Summary
Overview
Work History
Education
Skills
Certification
Work Availability
Quote
Timeline
AssistantManager
Karen L. Shanklin

Karen L. Shanklin

Summary

Driven Business Development Executive with career history in multi-state distributed businesses and proven skill in hiring, developing and retaining high-performance teams. Motivating leader with strengths in building strategic relationships to support key business initiatives. Highly skilled in change management, management transition and merger integration. Offering excellent interpersonal and communication skills and experience managing matrixed organizations. Effectively promotes products and increases revenue by connecting with customers and recommending target offerings. Organized, adaptable and knowledgeable about preparing displays, merchandising shelves and assisting customers. Drive customer loyalty by providing friendly and skilled support.

Overview

42
42
years of professional experience
1
1
Certification

Work History

Business Development Executive

Freelance / Self Employed
, USA
02.2018 - Current
  • Human Resources
  • Serve as primary contact for all HR, payroll and benefits administration matters; answers questions and provides guidance to all levels of staff
  • Maintain compliance with federal, state and local compliance laws and regulations
  • Plan, develop, and implement strategies to support human resources department and employee engagement initiatives
  • Manage full-cycle recruitment process consisting of partnering with department heads to identify staffing needs, posting job positions, screening candidates, scheduling interviews, completing background and drug screening, and administering new hire paperwork/I-9 verification once hired
  • Manage job boards during hiring process (LinkedIn, Indeed, Ziprecruiter, etc.)
  • Monitor HR email inbox and responds to general inquiries and candidate emails
  • Manage HRIS system and ensure employee information is up to date and makes applicable changes directed by CFO (salary, location, direct report, etc.)
  • Respond to employment verification requests and other notices requesting employee information
  • Maintain employee handbook and provide related guidance to managers and employees
  • Perform updates, maintain, and distribute HR forms as needed such as offer letters, performance review guides, termination checklists
  • Maintain working knowledge of best practices, trends, and updated regulations
  • Payroll
  • Process payroll in accordance to payroll schedule
  • Ensure employee pay, expense reimbursements, commission, and PTO are all entered accurately
  • Benefits Administration
  • Oversee and manage administration of company benefits including: medical, dental/vision, disability, 401k, FSA/HSA
  • Partner with CFO for annual renewal process, evaluating and recommending plan changes that will ensure cost effective, yet comprehensive benefits package
  • Coordinate and provide documentation for benefits offered by company to all employees and new hires
  • Communicate with carrier administrators to resolve any employee issues or questions
  • Operations/Administrative
  • Receive and approve order requests from departments and facilities upon secondary approval
  • Communicate with building management and vendors regarding facility needs
  • Ensure compliance on local, state and federal regulations (OSHA, HIPAA, CLIA, COLA,
  • Manage administration of company I.T account (creating new employee emails, resetting passwords, editing email groups, and maintaining Drives and corporate files)
  • Develop and gather information necessary for quarterly company newsletter to send to Marketing for distribution in timely manner
  • Assist in running monthly corporate meeting; takes notes on initiatives and plans of action
  • Manage calendars of celebration; employee birthdays and work anniversaries by sending out birthday cards and anniversary with third party applicable gifts
  • Assist with company event planning
  • Assist with company travel as needed
  • Other duties when assigned by CFO
  • Credentialing
  • Conducting healthcare credentialing (i.e., healthcare facility, managed care setting, credentials verification organization, Medical Staff Office and Dental
  • Experience with Credentialing Accreditation by Joint Commission or National Committee for Quality
  • Assurance
  • Well knowledgeable of health care and credentialing industry, including medical-legal issues and laws, regulatory agencies, and other national standards.
  • Delivered outstanding service to customers to maintain and extend relationships for future business opportunities.
  • Collaborated closely with clients to better understand entire project scope.
  • Identified and pursued valuable business opportunities to generate new company revenue and improve bottom line profit.
  • Collaborated with sales and marketing departments to support business objectives and client acquisition.
  • Planned marketing initiatives and leveraged referral networks to promote business development
  • Identified revenue opportunities by collaborating with distribution partners
  • Streamlined operations by delivering recommendations for knowledge-base processes and procedures
  • Created strategic and tactical sales initiatives for forward planning to meet key objectives
  • Developed short-term and long-term sales objectives and strategic plans to meet market needs
  • Strategized and implemented successful approaches to revitalize underperforming product lines and create profit-generating enterprises
  • Collaborated with sales and marketing departments to support business objectives and client acquisition
  • Contributed to industry organization and trade shows to gather competitive and industry intelligence
  • Enhanced marketing exposure through successful website content management and direct correspondence with potential clients
  • Enhanced revenues in several programs by implementing creative sales training techniques for staff
  • Created vision and provided leadership for targeting larger prospects
  • Developed and implemented value-added strategies to increase profitability, expand market share and cement customer relationships
  • Defined and integrated roles, responsibilities and processes for
  • Business team and data management organization

