Experienced with regional operations management, ensuring seamless execution across various locations. Utilizes strategic planning and operational oversight to drive efficiencies and meet organizational goals. Knowledge of team leadership and process optimization, creating positive impact on overall performance.
Overview
6
6
years of professional experience
Work History
Client Onboarding Manager
Moxie
08.2023 - Current
Account manager for onboarding RNs, MDs, NPs & PAs (Managing anywhere from 15-25 providers at a time)
Direct point of contact for each project in which I provide legal guidance (not advice), Moxie Suite set up (EMR), Pharma account set up, Standing orders/SOPS, MD onboarding and signing medical director to practice, insurance evaluation, website set up, etc
Provided guidance and support to managers regarding new hire integration, performance management, and development plans.
Specialty projects include Medline & Liquavida partnership, state compliance rollout, onboarding advanced provider implementation, training new onboarding managers, and CA provider PC migration.
Conducted thorough needs assessments to identify gaps in existing onboarding resources, leading to improvements in content and delivery methods.
CSTAT Score: 4.9 out of 5
Regional Director of Operations
Profile Plan LLC. - Corporate
06.2022 - 08.2023
Manage 9 weight management centers, 2 nationwide virtual platforms and the Profile Customer Service Center
Currently overseeing 50-60 coaches, 12 managers and a customer service team
Running an 8.7-million-dollar budget for 2023 with a 9.3-million-dollar projection
Standardized operational procedures across all regional locations to ensure consistency in quality and performance.
Oversee budgeting, P&L statements, financial goals, and sales targets
Reduced expenditures for the region through cost analysis and effective budget management.
Hiring and Performance Evaluations - Quarterly
Collaborate with other senior managers on best practices and center efficiency
Enhanced employee satisfaction with targeted training programs and professional development opportunities.
Projects: New ticketing service for customer service center, revamp leadership training courses, implement new staffing module, coach incentive/productivity plan- cost reduction, revamp business plan buildout and 2023 KPI trackers.
Regional Manager
MSP Wellness LLC.- Largest Franchise Owner
04.2021 - 05.2022
Manage 14 weight management centers & staff
Strategic growth primarily focused on underperforming locations and increasing overall profitability
Recruit, hire and train new managers for a given area
Monitor overall sales, progress, and implement new SOP's
Minimize costs through controlled labor practices and scheduling
Collaborate with other senior managers on best practices and center efficiency
Ensuring quality, increased sales and profitability in territory
Mentored and developed high-potential employees for leadership roles through individualized career development plans and opportunities for growth.
Center Operations Manager
Profile by Sanford
06.2019 - 09.2020
Manage 1 weight management center and staff
Certified Profile Health Coach
Oversee operations of the center which includes staffing, scheduling, inventory management and managing a P&L statement
Leading and conducting orientation presentations on a regular basis
New member consultation(s) and onboarding
Introducing and effectively encouraging prospects to attend orientation
Tracking program effectiveness includes retention of members, weight loss averages, reduction in medical issues, and revenue analysis
Assisting with providing program development, staff education and best practices
Providing leadership and mentoring Profile Coaches which entails, but isn't limited to, clinical needs in training, organizing, upselling profile products, standardizing, and optimizing of workflows relative to delivery of care to the Profile Members.
Franchise Development Director
Home Well Senior Care Corporate Office
04.2018 - 06.2019
Report directly to the Chief Executive Officer and Chief Financial Officer
Responsible for franchise sales, sales development, lead generation, and management of the pipeline (potential prospects)
Point of contact for all potential franchise prospects
Accountable for representing and educating potential candidates on the HomeWell Senior Care Brand
Guild prospects through development process including approvals, financing, and operations
Record and update conversation history, progress, and documentation in CRM and other company databases
Interview, vet, and present candidates to our internal selection committee to include majority shareholder
Assist with establishing and opening new locations
Franchise services and onboarding experience.
Education
MBA - Healthcare Management -
Florida Institute of Technology
Bachelors in Business Administration and Healthcare Management -
Florida Institute of Technology
Skills
Operational Efficiency
Data-driven decision-making
Strategic planning and execution
Coaching and Mentoring
Project Management
Team direction
Process Improvement
References
References available upon request.
Timeline
Client Onboarding Manager
Moxie
08.2023 - Current
Regional Director of Operations
Profile Plan LLC. - Corporate
06.2022 - 08.2023
Regional Manager
MSP Wellness LLC.- Largest Franchise Owner
04.2021 - 05.2022
Center Operations Manager
Profile by Sanford
06.2019 - 09.2020
Franchise Development Director
Home Well Senior Care Corporate Office
04.2018 - 06.2019
Bachelors in Business Administration and Healthcare Management -
Director, Operations & Client Service at Financial Moxie Inc. & Divorce MoxieDirector, Operations & Client Service at Financial Moxie Inc. & Divorce Moxie