Summary
Overview
Work History
Education
Skills
Timeline
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Samuel Egan

Round Rock,TX

Summary

Successful customer experience professional and problem solver who thrives in quick-paced and innovative environment. Highly organized with a proven track record of successful clinical and technical implementations, focused on achieving the project’s scope and desired customer results.

Overview

6
6
years of professional experience

Work History

Associate Client Success Manager

Iodine Software
Austin, Texas
10.2022 - Current
  • Lead and managed the clinical and technical aspects of three successful Iodine net-new client implementations and seven product or location implementations for existing Iodine clients
  • Set technical milestones with Iodine IMs and acted as moderator between IMs and key stakeholders to make timely decisions to achieve set milestones and mitigate Go-Live risk
  • Represented Iodine as the primary contact for 11 Iodine clients and was responsible for the client’s utilization and adoption of Iodine AwareCDI suite and reporting
  • Developed long standing relationships with key client stakeholders to ensure satisfaction with new implementations and product usage
  • Worked alongside Iodine IM and IPMs to coordinate the clinical and technical objectives, schedules and milestones in an effort to remove competing dependencies and keeping a consistent team delivery velocity.

Assistant Director

University of Puget Sound
Tacoma, Washington
04.2019 - 09.2022
  • Lead 12 regional alumni programs in coordinating 40 in-person and virtual donor stewardship events
  • Managed event budgets, marketing assets, event preparation and event metrics
  • Managed the scope, marketing campaign and launch of the alumni mentorship program while balancing capacity and resources to ensure on time and on budget execution.
  • Identified a failure in metric reporting and spearheaded a new metric reporting process providing regular status updates to the division.

Campaign Specialist

Leukemia and Lymphoma Society
Seattle, WA
05.2018 - 03.2019
  • Primary liaison to volunteer team captains for fundraising teams with goals between $1,000 and $25,000 as part of the $3.1 million campaign goal
  • Managed logistics scope and execution of event-required deliverables including marketing assets, vendor management, budget reports, and event day staff coordination within a $200K budget.

Education

Graduate Certificate in Nonprofit Management -

University of Oregon
Eugene, Oregon

Bachelor of Arts in Business -

University of Puget Sound
Tacoma, Washington

Project Management Professional -

Project Management Institute
Newtown, Pennsylvania

Skills

  • Implementation Project Management
  • Relationship Building
  • Risk Mitigation
  • Documentation/Tracking Reports
  • Stakeholder Communication
  • Healthcare SaaS Experience
  • Software Implementation
  • Project Planning

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PLATFORM EXPERIENCE

  • JIRA
  • Confluence
  • Gainsight
  • MS Office (Word, Excel, PowerPoint)
  • Google Workspace (Sheets, Docs, Slides)
  • Slack
  • MS Project
  • Asana

Timeline

Associate Client Success Manager

Iodine Software
10.2022 - Current

Assistant Director

University of Puget Sound
04.2019 - 09.2022

Campaign Specialist

Leukemia and Lymphoma Society
05.2018 - 03.2019

Graduate Certificate in Nonprofit Management -

University of Oregon

Bachelor of Arts in Business -

University of Puget Sound

Project Management Professional -

Project Management Institute
Samuel Egan