Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic
Tara Chalfant

Tara Chalfant

Edison,OH

Summary

Hardworking, highly motivated professional eager to lend combined knowledge and skills to enhance business performance. Operates well in both individual and team capacities, leveraging seasoned work ethic to quickly adapt to different processes and drive company objectives. Resourceful and results-driven with a passion for growth and efficiency to meet company needs and increase service value.

Overview

13
13
years of professional experience
1
1
Certification

Work History

Director of Sales Operations

OneDigital Health & Benefits
01.2022 - Current
  • Reduced operational costs by identifying inefficiencies and implementing cost-saving measures.
  • Championed enhanced coordination between different departments fostering an environment conducive towards achieving desired results.
  • Built, trained, and managed sales and operational teams to carry out sales initiatives and reach objectives.
  • Launched new product lines, successfully positioning them within the competitive marketplace.
  • Led territory realignment efforts to optimize sales coverage, improving efficiency and productivity.
  • Increased sales revenue by 20% year over year implementing effective sales strategies and optimizing operations.
  • Recommended sales strategies for improvement based on regular market research and competitor analysis.
  • Liaised with other directors and departmental heads to align operational and sales priorities with total company direction.
  • Coordinated with marketing team to create targeted campaigns, increasing brand recognition and customer engagement.
  • Spearheaded training initiatives for new hires, ensuring quick onboarding and integration into the company culture.
  • Collaborated with product development team on creating innovative solutions tailored specifically towards customers'' unique demands.
  • Generated reporting and analysis to support sales forecasting and planning to reach monthly, quarterly and yearly revenue goals.
  • Managed cross-functional teams to streamline processes and improve communication between departments.
  • Evaluated existing CRM systems and implemented improvements, enhancing user experience and data accuracy.
  • Collaborated with upper management to implement continuous improvements and exceed team goals.
  • Implemented systems and procedures to increase sales.
  • Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.

Director of Implementation Services

OneDigital Health & Benefits
07.2018 - 01.2022
  • Collaborated with stakeholders to define project scope, objectives, and deliverables for successful outcomes.
  • Conducted thorough risk assessments to minimize potential obstacles during implementations.
  • Ensured quality control throughout projects, adhering to established standards and guidelines for optimal results.
  • Leveraged industry best practices and emerging trends incorporating them into the company's implementation methodologies.
  • Established a system for tracking/monitoring implementation milestones enabling better decision-making regarding resources allocation.
  • Managed cross-functional teams for efficient resource allocation and project execution.
  • Provided post-implementation support, ensuring seamless transition into daily operations for clients.
  • Implemented customized solutions based on client needs, addressing unique challenges effectively.
  • Delivered regular progress reports to senior leadership, highlighting achievements as well as areas needing attention or support.
  • Mentored team members in best practices for implementation management, increasing their knowledge and skillset.
  • Cultivated a culture of continuous improvement through regular training sessions and workshops resulting in increased efficiency across the department.
  • Coordinated with sales teams to create accurate proposals that aligned with client expectations and requirements.
  • Championed change management initiatives to enable smooth adoption of new systems by end users.
  • Improved overall productivity by 40%, analyzing performance metrics and making necessary adjustments.
  • Optimized existing workflows, identifying areas of improvement through continuous analysis of data and feedback from clients.
  • Liaised with other departments to minimize network interruptions and possible downtimes.

Shared Services Manager

OneDigital Health & Benefits
01.2017 - 07.2018
  • Established performance metrics to evaluate team effectiveness and identify areas for improvement.
  • Achieved service level agreements of greater than 98%, monitoring KPIs, and driving continuous improvement initiatives.
  • Led change management initiatives to drive organizational transformation and growth.
  • Introduced technology solutions that streamlined workflows and increased overall productivity levels.
  • Optimized workforce planning, reducing employee turnover while maintaining high levels of productivity.
  • Enhanced operational efficiency by streamlining processes and implementing automation strategies.
  • Spearheaded cost-saving initiatives by identifying areas of inefficiency and developing targeted solutions.
  • Improved cross-functional collaboration through effective communication and team-building initiatives.
  • Mentored staff members, providing guidance on career development opportunities within the organization.
  • Designed training programs to build employee competencies in key areas related to shared services delivery.
  • Delivered outstanding customer service by resolving complex issues and fostering client satisfaction.
  • Championed a culture of continuous improvement, promoting open feedback loops among team members to drive ongoing progress towards excellence.
  • Collaborated with senior leadership to develop strategic plans for shared services expansion.
  • Managed 4 cross-functional teams for seamless execution of shared services objectives.
  • Coordinated shared services projects from inception to completion, managing timelines and resources effectively.
  • Developed strong relationships with stakeholders to align shared services with business goals.
  • Implemented best practices in process management, ensuring consistency across functions.
  • Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
  • Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
  • Established team priorities, maintained schedules and monitored performance.
  • Evaluated employee performance and conveyed constructive feedback to improve skills.
  • Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
  • Assisted in organizing and overseeing assignments to drive operational excellence.
  • Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.
  • Established performance goals for employees and provided feedback on methods for reaching those milestones.
  • Developed detailed plans based on broad guidance and direction.

Market Advisor

OneDigital Health & Benefits
07.2011 - 01.2017
  • Conducted comprehensive competitor analysis to identify potential threats and opportunities for business growth.
  • Implemented process improvements to reduce the time needed for data analysis, allowing for faster response times when addressing client inquiries or market fluctuations.
  • Established strong professional relationships with key industry players, fostering collaboration and expanding the company's network of resources.
  • Streamlined processes for data collection and analysis, improving efficiency while maintaining high-quality outputs.
  • Enhanced company reputation by consistently delivering accurate, timely, and relevant market insights to internal teams and external clients.
  • Created engaging presentations that effectively communicated complex market information to diverse audiences, facilitating better decision-making among stakeholders.
  • Established key procedures for teams preparing documentation, and presentations to obtain a minimum of 99% accuracy.
  • Researched companies and prepared presentations for management and prospective buyers.
  • Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.

Education

High School Diploma -

Cardington Lincoln
Cardington
06.1991

Skills

  • Sales process optimization
  • Collaborative mindset
  • Attention to Detail
  • Problem-solving abilities
  • Adaptability and Flexibility
  • Decision-Making
  • Operations Management
  • Analytical problem solver
  • Continuous Improvement
  • Operating Procedures and Policies

Certification

Certified Scrum Master

Licensed Health and Life Agent

Timeline

Director of Sales Operations

OneDigital Health & Benefits
01.2022 - Current

Director of Implementation Services

OneDigital Health & Benefits
07.2018 - 01.2022

Shared Services Manager

OneDigital Health & Benefits
01.2017 - 07.2018

Market Advisor

OneDigital Health & Benefits
07.2011 - 01.2017

High School Diploma -

Cardington Lincoln

Certified Scrum Master

Licensed Health and Life Agent

Tara Chalfant