Manager Sales

Jason Baumgart

Blue Springs, MO PH: 913-***-**** Email: *************@******.***

Professional Summary

Mr. Baumgart has over ten years, focused on Business Analysis, Project/Program Management, and Automated IT Driven Solutions. He is experienced at designing and managing appropriate solutions to match business needs and is a tactical leader in Project/Program Management, Systems, and Process Analysis. He excels at identifying and understanding complex projects, client’s expectations, developing automation efficiencies with audit controls, and meeting set budget requirements. Jason possesses a professional business acumen and is exceptional at building highly effective skilled teams. Mr. Baumgart understands the essential project goals and important details that need be conveyed to business leaders. An energetic leader and is driven to meet bottom-line objectives with enthusiasm and passion. Possess superior organizational, relationship development, and management skills. Accustomed to high-stress, deadline-driven environments, both as a leader and team member.

Linked In: https://www.linkedin.com/in/jasonbaumgart

Knowledge Base

Software & Systems

MS Azure Platform

MS SQL Server

Visual Studio

Azure DevOps / TFS (Team Foundation Server)

Microsoft Office

Access Database

Ivercy

SSMA

Access Wiz

Crystal Reports

Excel

Word

Visio

MS Project

Accounts Receivable and Billing

Credit Card Processing

Methodologies

Data Modeling

EAF (Enterprise Architecture Framework) Methodologies

SDLC (Software Development Life Cycle) Methodologies

MVC Modeling, Database Dimensional Modeling

RDBMS (Relationship Database Management System) Best Practices

ETL (Extract, Transform, Load)

PM Methodologies (Agile, Scrum, and Waterfall)

Process Development & Improvement

System and Database Performance Tuning

Skills

IT Project & Development Design

Implementations

Project & Program Management

Budgeting and Financials / PNL

Automation

Software Upgrades

Audit Controls

Portfolio Management

Systems Analysis

Analytical Problem Solving

Website Development

Database Architecture

Database Administration

Query Design

Query Optimization

SQL Queries

Customer Relations

Client Management

Negotiation

Leadership and Development

Vendor Relationships

Operation Management

Team Building & Management

Credit Analysis

DSO Reduction

Collection Recovery

Software Language

C#

T-SQL

VB.Net

HTML

CSS

Other

ASP.Net

Webhook

Azure Functions

SQL Stored Procedures

ADO.net and ADODB

Professional Experience

Company: ECCO Select April 2013 to Present

Contract Client: HMS

Client Title: Missouri Program Manager

Project: State of Missouri RAC Cost Containment Recoveries for Medicaid

Effective April 2013 to Present

ECCO Title: IT Solutions Analyst / Program/Project Manager

The Contract is under the State of Missouri RAC Cost Containment Recoveries for Medicaid.

The purpose of the contract is to Recoup Medicaid funds from third parties (Insurance Companies/Medical Providers), where primary insurance is found.

Responsibilities included: developing operational efficiencies through best practices and automation, Assisting and developing systems and process improvements for the Client, the State and the MMIS vendor, Creation of software for ECCO to manage the project and as a beta for other ECCO projects (Created using SDLC and PM Methodologies), Develop and Implement MS Azure, MS SQL Server, VSTS, Azure DevOps (TFS) and additional supportive development platforms.

SOW (Statement Of Work) Included: Managing the billing and recovery process in the States MMIS system (Missouri Medicaid Information Systems), State Bank Account with Commerce Bank, Documentation, provider (hospital) recoveries department, verifying and managing the accuracy of Missouri insurance policies, refunds, denials, RAI (requests for additional information) and upholding a high level of data integrity.

Responsible for all project reporting and presentations to the leadership teams of the Client, the State and ECCO on Project progress, success, and financials.

Under my span of control, I supervise and manage between 10 and 25 staff members, including 2-3 supervisors, and 2-3 developers depending on project requirements.

Lead Architect and developer of the ECCO Omni Enterprise (EOE) system from concept, design, development and implementation.

Lead Architect over MS Azure, MS SQL Server, Azure DevOps (TFS), Systems and Network Administrator, and other various supportive systems and applications used in the project.

