Founder, Board Member
Trans Voices February 2025 - Current
Lead nonprofit operations, overseeing program development, community outreach, and organizational strategy.
Implement and customize Salesforce as an EMR and CRM system to streamline member records and engagement tracking.
Conduct grant research, write proposals, and manage funding applications to support organizational growth.
Plan, coordinate, and host an average of three community events per month to foster connection, advocacy, and resource sharing.
Develop partnerships, sponsorship opportunities, and fundraising initiatives to expand impact and sustainability.
Member Support Representative
Harbor Health July 2023 - Current
Handle inbound and outbound member calls and inquiries with a high level of professionalism and empathy.
Provide accurate and timely information regarding products, services, and general inquiries to ensure member satisfaction.
Update member accounts and document interactions in the organization's EMR system to maintain accurate records of member interactions.
Outreach Coordinator
TR∆CE App February 2022 - November 2022
Building out CRM platform HubSpot from the bottom up.
Outreaches to potential Investors & Partnerships.
Conducts extensive outreach to media press and other social media outlets to increase publicity.
Manages over 150 support pipeline and ticket requests.
Focuses on increasing customer engagement to better app functionality, as well as understand customer needs and feature requests.
Business Development Representative
Bonterra February 2022 - September 2022
Make 25-75 calls per day, depending on task number.
Engage with inbound and outbound prospects, adding them into 21 day sequences through Salesforce & Outreach.
Heavily focus on 80% outbound prospecting with minimal 20% inbound prospecting.
Create new reports, lists, prospect inquiries via Salesforce, LinkedIn, Apollo, ZoomInfo, etc.
Help train 8 New Hires & current staff members on CRM and CES platforms (35 on team).
Create engaging sequences for prospecting members, creating a 71% reply rate.
Enterprise Sales Development Representative
Jungle Scout Oct 2021 - February 2022
Conducted external outreach to particular brands that sell through the Amazon Marketplace.
Researched 15-20 brands per day through ZoomInfo, Jungle Scout Cobalt, and Sales Navigator systems.
Run a 30 day sequence on contacts (25 - 75 a day) through Salesforce & Salesloft.
Makes 25-75 calls a day, depending on task number.
Sales Operations Representative
UnitedHealth Group July 2018 - Oct 2021
Processed potential incoming clients by researching their backgrounds to more accurately determine the pipeline they will be sorted into. I would process up to 50 - 80 clients a day.
Led over 22 training sessions to a diverse number of groups. Each training session differed and focused on the current short or long term projects at hand.
Extensive outreach to medical providers.
Mastered the VO HEDIS Auditing system and the VO QSD system, Microsoft Office, Microsoft OneNote, Microsoft Excel, Microsoft Access (databases), and much more.
Customer Success Management (13 years)
Project Management
Morale Booster
Problem Solver
Analytical Thinking
Technical proficiency
Emotional Intelligence (ESTJ-T | Enneagram 6)
Mastered Claim Systems (ie: FACETS, CIOX, etc.)
Mastered CRM Systems & Integrators (ie: Salesforce, HubSpot, Salesloft, Outreach, etc.)