Experience

MediStreams, LLC

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• Vice President of Strategic Relationships

  • Sep 2022 - Present



JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• Executive Director, Healthcare Treasury Management

  • Jan 2021 - Aug 2022



Truist

• United States
• Financial Services
• 700 & Above Employee

• Senior Vice President

  • Dec 2019 - Jan 2021



SunTrust

• United States
• Financial Services
• 700 & Above Employee

• Senior Healthcare Specialist

  • May 2019 - Dec 2019

  Advise healthcare clients on strategy to optimize the settlement and reconciliation processes of healthcare payables and receivables. Understand the financial needs of healthcare organizations to offer solutions to meet the challenges of today's competitive marketplace with an aim to reduce cost, limit risk and improve cash position.

• Client Integration Manager

  • Jan 2018 - May 2019

  Improve speed to revenue and provide quality client first experiences by supporting sales,onboarding, and servicing activities related to: complex products, non-standard requests, ERPchange integration, high profile client impact, customized agreements, and T&PS process gapsand workflow evaluation. Act as an extension of the T&PS deal team facilitating the sale andintegration of T&PS solutions. Serving as both an advocate for the client and SunTrust to ensuretechnical and business requirements are discovered, clearly defined, and achievable prior toimplementation. Show less

• Healthcare Specialized Sales Consultant

  • Dec 2016 - Jan 2018

  Served as healthcare subject matter expert for the SunTrust Treasury and Payment Solutions group. Responsible for assisting sales and operations with managing opportunities involving technically complex solutions to meet the highly-customized and unique needs of clients. Provided technical guidance prior to implementation, documented requirements, mapped out processes with recommended approach, and engaged in discussions with clients and third party vendors where applicable. Played a critical role in working with our largest clients to help drive process improvements in their revenue cycles and other business processes. Show less

• Business Enablement Manager

  • Sep 2015 - Dec 2016

  Responsible for planning and executing against strategic T&PS business development for multiplelines of business and business segments as well as geographies. Attain specific segmentgrowth and financial objectives while adhering to all compliance policies and regulations. Serveas the subject matter expert with a focus on driving revenue and cross division solution developmentpriorities of T&PS products (e.g., Treasury, Global Trade, Commercial Card & MerchantServices, and Commercial Deposit products) and services based on Voice of the Client andVoice of the Market inputs and other sources to address client demands. Responsible for allstrategic and tactical aspects of the T&PS sales/Go-to-Market initiatives for Small BusinessBanking and Private Wealth Management. Also responsible for the development and executionof specialization initiatives and other sales tools. Show less

• Treasury Sales Officer

  • Dec 2014 - Sep 2015

  Responsible for consultative sales of T&PS products and services to assigned client groupswith treasury solution needs. Execute sales plan, develop strong partnership and collaborate with LOB partners to identify and drive client prospect sales opportunities to achieve revenueand portfolio growth objectives for assigned client portfolio. Drive deal team behaviors byfostering relationships with bankers and product partners to collaborate on opportunities andengage in strategic client planning. Show less

• Healthcare & Receivables Technical Product Consultant

  • Dec 2011 - Dec 2014

  Responsible for sales demonstrations of technical products through client webinars, clientconference calls, and on-site meetings. Fully understand varied nuances of each product supported,including but not limited to systems, regulatory, financial and operational issues. Provideinformation and assistance to sales force to better position receivables products in themarketplace. Extensive knowledge of applicable accounting applications, pricing approaches,and industry best practices. Serve as a value added and trusted advisor to TSOs, RMs andclients by understanding their business needs, then designing and delivering consultative/creativesolution recommendations. Provide VOC feedback and competitive information to ProductManagement and Marketing. Serve as conduit of healthcare market intelligence and positionSunTrust as a credible source of knowledge by speaking at national conferences, regional clientpresentations, industry events and other promotional activities. Show less



