Project Management Sales

Professional Skill Summary

Energetic career development professional with 15 business experience. 8 years contracts, billing and pricing management experience. Analytical experience working with systems, reports, and troubleshooting issues/errors. Innovative, strong communication skills with experience leading webinars and facilitating in-person workshops. Five years Project Management experience, including system upgrades (from Microsoft Dynamics CRM 2011-2013, Microsoft Dynamics CRM 2013-2015, and Microsoft Dynamics 2015-2016). I am a motivated fast-learner, I am very driven and have the can-do attitude needed to get the job done.

Professional Experience

LiftFund 2015-Present

Microsoft Dynamics CRM/MMS Manager

Contracts drafted and finalized for new and existing clients

Update to pricing exhibits based on cost analysis by clients unit

Manage Sales and Customer expectations based on clients request

IT Project Management with Microsoft Dynamics CRM: review requirements; provide a scope and project schedule; development testing for quality assurance; production testing for quality assurance; train relevant customers on a live webinar; and record a training video for the library to align with world class LiftFund users and external MMS users.

Project Management (Upgrade from CRM 2011 to 2013, 2013 to 2015, and 2015 to 2016)

Sales and Onboarding/Off-boarding of system to new and existing clients

Lead MMS team to support new customer transition from software integration to use and functionality: gather feedback from customers and team members for CRM enhancements and features; write RFP and coordinate with vendors through the implementation of the new features.

Manage and troubleshoot IT tickets on helpdesk system, communication to clients on status and provide closure to issue

Write and Develop scripts for testing

Process analysis to improve functionality and ease of CRM/MMS use

Lead efforts in improving data gathering and analysis by creating custom reports and dashboards for sales activity, compliance, grant applications, and internal process analysis

Advises client on best business practices when build of the business unit is in place. Offer suggestions and advise what is most common and effective when working with CRM/MMS

Analyze current business practices and develops new processes for teams and clients

XML mapping and coding Word Templates for data exports/reports

Acelity 2005 to 2015

Project Administrator

Creates projects based on department analysis and plans project for completion and delegates duties when necessary.

Design, compose and maintain documents for Daily Focus, SOP’s, Knowledge Central, and Special Projects

Analyze current operating methods and working documents; identifies problem areas and recommend improvements

Acts as a facilitator for the Contact Center, Training, Marketing, Ship Pending and other areas within KCI to improve communications through documentation

Review of current processes and procedures, define gaps, suggest, design and implement efficiency tools

Update and communicate necessary changes timely and accurately

Understanding all of Contact Center on and off phone related activities

Provide customer feedback analysis to identify major trends or issues from a Customer First data and provide reporting to management to process.

Review feedback and assess the level of the issues in order to process and assign to owners for appropriate resolution

Facilitates meetings and provides leadership in order to execute suggestions and finalization of projects, provide training to leadership team if necessary

Works independently to achieve assigned goals and objectives

Assist in system issues and evaluates upgrades for the Contact Center

Subject Matter Expert for Adobe RoboHelp and system functionality

Test Systems in accordance with IT to ensure that systems will work properly before an update or rollout

Maintains 95% accuracy rating on all work assignments

Contract Analyst II

Vendor Credentialing and Support

Business Objects Reports analyzed on 4 month realization to identify trends with a payor

Payor issues documented and revenue realized based on issue resolution

SharePoint Administration and Management (edits, documents, or creates new entries in the database)

Manage Projects based on financial needs. (Over 2 million documented company money saved)

Analysis of Financial Reporting to ensure it is designated to the right Group/Subgroup

Manages pricing implementation for contacts

Creates SOP’s/Coordinates and Facilitates training based on new SOP’s

Negotiates Single patient contracts, Finalizes and executes formal contracts, and Contract Database management

Review requested items and ensure that it meets the contract requirements if a contract is in place.

Updates Payor requirements/ Manage KCI non contracted payors

Assist in system issues that prevent an order from being released to the patient

Work directly with Insurance and Medical Groups to ensure claims submission accuracy

Completes Letter of Agreement process (Validate rates, bill to used, as well as any other changes needed to account)

Test Systems in accordance with IT to ensure that systems will work properly before an update or rollout

Work closely with Collections team in order to ensure that accounts are being routed properly and manage any non contracted issues that may arise with the payer

Maintained 95% accuracy rating on all work assignments

Promoted to Project Administrator in 2014

Order Entry QA Speciliast

Review completed of all orders entered to ensure quality

Managing and preparing Excel spreadsheets with daily reports and stats

Set rules and guidelines for employees to follow when entering order (SOP)

Assisted employees with problems/issues on lead line hunt group

Notified employees of errors and monitored correction status

Monitored employees and systems to ensure all work was being entered in a timely manner

Promoted to Contracts Analyst II in 2008

Claims Specialist II

Trained new hire employees in working ship pending and unbilled report

Responsible for reviewing and releasing orders accurately from ship pending

Obtained authorization for patients and notated accounts on the outcome

Created Standard Operating procedures for team on specific troublesome payers

Obtained reauthorization and worked call list before re-auth was needed

Assisted supervisor with special projects for the team and designated duties as needed

Promoted to Order Entry QA Specialist in 2007

Education & Certification

Hallmark University

Bachelors of Science in Business Management (Degree received May 2014)

University Hospital

Medical/Surgical Technician (Certification Received 2004)

Health Science Technology

Certified Nurse’s Assistant (Certification Received 1999)

Awards & Training

XML mapping/coding of Word Templates- CRM (November 2016)

Leadership training courses completed (Series of 8 courses)

Accounting Capstone

Patient Recognition Award 2012

Shining Star September 2013

Silver Star Recipient May 2014

Employee of the month July 2014

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