Open to opportunities

Allison Seals

@allisonseals

Message

Operations leader with 6+ years driving compliance-first care coordination and office logistics.

United States

Message

What I'm looking for

I’m looking to bring my ownership mindset to healthcare operations or provider relations—running high-trust, compliance-first workflows, improving referral and scheduling processes, and serving as a responsive operational point of contact across teams.

I’m an operations leader with 6+ years across healthcare patient access, referral coordination, and care coordination, plus financial services office management. I’m known for running independent, high-trust operations—handling compliance-sensitive transactions, client-facing service, and full office logistics with minimal oversight.

As a Branch Operations Manager, I serve as the sole on-site operator for a branch office supporting 20 financial advisors, owning facilities and vendor coordination while managing day-to-day operations. I also handle notarized documents, fund transfers, and alternative investment processing with accuracy under time pressure, while coordinating client reporting and meeting prep. Previously, I opened a Metro Detroit office and scaled to 100+ clients in 15 months by improving systems, auditing Redtail CRM, and boosting appointment accuracy by 30%; I also coordinated 50+ annual seminars with 80%+ conversion to appointments. Earlier, I supported patient access across four healthcare offices, launched SMS appointment reminders to reduce no-shows, built referral networks, and streamlined care coordination with Slack, while also supporting telehealth expansion and patient-access growth for a 10,000-patient specialty practice.

Experience

Work history, roles, and key accomplishments

Current

Branch Operations Manager

Current

Exemplar Financial Network

Apr 2026 - Present (4 months)

Sole on-site operator for a branch office supporting 20 financial advisors, owning facilities, vendor coordination, and day-to-day operations independently. Managed notarized client transactions and processed fund transfers and alternative investment work while ensuring accuracy and compliance under time pressure.

Branch Operations Fund Transfers Alternative Investment Processing Vendor Management Process Improvement Cross functional Coordination

Office Operations Manager

Jacobs Financial Services, LLC

Jan 2024 - Jan 2025 (1 year)

Opened a Metro Detroit office and scaled operations to 100+ clients in 15 months through systems and personalized service. Audited Redtail CRM, improved appointment tracking and record accuracy, coordinated seminars and events, and supported compliance-focused client documentation.

Office Operations Redtail CRM Auditing Client Reporting Nonprofit Partnerships Compliance Documentation

Operations Coordinator

Oakland Oral Surgery

Jan 2023 - Jan 2024 (1 year)

Supported patient access and care coordination across four offices, including insurance verification and prior authorization for surgical procedures. Built a referral network with dental partners, coordinated patient handoffs and intake, and implemented SMS appointment reminders and Slack to streamline referral and care coordination.

Patient Care Coordination Insurance Verification Prior Authorizations Referral Coordination

Patient Access & Marketing Coordinator

Grand Valley Medical Specialists

Jan 2018 - Jan 2023 (5 years)

Led patient access and scheduling for a 12-person team supporting a 10,000-patient specialty practice. Coordinated referrals and intake, supported launch of a telehealth platform to expand capacity, and managed a content calendar and marketing content to grow engagement.

Patient Scheduling Intake Coordination marketing content production social media engagement