Jordan Taflin

Experience

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  Lincoln Financial Group

  Aug 2007 - Aug 2008

  Project Manager - Professional Development Program

  Enhanced “activity model” and phone metrics reporting to improve management’s analysis of internal wholesaler activity, identify problematic areas, and motivate productivity. Crafted sales dashboards and themed proactive sales contests that aligned themes from external wholesalers and relationship management to promote productivity and provide a consistent sales message throughout the enterprise.Established an internal sales newsletter to bring relevant life insurance sales desk information together for a multi-site operation.Obtained Series 6 & 63 licenses. Show less

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  Delaware Investments, a member of the Macquarie Group

  Sept 2008 - Jul 2013

  Project Manager

  Led the consolidation of two parent company subsidiaries into Delaware Investments, transferring $2.2 billion across 2,500 accounts onto Delaware’s operational platform, streamlining systems and enhancing operational efficiency.Delivered $430K+ in potential cost savings (40% reduction) by identifying and formally reporting nine process improvement recommendations to the Delaware Investments CFO regarding parent company finance department services.Directed cross-functional teams and vendors from selection to deployment to implement a billing system for complex asset management fees, increasing billing automation, reducing the billing cycle timeline, and improving cash flow.Executed end-to-end project management lifecycle to launch a secure client web portal for high-net-worth institutional clients, enabling online access to monthly statements and enhancing client experience.Managed server migration and deployment of 150+ new PCs for the Sales department, successfully eliminating IT reliance on the former parent company, delivering the project on time, under budget, and in a fast-paced environment. Show less

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  Continuum Health

  Jul 2013 - Jul 2020

  Established and scaled the Project Management Office (PMO) to a team of five, driving enterprise-wide execution of executive goals using PMI best practices and the software development life cycle.Led the organization’s strategic pivot to a new business line, transforming the legacy company into a sustainable revenue model. Directed a C-suite and senior leadership program, implementing governance, technology platforms, and operational policies—successfully onboarded the first client within three months.Accelerated billing processes, improving internal and offshore transaction quality and productivity, leading to a 60% increase in speed to cash.Saved $170K and reduced manual efforts by 60% through optimization of the core technology platform, boosting client satisfaction and operational efficiency.Increased shared savings 45% via implementation of a technology platform solution enabling staff to identify high-risk patients through improved data integrity and reporting, while improving care coordination operations and patient outcomes with no increased headcount.Improved client onboarding speed by 10% by developing streamlined sales and onboarding processes and implementing Salesforce.com. Show less

  • Director of Project Management Office

    Dec 2015 - Jul 2020

  • Manager of Project Management Office

    Jul 2014 - Dec 2015

  • IT Project Manager

    Jul 2013 - Jul 2014
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  Change Healthcare

  Jul 2020 - May 2021

  Engagement Manager

  Implemented Medicare line of business for national insurance carrier on ClaimsXten, driving $20M in projected annual savings.Led ClaimsXten implementation for a regional insurer, enhancing claims adjudication accuracy by 10% while ensuring compliance with medical and payment policies.Developed a 4-week training and certification program for 30 users across four customers, empowering them to independently implement claims policies, reducing vendor reliance and associated costs.

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  ReviveHealth

  May 2021 - now

  Sr. Director of Technology Operations

  Led integration of 4 acquisitions enabling enterprise growth in ARR exceeding $70M through process and technology alignment across four acquisitions.Visionary and integration lead of front & back-end enterprise systems and data architecture.Implemented 2,500+ organic accounts, generating over $10M ARR.Successfully migrated 1,000+ accounts from two acquired legacy businesses ($7M ARR) without service disruptions.