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Developed new investment segments - created theses and blog posts for Synthetic Data, an emerging AI solution, and Healthcare Tech utilizing my healthcare industry expertise and research. Briefed team and developed investment criteria lens for future investment needs.Sourced 30 early-stage startups, held initial investment meetings with founders, and conducted diligence screening of business and fundraising to determine suitability with the AVP fund. Moved 10% of companies forward to partner engagement.Performed market research and competitive analysis for seed-stage portfolio company GTM and pricing strategies.

I manage the capacity and staffing of a 53 team member division. This includes setting up our customers for success with our staff, providing the team members challenging and new opportunities to accel in, and meeting the shifting market demands. Recently, I am proud of the work we did to accommodate rapid installs to support hospital COVID surges.To manage the division, I form relationships with the staff and their team leads to understand their goals, strengths, and areas for improvement. I dig into what each customer's needs are to match them with the right Epic staff. And I utilize analytics to understand the division capacity and drill in.

I took on the role of Customer Success Manager (what Epic refers to as Best Friend Forever) after leading this key account’s complex multiapplication solution implementation from soup-to-nuts. I partner with the account CEO and C-Suite team to identify how our products can support their strategic business goals. To date, we’ve effectively increased usage and contributed to increased patient engagement, revenue growth, and improved patient care.As is the way at Epic, I continue to wear many hats, including Implementation Director (Project Manager) and Team Leader.

I lead 18-month, multi-application implementations for healthcare system clients from scope-to-delivery – requiring oversight of 150-member teams across multiple hospitals and clinics. As the accountable leader and escalation contact, I’m proud of my record for on time and under budget delivery. My formula for success is straight forward: ☑ Partner with client C-Suite, Executive, and Project teams to support operational change and organizational restructuring that addresses unique client needs. ☑ Serve as primary escalation point to identify, mitigate, and resolve variety of issues that often arise during legacy system integrations. ☑ Gain executive stakeholder consensus in matrixed organizations by standardizing workflow and guiding them through user requirement decision-making, customized builds, testing, and trainings. During this COVID era, I’ve sustained on-time delivery by delivering remote testing and hybrid training and collaborated with clients to prepare for COVID patient surges using Epic portfolio solutions. While wearing multiple hats as a Key Account/Customer Success Manager and Staff Operations Lead, I concurrently coach and develop a high-performing team of Application Managers and Coordinators who have continued to elevate their performance and sustain top rankings across all customer success KPIs.

I was promoted to Application Manager after serving as our client’s point person throughout the 18-month delivery of Epic’s Emergency Room application. In this role, I led simultaneous end-to-end implementations of our company’s ER application across 21 Emergency Departments. We delivered multiphase projects on time and on budget, and guided clients through key decision making, system optimization, operational adoption, testing, training, and activation.

I drove the adoption of an underutilized interoperability platform embraced today as a gold standard tool by Clinical and Healthcare Compliance end-users alike. I attribute this success to a change management strategy achieved by standing up a team, process, and methodology for platform installation, and leading the training of 60 implementation experts throughout 30 implementation pilot projects.

Preparation for this role and success at Epic began with becoming certified in the Emergency Room software platform - how to build it, change it based off customer needs, and integration points with the Epic suite. In this role, I project managed the 18-month delivery of Epic’s Emergency Room application. I partnered with client project leadership and analyst team throughout building, testing, and training.