Accomplished executive with a strong background in building winning teams and fostering a positive organizational culture. Proven track record of developing successful strategies that consistently exceed operational goals. Adept in leading diverse teams to achieve corporate objectives and driving overall organizational success through effective leadership and strategic decision-making.
Overview
22
22
Years of Executive-Level Experience
Work History
Sr. Director, Call Center Sales Operations
EverService
09.2024 - Current
Leader of 75-person organization comprised of US-based internal and global vendor teams providing inside sales, service, and chat.
Revamped operational plans to refocus staff and align processes with business objectives.
Led development of business operation processes and policies.
Implemented cost-saving measures through effective resource allocation and budget management.
Leveraged data and analytics to make informed decisions and drive business improvements.
Managed vendor relationships including driving performance, continuous improvement, compliance and oversight.
Sr. Director, Medicare Sales
eHealth
04.2019 - 08.2024
Leader of 1,500-person vendor inside sales organization across 15 call centers at peak with a $30 million annual budget, vendor management organization, 400-person internal sales organization across two regions, 300-person internal sales organization within new business unit, and 200-person internal sales support organization.
Built and led multiple new capabilities including vendor inside sales, vendor management, carrier-dedicated inside sales, chat and screening. Included licensed and unlicensed staff.
Delivered hundreds of thousands of new members while exceeding aggressive sales goals by as much as 20%.
Achieved leading employee engagement scores with a high of 94%.
Headed outsourcing efforts including initiating requests for proposals, writing statements of work and standard operating procedures, negotiating contracts, selecting vendors and sites, and overseeing annual ramp.
Managed vendor relationships including driving performance, continuous improvement, compliance and oversight.
Director, Inside Sales & Support Services
Flex Ltd.
02.2017 - 04.2019
Fortune Global 500 company. Leader of two distinct internal inside sales teams within a global technology innovator.
Built from the ground up the company's first B2C inside sales and B2B inside sales development teams.
Directly managed and led all functions related to the inside sales business.
Director, Inside Sales & Client Services
Choice Hotels International
12.2014 - 12.2015
Leader of 30-person B2B inside sales, service and RFP management organization in headquarters and across multiple field locations with a $3 million annual budget.
Increased sales as measured by room night production by more than 20% year over year, delivering more than $20 million in revenue.
Increased RFPs managed by team by more than 80% year over year.
Increased RFP response rates by more than 10% year over year.
General Manager, Inside Sales & Vendor Management
DISH Network
10.2013 - 10.2014
Fortune 500 company. Leader of 1,000-person vendor inside sales organization across five call centers in the United States, El Salvador and the Philippines with a $20 million annual budget.
Led a vendor inside sales organization and vendor management organization supporting inbound, outbound, chat and screening.
Improved conversion rates by more than 30% and delivered significant turnaround across other key performance indicators.
Headed outsourcing efforts including initiating requests for proposals, writing statements of work and standard operating procedures, negotiating contracts, selecting vendors and sites, and overseeing annual program ramp which increased staffing by an average of 20 times base levels.
Managed vendor relationships including driving performance, continuous improvement, compliance and oversight.
Director, Inside Sales & Vendor Management
UnitedHealth Group
07.2010 - 07.2013
Fortune 500 company. Leader of 150-person internal inside sales organization across two call centers, a 3,500-person vendor inside sales organization across 14 call centers at peak with a $65 million annual budget, and a vendor management organization.
Built and led an internal inside sales organization, a vendor inside sales organization and a vendor management organization supporting inbound, outbound, chat and screening. Supported seven languages. Included licensed and non-licensed staff.
Delivered hundreds of thousands of new members while exceeding aggressive sales goals by as much as 24%.
Achieved leading employee engagement scores with a high of 97% and 18% consecutive annual improvement.
Headed outsourcing efforts including initiating requests for proposals, writing statements of work and standard operating procedures, negotiating contracts, selecting vendors and sites, and overseeing annual program ramp which increased staffing by an average of 20 times base levels.
Managed vendor relationships including driving performance, continuous improvement, compliance and oversight.
Director, Inside Sales and Advice Delivery
Charles Schwab & Co., Inc.
02.2006 - 01.2010
Fortune 500 company. Chief architect and national leader of 115-person inside sales, service and advice organization. Managed distinct business units across multiple call centers and an array of channels including inbound, outbound and chat.
Delivered 28% of Retail's acquisitions including more than 60,000 new households and $10 billion net new assets annually, more than a 100% increase.
Delivered 35,000 advice consultations annually in support of helping all investors achieve financial fitness.
Achieved average client satisfaction scores consistently above 95.
Key contributor in the design and launch of Schwab Managed Portfolios, Complimentary Consultations, High Yield Investor Checking, Live Chat Sales Channel, Invest First Credit Card and High Yield Investor Savings.
Key contributor in the development and implementation of an all-new, web-based sales application used by more than 300 users across nine unique sales and advice organizations.
Director, Inside Sales and Field Sales
Charles Schwab & Co., Inc.
10.2003 - 01.2006
Fortune 500 company. Leader of 30-person inside and field sales organization. Managed distinct business units within a call center and across multiple field locations.
Delivered more than 5,000 new households and $3 billion net new assets annually.
Key contributor in the design and launch of high-impact initiatives including marketing campaigns, internal wholesaling programs, trading solutions and client events.
Education
Post Graduate Diploma in Management - Economics & Politics
University of St. Andrews
Bachelor of Science (B.S.) - Finance & International Business
American University
Washington, DC
Skills
Budgeting and Forecasting
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Timeline
Sr. Director, Call Center Sales Operations
EverService
09.2024 - Current
Sr. Director, Medicare Sales
eHealth
04.2019 - 08.2024
Director, Inside Sales & Support Services
Flex Ltd.
02.2017 - 04.2019
Director, Inside Sales & Client Services
Choice Hotels International
12.2014 - 12.2015
General Manager, Inside Sales & Vendor Management
DISH Network
10.2013 - 10.2014
Director, Inside Sales & Vendor Management
UnitedHealth Group
07.2010 - 07.2013
Director, Inside Sales and Advice Delivery
Charles Schwab & Co., Inc.
02.2006 - 01.2010
Director, Inside Sales and Field Sales
Charles Schwab & Co., Inc.
10.2003 - 01.2006
Bachelor of Science (B.S.) - Finance & International Business
American University
Post Graduate Diploma in Management - Economics & Politics
Executive Assistant to the Chief Executive Officer at The V Foundation for Cancer ResearchExecutive Assistant to the Chief Executive Officer at The V Foundation for Cancer Research