Summary
Overview
Work History
Education
Skills
Personal Information
EXECUTIVE LEADERSHIP & CORE COMPETENCIES
COMMUNITY LEADERSHIP
Timeline
Generic

MICHAEL REGGIO

Omaha,NE

Summary

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

Dana College
MICHAEL REGGIO