Responsible for managing programs to ensure appropriate resource allocation, on time delivery, and on budget implementation of company and client initiatives. Demonstrated capability to quickly earn the trust of sponsors and key stakeholders; mobilize and motivate teams; set direction and approach. Proven ability to methodically plan, monitor, and manage large-scale company wide initiatives with a thoughtful approach to client plans and implications.

Responsible for managing the end-to-end sales process for West Region of the US, across multiple sales verticals including, but not limited to, Health Plans (Payers), Integrated Delivery Networks (IDNs), Managed Care Organizations (MCOs), Accountable Care Organizations (ACOs), and Delegated Entities. Demonstrated capability to take ownership over the entire sales cycle to delivery exceptional customer experience and drive high value leads through to completion. Proven ability to methodically plan, monitor, and manage sales opportunities of all sizes up to large-scale enterprise sales to health plans doing business in multiple states serving millions of members.

Responsible for overall management of the business unit focused on customer sales and account management in the insurer market segment. - Lead solution design, assisting customers to realize their ongoing project goals with technology- Managed sales process, including but not limited to, managing RFI and RFP responses, presentations, and contracting- Lead quarterly business review efforts with existing clients

Responsible for architecting customer-specific solutions, RFP responses, producing presentations, leading solution demonstrations, and shepherding sales process through implementation.- Implementation project kick-off and executive project oversight.- Served as a senior business consultant on a variety of customer engagements nationally.

Responsible for leading all business aspects of Private Exchange implementations, including product, business process, marketing, sales, broker, UI and other business conversations. Lead business side of implementations for multiple phases of commercial Private Exchange and retiree Private Exchange. Lead entire (business and integration sides) implementation for Supplemental Insurance client platform.Also responsible for architecting business solutions and processes for internal teams (e.g. Client Services, Client Operations, etc.)

Responsible for managing the Client Services department and day-to-day operations of Carrier clients, including:• Monitoring and ensuring that all operational tasks are being executed, performing analysis and ensuring the resolution of any identified discrepancies.• Acting as Account Manager to Array’s health insurance employer clients, selected brokers, and/or selected consultant partners• Recording client feedback and analyzing current functionality to develop, document, and test feature requests and platform improvements• Working with Instructional Designer to write, edit, and produce marketing, training, and onboarding materials• Creating and maintaining companies in various demo sites for Sales• Train Array new hires in the Private Exchange platform and processes• Enter and analyze CRM data for continuous process improvement• Train and manage Client Services Associates in the performance of client services tasks

Responsible for supporting daily requests from carrier clients, brokers, and employers, including;• Providing customer and technical support to carriers, brokers, employers, employees and call center agents.• Training carrier clients, brokers, and call center agents via WebEx and in-person classroom sessions.• Writing, editing and producing marketing, training, and onboarding materials.• Writing scripts for and creating training videos.• Recording client feedback and analyzing current functionality to develop and document platform improvements.• Demonstrating platform to carriers, brokers, and employers.• Assisting with the operational aspects of running a private exchange o Reviewing enrollment and billing files o Securely receiving and transmitting data files

• Performed administrative duties for active high net worth principal and five philanthropic foundations.- Office Management – Answered multiple phone lines, processed all incoming and outbound mail, managed multiple calendars, coordinated travel arrangements and managed vendor relationships.- Bookkeeping – Processed business, foundation and personal bills and balanced bank accounts.- Database Management – Responsible for data management for five philanthropic foundations and personal giving, including entering all gift requests and tracking subsequent donor interactions.- Event Coordination – Planned and coordinated several business, political and personal events ranging from 10 to 200 attendees.

• Managed a diverse range of sales and marketing projects and provided administrative support to regional director of sales and team of national sales executives.- Direct Mail – Managed development and implementation of direct mail campaigns. - Research Coordination – Researched various industries as possible new verticals for sales.- New Business Presentations – Participated in creation and production of proposals, presentations, and marketing materials; created and continually enhanced weekly sales reporting system. - Administrative Support – Arranged travel and conference attendance for regional director of sales; assisted sales staff in ascertaining staffing and development needs of potential clients; supported national sales executives in developing potential client contacts.

• Responsible for overall management, membership growth and retention of over 500 client companies.- Client Presentations – Organized and conducted health care enrollment meetings and benefit fairs for members. Produced all proposals for employer groups.- Client Relationship Management – Developed lines of communication with clients leading to trusting relationships. Followed-up with brokers/agents regarding proposals, answered questions regarding benefit plans. Communicated complex health plan information to benefit coordinators and members.

• Provided administrative support to broker representative sales team.- Administrative Support – Responsible for administrative duties for the five members of the broker representative sales team. Produced all sales proposals for the team. Maintained inventory of all sales and marketing materials. Point person for all broker/agent licensing and commissions issues for Seattle office.

• Provided administrative support to regional vice president and sales staff.- Administrative Support – Answered and screened multiple phone lines, email, and mail, completed expense reports and processed check requests for multiple staff members. Created and prepared presentation materials and collateral.- Event Coordination – Planned off-site meetings, retreats and departmental social functions. Coordinated special event sponsorships and participation in education programs.- Special Projects – Created documentation/verification system for broker/agent licensing information.

• Responsible for supporting principals of company and director of operations.- Administrative Support – Answered and screened multiple phone lines, processed all incoming and outbound mail, managed multiple calendars and coordinated travel arrangements.- Materials Development – Edited and proofread brochures, marketing materials, work proposals and client correspondence. Created and executed bulk mail campaigns and followed-up on responses. - Database Management – Continually updated database of over 10,000 potential client contacts.- Special Projects – Organized documents and materials for two legal proceedings. Assisted in production of a video-based assessment tool.