M D

I've guided client onboarding, platform adoption, and retention across healthcare, education, financial services, and staffing. I turn complex processes, benefits, and software workflows into clear guidance that helps clients reach value quickly.

At Magellan Healthcare, I managed 25+ weekly clinical onboarding cases, conducted discovery calls, explained network benefits, and maintained 100% HIPAA compliance. I also mentored new associates on enterprise software and sustained 99%+ CRM data integrity.

At the Institute of Reading Development, I managed 30+ inbound client calls daily, coached families through SaaS platform setup, and delivered 75+ outbound outreach touchpoints each day to build institutional partnerships. Earlier, I supported high-value financial accounts at TD Ameritrade and led a 14-person customer service team at Scudder Investments, increasing call efficiency by 50%.

I'm energized by improving sales-to-service transitions, building dependable operational systems, and helping clients confidently adopt new programs and platforms. My experience includes training, workshops, CRM tracking, quality assurance, hiring, and retention-focused onboarding.