

Healthcare operations executive with extensive experience at Alithias, Inc., recognized for enhancing patient care and achieving 90% client retention. Expertise in strategic planning and operational efficiency, with a strong focus on leadership and stakeholder management. Proven ability to drive results through innovative implementation strategies and CRM optimization. Committed to establishing performance and growth-oriented goals.
Alithias, Inc., Milwaukee, WI • 11/22 – 10/25 Chief Operations Officer (COO) 6/24 – 10/25.
Promoted to this position to manage all client-facing operations, including onboarding, account management, and implementations for this patient advocacy company. Managed a team of 2 managers and 8 patient advocates located across the U.S. Recruited, hired, and trained three new advocates. Ensured all advocates were trained on new client benefit plan designs, client culture, and expectations. My key performance measures were client retention, patient satisfaction, and improving advocate efficiency.
While in this role, Alithias’ net promoter score increased from 58 to 77.
Alithias’ customer satisfaction score increased to 84 from 76.
Reduced client onboarding time by 30% from 6 weeks to less than 4 weeks.
Evaluated and made recommendations to improve the CRM tool and phone system, which increased advocate efficiency.
Achieved 90% client retention.
Alithias, Inc., Director, Client Experience and Implementations, 6/23-6/24.
Promoted from being an embedded advocate to this role, to improve the implementation process and build an Account Management team. Reviewed and rewrote the implementation plan to increase operational efficiency by cataloging all client documents and making them easily accessible to all advocates.
• Defined the Account Management role, and wrote the position description and responsibilities.
Ensured phones were covered during PTO and lunch periods.
Hired and trained a team of three account managers responsible for over 125 clients and 125,000 patient lives.
Alithias, Inc., Embedded Patient Advocate, 11/22 – 6/23.
Initially hired to work within a large client to be their onsite patient advocate for a benefit plan with over 50 clients and 8,000 employee lives. Responsible for handling patient calls regarding their medical bills, where to go for high-quality, high-value procedures, providing help finding in-network doctors, and resolving issues between employees and the benefits administrator.
NC-CR, #699638