Interim COO SD Dental LLC - GA 2020- 2021

Successfully grew practice, recruit providers and staff
Acquired additional offices for practice for growth, redefine policies and procedures cultivate culture designed to ensure best practices and improve work relations
Increase revenue and revamp services and branding.
Oversaw day-to-day production activities in accordance with business objectives.
Worked collaboratively with functional leaders to implement new procedures and corrective actions to improve quality.
Facilitated additional $1.7 in annual business of improvement to $2.3 mil in less than 1 year
Interviewed, supervised and motivated staff members to achieve optimal productivity
Managed teams of 24 professionals focused on improving oral health initiatives
Spearheaded third-party contract negotiations to obtain favorable pricing and scheduling parameters
Drove performance initiatives, facilitating 62% revenue increase
Coordinated and implemented effective training for over 23 team members, 4 professionals to improve system processes
Increased business profits 64% by streamlining processes and trimming unnecessary positions

Manager of Operations

Children's Medical Center
Dallas, TX
11.2015 - 01.2018
  • Overseeing administrative/ clinical operations of 20 ambulatory clinics within DFW (within 270 mile radius)
  • OSHA Compliance Officer for ambulatory healthcare division
  • Directly support physicians / dentists in growth and development, setting goals, & addressing opportunities
  • Motivate team members, resolve conflicts, and make hard decisions
  • Analyze business reports, create recommendations, maintaining of yearly budgetary and contribution goals
  • Prioritize practice performance issues to ensure best impact for growth, revenue, and profitability
  • Monitor the P&L statements for each supported practice and develop effective ways with regional managers to close the gaps between actual performance and company projections; develop new metrics to help track reporting
  • Work with multiple hospital departments to ensure practices and Practice Managers across large region, coordinating in-practice visits and reviews; including quarterly in-practice business meeting for each supported practice
  • Responsible for creation of protocol training for onboarding new hires, coaching Practice
  • Managers, Physicians and non-clinical staff for healthcare compliance
  • Responsible for interviewing and contributing to selection of supported new hires
  • Develop workforce planning, recruiting and retention strategy to maintain optimum performance of each supported practice, implementing projects and new incentives
  • Develop infrastructure, oversee manufacture of clinic construction and compliance, staff, protocols, equipment, and supplies directly with President to encompass dental and vision services within clinics
  • Develop written and standardize; policies, procedures and processes maximizing quality and efficiency
  • Review, audit fee schedules and assist in insurance negotiations for network acceptance
  • Ensure compliance of ADA, OSHA, D.O.T, CLIA, COLA, and HIPAA in clinics to ensure safety/ privacy and Joint Commission readiness
  • Lead projects and initiatives across multiple divisions and interacting with various departments within health system
  • Established positive and effective communication among unit staff and organization leadership, reducing miscommunications and missed deadlines.
  • Identified and resolved unauthorized, unsafe or ineffective practices.

