Maxwell Heinrich Email & Phone Number

• Helped champion representation of legal oriented resources in product feedback committee ensuring that legal client success team had line of vision into over 1000 product feedback items and opportunity to assert.
• Expanded coverage responsibilities beyond technical, product expertise to also consult clients around adoption strategy and change management best practices
• Conducted over five webinar presentations on variety of best practices wherein entirely of Intapp legal clientele have been invited to attend.

Charlotte, North Carolina, United States

• Leveraged experience from Analyst and Associate positions to provide over 15 accounts with exceptional use case coverage beyond normative expectations for Client Success role
• As first hire onto the newly formed Professional Services Client Success team, helped bridge relationships with more established Financial Services Client Success team to help inform proven best practices that work for.
• Contributed over 100 hours of work towards helping build video library to document how to perform exceptionally wide array of use cases within OnePlace CRM while also directly mentoring new hires. My efforts helped.

Charlotte, North Carolina, United States

• Leveraged proficiencies built through work on BakerCI to expand project work to over five key accounts
• Provided key input to assist the refinement of best practices on numerous workflows from financial services LOB to ensure efficacy within legal vertical
• Devoted over 50 hours to combination of strategic planning, research and eventual build of internally oriented environment designed to assist strategic consulting team recruit more business in the real estate vertical
• Helped incorporate other Intapp products beyond Core CRM into environments of clientele such as Relationships scoring and Dispatch for marketing campaigns.

Charlotte, North Carolina Area

• Maintained and administered BakerCI, the largest client within our company driving configurations, data governance, and design architect on over 2 million records for 1500 users
• Conducted over 50 trainings through in-person and virtual sessions to teach client counterparts how to maintain BakerCI as part of UAT phase. Concepts covered include data uploads, configuring and altering.
• Strategized with team members and clienteles in designing the data structure of their platform to align with product integrations and implement key business models
• Led efforts to maintain data integrity with creations of upload templates, user adoption trainings, and personally created methodologies for unstructured datasets
• Helped build best practices and associated documentation which has been utilization to inform clients how to most effectively leverage Intapp OnePlace platform
• Assisted the build of our legal template, which now serves as the master prototype for implementation of 15+ clients as well as all future clients

Charlotte, North Carolina

• Conducted over ten trainings to help client counterparts develop competencies with Revenue Cycle Analytics software
• Assisted client counterpart’s HCIs in correctly resolving accounts during three tool Go-Lives
• Directed Continuous Quality Improvement on behalf of the company helping ensure that HCIs were performing accurate touches to accounts
• Performed vendor analyses to determine collection rate of multiple vendors partnered with the company.
• Tracked Key Performance Indicators across all eleven hospitals in the network; helped implement actions plans to improve failing metrics
• Created template and instructions guide for staffing analyses which enabled facilities to assess their staffing needs

Chicago, IL

• Compiled, cleaned, analyzed and interpreted claims data from over 150,000 members enrolled in NLH’s Medicaid managed care plan helping the company detect or manage hundreds of mistakes in claims processing.
• Used SQL software to join datasets together allowing a closer and more concrete examination of complex trends within processed claims
• Placed in charge of NLH’s monitoring projects which required me to track over 40 frequent errors with claims resulting in problems being resolved faster than they would have been otherwise.
• Formulated a basic understanding of hundreds of healthcare terms and rules that plans must adhere to in order to process claims correctly

Deerfield, IL

• Spearheaded department’s insurance policy project by scanning, renaming and saving over 600 insurance policies into Box, thereby compiling the entire history of the company’s policies into one easily accessible location.
• Assisted the company in performing accurate, timely bank reconciliations from June 2015 to July 2016.
• Helped research worker compensation laws for the 50 states in which the company held operations.

Davidson. NC

Depaul University

• Prepared summaries of literature related to standardized testing, catholic schools, and multiple illiteracies, which was used to direct tutors in their training program.
• Attended 5+ administrative meetings addressing issues with organizational partners; allowed me to glean comprehension of complexity of a major public school system
• Researched proposed and current legislation regarding after school programs at the state and national level

• Drafted initial copy of Client Satisfaction survey which was distributed to associates of all 20 partner schools
• Interpreted and analyzed survey results; proposed concrete changes to implementation of CBP services.
• Used Salesforce to create official invitations for CBP trainings, client events, and goal setting meetings
• Revised two Memorandum of Understandings between CBP and its partners which allowed the company to forge new partnerships with candidate schools
• Prepared partner school presentations for potential board members, which allowed each school to learn more about other partners at annual CBP goal setting summit

• Worked 30 hours a week for roughly ten weeks performing difficult manual labor in temperatures as high as 90⁰F
• Proactively provided feedback and revisions to senior associates on marketing materials.
• Distributed informational brochures and flyers to over 75 subdivisions reaching over 2,000 potential customers