www.nightingalemgmt.comNightingale Management was established to search for and acquire a well-established professional services business generating an EBITDA between $250,000 and $1 million. The focus of the search is within the professional services industry including PEO, Human Resources, Payroll, Staffing, Recruiting, Healthcare Brokers, and Accounting Firms.

Spearheaded the expansion of a high-growth professional employer organization (PEO), providing a comprehensive range of services including HR, payroll, healthcare benefits, and workers' compensation solutions to a diverse client base.Guided the successful acquisition by ProService Hawaii in May 2023, strategically positioning Makai HR as a partner of choice by significantly enhancing market presence and value proposition.Received notable recognition within the industry, including:2023 Best Places to Work - Hawaii Business Magazine2023 Best Places to Work - Rookie of the Year - Hawaii Business Magazine2023 Best Places to Work - Best Young Business to Work For - Hawaii Business Magazine2023 Hawaii's Best Workplaces - Pacific Business News2023 FIRE Innovation Award - Pacific Business NewsLed strategic initiatives leveraging the EOS operating system, which contributed to robust company growth of 35% year-over-year. This success was mirrored in exceptional client relationships, evidenced by a retention rate of 98% and an impressive Net Promoter Score (NPS) of 63.Exhibited outstanding leadership capabilities, steering and empowering a dynamic team of 45 professionals towards collective objectives and consistently achieving outstanding outcomes through collaborative leadership.Maintained a steadfast commitment to innovation, operational efficiency, and the implementation of industry best practices, playing a pivotal role in elevating the HR technology standards in Hawaii.

During my tenure at Arrow Payments, I had the honor of serving in an executive leadership capacity, spearheading critical functions to drive the company's success.As the leader of our client success efforts, I oversaw a dedicated team responsible for the seamless onboarding, solution design, integration, implementation, and ongoing support of over 1,000 merchants. In this role, I collaborated closely with our client success team to ensure we delivered exceptional service, proactive relationship management, and innovative problem-solving tailored to the distinctive needs of each client. Notable among our clients were prestigious universities, healthcare systems, and SMBs. My role extended to that of the hiring manager for this department, ensuring that we brought in top talent to continue our service excellence.In addition to my responsibilities in client success, I took the helm of our comprehensive marketing initiatives. Guiding our brand and messaging development, content marketing strategies, SEO optimization, advertising campaigns, conference engagements, collateral design, and website enhancements, I orchestrated a complete overhaul of our messaging to clearly articulate our value proposition to our target audience.In a broader leadership capacity, I played a pivotal role in optimizing our overall operational efficiency. By managing our CRM system, client ticketing system, and other backend processes and project management tools, I ensured streamlined workflows and enhanced productivity across the entire Arrow Payments team. Since joining the organization, I led the creation of comprehensive documentation for all major business processes and developed training materials to onboard and empower new team members.This multifaceted executive role allowed me to drive innovation, foster team excellence, and contribute to Arrow Payments' growth and success in a dynamic industry landscape.

Peanut Butter specializes in helping employers attract and retain college-educated talent through student loan assistance programs. During my tenure at Peanut Butter, my team took charge of managing all client relationships. We collaborated closely with employers, facilitating both internal and external communications, providing training, overseeing technical integrations, managing onboarding processes, handling employee enrollment, and ensuring ongoing customer success and employee support. Our primary objective was to facilitate the successful launch of Student Loan Assistance as a valuable benefit, aiding employers in their efforts to attract and retain college-educated talent.In addition to our client-focused efforts, I led the management of our distribution partnerships with major human capital management organizations, insurance brokers, and employee assistance programs (EAPs). This encompassed developing training programs, overseeing program launches, and implementing ongoing communication strategies. My role aimed to maximize the program's impact and reach across various key stakeholders, ultimately enhancing the value proposition for both employers and their talented workforce.