Worked effectively across all business lines creating a synergy between all parties and venders to improve relationships and contract stability.

Directed and Managed the client relationship, contracts, Project SOW(Statement of work), Negotiations and Pricing, Risk assessments, and additional sales opportunities.

Directed and Managed all aspects of the IT Projects, Program Support, Operations, Budget and Financials, overseeing a team of developers and project representatives.

Established all aspects of operational management including: KPI’s, HR policies, HIPAA Security Standards, Data Privacy and Security Standards.

Established standards using industry best of breed modeling and best practices through EAF (Enterprise Architecture Framework) Methodologies, SDLC (Software Development Life Cycle) Methodologies, MVC Modeling, Database Dimensional Modeling, RDBMS (Relationship Database Management System), Agile, and Scrum methodologies.

Accomplishments:

With the Implementing of automation, process improvements, and the EOE App the project production output produced the equivale level of work equal to 40 individuals with a staffing level of just 10, thereby reducing costs and raising the project profit margin to that of just over 60%.

With the establishment of standards and best practices, the project and program achieved a CMMI Level (Capability maturity Model Integration) Avg score of 3.5 out of a max score of 5. Which is 2 points higher than the average upon an initial evaluation.

At the beginning of the contract, there were no tools or systems in place to connect HMS to the State of Missouri and complete the project goals. Through continued development and refinement of created processes, tools, applications, and macro’s a solid foundation was formed. Through extensive understand of all vendors, process, and systems unitized in the project, my team and I were able to exceed the client’s expectations. Reaching over 150% of the state’s yearly goal, returning over 35 million in recoveries year over year.

Creating the EOE System, a Project Management MRP/ERP/CRM application. Which decreased the requirement of a highly technically skilled representative and allowed the skills to be right sized for the role, which allowed new representatives to be more successful in the project and increase employee retention and morale. This also increased the overall accuracy and data integrity to nearly 100%, as well as increased the daily production of the overall project.

Company: PlattForm Advertising, Inc January 2012 to March 2013

Title: Credit & Collections Manager

Primary Responsibility was to prepare the AR Recoveries for review by potential investors to purchase the company.

Managed 6 Divisions consisting of a monthly A/R Portfolio of 50 million of which 10 million was in unbilled revenue.

Accurately handled and maintained customer’s information for well over 5000 clients.

Worked across business lines with sales, client service, operations, and other various departments, keeping them apprised of the client issues and outstanding revenue balances.

Managed the client onboarding process reviewing credit applications, contracts, and special terms.

Implemented new cash application process for posting payments reducing time requirements by half.

Managed vendor relationships with our banks, credit reporting services, credit card processors, and varies admin office vendors such as Pitney Bowes.

Monitored customer accounts and took proactive action to ensure that receivables were collected promptly while maintaining positive internal and external customer relationships.

Developed the design strategic delinquency collection calls and invoicing automation, leading to an increase in recoveries and a decrease to the DSO.

Worked with clients to maintain a health payment cycle by analyzing and reconciling past due balances.

Developed and responsible for weekly receivable analysis reports for stakeholders, senior management, project/program managers, and our investment partners.

Managed monthly bad debt reserve through statistical analysis and calculations.

Managed Audit Controls for end of year analysis and audits.

Hire, supervise, train, develop, motivate, and evaluate the performance of all AR staff. Implement HR department policies around discipline, discharge, motivation, and performance consistently and fairly, referring to the appropriate HR manuals and policy to ensure adherence.

Accomplishments:

Successfully created and rapidly developed an account receivable workflow which did not exist before starting. This came with many challenges and opportunities in which this position was successfully able to implement multiple “Best Practice” changes. These changes not only affected current production and efficacies under the A/R department but companywide as well. Below are some of my accomplishments:

Reconciled an over 90 day revolving past due balance from 1.7 million to 245k, from 300 accounts to 25 accounts over 90 days, from 8.5% over 90 to 1% over 90 days.

