May 2025 – Oct 2025 · 5 mos · Remote

• Led enterprise client portfolios and $70M+ in expansion proposals, driving adoption and executive alignment for Patient Access-as-a-Service solutions. Directed proposal strategy, contract negotiations, and partnership programs that strengthened retention and positioned accounts for long-term growth.

Oct 2022 – Feb 2025 · 2 yrs 4 mos · Remote

• Owned a $3M ARR portfolio while scaling SaaS operations from $1M to $11M ARR as an early team member. Partnered with enterprise health systems on multi-EHR integrations, driving adoption, reducing onboarding friction, and influencing $10M+ in expansion opportunities.

Nov 2020 – Oct 2022 · 1 yr 11 mos · Dallas-Fort Worth Metroplex · Remote

• Ranked #1 Regional BDM in 2021, exceeding revenue/referral goals and expanding patient access across multiple markets. Built new referral partnerships, streamlined workflows through an interoperability initiative, and launched marketing strategies that boosted patient pipeline growth year over year.

Mar 2017 – Nov 2020 · 3 yrs 8 mos · Dallas/Fort Worth Area · Remote

• Recognized as a top performer nationally by boosting referrals 200% through physician and corporate partnerships. Partnered with clinical teams to streamline patient scheduling, delivered Salesforce training, and led educational workshops that increased referral-to-patient conversions.

Jan 2016 – Mar 2017 · 1 yr 2 mos · Texas · Remote

• Launched and grew a regional wellness business, achieving top national sales performance. Secured corporate partnerships that expanded revenue through targeted wellness events.

Apr 2014 – Dec 2015 · 1 yr 8 mos · Dallas-Fort Worth Metroplex · Remote

• Top-producing liaison, generating $2.1M in revenue (2014) and consistently exceeding consult and referral targets 3X per quarter. Built and managed corporate accounts, expanded community presence through events and trade shows, and trained new sales team members across Texas.

Jul 2013 – Apr 2014 · 9 mos · Dallas-Fort Worth Metroplex · Remote

• Recognized as Top Producing Physician Liaison (Q4 2013) while doubling referral market share in under a year. Managed key physician accounts, streamlined pre-authorization processes, and supported clinical conference needs to strengthen provider partnerships.

Jan 2013 – May 2013 · 4 mos · On-site

• Directed marketing strategy, events, and patient engagement campaigns that increased brand visibility and patient referrals. Coordinated budgets, contests, and community outreach to strengthen practice growth.

May 2010 – Jan 2013 · 2 yrs 8 mos · On-site

• Oversaw daily operations for orthodontic and surgical teams, including patient scheduling, insurance verification, and case acceptance. Improved production through community outreach and patient education while managing A/R, reporting, and office marketing efforts.