Healthcare Business Analyst Consultant

Freelance / Self Employed
, USA
05.2013 - 11.2015
  • Consultant specializing in all aspects of healthcare, dental, and professional business operations, including daily oversight of front desk and business office operations, workflow, acquisitions, new office set-up, transitioning and expansions
  • Assist and compile project information for building designs and construction for dental and healthcare facilities
  • Control vendor documents and build relationships with suppliers, contractors ensure process of project completion
  • Maintain control of contracts to ensure bids, projects, schedules, and inspections are executed without delay
  • Review, track and report on key business performance measures; AR, P&L, including monthly gross charges, revenue and expenses, number of visits, number of clinic days, individual provider productivity statistics, overall business revenue per day, and collection practices
  • Human Resources: Process payroll, oversee and evaluate processes; to include hiring, termination, performance management, and development, work allocation, and problem resolution Perform job descriptive training; supervisory instruction to staff and employers
  • Directly manage business and administrative support staff while ensuring responsibilities and duties of all personnel to ensure efficiency and profitability
  • Review insurance fee schedules: negotiate present plans and seek participation in new plans to provide patient growth and profitability in competitive market
  • PROJECT MGMT: Develop marketing strategy, sales, product development, and research to initiate all marketing and social media campaigns
  • Manage all aspects of branding, including participation in development of outreach strategies to increase client volume and recommendation/recruitment of additional staff meeting increases in demand for care / services
  • Assure satisfactory customer service and protocol and resolve conflicts or complaints
  • Execute all office and company protocols while initiating full analytical characteristics of business operations to determine best practices
  • Administer and coordinate all day to day practice and executive activities, coach and directs managers, leads on best practices regarding management of reports, monthly metrics review for team members, budget management - expenditures, labor, revenue generation
  • Oversee client care, ensuring compliance with all applicable regulations, policies, and business standards
  • Oversee all business / medical, and other supplies and track expenditures to create streamline budget
  • Manage all facilities and resources to ensure business compliance with all safety, environmental, and infection control procedures and protocols; coordinates processes related to clinical or business industry accreditation and quality management of services
  • Review and assess building maintenance and contracts
  • Develop recordkeeping procedures and manage appropriate department records in accordance with applicable new and improved regulations, polices, and standards
  • Provide development of operating goals and budget objectives for business; recommend, implement, and administer strategies and action steps to enhance operations and ensure financial and productivity goals are met
  • Promote coordination of daily huddles and regular staff meetings to provide partnership with administrative leadership, which included feedback on departmental performance in meeting financial, strategic and productivity.
  • Worked one-on-one with clients to improve production and collection revenue.
  • Surveyed clients to ascertain requirements and expectations for healthcare services and and patient needs.
  • Saved $32,700 -107,800 by implementing cost-saving initiatives that addressed long-standing problems
  • Collaborated with team members to achieve target results
  • Carried out day-to-day duties accurately and efficiently
  • Developed team communications and information for meetings
  • Participated in continuous improvement by generating suggestions, engaging in problem-solving activities to support teamwork
  • Worked within applicable standards, policies and regulatory guidelines to promote safe working environment

