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MICHAEL Edelstein

@michaeledelstein

AI customer success leader at UPMC building ENGAGE, an AI-enabled workforce learning platform with a validated conversational evaluation framework.

United States
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At UPMC Western Behavioral Health, I lead multi-county 24/7 operations and help teams adopt technology and process changes in a privacy-sensitive environment. I’ve supported an Abridge ambient-AI pilot and enabled practical Microsoft 365 Copilot workflows.

I’m also the product owner and hands-on builder of ENGAGE, an AI-enabled workforce learning platform in development. I translate frontline behavioral-health training needs into product requirements, conversational workflows, practice experiences, and supervisor-facing readiness concepts.

For ENGAGE, I built and validated a 15-turn conversational evaluation framework. A blinded 750-case holdout achieved 93.3% agreement and weighted Cohen’s kappa of 0.93, supported by systematic QA, error analysis, and guardrails.

Earlier at UPMC Western Psychiatric Hospital, I launched and stabilized chat/text crisis services and supported EMR implementations and upgrades. I’ve also co-owned and operated a regulated mortgage brokerage, where I built spreadsheet-based tools to help staff navigate changing lender requirements.

Experience

Work history, roles, and key accomplishments

UPMC Western Behavioral Health logoUH
Current

Manager of Clinical Services

Jul 2021 - Present (5 years 3 months)

Leads distributed 24/7 operations across three Pennsylvania counties, supporting approximately 175 employees and 13 leaders, overseeing service performance, workforce readiness, quality, risk, and approximately $15M in annual program spend. Partners with operations, IT, HR, Finance, and other stakeholders to clarify needs, translate workflows, resolve barriers, and sustain technology and process c

UPMC Western Psychiatric Hospital logoUH

Program Manager / Crisis Manager

Nov 2016 - Jul 2021 (4 years 8 months)

Directed daily operations, staffing, training, workflow design, performance improvement, and customer/patient issue resolution for high-volume crisis programs with approximately 40 staff. Launched and stabilized chat/text crisis services, coordinating user workflows, staffing, training, technology readiness, accreditation, quality monitoring, and ongoing operations.

FC

Co-Owner & Operations Lead

First Funding Corp.

Jan 1997 - Jan 2008 (11 years)

Co-owned and operated a regulated mortgage brokerage, managing staff, compliance, lender/vendor relationships, and direct customer workflows. Built spreadsheet-based guideline tools and repeatable processes that helped staff navigate changing lender requirements and improve consistency and decision quality.

Education

Degrees, certifications, and relevant coursework

PI

Project Management Institute

PMP Exam Prep: Project Management Principles certificate, Project Management

Completed the PMP Exam Prep: Project Management Principles certificate in 2026.

IP

Indiana University of Pennsylvania

Master of Arts, Community Counseling

Earned a Master of Arts in Community Counseling from Indiana University of Pennsylvania in 2006.

UP

University of Pittsburgh

Post-B.S. Certificate, Accounting

Completed a Post-B.S. Certificate in Accounting from the University of Pittsburgh in 1993.

UP

University of Pittsburgh

Bachelor of Science, Psychology

Earned a Bachelor of Science in Psychology from the University of Pittsburgh in 1990.

Tech stack

Software and tools used professionally

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