Transformed operational processes and driven revenue growth. I've spearheaded initiatives that generated $1.2 million in additional revenue by optimizing processes for underserved populations. I've also led projects that streamlined operations and maximized productivity, such as reducing daily workflow time from eight hours to under two hours by automating manual processes. I can help your team:  

• Understand competitor data, legislation, market share, and eligibility and how they impact your business opportunity.  

• Evaluate your P&L statements to understand revenue constraints and how to alleviate them.  

• Plan for territory assignments, market expansions, and team expansions.  

Led large-scale technology initiatives and modernized legacy systems. I've spearheaded a $5M+, three-year Salesforce project that added service and cloud functionalities, demonstrating adeptness in managing complex, multi-faceted initiatives. I've also implemented and continually upgraded Salesforce CRM Services Cloud and Experience Cloud platforms, aligning technology solutions with client needs. I can help your team:  

• Research the ROI of various technologies, ensuring you are equipped to purchase everything you need and nothing you don't.  

• Assist your team with platform and cross-platform integration, ensuring you get the most out of your investment.  

• Partner with your team to ensure everyone is trained on available technology, minimizing the disruption of system conversions.  

Built high-performing teams and fostered strategic partnerships. I've been recognized for exceptional team leadership in high-demand situations and managing cross-functional collaboration and project deliverables on schedule. I've also advanced client engagement and retention by 20% through strategic commercial initiatives. I can help your team:  

• Leverage modern leadership techniques to ensure your team leaders are equipped to successfully inspire your teams for greatness.  

• Create a culture that increases the likelihood of your best agents staying with your agency.  

• Create training programs to ensure your team has every opportunity to excel.