Shae Petroff Email & Phone Number

Boca Raton, Florida, US

• I manage and enhance our company-trained AI chatbot using Retrieval-Augmented Generation (RAG) techniques. My key responsibilities include:
• Continuously updating and refining the chatbot's training data based on new product releases and updates to ensure accurate responses about our products.
• Identifying errors through chatbot interaction analysis and updating related documentation to maintain data integrity.
• Working closely with various departments to verify data accuracy and gather essential information.
• Analyzing user interactions to implement improvements that enhance user experience and optimize AI performance.

Boca Raton, Florida, US

Developed and maintained self-paced training videos and supporting documentation for Klara, ModMed's patient communication software, enhancing user education and promoting effective adoption of the platform. Collaborated closely with Training and Product teams to ensure content accuracy and alignment with product updates.

New York, US

As an Implementation Manager for Klara, I worked closely with new clients to configure the platform and provide comprehensive training. Helped medium and large-sized medical offices deliver world-class patient service by ensuring seamless implementation and effective adoption of Klara's communication solutions.

San Ramon, California, US

• Managed 15-20 concurrent mid-market & enterprise level software implementations, primarily in the Healthcare industry.
• Led & Coordinated weekly meetings with clients, ensuring timely completion of project critical tasks.
• Configured Reputation software to customer specification defined per contract
• Led training sessions for groups of 50+.
• Coordinated internal and external resources to ensure proper expertise was available on both sides based on project needs, and to provide a seamless experience into and out of implementation.
• Mentored junior team members & worked with leadership to improve documentation & processes.

Chicago, Illinois, US

• Project manager and service liaison for 5 investment company accounts. Provided advisory services to clients to assure compliance with all financial regulatory requirements.
• Meticulously planned and coordinated the document production and electronic filings for clients; achieved 100% success rate in filing 1000+ SEC documents.
• Analyzed complex problems, applying business acumen to identify critical elements and develop solutions that improved business processes.
• Ensured accuracy and timeliness of work through strong relationships with other departments.
• Mentored junior team members in the use of tools and systems, equipping them to meet the high standards and expectations of the company and its clients.
• Selected as a change agent to collaborate with cross-functional team members on development of a custom-built Salesforce platform

Chicago, Illinois, US

• Prepared financial forms for conversion to the proper layout for filing or printing. Worked on behalf of clients to prepare print distributions.
• Spearheaded the implementation of a new software, discovering efficiencies, and mentoring team members.
• Streamlined tasks using MacroExpress.
• Collaborated with other departments to meet delivery goals.

• Assisted in all center operational activities including website maintenance and managing the member database.
• Facilitated daily classes, guiding members toward physical, mental, and spiritual growth and healing.
• Led workshops and coordinated community outreach to local businesses to improve focus, confidence, productivity, and emotional wellness while reducing stress and anxiety.

Tempe, AZ, US

• Helped new and existing customers manage their accounts and provided technical support.
• Created memorable customer experiences through mutual exploration of business goals. Applied in-depth product knowledge to align products and services with their business objectives.
• Successfully utilized a consultative sales strategy and achieved top 2% in company-wide sales.

Milwaukee, WI, US

• Listened deeply to clients’ personal, professional, and financial aspirations to provide guidance and education to make sound financial decisions.
• Produced tailored financial plans through a consultative process, aligning with goals for each client.