Adaptable professional with a background in sales, healthcare support, and education. Known for clear communication, problem solving, and organized follow-through, with experience managing records, scheduling care, supporting individualized plans, and building positive relationships across clients, families, and teams.
Overview
1
1
Certification
9
9
years of professional experience
Work History
Small Business Account Executive
Crisis Prevention Institute
Menomonee Falls, Wisconsin
06.2023 - Current
Led discovery conversations and risk assessments for small businesses
Cultivated account relationships through consistent follow-up calls, enhancing customer engagement.
Developed and implemented comprehensive sales strategies to increase customer base and revenue.
Created and managed account plans for all assigned clients.
Managed sales funnel effectively and forecasted requirements across multiple industry accounts.
Supported territory plans for CPI small business growth.
Monitored competitor activities, products, services, and pricing strategies to inform competitive positioning.
Facilitated strategic alignments for education and human services organizations to enhance collaboration.
Contributed to team meetings by sharing insights on best practices and strategies to drive sales performance.
Managed pipeline activity in CRM systems.
Health Services Assistant
Prader-Willi Homes of Oconomowoc
Oconomowoc , WI
06.2022 - 06.2023
Documented health observations and care activities in resident records.
Coordinated appointments, transportation, and follow-up care for residents.
Maintained confidentiality of patient information according to HIPAA regulations.
Followed individualized care plans supporting resident safety and dignity.
Verified insurance eligibility prior to scheduling appointments.
Researched medical coding procedures in order to accurately enter billing information into the system.
Advised patients on healthcare issues and scheduled appointments for general check-ups or specialist visits.
Scheduled follow-up appointments for long-term care plans or treatments prescribed by physicians.
Paraeducator, Special Education
Oconomowoc Area School District
Oconomowoc, Wisconsin
07.2018 - 06.2022
Assisted in the development and implementation of individualized education plans for students with special needs.
Reinforced IEP accommodations and classroom modifications for individual student needs
Assisted special education teacher with lesson materials and daily instructional routines
Monitored student behavior and redirected attention, fostering a supportive classroom environment
Monitored student progress and provided constructive feedback to parents and school administrators, enhancing communication regarding academic performance
Attended IEP meetings, developed intervention strategies and communicated results to faculty members.
Implemented evidence-based interventions tailored specifically for individuals with disabilities.
Facilitated PBIS training sessions for educators, promoting positive behavioral interventions and supports
Participated in medical alert and crisis intervention team