• Liaison to our Sales and Leadership teams. Bridging the gap between our field team and home office. • Plan and manage Sales Team Sales summits. Overseeing all aspects of the multiday events. Travel, housing, meeting space, activities, etc.• Create, implement, and uphold Standard Operating Procedures that enhance effectiveness. • Manage Continuing Education programs. Handling all accreditations, tracking, and reporting of presentations and credit hour certifications.• Onboard new Sales Team members. Coordinating equipment, system access, shadowing, and training. • Manage Sales team fleet vehicles. Working closely with both internal and external entities. • Account Management - Prioritizing all customer service needs, and escalations. Educating stakeholders and support teams utilizing our services.

Returned to previous role from 2006 – 2009. Same responsibilities as listed below.

• Assisted families in identifying options, alternatives, action steps to achieve goals.• Facilitated the completion of program applications and determined Community Action program eligibility.• Helped families develop budgets and implement energy conservation measures. • Maintained participant records, with a professional level of discretion.• Documented programs, activities, and contacts on behalf of households applying for and enrolled in Community Action Programs, such as LIHEAP (Energy Assistance), and holiday baskets.

• Acute and Chronic Crisis Management.• Provided support in residential/employment/educational settings.• Maintained and supported daily living needs such as housing, food, clothing, and healthcare.• Participated in goal planning and annual staffing meetings. • Completed documentation on goal progress and consumer interactions staying compliant with Medicaid guidelines.• Maintained participant files and did quarterly and annual file audits.