Director of Operations /Practice Administrator

Assoc. In Perio & Endo / TMJ & Sleep Therapy Cntr
Flower Mound, TX
01.2005 - 01.2014
  • Directed specialty operations and business relations working with over 500 referring dentists within Dallas / Fort Worth, Austin, and Oklahoma regions
  • Responsible for all human resource functions including; recruitment, termination, training, supervising and support
  • Accounting: payroll, employee benefits, and retirement information for third party vendor
  • Budget and forecast
  • Handled all cash and bank deposits on daily basis
  • Track and monitor all AP/ AR including P & L, insurance billing: reimbursements, discounts, claims
  • Oversaw building maintenance and contracts
  • Responsible for renews and negotiations
  • Credentialing: Insurances plans, fee schedule negotiations, new enrollment, doctor, employee; state and local
  • Maintained and exceeded best patient relations and customer service within highly competitive market
  • Transcribed policy and procedures
  • Created employee handbook
  • Composed scripting to assist all clinical and non-clinical staff members with verbal skills
  • Creatively responsible for marketing campaigns, special events and charity promotions
  • Ensured HIPAA guidelines, OSHA, D.O.T., ADA, and CDC, requirements for compliance with other state and federal laws
  • Conducted staff and dentist meetings, managed dentist agendas
  • Communicated with specialists, clinical team, patients and business employees to identify and resolve healthcare needs.
  • Represented office during board and community meetings, delivering supporting information and announcing new facility programs and initiatives.
  • Developed and updated department goals and achievements throughout fiscal year.
  • Monitored and notified senior management on expenditures and plans concerning budget and fiscal matters.
  • Managed and recorded facility maintenance and upkeep budget.
  • Remained educated on emerging healthcare technologies and wrote proposals for possible purchases of new equipment to stay at forefront of innovation.
  • Recruited, hired and trained all staff, providing direct supervision, ongoing staff development and continuing education to employees.
  • Developed and updated policies and procedures, maintaining compliance with statutory, regulatory and local, state and federal guidelines relating to HIPAA, benefits administration and general liability.
  • Conducted routine facility inspections, identifying areas needing improvement and eliminating hazards posed to staff and residents for continued compliance with associated regulations.
  • Direct day-to-day administrative and operational functions for 8-operatory in two location facilities, providing guidance and leadership to over 24 employees across more than 5 departments.
  • Managed application processes for facility certifications with CEU education programs.
  • Collaborated with national and international organizations to leverage industry connections.
  • Implemented procedures necessary for compounding, mixing, packaging and labeling.
  • Redesigned workflow processes for patient access and back-office, resulting in reduction of staffing costs by 48% system-wide.
  • Devised and introduced initiatives and projects to maintain or improve existing facilities, allowing for maximization of capital component rate.
  • Communicated with doctors, nurses, patients and other employees to identify and resolve healthcare needs.
  • Maintained up-to-date information in electronic medical records software.
  • Kept up-to-date with industry trends and identified areas of opportunity to drive improvements
  • Defined, implemented and revised operational policies and guidelines
  • Oversaw day-to-day production activities in accordance with business objectives
  • Achieved team goals through formalized training plans, coaching and performance management
  • Led change and transformation across business areas to deliver benefits and align company resources
  • Delegated 13 daily tasks to employees, streamlining daily progress and efficiency
  • Directed management meetings to enhance collaboration and maintain culture based on trust and group problem-solving

Co-Owner / Wine Enthusiast / Caterer

A Taste of the Northwest, Inc
Sanger, TX
01.2001 - 12.2013
  • Operated wine boutique and tasting room with catering services
  • Prepared all tastings & events food items for consumption
  • Created and Managed website and online sales
  • Supplied and purchased boutique wines building relations with winemakers
  • Interact in friendly, enthusiastic, energetic, and outgoing manner with clients, and consumers
  • Assess customers' needs and interests to best recommend products
  • Generate wine awareness by educating consumer on products to increase sales
  • Aligned branding initiatives and sales strategies with client goals.
  • Spearheaded revenue growth through sales, new and enhanced product development and new market penetration.
  • Organized event productions and oversaw corporate meetings, fundraising events, performances and festivals.
  • Set up wine tastings to bring in business and promote special offerings.
  • Managed cellar and beverage storage maintenance to prevent inventory spoilage.
  • Incorporated guest and management feedback to deliver unparalleled service and consistently hit profit targets.
  • Inventoried bar supplies regularly to quickly identify supply shortages and detect problems such as theft.
  • Traveled to vineyards around world to discover obscure vintages and varieties and better understand global winemaking process.
  • Stocked merchandise, clearly labeling items, and arranging according to size or color.
  • Informed customers of current store promotions to encourage additional sales purchases.
  • Created inviting environment for customers by maintaining store organization and cleanliness.
  • Represented establishment professionally with guests and earned consistent repeat and referral business.
  • Served alcoholic and non-alcoholic beverages in bar environment.
  • Maintained customer satisfaction with timely table check-ins to assess food and beverage needs.
  • Handled catering scheduling, ordered food and planned events.
  • Set and enforced performance and service standards to keep consistent, high-quality environment devoted to customer satisfaction.
  • Met with clients to outline desired goals and prepared quotes for overall catering costs.
  • Designed catering packages to increase sales and customer experience.
  • Enhanced sales by promoting wine products and assisting with creative menu selections.
  • Provided exceptional customer service to customers, increasing customer loyalty 98 %
  • Streamlined all operations and budgeted effectively to decrease spending 32%

