Lori Nelson Email & Phone Number

San Antonio, Tx, Us

San Antonio, Tx, Us

San Antonio, Tx , Us

Boston, Massachusetts, Us

Manage a multimillion-dollar P&L, along with overseeing budgets, payroll, contract payments, and receivables/payables. Conduct core business activities, from staffing and accounting to IT and investor relations. Oversee the hiring, onboarding, and performance reviews of FTEs and contractors for this national SaaS company that services education and healthcare clients. Monitor and ensure customer engagement, productivity, and progress to elevate performance outcomes and workflows. Serve as HIPAA Compliance Officer to meet privacy, security, and compliance requirements. Advise executive staff on risk assessment and compliance audit activities. Led transition to a remote workforce in response to COVID-19, which included establishing new SOPs and outlined best practices for office productivity, employee availability, and communications. Introduced a new file sharing solution with easy-access how-to guides and templates. Sought competitive bidding from reputable providers to bid on new health insurance coverage for employees.

San Antonio, Texas, Us

Managed operations, financials, and HR tasks as COO at Authentica. Led several HR initiatives, directing staff recruiting, hiring, training, and onboarding. Administered a multimillion-dollar P&L as well as audited and approved A/P, A/R, contract payments and budgets. Led a team of software developers, engineers, and data miners after an acquisition, which included onshore and offshore contractors. Oversaw IT operations, which involved negotiating software contracts, acquiring computer/network hardware, and monitoring system security and network accessibility. Researched and requested RFPs/RFQs as part of the rebidding process for insurance benefits for employees. Negotiated a cost savings for life and health insurance. Implemented a new HRIS SaaS, adding modules that enabled applicant tracking, workflow analysis, and team performance management. Developed and expanded trained the Adoption Improvement Method (AIM™).

Led team of data analysts charged with collecting and reporting data (33 product-level reports) to State agencies and school districts. Relayed specific educational needs for students to Special Education Directors. Assigned additional roles during tenure — joined the company as an Implementation Specialist (Senior Project Manager, Data Solutions Professional Services) and later progressed into state reporting and working with the reporting team. Subsequently promoted to a Reporting Manager position. Reduced time spent on the reporting process by leveraging report templates and standardized spec sheets; improved staff efficiency throughout multiple departments with enhanced data availability.

Dallas, Texas, Us

Hired to consult and develop/deliver training to Chili’s restaurant managers throughout the country. Trained on the Brinker International software roll-out. Collaborated with SME’s of restaurant management and software gurus to develop and restructure training plans, curriculum, interactives and delivery methods of content.

Developed roll-out plan for a new software product called My Graduation Plan. Worked with SME to gather intelligence and present content for usability. Created corporate training plan for employees and users of new software product. Led project management duties as well as established and maintained project milestones. Communicated with clients and internal staff on customer expectations and timelines.

Recognized for top performance through promotions and selection for high-profile clients and corporate initiatives. Orchestrated projects and programs to completion, overseeing all aspects of project management, implementation, training, curriculum standards and resource allocation. Liaisoned with sales, marketing and client services to ensure seamless client handoff from one department to another to maintain a highly satisfied customer. Worked with an array of clients including New York DOE, Fort Worth ISD, Northside ISD and Boston Public Schools on a variety of high-level projects. Executed and maintained project management processes and disciplines in the areas of: program schedule and quality management; communications management; human resource management; cost management; procurement management; risk / issue management; change management. Worked and in with corporate call center to ensure high quality customer interaction and focus on resolving client issues quickly and effectively. Served as SME for project implementations, software enhancements and RFP’s. Mentored, supported and managed employees.