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Highly effective, results-focused management professional emphasizing innovation and creativity in solving complex problems. Energetic and results-focused with success in developing and leading diverse teams to achieve outstanding results. Diligent and motivated to improve processes, streamline operations and increase revenue. S
Project planning and development
Advanced training in Salesforce
Project development and life cycle
Work flow planning
Unsurpassed work ethic
Superb time management skills
Customer relations specialist
Salesforce Certified Administrator
PA Life & Health
CEBS Certification (in-progress)
The Benecon Group – Lititz, PA
Directed staff and managed budget for Operations.
Managed Salesforce Service and Health Cloud projects. Directed the work of independent contractors.
Established project control procedures such as project forecasts and cash flow projections.
Maintained vendor partnerships.
Led corporate initiatives such as Salesforce CRM implementation. Established operational objectives and work plans and delegated assignments to subordinate managers.
Completed performance reviews, offering praise and recommendations for improvement.
Compiled and drafted reports for executive team.
Initiated rollout of new enterprise software solution for sales reporting. Partnered successfully with internal departments, brokers, health insurance carriers to improve service for our clients.
Spearheaded cross-functional initiatives.
Strengthened company's business by leading implementation of department to 2015 to Current Director, Operations, Producer Relationships, and CRM support the company's largest client-base.
Trained, coached and mentored staff to ensure smooth adoption of new programs. Developed and rolled out new policies.
Hired and trained staff.
04/2015 to 08/2015 Project Manager, Interim Contract Position Beholder Productions – Philadelphia, PA
Conducted meetings with clients to determine project intent, requirements and budgets.
Maintained project schedules by managing timelines and making proactive adjustments.
Maintained schedules to ensure that key milestones were being met at every phase. Directed changes to the project scope and cost and implemented appropriate change management processes to keep the project on track. Provided outstanding service to clients to not only maintain but to extend the relationship for future business opportunities.
Conducted weekly production and operations contractor meetings, which facilitated stronger communication and the ability to resolve critical issues. Reported to the vice president of production on conformance with the contract schedule.
Digitally archived weekly progress and technical “Knowledge Base” photographs of all assigned projects.
Prepared and followed through on all required punch lists. Assisted the vice president of production in the review, approval and archiving of all closeout documents.
Prepared regular interval progress reports.
Conducted routine quality audits to ensure that work was progressing per the specifications and initiated corrective actions.
03/2000 to 04/2015 Director of Operations and Employer Plans Kades- Margolis Corporation – Wayne, PA
Developed key partnerships which resulted increased revenue growth. Developed new process for employee evaluation which resulted in marked performance improvements.
Worked directly with brokers and public school administrators to achieve increase sales and revenue growth.
Researched and updated required materials needed for firm and clients. Responsible for all daily operational functions.
Created and delivered multimedia presentations for enhanced understanding. 10/1993 to 03/2000 Operations Manager
Lincoln Investment Planning, Inc – Wyncote, PA
Managed a team of over 30 team leads, administrative and service associates. Created and implemented process efficiencies.
Trained and mentored staff.
December 2005 Bachelor of Science: Business Management Peirce College - Philadelphia