Ancestry ProGenealogists is a multi-million dollar professional services organization. Our research teams make use of a wide range of historical records and DNA data to help clients discover, preserve and share their family histories. I develop and execute marketing and sales strategies that grow the Ancestry business through the acquisition of new research clients.

I coordinate all professional service resources to meet individual client requests. I manage, coach and mentor a team of professional genealogists and support staff in the U.S. and Europe to meet weekly and monthly financial and research targets and increase customer satisfaction. I am also responsible for streamlining operational workflows on an ongoing basis that improve our efficiency and maximize production.

I managed a team of patient engagement experts throughout the western U.S. that help hospitals empower patients and their family members to take more active roles in their health. I worked together with my team to ensure that hospitals communicated effectively with patients and families while improving the overall patient experience and delivering positive outcomes. I coordinated the efforts of clinical, operational and technical teams to implement interactive patient care technology solutions that connected patients, families and providers.

I managed the ongoing development of a variety of digital health content and health and wellness software solutions. I focused on ensuring that the products I managed were market leaders and that the product development roadmap met the needs of clients, prospects and sales team members. I established and managed all product roadmaps, budgets, deliverables and client/stakeholder expectations. I was the organization's subject matter expert for each of my products and provided ongoing support to sales, marketing and client services team members.

I established a new client services team in the Salt Lake City Krames StayWell office that managed the customer relationship between Krames and their hospital and health plan clients. This team-building effort included all hiring-related activities, development of standard operating procedures, staff training and client engagement. I managed all day-to-day client services activities and revenue retention targets for 400+ clients with over $18M in annual revenue. I consistently exceeded annual client revenue retention and customer satisfaction goals. I also oversaw a client implementation technical team consisting of project managers, graphic designers and web developers who were responsible for implementing custom health and wellness websites for hospitals and health plans.

I worked directly with health care consultants, insurance brokers and large employers to market and sell a variety of managed care products and third party administration services to companies throughout the western United States. I also managed all functions of an account management team that was responsible for customer retention, product implementations and support. I generated new sales leads, delivered finalist presentations to corporate leaders and closed sales that increased the customer base by an average of 9% year over year.

I created an industry-leading application development team, analytics and reporting group and customer support team of over 60 IT business professionals for the nation’s largest managed behavioral health company. I was responsible for integrating multiple IT departments following the merger of three large managed care companies while performing the work of three full-time equivalents, cutting labor expenses substantially by expanding personal responsibility over multiple development teams. I completed in just eight months, four months ahead of schedule and 20% under budget, the development of a complex set of industry-leading healthcare utilization reports that provided program utilization information to more than 3,000 Magellan customers. I also delivered successful sales presentations describing Magellan’s IT capabilities to a number of Fortune 500 companies resulting in several million dollars of annual revenue.