• Co-founded a 501(c)(3) registered charity and patient advocacy group (PAG) to build community, spread awareness, and accelerate rare disease research about RNU4-2 / ReNU Syndrome, projected to be the 2nd most prevalent rare disease• Created and maintain https://www.renusyndrome.org/ and help manage some associated social media content• Build partnerships with rare disease organizations and diagnostic testing centers• Contribute to the development of promotional materials and supporting documentation for events, such as parent perspective panels, researcher-led webinars, and a conference with clinical symposium• Collaborate with clinicians, researchers, and global PAG leaders• Support the launch of new patient registries to enable families to contribute to research efforts• Advocate for recognition of the disease state in online databases, to enable a future of accurate data collection, analysis, and communication between healthcare providers, insurers, and researchers, which is crucial for billing purposes, tracking public health trends, and conducting research on diseases and treatments

• Design, configure and deploy SaaS based software solutions both internally and for clients; work with clients to help them achieve operational excellence in their services delivery by implementing Kantata OX to manage project delivery lifecycles, resource management, and financial tracking• Create analytics dashboards and reports for clients, teams, and executive management, using Kantata insights, powered by the GoodData analytics platform• Drive deployment activities for clients such as requirements gathering, functional design, system testing, issue troubleshooting and resolution, change management and training• Build and share repeatable processes and quality deliverables that may be leveraged across multiple projects to increase efficiencies and reduce costs• Mentor and coach other team members; set up colleagues across disciplines for success• Contribute to the consultant tool set by identifying trends and continually updating internal documentation to improve development on projects, and implement process improvements• Manage tech software development projects from initiation through delivery, and encourage continual revenue via ongoing maintenance agreements• Assess client SOWs and vendor contracts and escalate risks and clauses requiring further evaluation• Engage potential business partners and recommend options for value-added services for our clients

(formerly MAVENLINK)• Optimized operations of professional services automation (PSA) clients. Identified and achieved goals via process evaluations, recommendations, and proper usage of Kantata’s PSA software• Consulted with clients to assess and provide guidance on processes to positively impact their profit margins and operational efficiency• Advised clients in the key foundational areas of resource management, financial management, project management, team collaboration, integration implementations, and business intelligence reporting• Instituted change management and training strategies to engage employees and encourage participation and ongoing adoption of the software• Implemented and trained global employees on a contract outsourcing process with a team in Cebu, Philippines• Engaged with Client Success and its clients to attain outcomes defined in the sales process or define outcomes that align to value realization goals of software• Coordinated the launch and evolution of Premium Services offerings, including Advisory/Adoption contributions• Partnered with clients as our services industry domain expert to present and deliver methodology, scope engagements, and author Statements of Work (SOWs) including management of client negotiations, redlines, and contract closure• Provided increased credibility to the Kantata team during existing client discussions by serving as a Professional Services knowledge expert• Actively contributed to the creation, maintenance, and updates of Advisory Services Content Assets.• Leveraged and engaged partners to support the Client’s adoption or technical services needs• Provided exceptional Client Experience while continually ensuring profitability towards the financial stability of the business

(formerly CONCENTRIC HEALTH EXPERIENCE)• Strategically procured vendor software systems to enhance the company's tech stack; negotiated contracts and implemented functionality improvements in collaboration with key internal and external stakeholders for PM, finance, and creative software, in collaboration with product engineers, and account leads• Championed process improvements for HR, Finance, IT, PM, User Engagement, and Creative Services by leading stakeholder input sessions to assess goals and understand pain points, then developed, implemented and managed workflows, and consistently updated a centralized, searchable Wiki-style resource hub on SharePoint for the entire agency• Managed setup, configuration, functionality, updates, branding, and end-user training across PSA tool and other software systems, such as Workamajig, Kantata, Adobe Workfront ProofHQ, Smartsheet, MSFT Office Suite, etc.• Launched a robust, automated new hire process connecting digital requests, logic-based workflows through multiple departments, app-based approvals, mobile notifications, and financial tracking of monthly projected costs

