JACQUELINE ALLEN
Sanford
Summary
Operations Director with 10+ years leading cross-functional teams, building scalable SOPs and enablement systems, and driving measurable improvements in quality, efficiency, and revenue. Skilled in QA/QC, KPI dashboards, vendor management, and automation—with a proven ability to align strategy with execution across healthcare, SaaS, and professional services.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Director of Operations
Remote Business Professionals LLC
01.2018 - Current
- Built and launched enablement systems (SOPs, playbooks, templates, training) that scaled multi-client delivery.
- Instituted QA/QC checkpoints and escalation workflows, reducing rework by 25% and cutting resolution times.
- Partnered with cross-functional leaders to standardize handoffs and increase client retention.
- Managed vendor onboarding and established performance scorecards, elevating partner accountability.
Online Business Manager
PC Money Making LLC
01.2017 - 01.2020
- Developed operational strategies and streamlined workflows with CRM, automations, and WordPress.
- Led Admin/Marketing/Affiliate teams with KPIs and weekly operating cadence to drive accountability.
- Built and managed partner/affiliate enablement: onboarding, tracking, and performance support.
- Oversaw budgets, ROI analysis, and vendor contracts to optimize spend.
Office Manager
Choices Counseling Center
01.2014 - 01.2018
- Directed clinic operations: intake, scheduling, billing/AR, HIPAA compliance, and staff management.
- Developed and enforced SOPs; implemented training for front office and billing roles.
- Improved payer documentation and reduced denials through QA reviews and escalation pathways.
- Managed budgets, reimbursements, and assisted with staffing and capacity planning.
Education
B.S. - Business Information Management
Seminole State College
01.2018
A.S. - Surgical Technology
Anthem College
01.2010
Skills
- Project & Ops Tools: Asana, ClickUp, Trello, Jira, Confluence, Notion, SharePoint
- Data & Reporting: Excel (Advanced), Google Sheets, Tableau, Power BI, KPI/OKR dashboards
- CRM & Enablement: Salesforce, HubSpot, Zoho, Infusionsoft, Zendesk, Freshdesk, Kajabi
- Finance & Compliance: QuickBooks, NetSuite, Availity, Office Ally, SimplePractice, TherapyNotes
- Automation & Integrations: Zapier, Power Automate, ConvertKit, ActiveCampaign, WordPress
- Collaboration: Slack, Teams, Google Workspace, Microsoft 365
- Languages: English & Spanish
Certification
- HIPAA Compliance
- CPR
- Finance Specialist
- Notary
Languages
English
Spanish
Timeline
Director of Operations
Remote Business Professionals LLC
01.2018 - Current
Online Business Manager
PC Money Making LLC
01.2017 - 01.2020
Office Manager
Choices Counseling Center
01.2014 - 01.2018
A.S. - Surgical Technology
Anthem College
B.S. - Business Information Management
Seminole State College
Core Competencies
- Leadership & Enablement
- Process Optimization & QA
- Cross-Functional Leadership
- SOPs, Playbooks & Training
- Change Management
- KPI Dashboards & SLAs
- Customer Experience Strategy
- Escalation Pathways
- Vendor/Partner Management
- Compliance (HIPAA, QA/QC)
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