Experience

DAS Technology

• United States
• Technology, Information and Internet
• 100 - 200 Employee

• Team Lead Client Activation and Support

  • Apr 2023 - Present

• Sr. Client Activations and Support Specialist

  • Jul 2022 - Apr 2023



PowerBand Solutions Inc.

• Canada
• Motor Vehicle Manufacturing
• 1 - 100 Employee

• Dealer/sales operation specialist

  • Aug 2021 - May 2022

  As Dealer/Sales Operations Specialist, I provide sales strategy, CRM leadership, analytical expertise, training, communication, program launch, contracts, agreements, and sales operations support to dealers in the United States. In this role, I ensure accurate receipt, verification, and entry of all inbound dealer agreements into CRM tool (HubSpot), and sent to the appropriate 3rd party vendors in preparation for launch and training. I display a track record of innovation and thought leadership, with an outstanding professional presence, and consistent success of managing wide-ranging projects, plans, and processes to drive operational improvement, and contribute to the company vision. I collaborate with the CEO and VP of Operations to gather information needed to report to parent company, including ad hoc and weekly reports that show different stages of installation and billing, and from those meetings. I serve as point of contact and manager for of third-party vendors such as IService Auto and DRIVRZ Financial to ensure all installs are trained and launched appropriately. In addition, I oversee the end-to-end integrated, collaborative partnerships with multiple teams including product, sales, operations, and client services to deliver business results which maximize profitability and build equity. This is a role that requires collaboration between multiple leadership teams, where we prioritize opportunities for improvement, understand process bottlenecks and inconsistencies, and define optimal performance measurements /management programs. Lastly, I attend trade shows such as NADA, as sales/operation support, gaining an even better understanding of how IntellaCar/DRIVRZ services can alleviate their pain points and achieve desired results. Show less



Newport Credentialing Solutions

• Bethpage, New York

• Director Of Client Services

  • May 2018 - Jul 2020

  In this role, I provided thought leadership, supporting strategy as a subject matter expert and curious collaborator with a multi-channel perspective that focused on clients’ higher-level business concerns and objectives. I led, mentored, and managed diverse team of 10 across seven multimillion-dollar clients, ensuring that the staff was working toward the common goals to achieve company’s mission and deliver customer alignment/satisfaction. As a result, I played a key role in areas of resource training, allocation, management, and of the financial growth of both internal teams and clients, meeting project objectives, reporting, and system changes. I was known as someone who could easily build relationships with both internal and external business partners to effectively administer operations functions and programs, resolve issues, and support ongoing program development. The accuracy and efficient distribution of reports and other essential intelligence was significantly improved which resulted in critical decision-making support for executive leadership. My growth as a leader continued as I implicitly understood both strategic and operational goals and translated them into effective business practices and evolving workflows, processes and procedures. My role also to serve as a client advocate with Payer and provider enrollment companies such as Aetna, United Healthcare, Optum and Cigna, as well as with government agencies such as Medicare, Medicaid, Worker’s Compensation, and Multiplan. Show less



Dealertrack

• United States
• Software Development
• 700 & Above Employee

• Manager, contract management

  • Jan 2010 - Oct 2017

  Dealertrack is one of the best-known companies that allows dealers and lenders to be more efficient and profitable through easy-to-learn software, open integrations, connected processes, and intelligent, cloud-based technology. In this role, I implemented new processes/ procedures that saved time and money and improved automation, including planning, testing and seamless rollout of new billing system, creating/documenting procedures, and creating reports/dashboards. This was an interesting and challenging role, as I directed the receipt, entry in SAP, verification and processing of 1,000-1,200 customer contracts per month to ensure timely and efficient installation of products. I worked closely with the Finance team to ensure accurate billing for all subscriptions, services, and hardware for $1 - $2M new billing and $ 5M existing billing. I developed, monitored, and distributed monthly SAP reports, including cancellation reports, installation reports and billing block reports, and investigated any end-of-month billing issues, all while strategizing with IT to make modifications and enhancements to SAP and Salesforce systems to improve efficiency, streamline processes, and deliver improved efficiency. I consistently met or exceeded assigned performance goals which included processing contracts within 48 hours of receipt with 100% accuracy by building excellent relationships with contract analysts, sales and operation managers, field representatives, accounts receivable, and others. I enjoyed serving as mentor and manage 5-member onsite/remote team to ensure best practices sharing/skill development. Show less

• Contract Analyst

  • Jan 2006 - Jan 2010

  My role as Implementation manager perfectly prepared me to take on this role of additional responsibilities and challenge, and in turn I consistently met/exceeded performance goals for contract turnaround, ensuring timely installation and training. I was regarded as the subject matter expert with all things contract related, at each stage of the contracting process, including but not limited to compliance with policies and procedures, evaluating bid documents, and payment terms. I worked collaboratively with Product Management and Sales teams to deliver outstanding dealer contracts, and then oversaw the receipt, verification, and entry of contracts across all subsidiaries, coordinating the necessary approvals/information to process agreements. I continued to identify and recommended areas of process improvement, such as in the areas of minimized business and legal risk. Lastly, I served as a liaison between Dealertrack and Sales to ensure all contracts contained essential information and complied with corporate policies, and that commissionable amount was corrected determined. Show less

• Implementation Manager

  • Jul 2004 - Jan 2006

  As Implementation Manager, I maintained client relationships throughout the implementation process, serving as single point of contact to ensure the quality, consistency, and value of solutions were delivered in a timely and efficient manner. I worked closely with dealers to ensure that they were satisfied with the product subscription, product installations, and training provided, and always looked for ways to increase the company value. By collaborating with diverse internal teams, we discussed the strengths, weaknesses, and opportunities related to training and educational support, including setting calls, installation, and sales support. In addition, I was talked to project manage several initiatives, serving as subject matter expert from project inception through the go-live implementation, discovery activities, gap-analysis, statement of work, and client support and training. Show less