• Led strategic organizational development and training agency-wide for ~300 users for proper use of internal software and client compliance (eQMS) systems to meet medical, legal, and regulatory (MLR) requirements for FDA submissions• Customized financial KPI reports for supervisors and executive leadership to assess process efficiencies• Standardized HR processes (timesheet compliance, expense reporting, PTO tracking), portfolio management, POs, and digital routing.• Created a streamlined freelance management process for requests, approvals, tracking, and automated notifications in both the Google Workspace and in Office 365 using SharePoint, Power Automate and Outlook• Administrator for PSA tool Workamajig PSA tool, Office 365, Smartsheet, Honey intranet, LinkedIn Learning, and Slack• Implementation manager of Adobe Workfront ProofHQ digital routing system for 2 agencies: Concentric and Scientific Global Communications

• Established the agency’s first Project Management department via interviewing, staffing, and training. • Developed PM, finance, and HR processes and procedures for onboarding, software best practices, project and financial tracking, and maintained central repositories of materials to scale appropriately to accommodate 2014's 40 percent increase in overall growth, 13 new account wins, and an employee retention rate of 92 percent.• Managed 17+ pharmaceutical brands for print, digital, and social media marketing across varied therapeutic areas.• Defined PSA best practices agency-wide and created a wiki for accessibility.• Managed vendor purchasing for outsourced products and services.• Trained employees to use MailChimp emails and SurveyMonkey surveys.• Implemented electronic routing processes via Adobe Acrobat Professional and ProofHQ.• Managed contingency plans to actively identify and resolve issues, mitigating impact to project budgets, timelines, and deliverables.

(Formerly ROSETTA MARKETING GROUP)• Managed 60+ projects in 2012 with revenue of $3 million, a 5% increase in profit margin committed for the year.• Prepared digital submissions for internal, client, and Medical/Legal/Regulatory (MLR) reviews.• Defined project scopes and creative brief content during initial stages of project planning.• Budgeted projects, resourced hours, managed schedules, and staffed teams.• Trained local and virtual teams on transforming processes around routing, vendor management, status tracking, and email marketing communications utilizing SharePoint functionality.• Directed interactive projects such as branded and unbranded web site creation and redesign, banner ads and mobile optimization.

(Now known as Omnicom Health Group)• Developed annual account plans for portfolios, programs, and projects.• Led team of web developers, interactive designers, and writers to ensure successful project delivery.• Advised and coordinated directly with clients on status, direction, strategic initiatives, and brand management.• Managed risks and resolved issues; facilitated client approval process and provided feedback to external and internal team members.• Prepared financials for review, assessed billing of labor fees and out of pocket expenses for accuracy, and reconciled billing and budgetary discrepancies.• Managed resource allocations for current and forecasted needs.• Mentored and trained junior team members on processes and deliverables management.

• Led the day to day development teams for pharmaceutical branded and unbranded digital marketing communications targeted to both healthcare professionals and patients/caregivers from conception through successful final delivery.• Managed stakeholders, gathered requirements, created timelines, tracked budgets, and communicated status and risks to create animation programs, banner ads, tablet PC (CLM) eDetails, websites and microsites.• Implemented pharmaceutical brand marketing materials in several therapeutic areas, including HIV, oncology, diabetes, pediatric vaccines, with primary focus on management of a cholesterol blockbuster

• Managed software improvement updates, sales and operations at a SaaS healthcare IT startup company for electronic medical records (EMR) • Built and maintained strategic partnerships with healthcare IT companies.• Led live and virtual product software demonstrations for potential clients in office and at trade shows.• Developed 1st employee manual of policies, standards of conduct, compensation and benefits.• Analyzed software for usability; managed software developers on site and offshore testing end-user design and ran brainstorming sessions to improve system functionality.• Created templates to customize software to specific client needs on SynaMed site.• Built a Wiki user manual (basic HTML) for clients; resulted in a dramatic reduction of telephone tech support and overhead costs.• Responsible for software development teams on interface and functionality improvements and maintenance of EMR, PMS billing, ePrescribing, lab connectivity, and EHR patient portal workflows, as well as inventory management, scheduling, and digital imaging and communications in medicine/picture archive and communication systems (DICOM/PACS).• Managed supplies, contracts, maintenance, tech support, development, and sales marketing materials. • Created job descriptions and postings, interviewed candidates, and trained new staff.