Microsoft Suite
Crystal Peel
Spring,TX
Summary
A client focused professional with over 15 years of diverse experience. An operations leader with an analytical mindset, effectively improve cross-functional communications, drive process improvements, identify and implement effective solutions, while managing client satisfaction. An encouraging team builder with an emphasis on demonstrating value through collaborative problem solving and achieving long-term goals. Driven to deliver an experience that exceeds expectations.
Overview
16
16
years of professional experience
Work History
Product Manager-Partnerships
Empyrean Benefit Solutions
2022.05 - Current
- Created and rolled out Partner strategy to increase valuable products to clients as well as increase revenue earned on partnerships
- Renegotiated a preferred partner contract that increase annual revenue by 1.2M +
- Research market needs and identify gaps in current partnerships
- Create a more strategic and targeted approach to future partnerships
- Partnership and consumer account roadmap planning
- Research and identify platform functionality within the market and identify the needs of clients
- Own roadmap ideation, business case, research, high level requirements, and act as business sponsor
- Change management, organizational roll out, and training.
VP, Client Solutions
Lane Health
2020.08 - 2022.04
- Build and direct team responsible for multi departmental processes including, client/partner implementations, client management, operations, financial operations, product systematic requirements and functionality, data operations, sales support, member services support, and product
- Identified, built out, and documented over 100 different daily processes developed, owned, and managed by team
- Leadership guidance CDHP space including operational items, system implementation as well as industry best practice
- Solution for challenges due to compliance or systematic limitations to allow for continue growth and ability to deliver innovative products to the space
- Lead and develop a diverse team that contributes to daily success, while mentoring and guiding for future growth opportunities
- Process assignment, review, back up assignment as well as cross training
- Collaborative team sessions to challenge current processes and identify gaps.
Client Solutions Manager
Alegeus Technologies
2018.07 - 2020.08
- Successfully consult and implement clients on consumer accounts platform.
- Coach and guide clients on software configuration to achieve organizational goals
- Work cross functionally to implement and solution for gaps in technology and needed to complete overall solution.
- Successfully led and implemented controls program for largest client, implementing 41 controls for client satisfaction and oversight.
Sr. Manager, Health Plan Relations
Collective Medical
2017.11 - 2018.07
- Responsibility for overall satisfaction for payer clients
- First point of contact for all issues
- Lead implementations for clinic to accomplish overall strategic plan, day to day, and overall strategic relationship needs
- Contracting, eligibility implementation, product go live, ongoing support.
Partner Relationship Manager
Health Equity
2016.08 - 2017.11
- Responsible for day-to-day management of health plan and channel sales partners
- Including delivery of strategic solutions for custom partner needs, project initiatives, issue resolution, and ensure that the partner solution meets partners initiatives
- Lead conversations and work cross functionally to ensure contracting meets the strategic needs of both organizations
- Have clear understanding of contracting obligations and service level agreements (SLA) to ensure that both companies are meeting obligations
- Manage and delegate partner issues to appropriate teams, work cross functionally to accomplish goals and issue resolution within contracted SLA’s
- Lead and drive cross functional/companywide initiatives to solve for partner issues and implement tools and resources for a more seamless experience for the partner, employer, and member.
Programs Implementation Manager
Alliance Health
2016.01 - 2016.07
- Responsible for project implementations impacting pharmacy operations team
- Including, strategic planning, new sites implementations (brick and mortar pharmacy), large client implementations, product and programs implementations, large technology project management, and ad hoc projects
- Lead, manage, and develop a team to implement and manage projects within our scope
- Project management best practices, project planning, and project documentation
- Lead discovery for vendor software/solutions
- Worked with teams to understand needs to identify best fit for team/department/organization
- Conduct research of vendors, costs, features, technology needs
- Worked with appropriate internal teams to identify needs and cost associated with implementing the product
- Identified minimum necessary to integrate versus manual implementation
- Led discovery on PM tools LMS, and CRM.
Regional Sales Associate
HealthEquity
2014.04 - 2015.07
- Serve as a relationship manager between the health plan partners within my region
- Assist with educating partners and client on services
- Employer level education, as well as member level education.
Implementations Specialist
HealthEquity
2013.11 - 2014.04
- Technical lead for implementations, lead technical discussions regarding file specifications and technical contact for client
- Submission of project requirements, track progress of project development, review partner files, layout, and data setup
- Test files and validate for accuracy.
Card Operations Analyst
HealthEquity
2012.05 - 2013.11
- Digest debit card systematic processes within internal systems and third-party vendor
- Identify and submit requirements for system enhancements and defects
- Work with vendor to identify future needs, timeline, and expectations of enhancements
- In partnership with vendors, identifying stop gaps to accomplish goals as short term stop gap
- Manage overall process including vendor management, vendor issues, and changes to vendor EDI
- Worked with vendor to identify gaps and potential processes and solutions to close gaps
- Identified potential needs and enhancements to better the overall member experience.
Client Relationship Manager
HealthEquity
2011.11 - 2012.05
- Manage large client and health plan relationships
- Direct contact for all issues
- Monitor to proactively identify issues.
Education
Bingham High School
South Jordan, UTSkills
- KPI Tracking
- Product Strategy
- Team building
- Decision-Making
- Critical Thinking
- Coaching and Mentoring
- Complex Problem-Solving
- Relationship Building
- Technical understanding
- Account Management
- Dispute Resolution
- Negotiation
Work Preference
Work Type
Full TimeWork Location
RemoteImportant To Me
Company CultureCareer advancementHealthcare benefits401k matchPaid time offWork from home optionStock Options / Equity / Profit SharingPersonal development programsSoftware
Salesforce
Adobe
Visio
Jira/Confluence
Timeline
Product Manager-Partnerships
Empyrean Benefit Solutions
2022.05 - Current
VP, Client Solutions
Lane Health
2020.08 - 2022.04
Client Solutions Manager
Alegeus Technologies
2018.07 - 2020.08
Sr. Manager, Health Plan Relations
Collective Medical
2017.11 - 2018.07
Partner Relationship Manager
Health Equity
2016.08 - 2017.11
Programs Implementation Manager
Alliance Health
2016.01 - 2016.07
Regional Sales Associate
HealthEquity
2014.04 - 2015.07
Implementations Specialist
HealthEquity
2013.11 - 2014.04
Card Operations Analyst
HealthEquity
2012.05 - 2013.11
Client Relationship Manager
HealthEquity
2011.11 - 2012.05
Bingham High School
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