Guidewheel is on a mission to empower all the world’s factories to reach sustainable peak performance. Our plug-and-play FactoryOps platform makes the power of the cloud accessible to any factory, inspired by the simple, universal truth that every machine on the factory floor has a power cord.Guidewheel clips onto any machine to turn its real-time “heartbeat” into a connected, actively learning system that empowers teams to reduce lost production time, increase throughput, and perform better and better over time. The more teams use Guidewheel, the bigger the impact—for their business and for the planet.

Manage a portfolio of large enterprise clients focusing on ensuring each client achieves their defined outcomes and that each account both renews and grows to its fullest potential. Maintain and grow the client relationship. Understand client goals and how the platform is configured to deliver on those goals. Support deep and wide adoption of the platform, ensuring value is delivered as intended.Execute client renewal negotiating for maximum revenue. Identify, nurture and close upsell opportunities. Identify cross-sell opportunities and support the sales team in closing those opportunities. Identify areas for platform improvement and work with Product Management to incorporate new features and functionality.With a deep understanding of platform capabilities and client business requirements, designed specifications to develop the most optimal solution for both new client implementations as well as existing client configuration updates. Documented the client business process flow and system requirements.Create and manage a project plan including a delivery/launch schedule and priorities. Set expectations with clients, communicate timelines and drive client engagement. Monitor time spent on implementation and ensure that the work performed is within scope.

Maintained 30+ client relationships. Developed monthly account reviews and associated internal reporting requirements to demonstrate client relationship progression. Oversaw the accurate and timely processing of $3M + in employee donations and matching gifts per year. Was the liaison between MicroEdge and their financial disbursement partner Network for Good.Collaborated with Product Development as a subject matter expert. Reviewed and provided feedback to Product Management on market requirements and was the voice of the client during iteration planning. Shared expert product knowledge by providing internal and external training of SaaS software solutions.Implemented new clients. Learned business needs from the client: current programs, processes and goals. Assisted with set-up and configuration, addressing gaps and providing best practices. Utilized exceptional analytical and technical skills to solve complex and potentially ambiguous problems, as well as patiently articulated options to a non-technical audience. Built and delivered custom reports utilizing advanced ad-hoc reporting engine. Created documentation including step-by-step guides for clients and documentation to streamline the implementation process.

Catalyst for positive change overseeing a team of five professional service engineers responsible for the technical implementation of CSR software and data conversions for clients migrating from a client hosted solution to a SaaS solution. Set team goals and reported metrics to management.Coordinated all consulting and training engagements across all MicroEdge products. Created estimates and service only contracts. Implemented TaskRay, a Salesforce app, for managing professional service tasks. Collaborated with Product Development as a subject matter expert.

Assisted in the implementation of company goals relating to financial management, accounting and payroll. Maintained accounts payable and receivable, revenue distribution, depreciation, and operating expenses. Prepared financial statements and board reports. Negotiated client renewals and provided account management. Managed the company volunteer program.

Managed corporate office for a firm with six long-term care facilities and an adult day care program for developmentally disabled clients. Coordinated administration of three-year corporate merger and reorganization for long-term care enterprise. Initiated and coordinated implementation of program for developmentally disabled clients that expanded operations and significantly increased bottom line.Prepared accounting records which included managing seven corporate accounts, six client trust accounts, and 36 client ledger; accounts payable for 150+ vendors; Medi-Cal billing; and receivables from various funding sources. Prepared financial statements for board meetings and compiled financial information for cost reports for State audits.Prepared executive, government and agency reports. Served as a liaison to Medi-Cal, Department of Public Health, Department of Social Services, California Association of Healthcare Facilities, Central Valley Regional Center, and State of California Licensing Board. Coordinated HR, payroll, and benefit functions for 65 nurses, administrators, direct care staff and maintenance personnel. Interviewed, hired and evaluated staff performance.