FIS

• United States
• Information Technology & Services
• 700 & Above Employee

• Healthcare Sales Specialist

  • Oct 2008 - Sep 2011

  Managed a portfolio of existing client relationships to grow revenue and profitability, as well as ensure satisfaction. Responsible for all adoption marketing and product enhancement activities for Healthgateway product line. Interfaced with internal groups, such as IT and finance, as well as external vendors (i.e. third party processors), to resolve diverse customer service concerns. Managed communication with clientele regarding service issues, proposed resolutions, and process enhancements. Managed a portfolio of existing client relationships to grow revenue and profitability, as well as ensure satisfaction. Responsible for all adoption marketing and product enhancement activities for Healthgateway product line. Interfaced with internal groups, such as IT and finance, as well as external vendors (i.e. third party processors), to resolve diverse customer service concerns. Managed communication with clientele regarding service issues, proposed resolutions, and process enhancements.



SeniorMetrix

• Hospitals and Health Care
• 1 - 100 Employee

• Product Manager

  • Mar 2008 - Oct 2008

  Key member of the senior management team reporting to CEO. Direct all sales, marketing, product management, and communications activities for SeniorMetrix consumer and community-based, professional product lines. Key member of the senior management team reporting to CEO. Direct all sales, marketing, product management, and communications activities for SeniorMetrix consumer and community-based, professional product lines.



Metavante

• Financial Services
• 400 - 500 Employee

• Healthcare Relationship Manager

  • Sep 2007 - Mar 2008

  Managed a portfolio of existing client relationships to ensure satisfaction, account retention, and continued revenue growth and profitability.

• Director of Account Management

  • Jun 2006 - Sep 2007

  Lead 4-person team in all aspects of customer service and account management. Devised customer-specific strategies to ensure account retention, contract renewal, and incremental sales penetration. Interfaced with internal groups, such as IT and finance, as well as with external vendors, consisting primarily of payment processors, to resolve diverse customer service concerns. Managed communication with clientele regarding service problems, proposed resolutions, and process enhancements.



Emdeon

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

• Director of Account Management

  • 2005 - 2006

  Oversaw 7-person team to manage 750 tier II and III accounts valued at more than $50M. Identifiedcore customer objectives to ensure top-notch service delivery and offer additional serviceoptions. Expedited resolution of critical customer issues. Communicated product/service improvementopportunities to leadership teams.

• Director of Confirmed Delivery

  • 2003 - 2005

  Led 26-person team to ensure timely transaction execution and product fulfillment for customeraccounts. Researched and remedied all delivery defects to maintain standards for service excellence.Compiled performance data to ascertain/rectify systemic problems and root causesof process failures. Collaborated with diverse internal groups to affect organizational change.

• Product Manager

  • 2001 - 2003

  Devised and executed strategic/tactical-level plans to manage products through entire lifecycle, from development and launch to marketing, implementation, and support. Formulatedproduct positioning and messaging strategies. Collaborated with cross functional teams to conceiveand integrate effective solutions to enhance products and business processes. Trained/coached operations, sales, and account management professionals in critical aspects of productfeatures and benefits.

• Project Manager

  • 2000 - 2001

  Directed project teams in multiple, mission-critical corporate initiatives to enhance marketingand client management activities. Conducted market research and gathered/analyzed functionalrequirements to determine project scope, milestones, and deliverables. Formulated processroad maps and documented solution strategies. Prepared/presented progress reports to executiveleadership.

• National Accounts Manager

  • 1999 - 2000

  Selected by senior leadership to launch and direct high-profile national account organization.Devised strategies and instituted framework for account acquisition and enrollment, solutionimplementation, and customer management. Recruited and trained high-powered team to instillwinning mentality.

• Marketing Manager

  • 1998 - 1999

  Oversaw marketing analyst to evaluate client needs and emerging market trends to design effectivemarketing and promotional materials used in direct sales, advertising, trade shows, andmedical conferences. Crafted RFPs and comprehensive customer proposals in conjunction withsales organization. Planned and managed advertising and creative budgets.

• Sales Consultant

  • 1996 - 1998

  Established relationships with healthcare professionals, such as pharmacists, medical practitioners,hospitals, and administrative staff, to solicit targeted services. Collaborated with colleaguesto enhance sales and marketing collateral. Recognized as consistent top performer.