I created and implemented an A/R Past due escalation process that reduced the days to pay from 240 to 79 Days sales outstanding.

Received the Innovator award for self-directing and leading the facilitation, Implementation, and consolidation to a new credit card vendor saving the company 20k a month.

Created and established the vendor relationships necessary to bring the company online so our clients could pay and manage their accounts with us online.

Effectively introduced a new credit reporting agency that not only saved the company 30k a year but also provided information about our clients from 300 added credit resources. This allowed better-informed decisions when establishing new relationships with clients.

Implemented and lead best practices for going green policy to reduce the carbon footprint and company cost. This also created efficiencies, audit control, and an increase in departmental revenue goals.

Implemented and worked with sales, client service and operations to develop and maintain a sound “Best Practice” credit policy to deliver superior customer service to our clients, this also assisted in keeping our client’s information up to date and accurate.

Implemented changes to streamline and improve the credit/collection processes by creating a coding system for better productivity, accuracy, and efficiencies within the various departments in the company.

Developed and implemented corporate credit policy and fraud risk control procedures. Implemented cash application best practice controls for annual audits with segregation of duties.

Implemented new client onboarding best practices for, credit applications, contract reviews, and new client setup processes.

Company: NCO Group/Transworld Commercial Division November 2001 to December 2011

Title: Branch Manager/General Sales Manager

Began tenure at NCO Groups as a sales agent making 100+ cold calls per day selling collection services to businesses.

In the second year received an award for employee of the year.

Consistent pattern of progressive career promotion: Sales Agent, Senior Account Manager, Corporate Account Manager, National Accounts, Sales Manager, and General Sales Manager.

As Sales Manager, I was tasked with creating, developing, and integrating Tele-sales sub-division into the current business model.

As Managing Director of Sales, P&L oversight of the department, lead sourcing, agent development, managing IT protocols, and updates.

As General Sales Manager, manage all branch operational aspects including sales, client service, human resources, recovery teams, branch IT operations, administration, client projects, and implementations, providing coaching, development, and training to motivate and inspire personnel.

Using process analytics and efficiency modeling, I rewrote the training documents and training programs which lead to my branch reaching the highest top-line sales and revenue in the company.

Worked with clients to developed and design revenue recovery workflows, analyzed business processes and operational efficiencies, all of which directly impacted and increased the client’s revenue.

I have worked with clients across all business product lines and industries and C level executives, managing appropriate solutions to match their business needs.

Managed and trained collections team in collection best practices and procedures per client and across a multitude of industries.

To increase in direct sales, I trained and educated my team on how to work with client industry associations conducting educational seminars on operational best practices and efficiencies that influence revenue.

Responsible for project progress and status reports to stakeholders and senior management.

Hire, supervise, train, develop, motivate, and evaluate the performance of all staff. Implement HR department policies around discipline, discharge, motivation, and performance consistently and fairly, referring to the appropriate HR manuals and policy to ensure adherence.

Company: Baumgart Liquidation

Title: Owner

Entrepreneurial start-up online business.

Identified and secured vendor sources.

Managed SEO analytics providing efficiencies in target marketing, as a result, increased sales and revenue.

Researched and developed vendor relations to expand product lines.

Successfully secured vendor drop-ship relationships to reduce inventory warehousing requirement.

Established and manage inventory control processes.

Created and Designed product and company website.

First year’s revenue exceeded 25k from an initial investment of $3,000.

Certifications

I am currently studying for several Microsoft Certifications in development and architecture.

Education

Some College Courses, Other education is obtained by doing the research and thoroughly studying relevant topics that match with current career direction. Currently, I’m studying all aspects of IT Architecture and project management.