Executive Assistant to Chief Executive Officer

Magnum Materials. LLC
Dallas , Texas
02.2001 - 12.2004
  • Managed and maintained human resource duties for 10 employees
  • Performed all AP/AR responsibilities, executed guidelines for collections and sustain over 200 business accounts
  • Implemented and improved accounting procedures
  • Initiated marketing concepts for new business clients
  • Maintain OSHA and state requirements for industry compliance
  • Managed complex calendar scheduling with focus on proper allocation of executive availability.
  • Prepared meeting agendas and briefing papers for members of board of directors and executive team.
  • Produced accurate office files, updated spreadsheets and crafted presentations to support executives and boost team productivity.
  • Created expense reports, budgets and filing systems for management team
  • Updated executives on changing business needs by thoroughly documenting internal and client meetings

Data Entry Lead/Administrative Office Coordinator

Cancer Specialists of South TX
Corpus Christi, TX
03.1996 - 12.2000
  • Advocated for patients by communicating care preferences to practitioners, verifying interventions met treatment goals and identifying insurance coverage limitations.
  • Oversaw delivery of care for patients on medical-oncology unit, providing assistant direct care, delegating nursing assignments, and supervising team comprised of nurses, LPNs, technicians and unit clerks.
  • Completed initial examinations and intake questions for each appointment.
  • Recorded costs accurately and explained any additional fees to guests.
  • Processed cancellations, changes or special requests promptly.
  • Performed support assistance to Office Manager in functions of HR, Payroll, and accounting
  • Maintained daily agendas for 4 out of 7 Oncologists
  • Established new protocols for data sourcing, entry and updating protocols for 33 employees to follow

Medical Assistant/Business Office Coordinator

Dr . Paul Rhoades
Corpus Christi, TX
08.1993 - 02.1996
  • Promoted office efficiency, coordinating charts, completing insurance forms and helping patients with diverse needs.
  • Performed clerical duties, such as word processing, data entry, answering phones and filing.
  • Assisted with routine checks and diagnostic testing by collecting and processing specimens.
  • Supported duties for diagnostic and technical treatment procedures, such as setting up and operating special medical equipment and apparatus.
  • Arranged surgeries with surgical center, confirming times with patients and preparing admission and consent forms.
  • Kept medical supplies in sufficient stock by monitoring levels and submitting replenishment orders before depleted.

