- Launched an online community to build end user engagement, while identifying and attracting partner leads- Provided feedback to address field related gaps in product- Assisted in implementation meetings while onboarding new partners- Worked with marketing team to help build monthly challenges for end users to increase engagement and increase active rate among users- Coached top leaders in the field to guide and encourage their teams to build Penny into their daily activities resulting in increased sales, and a higher active rate- Using information provided by data team, share and inform the benefits of Penny to both partners and the field

With AMI’s focus on working directly for Corporate partners, I shifted my focus to working with our Sales, Customer Success, and Support teams as part of the Customer Experience team to help onboard, train, and support sellers that represented AMI Partner companies.- Worked with CEO to identify target potential AMI Partners- Supported sellers to facilitate our bottoms-up sales motion to close new customers (helped our CEO close > $1.5M ARR in deals)- Worked directly with product leadership to ideate on new features- Developed training structure and videos for customers- Organized and spoke at corporate-sponsored events for sellers- Managed and drove key seller enablement KPIs

Managed our global AMI seller community and lead meetups and workshops across the US.- Engaged in 1:1 coaching sessions with leaders and business builders on how to use AMI to grow their businesses- Hosted weekly live sessions in private communities to announce new features and provide tips for success- Managed go-to-market communications for sellers for any new feature release- Organized content for meet-ups throughout the US, training sessions for corporate partners, and built and executed tailored trainings for corporate partners

My journey at AMI started as an early beta tester. I then joined as the first employee managing Seller support and our online community. I now work with all functional leads at AMI enabling our Sellers to effectively use our technology to grow their businesses, maintain authentic relationships with their customers, and increase revenue for their businesses. - Collected and shared feedback sessions from users to founders- Ideated product features with founders and product teams- Helped facilitate bottoms up sales process with CEO- Recorded and shared training on features for every feature release- Managed Help Portal and support queue

• Stepped into this new role within the Network Services team to help organize and implement quality initiatives within network of over 200 contracted nurses and 45 physicians. • Gathered and distributed quantitative reports to each network business on a quarterly basis. • Evaluated and made recommendations for process improvements regarding Authorization of Services procedures to reduce discrepancies and errors in addition to improved performance from 80% to 93%. • Participated on a corporate panel to overhaul outdated policies and procedures. • Aided in revamping sponsorship levels and program that resulted in an increase of sponsorship income by over 40% for the Network Manager Summit in year one and 100% in year two. • Oversaw planning, organization and execution of reception and dinner at New Orleans Summit in 2015, which included over 200 guests, dinner and entertainment. This event came in under established budget.

• Second in command to Dr. Robert Sheffield, DDS for the largest orthodontic practice in East Contra Costa County. • Responsible for company metrics. Ad hoc reports as needed. • Coordinated and implemented development of local Smile for a Lifetime Chapter to deliver orthodontic treatment 12 underserved youth of East Contra Costa County per year. Coordinate all Board meetings and correspondence between Board Members, applicants and contacts at schools.• Oversee front office operations and implementation of new procedures. • Coached employees to develop their talents and strengths within their roles. • Organized and planned all staff meetings including a yearly staff planning retreat, yearly party to thank our referring offices and two patient appreciation parties. • Coordinated all team travel plans, meetings and courses. • Consistent growth year after year along with reduction in expenses. • Responsible for advertising and marketing of the practice to local Dentists, patients, friends and families. • Establish and maintain online web marketing and presence. Work to maximize online exposure.• Budget planning with Dr. Sheffield. Directly responsible for maintaining and adhering to budget.

• Responsible for business growth. Sustained profit growth annually under my direction. • Partnered with Clinic Director to run the business. • Reviewed and maintained all company metrics. Collecting, analyzing and reporting metrics and data from a variety of sources to increase company efficiency and, in turn, profit. • Annual budgeting, planning, contract negotiations, vendor management and accounting. • Develop and execute a marketing plan quarterly to increase referrals and grow business. • Develop strong relationships with key MD offices to increase referrals by 20% in first quarter. • Design and produce marketing materials as needed including marketing planning, online marketing, social marketing, organizing advertising campaigns, developing printed materials and brand management. • Maximize schedule efficiency. Ensure clinicians have what they need to be as productive as possible.• Continue to oversee front office operations.

• Completely overhauled front office operations. Streamlined front office policies and procedures from patient intake through patient discharge. • Manage three employees responsible for scheduling, billing, accounts receivable and collections.• Responsibilities include: accounts payable, human resources, recruiting, payroll processing, controlling costs of business, prepping and analyzing company spreadsheets and metrics.

• Responsible for treatment of patients both for aquatic and land based therapy.

• Authorized treatments for Worker’s Compensation patients, verified insurance benefits, patient intakes, processing referrals and scheduling patients. • Arthritis Foundation Certified Instructor for Arthritis Pool Classes