Senior Implementation Manager at HealthEquity with hands-on experience guiding complex benefit implementations from start to finish. Known for collaborating closely with cross-functional partners, staying detail-focused, and supporting clients through every stage of onboarding. Brings a strong understanding of HealthEquity’s products, processes, and compliance needs, along with a genuine desire to support teammates and improve how work gets done. Actively seeking continued growth within HealthEquity through expanded responsibility, mentorship, and contributions that strengthen both the client and teammates experience.
Work History
Streamlined Senior Implementation Manager
3 Years 6 Months
HealthEquity | 05.2023 - Current
Manage multiple concurrent employer benefit implementations (FSA, HSA, HRA, COBRA, Commuter) from kickoff through successful go-live.
Act as the primary point of contact for clients and brokers, setting expectations, tracking milestones, and ensuring timelines are met.
Partner cross-functionally with Sales, Compliance, EDI, Payroll, and Client Services to validate plan design, eligibility rules, funding models, and enrollment readiness.
Monitor project risks, client responsiveness, and outstanding items, escalating as needed to prevent delays or cancellations.
Deliver client education through portal walkthroughs, training calls, and written resources to support a smooth transition to ongoing administration.
Provide guidance and mentoring to teammates by sharing best practices, answering process questions, and supporting knowledge transfer across the implementation team.
Esthetician
1 Year 2 Months
Bliss Salon & Spa | 03.2022 - 05.2023
Sterilized equipment for patient treatments.
Assessed condition of clients' skin in order to make recommendations to improve skin quality.
Fostered friendly, warm and exceptional customer experience.
Analyzed skin condition and made appropriate product recommendations.
Resolved customer complaints and facilitated conflict resolutions.
Carried out product inventory checks, charting and consultations.
Performed over 40 facials, chemical peels and waxing procedures per week.
Accounts Receivable/Billing Specialist
3 Years 9 Months
Grandvue Medical Care Facility | 10.2017 - 07.2021
Supervise over 110 Resident billing accounts
Submit reimbursement requests to Medicare and Medicaid Process monthly
Bill insurance claims for private and employer insurance reimbursement
Build relationships and work with families to develop self-pay arrangements and payment plans
Handle patient inquiries and answer questions from clerical staff and insurance companies
Process and follow up on payer denials
Identify and resolve patient billing issues
Human Resource Assistant
1 Year
Grandvue Medical Care Facility | 10.2016 - 10.2017
Accept employment applications and verify information such as background checks and reference checks
Maintain the upmost confidentiality and relationships with Employees
Perform and complete new hire orientation; confirming physicals, drug screens and fingerprinting are completed; file previous applications
Compile and update employee records (hard and soft copies)
Process criminal background checks for volunteers, contractors
Document and maintain incident reports with MIOSHA protocol
Accounts Payable Clerk/ Receivables
5 Years 8 Months
Classic Instruments, Inc | 02.2011 - 10.2016
Process account receivables/payable transactions, dues and payments
Daily financial journal entry and record keeping Process all credit card payments and deposits daily
Answer multiple line telephone system
Preparing sales invoices & the upkeep of an accurate account filing system
Reconcile all company credit card statements monthly
Education
- Esthetics
Kirtland Community College | Grayling, MI | 12-2021
High School Diploma
Boyne Falls Public School | Boyne Falls, MI | 06-2007
Skills
Client Relations
Results-oriented
Professional Demeanor
Project Management
Knowledge of RA and COBRA products
Ability to thrive in a team environment and independently