Jordan Gilbert
Fort Worth,TX
Summary
- Operations and support professional with expertise in contract management, onboarding, process improvement, and sales operations.
- Skilled in optimizing workflows, ensuring compliance, and supporting executive decision-making with data-driven reporting.
- Experienced in managing cross-functional projects, onboarding programs, and vendor contracts while leveraging enterprise systems including Salesforce, Tableau, Workday, UKG, SAP Concur, Oracle, Conga, and DocuSign. Seeking to contribute to an organization in an Operations Analyst, Contracts Specialist, or Administrative Support role.
- Extensive background in optimizing workflows and supporting operational efficiency. Proven ability to collaborate with teams and adapt to changing needs, ensuring reliable and consistent performance.
- Known for strong organizational abilities and attention to detail. Results-driven candidate with successful track record of providing support in busy office environments. Adept at handling multiple projects and prioritizing tasks. Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments.
- Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.
- Experienced leader with strong background in guiding teams, managing complex projects, and achieving strategic objectives. Excels in developing efficient processes, ensuring high standards, and aligning efforts with organizational goals. Known for collaborative approach and commitment to excellence.
- Results-oriented achiever with proven ability to exceed targets and drive success in fast-paced environments. Combines strategic thinking with hands-on experience to deliver impactful solutions and enhance organizational performance.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Senior Account Manager
Excelligence Learning
2024.11 - Current
- Managed multi-state territory operations, coordinating classroom overhauls, playground installations, and vendor contracts.
- Built Tableau dashboards and Salesforce reports to monitor pipeline activity and forecast revenue.
- Streamlined contract approvals with Conga and DocuSign, reducing cycle time.
- Utilized Monday.com to track cross-functional project progress and improve on-time delivery.
- Exceeded quarterly goal in Q2, achieving 118% to plan across multi-state accounts.
- Led cross-functional teams to deliver tailored solutions for clients, enhancing service delivery efficiency.
- Analyzed market trends and client feedback to refine product offerings and improve customer experience.
- Streamlined communication processes between departments, improving project timelines and client deliverables.
- Coordinated contract negotiations, aligning services with client needs for optimal outcomes.
- Analyzed data on client behavior patterns to inform future account management strategies, resulting in higher retention rates.
- Maintained detailed records of all account activities, ensuring accurate reporting for upper management review purposes later on.
- Provided valuable input during product development discussions, ensuring alignment with customer needs and expectations.
- Regularly updated sales forecasts based upon current pipeline status/anticipated deal closures, allowing for accurate resource allocation/planning within the organization.
- Delivered sales presentations and pitches to clients, upper management and junior sales associates for demonstration.
- Negotiated favorable contract terms with suppliers/vendors on behalf of clients while maintaining strong relationships with them at the same time.
- Achieved or exceeded company-defined sales quotas.
- Implemented process improvements that enhanced team productivity and workflow.
Inside Sales Representative
School Specialty
2023.06 - 2024.09
- Oversaw contract administration, client onboarding, and account setup, including credit approvals and payment processing.
- Collaborated with finance to reconcile accounts in Oracle ERP and track compliance reporting.
- Created client performance dashboards in Salesforce to improve executive visibility into sales and service performance.
- Coordinated contract renewals and vendor documentation, ensuring compliance with corporate policies.
- Achieved 118% to plan in Q2, recognized for Excellence Award; on pace for 110% to plan full year.
- Coordinated project timelines and deliverables, ensuring alignment with stakeholder expectations.
- Developed comprehensive project documentation to support team communication and accountability.
- Facilitated cross-functional meetings to address project challenges and streamline decision-making processes.
- Monitored project progress, identifying potential risks and implementing mitigation strategies effectively.
- Presented actionable insights to senior management, driving improvements in sales performance metrics.
- Enabled more informed decision-making by providing regular updates on market conditions, competitor activities, and emerging trends.
- Developed custom dashboards and reports to track key performance indicators, aiding efficient decision-making processes.
- Delivered key metrics for sales, credit, and warranties to drive success of business.
