Client facing primary point of contact for RFPs, needs analysis, proposals, and other business function related needs
Act as intermediary between client and project team
Ensure stakeholder alignment on scope among internal SMEs/finance and CPC/client
Ensure that client needs are met while also making sure that opportunity is progressing in right direction
Understand business needs from both internal and external stakeholder perspectives
Actively participate in budget/proposal template and process initiatives
Manage deliverable timelines and identify/escalate when workstream or deliverables are falling behind schedule
Assist with creation, maintenance, and reporting business function related metrics
Build and maintain successful relationships with key clients and suppliers
Assist with ensuring project scope is accurately reflected in service agreement
Lead internal hand-off meetings with operational teams after contract signature as needed
Assist with set-up projects in time keeping system
Serve as business project management lead on studies post award and as assigned
Post award: schedule, prepare for, and lead client contract management meetings and act as point of contact for client complaints and escalate issues as appropriate
Manage supplier selection, qualification, set-up, and oversight process and related documentation
Assist with preparation and maintenance of supplier management plans
Maintain Supplier Master List
Act as business point of contact for suppliers as assigned
Communicate CPC’s needs and address internal team members’ complaints with suppliers.
Client Relationship Manager
CPC
01.2020 - 04.2021
Build and maintain successful relationships with key employees, clients, and suppliers
Participate in contract review process as needed
Participate in Hand-Off meetings with operational teams after contract signature as needed
Assist with set-up of projects in ERP system as needed
Act as business development lead on projects as assigned
Schedule, prepare for, and lead client account management meetings
Collaborate with internal teams (e.g
Project manager) to address clients’ needs
Act as point of contact for client complaints and escalate issues as appropriate
Manage supplier selection, qualification, set-up, and oversight process and related documentation
Prepare and maintain supplier management plans
Maintain Supplier Master List
Act as business point of contact for suppliers
Communicate CPC’s needs and address internal team members’ complaints with suppliers
Provide back-up support to assist with developing proposals and budgets for clients.
Business Analyst
CPC
12.2015 - 12.2019
Work closely with Business Develop team and Operation staff to develop proposals and budgets for new clinical studies
Participate in Hand-Off meetings with operational teams after contract signature as needed
Work closely with Business Development team to transition proposals into signed agreements with clients
Work closely with Business Development team and Finance team to integrate all aspects of business/financial cycle (e.g., from proposal through invoicing)
Work closely with Director, Clinical Research and functional area heads to help determine resource needs
Maintain positive business relationships with clients; lead monthly business meetings to review project financial information including direct fee summaries, projected fees and progress against KPIs
Assist with assessment of client satisfaction with CPC’s performance and future needs of clients
Assist with development of tracking tools/reports for Key Performance Indicators and other business metrics to help maximize efficiency, accurate budgeting and forecasting
Maintain and run reports on as needed basis to assess identified Key Performance Indicators and other business metrics
Assist and manage in Vendor Qualification process.
Director of Project Coordination
Dohmen Life Science Services
11.2006 - 10.2015
Manage daily operations of Project Coordination group for regulatory consulting firm in medical device industry
Manage team of 3 project coordinators and accounts receivable specialist
Project Management: Manage project coordination and logistics to ensure that right resources are deployed with right tools at right time while minimizing costs
Responsible for consulting project management, including project initiation, project launch, monitoring and control, and closure for over 200 ongoing consulting projects
Work with Quality Directors to manage and resolve personnel issues with field personnel and consultants
Resource Management: Work with Vice President of Operations and Business Development Directors to estimate 3- to 6-month financial and resource planning forecast for all consulting projects
Based on resource planning needs, responsible for managing process of recruiting from job conception to filling job with qualified resource
Finance Management: Work with Sales in the bid development process – provide budgeting and resource forecasts
Manage client billing and receivables for all project service lines
Develop and maintain excellent client relationships to ensure expectations and budgets are met to client’s satisfaction
Project: ISO 13485 Certification: Part of team responsible for developing ISO 13485 Compliant Quality Management System (ISO 13485 is a quality management standard for design and manufacture of medical devices)
Responsible for defining manpower requirements, establishing project schedule, tracking project deliverables and project closure
Results: Implemented a fully compliant Quality Management System within 3 months; initial audit had 0 findings
First consulting organization to obtain ISO 13485 Certification
System became a new Quality Management tool available by lease to startup companies, ensuring both ISO and FDA compliance for their projects at great savings to them.
Project Coordinator
Dohmen Life Science Services
11.2000 - 11.2006
Simultaneously managed several consulting projects – identified key tasks, prioritized deliverables, managed project deadlines, reviewed and managed project budgets, and ensured that projects were closed in compliant manner
Resolved personnel issues between Reglera field personnel and consultants
Managed client billing and receivables for project services.
Education
Bachelor of Science – Business Management - Human Resource Management
Metropolitan State College
Denver, CO
01.1992
Skills
Operation & Project Management
Managed the Project Coordination team; met weekly with each member to review assigned projects Reviewed all projects to ensure they were set up accurately and were on track to meet assigned deadlines, financial budgets and contract deliverables
Participated in scoping project requirements (RFQ/SOW’s), reviewing solutions, defining manpower requirements, managing schedules and resources, and project closure Had direct accountability for project profitability
Responsible for resource planning; reviewed project needs regularly with VP of Operations to ensure that all projects were adequately staffed, and all consultants fully utilized against a targeted rate of 95%
Skilled at client management; worked through difficult issues such as addressing non-performing staff; reviewed project billing, expenses, and accounts receivable while enhancing the overall client relationship
Demonstrated leadership and vision in managing project activities; met weekly with project leads to review project deadlines, resource plans, budgets and deliverables against project plan and statement of work to ensure client satisfaction and corporate profit targets
Training
CITI Good Clinical Practice and ICH (GCP), 2016
CITI Health Information Privacy and Security (HIPS), 2016
SkillPath Microsoft Outlook Advanced Features and Functions, 2017
SkillPath Business Analytics and Data-driven Decision Making, 2017
CPC Mutual CDA Training, 2017
CPC Clinical Training Part 2 and Part 3, 2017
Simplilearn Lean Six Sigma
Timeline
Client Services Project Manager
CPC
04.2021 - Current
Client Relationship Manager
CPC
01.2020 - 04.2021
Business Analyst
CPC
12.2015 - 12.2019
Director of Project Coordination
Dohmen Life Science Services
11.2006 - 10.2015
Project Coordinator
Dohmen Life Science Services
11.2000 - 11.2006
Bachelor of Science – Business Management - Human Resource Management
Metropolitan State College
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