Drove revenue operations by leading our outreach team to enroll targeted health insurance carrying individuals into home-visit healthcare programs by creating and perfecting Outreach job processes, tracking team performance, and correctively auditing our service department• Led outreach team to exceed first-year target of billing $750,000 by 28% through my design of team workflows, both analytically and qualitatively identifying and addressing opportunities for systematic improvement, and general day to day sales team management• Utilized data-driven processes to target and pursue growth opportunities, form sound plans of action to optimize results, project sales, and map out our market and competitors• Engaged in all client-facing and company upper management meetings to update and involve them in our processes and progress, managing communication and relationships at all levels

Worked with privately owned doctor’s offices in a growth and change advisory capacity. Initiated and developed company relationships with medical group clients to assist in identifying and strategically pursuing corporate acquisition opportunities• Built relationships with physician owners to gain their trust and develop a fee-based advisory role for their practices• Managed relationships with medical group clients to connect them with acquisition target practices and served as an intermediary between the two parties in discussions. Exceeded annual target of 30 introductions to acquisition targets, producing an average of 41 per year.

Prospected locally to create and build relationships with the individuals and small businesses that comprised my client base to help them plan and protect their financial futures, with an emphasis on educating people to mitigate the challenges they might face in that pursuit. Led my hiring class in production after three months, six months, twelve months, and two years• Led hiring class by obtaining multiple awards and recognitions, including the Career Success Award and Executive Council. Led class in production after three, six, and twelve months• Responsible for managing my own time and calendar, for generating my own prospects and results, and for creating my own commission-based income

Created sales systems for a team of salespeople. Managed company finances. Ensured customer service issues were efficiently resolved at a high level• Ran revenue operations, including budgeting, performance tracking, utilizing various analytical and financial monitoring tools, including sales forecasts• Grew company sales from just over $500,000 the year before my arrival to $1.2 million in my first year of leadership, to $1.4 million in year 2, to $1.8 million in year 3