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Timeline
About me
Director of Onboarding & Client Success at Steer Health
Education

Catholic memorial high school
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Colorado state university
2014 - 2016Master's degree agricultural and resource economics
University of denver
2009 - 2013Bachelor of applied science (b.a.sc.)/bachelor of arts international business and spanishActivities and Societies: VP Photography Club VP Common Thread Alpine Club Honor Roll
Experience

Eichers daycare
Jan 2007 - Aug 2009Teaching assistant
Cervantes masterpiece ballroom
Aug 2010 - Dec 2011City representative and street team
University of denver
Jan 2012 - Dec 2012Athletic tutorTutored DU athletes in Statistics and Spanish.

Sprint nextel
Jun 2012 - Sept 2012Project/program manager intern• Analyzed internal controls and attrition rates• Formed a program to enhance a work/life balance for Sprint Employees with the goal of lowering the attrition rate within the company • Presented findings and opportunities for growth to the Executive Panel at Headquarters

Amerra capital management, llc
Jun 2013 - Aug 2013Intern• Sourced client pipeline for Sugar and Ethanol portfolio• Produced Investment Proposals including current state health, financial analysis, growth patterns and future opportunities to optimize new customer potential

Cobank
May 2014 - Aug 2014Knowledge exchange intern• Created, analyzed, and presented economic impact models and in-depth regressions on the California drought • Ran and created models through SAS and STATA Software for the lead economist on the team for reporting and presentations to cooperative members and CEO’s at Regional Meetings

The m.
Feb 2015 - Dec 2016Cofounder• Director of Marketing, owned growth strategy and customer service • Planned, designed, and executed marketing strategy in to increase brand awareness through social media and advertising mediums

Colorado state university
Jun 2015 - May 2016Research assistant• Created, ran, and evaluated IMPLAN program models that evaluate economic assessment and impact based on a variety of factors including employment, production, and taxes• Created a user-focused tool that resulted in optimized cropping rotations to reduce water use and owned communication strategy to the community

Ardent mills
May 2016 - Oct 2018Sr. financial specialist• Implemented a Procure to Pay process that decreased outstanding invoices from $9M to $400,000• Manage the Rebate and Broker payments and contracts in partnership with the Sales Team • Aid in Month-end task including reporting, booking journal entries, and reconciliations • Lead budget planning and implementation for 25 Plant locations • Responsible for the 6 SG&A Departmental Budgets through monthly spend management and forecasting• Member of the Optimization Team for Finance, improving reporting and voucher processes by building tools and training modules for both the Sales Team and Plant Admins. • Lead the Finance Engagement Team through volunteering and team building activities that focused on improving communication and leadership skills Show less

Davita
Oct 2018 - Apr 2021• Designed, implemented, and manage three key pilots to inform broader model of care for new at-risk programs working with 30+ field teammates to test collaboration, reporting, and technology processes• Own, manage, and drive the Model of Care for CKCC and DC programs including 5 sub-lanes (24 teammates) focusing on patient interventions, technology, 3rd party engagement, training, and metrics/reporting• Developed and implemented the launch of a 500+ teammate program across multiple markets impacting 5,000+ patients across a 5 month time period• Managed development, built requirements, and rolled out a company-wide clinical tool that enables collaboration across various clinical teams and 3rd party nephrologist practices. Show less • Created holistic process map of all In-Center Hemodialysis roles (10+) and responsibilities; resulted in a tool widely used in the Village (8+ teams) and drove executive decision on the broader Labor Project ($150M+ in savings)• Partnered with clinical teams to develop Social Work and Dietitian workflows, process maps, and ratios to determine feasibility of new model of care • Owner of the broader team’s Divisional meeting (100+ teammates); managing strategy, 8 work lanes, content creation, budget development, and execution resulting in the highest-ever satisfaction survey results from teammates and $11K under budget Show less
Manager, Clinical Enterprise
Jun 2020 - Apr 2021Manager, Operations Innovation
Mar 2020 - Jun 2020Senior Analyst, Operations Innovation
Oct 2018 - Mar 2020

Referralmd
May 2021 - May 2024• Implemented comprehensive sales operations, encompassing tracking and reporting systems, sales pipeline, sales team recruitment, and oversight of sales and marketing functions• Collaborate with senior leadership to devise strategies for enhancing sales pipeline growth, shaping future corporate direction, and effectively managing development team capacity• Formulate communication strategies targeting inbound and outbound prospects, executed 7 marketing campaigns for system developments, and craft initiatives for future growth• Established robust reporting and tracking mechanisms for monitoring marketing campaigns, sales processes, and closed deals• Exceeded corporate sales quota by over 30% within the first year Show less • Owned, managed, and completed the end-to-end SaaS implementation of all enterprise-size clients including workflow process analysis, integration use cases, development, testing, and training• Managed the internal Development Team (6 developers) and third-party Electronic Health Records workflows to ensure each implementation was effectively prioritized and completed on time to attain the 4-month project timelines • Managed customer adoption and success, iterative workflow analysis, and integration improvements• Created and executed a new implementation process including documentation, project plans, internal collateral, and education materials for all customers reducing implementation timelines by 33% Show less
Sr. Sales Manager
Jan 2023 - May 2024Enterprise Customer Success Manager
May 2021 - Dec 2023

Steer health
Jun 2024 - Oct 2024Director of onboarding and client success- Built and lead a Client Success and Onboarding team of 6 staff to manage a total of 120 existing clients and all new clients - Created client reporting, documentation, and tracking that is leveraged company wide with monthly report outs to leadership - Redesigned the onboarding process to reach strategic onboarding timeline goals and established an internal and external training platform to support new employees and clients in software education- Established global client communication campaigns for product updates and re-education to ensure high utilization of the product - Maintained a 99% retention rate of all clients and a 96% NPS result Show less
Licenses & Certifications

200 hr certified yoga teacher
Yoga allianceJul 2015
Languages
- enEnglish
- spSpanish
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