Senior business leader with extensive experience in sales operations and strategic planning. Demonstrates a strong track record in executing complex business priorities that drive revenue growth and enhance organizational effectiveness through team leadership and strategic decision-making.
Overview
41
41
years of professional experience
Work History
Director, Sales Operations & Enablement
Inspira Financial (formerly PayFlex)
11.2018 - 08.2026
Lead Sales Enablement team of 4 and develop integrated content, training, and coaching programs designed to increase sales productivity and results.
Led sales operations RFP/RFP and GTM organization of 10: directed complex proposal strategy, coordinated subject-matter experts, and strengthened response quality through disciplined Salesforce CRM practices.
Led Strategic Deal Reviews and provide executive/C-level governance for strategic and complex new business and upsell opportunities, improving decision quality, streamlining approvals, and strengthening competitive positioning.
Partner with Sales leadership to define go-to-market strategy and lead pricing and profitability analysis across Inspiras Consumer Directed Benefits portfolio, supporting disciplined commercial decisions.
Owned competitive intelligence and territory marketing planning, providing Board-level analysis of product penetration, adoption, market segmentation, and demographics to inform growth strategy.
Established Inspiras Sales Onboarding program, creating a structured 90-day framework with milestones to accelerate new Sales Executive readiness and effectiveness.
Directed sales pipeline and revenue target management, managing pipelines up to $60M against annual sales targets of $15M.
Develop sales compensation plans and conduct Sales Incentive Compensation audits to support alignment, accuracy, and effective sales performance management.
Director, Strategic Planning
PayFlex Systems USA, Inc.
08.2016 - 11.2018
Facilitated enterprise and business-unit strategic planning across Account Management, Sales, and Sales Operations, translating priorities into actionable business plans that align with organizational goals.
Led Data Analytics and Strategic Initiatives team, providing recurring analysis of product penetration and customer segmentation by client and geography to support strategic decisions.
Partnered with Audit, Compliance, Marketing, Product, Finance, and Aetna Service Pricing teams to execute cross-functional strategic initiatives.
Managed integration of PayFlex product suite into CVS Health's Omnichannel Delivery Strategy, enhancing customer experience and identifying critical customer journey touchpoints.
Created a Book of Business Profitability Model covering Reimbursement, HSA, COBRA, and Direct Bill product lines to improve visibility into client-level economics.
Developed business development plans and territory strategies designed to build sales momentum and improve market opportunity execution.
Managed sales reporting and built a weekly pipeline forecasting tool used to project revenue, membership growth, and retention savings prior to Salesforce.com adoption.
Partnered with consulting group to develop Account Management Capacity Model, aligning Single Point of Contact by geography and product suite to optimize resource allocation.
Director, Billing & Revenue Assurance
PayFlex Systems USA, Inc.
01.2015 - 07.2016
Directed monthly client and carrier premium remittance and reconciliation exceeding $10M per month.
Managed reimbursement, HSA, and COBRA/direct bill client invoicing administration and transfer pricing, ensuring accurate processing for over $125M in annual revenue.
Developed and implemented a recovery process for custodial cash owed by clients and carriers, addressing negative custodial receivables.
Directed new business deployment and collaborated with Account Managers on forecasting and feasibility reviews for new and existing opportunities.
Supervised a team of over 30 employees, ensuring effective workflow and productivity..
Senior Manager, Operations
PayFlex Systems USA, Inc.
02.2010 - 01.2015
Managed COBRA/Direct Bill client invoicing across multiple platforms, supervising a team of 30+ to maintain service delivery.
Led conversion of multiple COBRA and Direct Bill administration platforms into a single proprietary platform, enhancing operational consistency and streamlining processes.
Oversaw reconciliation of premium remittances across multiple systems, ensuring accuracy before monthly remittance to clients and carriers.
New Business Senior Manager
WoodmenLife
01.2007 - 01.2010
Led intake and output of new business across Life, Health, and Annuity products, coordinating with Field Force, Underwriting, Actuary, and Legal on in-force illustrations to ensure compliance and accuracy.
Led strategic planning initiatives to align organizational goals with market trends.
Managed cross-functional teams to enhance collaboration and drive project success.
Developed training programs to improve staff performance and operational efficiency.
Chaired Special Investigations Unit, overseeing a staff of 25+ to enhance fraud detection and investigation processes.
Senior Manager, Claims
WoodmenLife
01.1995 - 01.2007
Led claims operations for health, disability, long-term care, and waiver of premium; co-signed life claims of $250K and above to ensure compliance and accuracy.
Contributed to long-term care product development; chaired Special Investigations Unit and managed team of 20+ to enhance claims processing and fraud prevention.
Oversaw compliance with regulatory standards and internal policies across operations.
Managed budgeting processes and financial planning for multiple business units.
Led cross-functional teams to develop strategic initiatives for organizational growth.
Senior Underwriter / Manager
WoodmenLife
01.1986 - 01.1995
Underwrote life and health risks with management approval authority up to $1.5M; trained new hires on risk selection and led a team of 10.
Developed underwriting guidelines to support consistent decision-making.
Analyzed risk factors to determine appropriate coverage levels.
Evaluated insurance applications for accuracy and completeness.
Education
Leadership Development
University of Nebraska At Omaha
Omaha, NE
01-2000
B.S. - Business Administration, Economics & Finance
Dana College
Blair, NE
01-1986
Skills
Sales process optimization
Sales team development
Compensation modeling
Revenue forecasting
Strategic planning
Market strategy
Financial reporting
Budgeting
Data analysis
Operational efficiency
Salesforce CRM
Excel
PowerPoint
Word
Go-to-market strategy
Team leadership
Coaching and mentoring
Change management
Personal Information
Title: DIRECTOR / VP-LEVEL BUSINESS LEADER
EXECUTIVE LEADERSHIP & CORE COMPETENCIES
Strategic Planning & Execution
Go-to-Market Strategy
Sales Operations & Enablement
Pricing & Profitability
Strategic Deal Governance
RFP / RFI Leadership
Pipeline & Revenue Management
Business Development
Competitive Intelligence
Data & Analytics
Revenue Assurance
Operational Transformation
COMMUNITY LEADERSHIP
Tournament Director, Battle of Omaha | 06/2010 Present
Instructor, Ultimate Baseball Academy Nebraska | 09/2014 Present
Assistant Coach, Varsity Baseball, Westside High School | 06/2025 Present
Assistant Coach, Varsity Baseball, Bellevue West High School | 09/2014 05/2025
Timeline
Director, Sales Operations & Enablement
Inspira Financial (formerly PayFlex)
11.2018 - 08.2026
Director, Strategic Planning
PayFlex Systems USA, Inc.
08.2016 - 11.2018
Director, Billing & Revenue Assurance
PayFlex Systems USA, Inc.
01.2015 - 07.2016
Senior Manager, Operations
PayFlex Systems USA, Inc.
02.2010 - 01.2015
New Business Senior Manager
WoodmenLife
01.2007 - 01.2010
Senior Manager, Claims
WoodmenLife
01.1995 - 01.2007
Senior Underwriter / Manager
WoodmenLife
01.1986 - 01.1995
Leadership Development
University of Nebraska At Omaha
B.S. - Business Administration, Economics & Finance