Education

Associates of Arts - Business Administration

Liberty University
Lynchburg, VA

Course Work Completed - Nursing Administration

University Mary Hardin Baylor
Belton, TX

Course Work Completed - Business Administration

Texas A & I University
Kingsville, TX

High School Diploma -

Robstown High School
Robstown, TX

Skills

  • Marketing and Advertising
  • Promotional Events
  • SEO Strategy and Execution
  • Microsoft Office
  • Conflict Resolution
  • Complaint Resolution
  • Corporate Communication
  • Customer Retention Strategies
  • Social Media Campaigns
  • Database Management
  • Brand Development
  • Reputation Management
  • Medical Procedure Preparation
  • Medical Supply Management
  • Infection Control Process Coordination
  • Healthcare Personnel Supervision
  • Direct Patient Care
  • Employee Training Program
  • Financial Reporting Coordination
  • Data Analysis
  • Operating Plans Development
  • Budget Development
  • Operational Records Maintenance
  • Expenditure Authorization
  • Risk Management
  • Policy and Program Development
  • Process Implementation
  • Employee Performance Evaluations
  • Budget Planning
  • Critical Thinking
  • Profitability Strategies
  • Organizational Goal Development
  • Risk Mitigation
  • Health Information Systems
  • Medicare Compliance
  • Medical Programs Implementation
  • Patient Advocacy
  • Performance Monitoring
  • Clinical Quality Program Standards
  • Nursing Operations Management
  • Human Resources Management
  • Compliance Advisory
  • HIPAA Guidelines
  • Quality Assurance Controls
  • Codes Compliance
  • Diagnostic Services Monitoring
  • Emergency Readiness
  • Clinical Staff Management
  • Facility Inspections
  • Accreditation Coordination
  • Research management
  • G-Suite
  • Supplier Tracking
  • Epic Systems
  • Human Resources Oversight
  • Problem Anticipation and Resolution
  • Recruitment and Hiring
  • Payroll Administration and Timekeeping
  • Waste Management and Reduction
  • Deadline Management
  • Team Leadership
  • Performance Assessment
  • Policy Development and Enforcement
  • Cost Reduction
  • Customer Relations
  • Decision Making
  • Budget Control
  • Business Leadership
  • Records Organization and Management
  • Financial Statement Review
  • Supplier Monitoring
  • Calendar Management
  • Relationship building and rapport
  • Financial operations
  • Order management
  • Prospect targeting
  • Corporate budgeting
  • Customer satisfaction
  • Goals and performance
  • Territory Management
  • Operations
  • Vendor management
  • Marketing
  • Staff Management
  • Excellent listening skills
  • Policies and procedures
  • Strategic planning
  • Coaching and mentoring

Certification

  • Certified - D.O.T Compliance (2015)
  • Certified Occupational - OSHA (2010)
  • Compliant - HIPAA (2008)
  • Certified - Senior Professional Human Resources, SPHR (2008)
  • American Association of Dental Office Managers, AADOM (2006)
  • Certified Medical Manager, CMM (2002)
  • Certified Administrative Assistant, CAP(1998)
  • Certified Medical Assistant, CMA (1995 - 2010)
  • BLS Certification, CPR & AED (since 1986)

Areas of Expertise: Professional Assessments (2021)

  • Office Manager & Training - Scheduling and budgeting (Proficient)
  • Supervisory / Interpersonal Skills (Proficient)
  • Customer Focus & Orientation (Proficient)
  • Management & Leadership Skills: Impact & Influence (Proficient)
  • Supervisory Skill: Motivating & Assessing Employees (Highly Proficient)
  • Sales: Influence & Negotiation (Proficient)
  • Management & Leadership Skills: Planning & Execution (Proficient)
  • Work Style: Conscientiousness (Proficient)
  • General Management: Hospitality (Proficient)
  • Accounting / Bookkeeping (Proficient)
  • Customer Service (Highly Proficient)
  • Work Motivation (Proficient)
  • Verbal Communication (Highly Proficient)

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote

There is a powerful driving force inside every human being that, once unleashed, can make any vision, dream, or desire a reality.
Tony Robbins

Timeline

Business Development Executive

Freelance / Self Employed
02.2018 - Current

Manager of Operations

Children's Medical Center
11.2015 - 01.2018

Healthcare Business Analyst Consultant

Freelance / Self Employed
05.2013 - 11.2015

Director of Operations /Practice Administrator

Assoc. In Perio & Endo / TMJ & Sleep Therapy Cntr
01.2005 - 01.2014

Executive Assistant to Chief Executive Officer

Magnum Materials. LLC
02.2001 - 12.2004

Co-Owner / Wine Enthusiast / Caterer

A Taste of the Northwest, Inc
01.2001 - 12.2013

Data Entry Lead/Administrative Office Coordinator

Cancer Specialists of South TX
03.1996 - 12.2000

Medical Assistant/Business Office Coordinator

Dr . Paul Rhoades
08.1993 - 02.1996

Associates of Arts - Business Administration

Liberty University

Course Work Completed - Nursing Administration

University Mary Hardin Baylor

Course Work Completed - Business Administration

Texas A & I University

High School Diploma -

Robstown High School
Karen L. Shanklin