Operational Excellence and Systems Manager with 15 years of leadership experience in process improvement and systems optimization. Expertise in NetSuite ERP, process standardization, SOP development, and project management. Recognized for developing scalable solutions and leading initiatives that align technology with business objectives, enhancing efficiency and customer satisfaction.
Overview
19
19
years of professional experience
1
1
Certificate
Work History
Operational Excellence & Systems Manager
Homestyle Direct LLC
Twin Falls, ID
02.2026 - Current
Led cross-functional initiatives in operational excellence by standardizing and optimizing business processes across various departments.
Served as subject matter expert for NetSuite, ShipStation, Integrator.io, and Warehouse Management System (WMS) workflows.
Identified process gaps and automation opportunities while developing scalable solutions to enhance operational performance.
Created and maintained standardized operating procedures (SOPs), work instructions, process maps, and training materials.
Partnered with department leaders to drive best practices and ensure compliance across multiple facilities.
Collaborated on system optimization initiatives to enhance ERP functionality and data accuracy.
Facilitated training programs and change management efforts for successful implementation of new systems.
Monitored KPIs and operational effectiveness using data analysis to support continuous improvement.
Order Logistics Manager
Homestyle Direct LLC
Twin Falls, ID
06.2024 - 02.2026
Provide oversight, direction, and leadership to the team conducting label printing and logistics management through FedEx.
Establish clear processes between order entry and order fulfillment to ensure member orders are processed efficiently and accurately.
Develop an organizational strategy to align orders with the picking schedule and line-haul arrival.
Coordinating “special orders,” including sample boxes for case managers or other partners.
Helping Inventory Manager coordinate finished good inventory counts and establish best practices for efficiently cycling through old inventory during menu changes.
Helping Inventory Manager to coordinate the management of finished goods inventory in Twin Falls, ID and Lewisburg, TN. This includes coordinating shipments from Twin Falls, ID and Lewisburg, TN and proactively conducting demand planning to estimate both locations' inventory needs.
Coordinating member order cut-off for the enterprise in a way that meets the needs of all departments.
Align workflows between order entry, label printing and shipping.
Office Manager, Order Entry Manager & QA
Homestyle Direct LLC
Twin Falls, ID
03.2022 - 06.2024
Audit and approve orders weekly, servicing over 19,000 members monthly
Manage Order Team
Conduct performance evaluations
Office coordination including ordering supplies
Complete state and agency audits and quality reviews
Assist managers with hiring, annual reviews and other needs
Identify process improvement opportunities to enhance operational effectiveness and improve team productivity, resulting in reduction in labor costs.
Coordinate with cross-functional teams to identify process gaps and develop solutions within a growing organization
Spearheaded new initiatives to better control the influx of growth via automated processes
Proven ability to successfully lead and deliver projects on time and within budget, utilizing effective project management methodologies and communication skills.
Assist with company wide Policy & Procedures.
Customer Service Manager
Homestyle Direct LLC
09.2017 - 03.2022
Manage day-to-day activities
Prioritizing and making assessments within existing processes and procedures
Hiring for department agents
Handle escalated calls
Update Customer Service department Policy & Procedures
Strategically plan for department growth while keeping up to date with industry changes.
Reviewed customer feedback and complaints to identify areas of improvement in customer service processes.
Monitored staff performance to ensure adherence to customer service standards.
Office Manager
Children's Dentistry of Twin Falls
Twin Falls, ID
10.2011 - 09.2017
Serve as main office receptionist, including answering phones, replying to general email inquiries, and greeting patients on arrival
Respect and maintain patient privacy ensuring compliance with HIPAA
Patient scheduling for two dental physicians and hygienists
Collect and post fees
End of day reconciliation and bank deposits
Ensure office maintains in excellent rapport with other dental & medical providers
Communicate directly to owner positive and negative feedback
Conduct monthly office meetings with staff
Oversee staff, including participating in the hiring process.
Medical Receptionist
St. Lukes Magic Valley Regional Medical Center
Twin Falls, ID
02.2007 - 10.2011
Field phone inquiries for new and existing patients, conduct new patient orientations, and manage electronic medical records.
Conducted patient scheduling, registration, and data entry, updated health records, and ensured compliance with HIPAA.
Documented all information according to hospital standards.
Maintained patient records, performing regular reviews to ensure utmost accuracy.
Coordinated scheduling appointments for 20 total family practice physicians, pediatricians and other mid-level clinicians.
Developed an excellent professional relationship with the clinicians, nursing staff and others.
Manage patient intake and discharge documentation, oversee billing and insurance verification, communicate with insurance companies, and create payment plans with patients to reduce past due accounts.
Secure the building at the close of each working day
Education
Medical Terminology -
College of Southern Idaho
Skills
Microsoft 365 and Oracle NetSuite
Organizational skills
Problem solving
Bilingual (Spanish and English)
Strategic planning and conflict resolution
Standard operating procedures
Workflow management
Cross-functional collaboration
Quality assurance
Operating systems expertise
Value stream mapping
Root cause analysis
Lean manufacturing
Logistics management
Customer service management
Timeline
Operational Excellence & Systems Manager
Homestyle Direct LLC
02.2026 - Current
Order Logistics Manager
Homestyle Direct LLC
06.2024 - 02.2026
Office Manager, Order Entry Manager & QA
Homestyle Direct LLC
03.2022 - 06.2024
Customer Service Manager
Homestyle Direct LLC
09.2017 - 03.2022
Office Manager
Children's Dentistry of Twin Falls
10.2011 - 09.2017
Medical Receptionist
St. Lukes Magic Valley Regional Medical Center
02.2007 - 10.2011
Medical Terminology -
College of Southern Idaho
Certification
AIGPE™ Certified Process Mapping Specialist
Lean 1+2+3: Lean Fundamentals Problem Solving and Advanced Tools