Tara Bailey Email & Phone Number

Atlanta, GA, US

Denver, CO, US

Denver, CO, US

PEOPLE MANAGEMENT - Assess individual and team development for growth opportunities, advise on customer solutions, and develop processes to streamline workflows.CUSTOMER RESOLUTION - Serve as point of escalation for complex customer experience challenges, collaborate across the company for root cause analysis and solutioning, and standardize processes to.

Denver, CO, US

• BUSINESS CONSULTING: Provide strategic consultation to achieve orthodontic practice growth while leading to realization of software ROI
• CHANGE MANAGEMENT: Manage accounts through full life cycle of initial business analysis, implementation, adoption, and growth

• Positioned agency for a financially successful 2017 sale
• OPERATIONS: Spearheaded financial growth plan, analyzed A/P and A/R, processed payroll with various providers, complied with government requirements, instituted policies and procedures, facilitated vendor relations.
• PEOPLE MANAGEMENT: Managed office and field team, controlled staff recruitment and retention, facilitated orientations and training, maintained 97% employee satisfaction rate during entire ownership tenure.
• BUSINESS DEVELOPMENT: Stimulated referral based business sales, instituted focused marketing strategies, introduced RAH as a trusted partner in the community, tracked success with CRM tools.

Radnor, PA, US

• RELATIONSHIP MANAGEMENT: maximized the value of plan sponsor relationships, served as single point contact for clients, retained 96% of plan sponsors annually, managed crises and issues.
• RETIREMENT PLAN DESIGN: Educated plan sponsors on plan performance, suggested investment growth strategies, executed plan fund changes and implementations.
• PLAN ARCHITECTURE CONSULTATION: Delivered quarterly and annual reviews, suggested strategies to meet plan goals, guided clients on plan compliance

Radnor, PA, US

• TRAINING & EDUCATION: Facilitated retirement plan seminars, presented plan overviews at employee orientations, and conducted information sessions within hospitals, school systems, and various non profit organizations.
• SALES: Increased plan assets with targeted efforts for plan participation, analyzed retirement projections to encourage increased savings, reviewed overall employee goals to cross sell additional financial products.
• VENDOR MANAGEMENT: Served as onsite point of contact for retirement plan, assisted human resource departments to exceed plan participation goals, managed project timelines.