the root causes of over 500 issues daily and worked with various teams to bring those issues to resolution. • Program managed the Operational Project submission tool in Quickbase. • Coordinated and presented new operational project presentation for Senior Management. • Facilitated bi-weekly cross functional meetings to review over 50 projects to determine launch readiness and timelines. • Developed communications plan and drafted articles in support of the launch of operational programs. • Chief architect in drafting 100 Methods & Procedures for training criteria, operational effectiveness and standard guidelines for retail stores and third party vendors. • Project Lead for various programs that launched in the Retail Stores including affiliate markets and Service and Repair initiatives. • Lead conference calls to engage all of the necessary groups within Retail Operations and outside organizations like Human Resources and IT to develop a timeline and guidelines to launch programs. • Participated in store visits to ensure that all operational procedures were being followed. • Cross trained and worked closely with the Marketing Implementation Team on various initiatives that involved both collateral and operational components.

• Senior Financial Analyst

  • Jun 1998 - Apr 2005

  Overland Park, Kansas, United States • Supervised a team of Financial Analysts and Associate Financial Analysts that handled the manual recalculations, manual upload processes, and scrubbing of errors that were feed into the commission system (True Comp). • Created checklists for over 20 processes that were handled within the team. • Ensured that thousands of system errors were researched and cleared daily. • Worked with IT Department to ensure that all data manually uploaded into the system processes successfully and… Show more • Supervised a team of Financial Analysts and Associate Financial Analysts that handled the manual recalculations, manual upload processes, and scrubbing of errors that were feed into the commission system (True Comp). • Created checklists for over 20 processes that were handled within the team. • Ensured that thousands of system errors were researched and cleared daily. • Worked with IT Department to ensure that all data manually uploaded into the system processes successfully and reports were published with timely and accurate data by close of business daily. • Supervised a team of four Financial Analysts and four Associate Financial Analysts that research and validate appeals for consumer and non-consumer customers. • Participated in departmental process improvements and provided input to implement changes in the extremely complex compensation plan with Senior Management. • Communicated extensively via e-mail and telephone with 50 District Directors, 4 Area Vice Presidents, and 20 Finance Directors resolving and/or researching commission payment issues or concerns and all appeals.