Experience

Octo (formerly B3 Group)

• United States
• IT Services and IT Consulting
• 100 - 200 Employee

• Microsoft Power Platform | Client Services Lead

  • Nov 2021 - Present



Octo

• United States
• IT Services and IT Consulting
• 500 - 600 Employee

• Microsoft Power Platform Deputy Program Manager

  • Nov 2021 - Nov 2022



Avanade

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

• Group Manager

  • Apr 2021 - Nov 2021

• Manager

  • Jul 2019 - Apr 2021

• Health Architect, Digital Sales & Service, Midwest

  • May 2018 - Apr 2021



Medical Mutual

• United States
• Insurance
• 700 & Above Employee

• CRM Product Manager, Business Development

  • Oct 2015 - May 2018

  Manage CRM operations to provide a flexible platform for book of business, sales & renewal lifecycles, forecasting, market share analytics, and business intelligence outcomes. Develop the strategic plan & solutions recognizing business continuity & strategic goals. Project management, implementation and sustainability of all CRM deliverables. Consultative in support of RFP processes.The liaison between Business Development Leadership, Sales Division Leadership, system users, and the Information Technology Division identifying business requirements. Performs business and systems analysis translating to operational workflows and produce actionable data with meaningful outcomes. Training development and delivery to Sales Leadership and 200+ day to day users.



Cleveland Clinic

• United States
• Hospitals and Health Care
• 700 & Above Employee

• Program Coordinator

  • Jan 2012 - Oct 2015

  Work collaboratively with technology consulting team to build and execute CRM platform. Implementation of CRM supports new operations standardization which enhances patient and referring provider interaction accuracy, thus optimizing a seamless patient and provider access experience. Partnered successfully with various levels of administration to create, coordinate and deliver special project scope, operational and technical workflows, user testing, implementation, and sustainability.Recognize business objectives, identify opportunities and develop strategic solutions ensuring completion of projects.Act as a liaison between leadership, project team and front/back end users to communicate opportunities, solutions and outcomes.Promote employee engagement and satisfaction through created program providing opportunity to work closely with experienced colleagues with different skill sets to learn and develop within their current role as well as further define their individual professional development.

• Executive Assistant

  • Apr 2006 - Jan 2012