Customer Success LeadershipDrive strategic initiatives that enhance client satisfaction, optimize workflows, and improve patient outcomes through navigation. Expand the influence of customer success on product development and customer retention and upsells, contributing to revenue growth.Operational and Revenue StrategyOversee business operations, financial modeling, and process optimization, driving operational efficiency. Focus on data-driven decisions that support sustainable growth and align with long-term business goals.Change Management and TransformationLead transformational initiatives, integrating healthcare solutions with scalable operations. Manage cross-functional teams to enhance agility and ensure Preveta remains a trusted partner for specialty practices nationwide.

Served on the Executive team and collaborated on strategic goals and initiatives for overall growth of the organization. Created and maintained annual IT budgets. Involved in development of five year plans including revenue targets, EBIT and key initiatives.Responsible for the delivery, management, and implementation of enterprise-based applications that support the company's customers and employees such as ERP, CRM, Autodesk and Power BI. Set and execute on roadmaps for the organization by collaborating with stakeholders and leadership. Built strategic partnerships for outsourced technology needs. Managed the discovery sessions and development of best practices to help drive growth and efficiency within the business.

Managed IT initiatives for Scheuch North America including: infrastructure, applications and process improvements. Implemented a centralized Network that unified multiple offices and subsidiaries. Acquired and coordinated launch of AutoDesk products and workflows including Inventor and Vault Pro. Lead business analysis efforts to streamline processes and implement standards relates to Sales, Project Management and Accounting workflows including quoting, project budgets and customer invoicing.

Managed Agile development teams indirectly throughout lifecycle of projects including: discovery with stakeholders, finalizing scope, estimation, development, QA, business review, delivery and budget maintenance. Collaborated with executives to ensure strategic alignment. Coordinated cross-project activities and dependencies.Directly managed Business Analysts including: hiring, training, coaching. Developed and disseminated best practices.

Managed continuous improvements around various legacy applications for both vendor outsourced and custom in-house solutions including: CRM, Quoting Engine, Program Management Application, Warehouse Management Application, Client Portal and ERP.Served as Product Manager on expansion of a custom developed solution utilized by Sales and Client Service teams for lead tracking, forecasting and live program management. Acted in a Program Manager role to identify enterprise application dependencies and future integration opportunities.

Served in both a Project and Product Manager role to implement a custom developed Warehouse Management System that facilitated quoting materials and services, production planning, inventory management and shipments. Integrated with upstream and downstream applications to gain efficiencies in business workflows and eliminate manual process.

Worked as a Product Owner within the business and partnered with the IS&T development team. Implemented continuous improvements on existing custom application that helped manage live sampling programs including: Client details, store lists, products, kit materials and a master database of vendors and rates. Managed the product roadmap, led user acceptance testing and facilitated business acceptance.

Managed an Operations team that interacted with Retailers to coordinate and plan sampling events. Launched Merchandising as a service offering by establishing best practices and implementing workflows and tools to support it. Exceeded the initial year sales goal.

Managed a team of Account Managers and Account Coordinators that were assigned to various Consumer Packaged Goods companies. Compiled custom quotes to align with client needs while maintaining overall target margins. Attended sales visits and led client presentations.