Established KPI dashboard and presented to executive team on appointment capacity and utilization. Analyzed clinical staffing involving in-house recruitment, staffing agency, and platform solutions for multiple state expansion. Identified unscalable operations, assessed 200+ care coordinator weekly hours, and associated buckets of work. Directed various startups for large scale companies at all stages.
●Supported twofold increase in patient growth by proposing critical clinical service scope changes to executive team.
●Boosted efficiency of care coordination team by 16% through process improvements.
●Served as day to day practice manager for Midi Health operations, encompassing overseeing 70 patients weekly, during transition from Midi natively built EMR to Athena EMR.

Drove executive stakeholder alignment across product and operations as well as created member/patient user journey for organizational roadmap.
●Acquired 4M member base by initiating CloseKnit Virtual Primary Care practice for CareFirst BC/BS members.
●Developed Eden's first strategy and business operations team, involving recruitment, charter/leveling framework, and business case development.
●Selected and initiated virtual pediatrics offering to Eden's employer base (Partnership with MyTelemedicine) by assessing vendors and promoting cross-functional collaboration.
●Launched nationwide mental health care for CloseKnit by collaborating with SteadyMD.
●Increased efficiency by 20% via execution of Salesforce for healthcare navigation services.
●Introduced and socialized strategic user journey as a strategic planning framework with executive team.

Go-To-Market Leader for the Salesforce Assets and Solutions Group
●Enabled go-to-market of $200m in annual consulting revenue via sales and marketing activations.
●Prepared and implemented sales campaigns with AVP and RVPs at Salesforce and Deloitte Digital executives.
●Generated KPIs for product operations across America and Europe while improving GTM efforts for more than six products, including sales campaigns.
●Achieved annual sales growth by 10% through campaign and enablement activations.
●Designed first product group and partnership structure with Salesforce, involving account and incentive structure.
●Attained promotion from Engagement Manager to Associate Partner by demonstrating exceptional performance and surpassing goals.

Selected Projects: Benefits Administration Capability Assessment and Fit/Gap Analysis for Integrated, Managed Care Company Personalization Strategy and Contact Center Transformation for Specialty, Cancer Treatment Hospitals
●Devised high-level customer personas, detailed plans, and design requirements to operationalize through Salesforce platforms (sales and marketing cloud) by directing cross-functional workshops of 15+ stakeholders.
●Enhanced patient engagement by 12% through executing Salesforce within cancer hospitals.
●Saved up to $55m for integrated care delivery center by partnering with membership modernization initiatives, including 50+ internal stakeholders.
●Designed benefits administration value chain, including key activities for configuring and querying benefits.
●Compared benefits administration capability internally and against industry standards by performing fit/gap analysis to evaluate capability across six dimensions.
●Served as on the ground managre for 14 pr

Selected Project: Corporate and Business Unit Strategy for S&P 400 Life and Medicare Supplement Insurer
●Developed five-year corporate strategy, including establishing corporate vision and assessing current/potential customers and product groups.
●Identified 13 priority customer segments and activation strategies by utilizing detailed customer segmentation. MBA Internship (2013)

●Drove investment opportunity review, portfolio and risk management, and fundraising efforts for global infrastructure private equity fund with USD$30 billion assets under management
●Developed financial and operational forecasts, developed quarterly asset valuation for fund GPs

●Supported senior bankers in origination and execution of transactions and successfully raised $10 million for a solar photovoltaic joint venture between Smart Energy Capital, Duke Energy, and Integrys Energy Services

●Received top rank in Wachovia’s Equity Capital Markets analyst program and top 10% of investment banking class
●Coordinated the equity investor allocation process and launch for 11 transactions raising ~$2 billion in capital