As Vice President of Operations at Rippleshot, I played a pivotal role in driving company growth through adept leadership across sales, account management, human resources, legal, finance, and operations functions.I directed both direct sales efforts to financial institutions and channel sales through payment processors and insurance brokers. This involved overseeing pricing, proposal development, negotiations, client onboarding, and retention. Managing relationships with Fortune 500 partners, I facilitated global sales expansion, covering both white-labeled and branded products.Skillfully managing the company's financial landscape, I handled P&L, budgeting, revenue projections, and expense management, enabling growth while maintaining cost efficiency.Recognizing the importance of the team, I crafted a competitive benefits package and streamlined recruitment processes, ensuring compliance and attracting top-tier talent.Furthermore, I led investor relations during fundraising activities, encompassing updates, legal administration, and engaging potential investors. This comprehensive approach contributed to Rippleshot's continuous growth and success.

At ProService Hawaii, I led teams that revolutionized and expanded processes, driving remarkable achievements in sales and client retention. This success translated into consecutive years of record-breaking new business, pricing, and retention rates. With a focus on metrics-based goals, we embraced daily huddles to swiftly address challenges, fostering a "learn from mistakes" culture.I assumed accountability for all operational aspects, encompassing the sales process, overseeing three CRM systems, and managing departmental KPI reporting. My role extended to designing and executing compensation plans for the sales and account management teams, which included incentive structures, commissions, spiffs, president’s club, and initiative-based bonuses.One of my proudest accomplishments was the recruitment of over 40 potential employees through strategic networking and sourcing efforts. This led to the successful hiring of 12 outstanding A-players, a remarkable achievement and a company record.Additionally, I introduced a weekly podcast to streamline the delivery of market intelligence from sales and account management to relevant stakeholders within ProService. I took on the role of project manager for CRM consolidation, guiding the gathering of requirements and overseeing the 2015 CRM improvement and consolidation project that transitioned the organization from three systems to a unified one.

Recruited by ProService Hawaii to establish and oversee the internal sales support process.Upon joining ProService Hawaii, I swiftly initiated a company-wide, transformative initiative aimed at enhancing client referrals. Collaboratively leading the program's development, training, accountability framework, and communication strategies, we achieved remarkable results. The number of client referrals surged from 150 in 2012 to over 600 in 2013. This trend continued, with more than 60% of our new business in 2014 and 2015 originating from referrals.I successfully assembled and managed a dedicated sales support team comprising four members. My role included recruitment, hiring, training, and leadership, all of which contributed to surpassing annual goals. I engineered and optimized processes that streamlined the sales cycle by 10 days, culminating in the highest overall sales figures in the company's history. Furthermore, I documented and refined the pricing process for new business sales.In addition, I honed new salesperson training, significantly reducing ramp-up time to just three months and enhancing their potential for success within our intricate sales cycle. My expertise extended to a deep understanding of CRM, specifically ClientSpace.During a year-long search for a marketing leader, I also took charge of the day-to-day marketing execution, ensuring continuity and effectiveness during this transitional period.

Managed numerous revenue generating partnerships to develop internal auditing curriculum, bring new courses to market and enhance the membership experience. Partners included Deloitte and Holmes Corporation. Produced record growth through product management of The IIA’s CIA Learning System; including sales, marketing, product development, budgeting, and project management. I created and led a successful inside sales role.Coordinated volunteer teams to plan and execute all logistic, program, marketing and sponsorship details of annual regional conferences with 500 attendees.

Managed and implemented projects that drove revenue, created savings and streamlined process organization. Led co-branding and re-branding efforts during four acquisitions to develop a strong and consistent message through collateral on numerous mediums. Orchestrated underwriting process for over $11 million in new revenue. Coordinated directly with company legal counsel to create and facilitate redlines of over 500 client contracts. Standardized communication between sales and operations teams by creating and updating comprehensive intranet site.

Created and streamlined firm brand which encompassed all firm collateral and communications.

Managed detailed registrations and event databases for over 700 annual attendees for global business development events.