Own the partnership channel function on behalf of LawVu. This includes building out our channel function ecosystem with a dynamic group of service providers that both add value to LawVu in terms of complimenting our internal operations as well enhance our clients' pursuit of advancing their corporate legal function via optimal processes and technology use.

Develop relationships with, and be a trusted advisor to, a targeted portfolio of parties in the legal services ecosystem, including legal business solution consultancies (e.g. Big 4), boutique legal operations consultancies, ALSPs, and traditional law firms. Understand, build and manage both a strategic and tactical plan with partners to meet mutual business goals/objectives.

Own all US-based customers from a relationship and revenue standpoint, including renewals, upsells, escalations. Work in a collaborative model with Product, Marketing, Support, Engineering, Sales, and Leadership teams to drive best outcomes and facilitate go-to-market US growth strategy.

Manage a client portfolio that includes a select group of strategic accounts within the Thomson Reuters Legal Tracker business unit. Provide consultative advice to operations professionals within corporate legal departments not only with respect to their legal software for billing and case management, but also concerning broader initiatives such as data analytics and benchmarking as it relates to outside counsel management and internal staffing. Regularly create and present content both internally and externally to promote thought leadership and change management principles within the corporate legal community.

• Manage a portfolio of corporate legal department accounts for high growth SaaS e-billing and matter management platform.• Client portfolio includes 25 US Fortune 500 companies represented; portfolio cumulatively accounts for 14% of annual revenue for business unit.• Portfolio renewal rate of over 99% for FY 2016.• Conduct monthly portfolio reviews with management using Microsoft BI tool for insight into health of portfolio as well as determine strategic planning initiatives for portfolio.• Present a business review of a client’s utilization in step with their annual renewal to demonstrate value proposition and also identify areas for improvement; create an action plan and follow up with next steps.• Serve as the selling arm for our Professional Services team; build, manage and execute on a pipeline created to assist Professional Services meet their revenue target (at 113% of my quota for 2016).• Responsible for individual portfolio segmentation; continuously re-evaluating segmentation design.• Act as internal business partner with Support, IT, Implementation, Professional Services, Business Operations and Sales teams on behalf of client portfolio.• Travel onsite as required by client to give presentations, conduct trainings and meet with executive leadership to discuss metrics and future expected outcomes of client and how to achieve desired outcomes.

Partner with sales, customer operations or marketing teams within Fortune 500 companies to lead projects that drive user growth, retention and adoption.

• Served as subject matter expert to client self-insured group health plans concerning regulatory updates (PPACA, ERISA, HIPAA, COBRA, etc.) and how these potentially affect health plan design.• Assisted in drafting of benefit recommendations for client health plans as well as training account management staff for purposes of dissemination.• Served as contact for questions relating to the interpretation of the Summary Plan Description (SPD), which serves as the guiding legal document for client health plans.• Served as chair of Plan Document & Design Review Committee.• Maintained all legal related client & vendor documents, including Administrator Services Agreements (ASAs) & Business Associate Agreements (BAAs). Manage and draft revisions to these documents as deemed necessary, and coordinate the dispersal of these to relevant clients and vendors, including handling the negotiation of these documents. • Served as liaison to outside counsel as needed to discuss interpretation of regulatory guidance and contract negotiations of an elevated nature. • Frequently engaged with c-suite to discuss regulatory/contractual/operational issues as needed.

• Reviewed in coordination with manager and outside counsel to complete an overhaul of existing HIPAA Business Associate Agreements and Business Associate Subcontractor Agreements in preparation of HIPAA omnibus regulations effective Sept. 23, 2013.• Researched, monitored and drafted client communications related to PPACA health care reforms and their impact on self-insured group health plans.• Handled all drafting of Summary of Benefits & Coverage (SBCs) for client group health plans.• Managed and responded daily to inquiries from internal (claims, client services, health services, sales, corporate, accounting, etc.) and external (clients, brokers, etc.) stakeholders regarding compliance issues related to benefits administration.• Assisted with review of documents (contracts, client communications, presentations, etc.).

• Exceeded targeted metrics related to records processing. • Focused on delivering a high level of customer service on behalf of NARA by serving as part of the front line staff to the public in their onsite and online requests.• Applied knowledge of policies, procedures and regulations, as well as standard best practices, to assist external customers with Freedom of Information Act (FOIA) requests.• Ensured proper procedures were followed in the handling of sensitive materials.• Received a performance appraisal of "Highly Successful" on my annual performance evaluation.