- Reviewed contracts for accuracy and validity of cost and quote information, contacting customers directly to resolve issues when appropriate.
Credentialing Analyst
AMN Healthcare
2022.03 - 2023.05
- Managed onboarding compliance for healthcare professionals, ensuring federal and state credentialing requirements were met.
- Administered credentialing records and contract execution using Workday, UKG, and DocuSign.
- Processed expense reimbursements and compliance documentation in SAP Concur, reducing reporting errors.
- Partnered with project managers to design process improvements, resulting in higher onboarding efficiency.
- Managed provider documentation, verifying accuracy and completeness to maintain operational efficiency.
- Conducted audits of credentialing files, identifying discrepancies and implementing corrective measures.
- Conducted audits of provider files, ensuring all necessary documents were up-to-date and compliant with regulatory requirements.
- Enrolled providers and Medicaid, Medicare, and private insurance plans.
- Conducted primary source verifications such as background checks and board certifications.
- Safeguarded confidential provider information by adhering to strict data privacy regulations and company policies.
- Obtained NPI numbers for providers and facilities and updated existing profiles.
- Expedited the onboarding process for new providers, ensuring timely completion of all required documentation and verifications.
- Contributed to policy updates in response to changing healthcare regulations, ensuring ongoing compliance.
- Updated and maintained accurate records in credentialing databases, ensuring timely renewals and verifications.
- Pre-screened resumes prior to sending to corporate hiring managers for consideration.
Operations Manager
Whirlyball Family Center
2018.01 - 2021.08
- Directed daily operations, scheduling, and regulatory compliance, achieving consistent YOY profit growth.
- Supervised HR documentation, contracts, and payroll while ensuring compliance with licensing and tax requirements.
- Implemented workflow improvements that reduced administrative errors by 20%.
- Trained and supervised staff on operational policies and compliance standards.
- Implemented inventory management systems to optimize stock levels and minimize waste.
- Evaluated supplier contracts to improve cost-effectiveness and service quality within the center's operations.
- Led hiring, onboarding and training of new hires to fulfill business requirements.
- Developed and maintained relationships with external vendors and suppliers.
- Analyzed and reported on key performance metrics to senior management.
- Oversaw facility maintenance, ensuring optimal functionality of equipment and infrastructure at all times.
- Monitored daily cash discrepancies, inventory shrinkage and drive-off.
- Reduced operational risks while organizing data to forecast performance trends.
Education
Bachelor of Science - Physical Education EC
Texas Wesleyan University
Fort Worth, TXSkills
- Contract Lifecycle Management (Conga, DocuSign)
- Onboarding & Compliance Verification (Workday, UKG)
- Data Analytics & KPI Reporting (Salesforce, Tableau, Excel)
- Operations & Workflow Optimization (Oracle ERP, SAP Concur)
- Project & Vendor Coordination (Mondaycom, SharePoint)
- Policy Documentation & Regulatory Compliance
- Budget Tracking & Expense Reconciliation
- Executive Support, Scheduling & Stakeholder Communication
- Project management
- Data analysis
- KPI tracking
- Order management
- Vendor management
- Contract negotiations
- Sales forecasting
- Sales analytics
- Account forecasting
- Proficient in project management software
- CRM salesforce
- Trade show participation
- Sales proposal development
- Price quote preparation
Certification
- Google Level 1
- First Aid/CPR
Accomplishments
- Consistently exceeded goals; achieved 118% to plan at Excelligence.
- Achieved 118% to plan in Q2 at School Specialty and recognized with Excellence Award; on track for 110% full year.
- Improved contract and onboarding processes with automation tools (Conga, DocuSign, Workday).
- Recognized for cross-departmental collaboration and process improvements that increased efficiency and reduced compliance risks.
Timeline
Senior Account Manager
Excelligence Learning
2024.11 - Current
Inside Sales Representative
School Specialty
2023.06 - 2024.09
Credentialing Analyst
AMN Healthcare
2022.03 - 2023.05
Operations Manager
Whirlyball Family Center
2018.01 - 2021.08
Bachelor of Science - Physical Education EC
Texas Wesleyan University