Jason Baumgart

Blue Springs, MO PH: 913-***-**** Email: *************@******.***

MS Access Professional Summary

Below you will find Jason Baumgart’s professional experience and summary in MS Access. Starting in April 2013, working on the ECCO Project for HMS and the state of Missouri, I discovered a need for an application in which you could not find off the shelve. Using my previous experience working in various other applications, I designed a Beta program to solve the project's needs. The needs were simple: Task Management, Company and Vendor management, Notes, Instant Messaging, and delivery of new assignments. With that, the first Beta Program was created. It was simple in the fact it was all within the MS Access application. While the program worked, it would not keep for long. To grow the application, I need to create, design, implement, and make changes. To do this, I stood up a new Azure Subscription, SQL Server Database, and at the time, TFS, now Azure DevOps. While accomplishing this task, the access application continued to grow, supporting several additional features like Auto Assignment Deliver, KPI time tracking per assignment type, security (full lockdown of MS Access), and version control. Those enhancements also helped establish best practices for Agile and waterfall principles in development, implementation, and architecture.

While having Azure SQL Server and Azure DevOps set up and configured. The issue was managing the data and version control. With the assistance of SSMA (SQL Server Migration Assistant) and Ivercy (Access Add-on), I was able to port all of the internal data to SQL data tables and all of the VBA code to Azure DevOps.

Now for the big move to make MS Access a front-end application only where all tables query’s and automation resides in Azure or SQL Stored Procedures. I wrote a script to read all MS Access Objects, extracted the Record source. Using the underline query or table, I reconstructed the information programmatically into a SQL Stored Procedure format. Also, retooling a VBA programmatic code writer, I was able to restructure the code writer to write a new script on each form’s Open Event to the stored procedure in which was just created. The script created for the Open Event was written in the ADODB format (ADODB was chosen due to future migration plans to .Net because all of the ADODB connection calls would not have to be rewritten; they could be reused). As a result, I converted the entire MS Access application over to a front-end only application with one button. Converting all tables to DSN-Less connections, all forms to Unbound SQL Stored procedure calls, and updated to a more robust error handling for every module.

As it stands today, the application to solve a client need is now scalable in many capacities for various industries using all or only part of the functionality.

The infrastructure currently uses the following under SDLC and Agile Principles, among other best practices and methodologies.

Azure Functions (Using MS Access and Webhook to call the Azure Function).

SQL Server (DevOps DB, UAT DB, Production DB).

Azure DevOps (With Ivercy plugin, from within the MS Access app, you can check-in, check out, merge just as you would in Visual Studio).

Self-created Azure Function emulator for automation with time triggers.

Inno application complier (to distributor new releases of MS access to user PCs).

Total Project lines of code being managed

oVBA: 280k

oSQL: 330k

oC#: 460k

oJava: 5k

Number of VBA Forms / Screens 180

With stability in the above environment created, it was time to migrate to a new platform. Since the Data calls had already been converted to ADODB, it was a matter of identifying all areas that would not convert well to C#. After revamping and rewriting the VBA code to allow for a code converter to have a higher success rate, it was time to move to a new platform. Using AccessWiz, I converted the front-end MS Access Application to C# .net with about an 85% success rate. The items that did not convert well were due to missing syntaxes from libraries that needed to be imported into the project. After some form design clean-up and some rerouting of obsolete access code, a new version was created in .Net.

At present-day, March 2021, the application is being revamped to convert to ASP.net, thus moving to a more web-based structure. See attached for a comprehensive list of features and functions in which the application offers.

Jason Baumgart

Blue Springs, MO PH: 913-***-**** Email: *************@******.***

Application Features & Functions

•Bank Lockbox Management and Posting System

•Accounts Receivable Recovery System

•Commercial Insurance Policy Records Management

•NAIC Insurance Company management System

•Population Management System

•Client and Vendor Management System

•Statement Of Work Contract Management System

•Automated Employee and SOW Performance Tracking System

•Client & Project Reporting

•Fully Automated Assignment Delivery and Workflow Systems

•Record Callback and Scheduling System

•Documentation Management System

•Interactive Instant Messaging Functionality

•Automation Control System used to access outside automation controls. (API)

•Asset Management and Tracking System

•Development Work Order and Release Management System

•Project management, Change Order and Help Desk Ticketing and Request System

•User Role-Based Access and HIPPA Compliant

•HR, Management, Employee Management, and Communication System

•Help Desk Ticket

•User Profile Management

•A fully Automated Training module program can activate based on employee performance.

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