Functional Skills
Business Analysis
Business Operations
Business Process Outsourcing
Change Management / Org Design
Clinical Data Management
Clinical Operations
Customer Relationship Management
Data Management
Data Strategy
Healthcare Analytics
Project Management
Quality Assurance
Sales Strategy
Sales Operations
Marketing Automation
Software Skills
Prompt Engineering
Jira
Integration testing
Salesforce
SQL
JSON
Sharepoint
Sector Experience
Business Services
Financial Services
Healthcare
Life Sciences & Pharma
Technology
Languages
English
Countries Worked In
USNotable Clients
Department of Health and Human Services
Medicare/Medicaid
State of Kentucky
State of Nevada
State of Wisconsin
Fortune 500
Experience
The Rise Of The One Percent
Marketing
Lead Sales and Automation Consultant
6/2019 - Present
• Developed and owned go-to-market strategies for financial, healthcare and clinical trial clients, aligning digital campaigns with brand goals and supplier roadmaps.
• Researched competitive conditions and supplier segments to identify high-impact marketing opportunities across chronic care, biomedical, and coaching industries.
• Designed LinkedIn SEO strategies and executed multichannel campaigns including email, social media, event based marketing, blogging, and newsletters to increase brand awareness and drive customer acquisition.
• Managed cross-functional execution of supplier-related marketing initiatives, including CRM automation, messaging frameworks, workflows and campaign performance tracking.
• Analyzed campaign data to optimize audience segmentation and conversion across various channels using tools like GoHighLevel, ChatGPT, and Sales Navigator.
• Collaborated with leadership to interpret analytics and deliver actionable marketing insights that informed future
campaign strategy and positioning.
• Coached and trained businesses and entrepreneurs on campaign configuration, launches and messaging and sales strategies. See our results here - www.theriseoftheonepercent.com
• Researched competitive conditions and supplier segments to identify high-impact marketing opportunities across chronic care, biomedical, and coaching industries.
• Designed LinkedIn SEO strategies and executed multichannel campaigns including email, social media, event based marketing, blogging, and newsletters to increase brand awareness and drive customer acquisition.
• Managed cross-functional execution of supplier-related marketing initiatives, including CRM automation, messaging frameworks, workflows and campaign performance tracking.
• Analyzed campaign data to optimize audience segmentation and conversion across various channels using tools like GoHighLevel, ChatGPT, and Sales Navigator.
• Collaborated with leadership to interpret analytics and deliver actionable marketing insights that informed future
campaign strategy and positioning.
• Coached and trained businesses and entrepreneurs on campaign configuration, launches and messaging and sales strategies. See our results here - www.theriseoftheonepercent.com
Mercor Intelligence •
Information Technology
Consultant
7/2025 - 8/2025
• Computer Systems / Information Systems Manager Domain – Modified API prompts to support AI prompt development and preference research, leveraging prior experience as a Software Testing Manager for a large healthcare SaaS company serving the Department of Health and Human Services (Medicare/Medicaid) & PBM
(Pharmacy Benefit Management).
• Populated variables based on desired outcomes, creating SOP prompts, test plan allocations, leadership reports, financial budgets for infrastructure upgrades, and other real-world deliverables relevant to a Computer Systems Information Systems Manager role.
• Prompt Preference Analysis – Evaluated A/B prompt outputs, providing detailed comparisons of results. Validated JSON and XML-formatted prompts using appropriate tools to ensure accuracy.
• Collaborated with other domain leaders in Slack to review rating discrepancies, present positions on ratings and
preferences, and adjust ratings when new insights emerged.
• Partnered with Mercor leadership to recommend process improvements and enhance training procedures based on lessons learned for future projects.
• Shared open Mercor positions with tech enthusiasts interested in entering the technology and AI fields.
(Pharmacy Benefit Management).
• Populated variables based on desired outcomes, creating SOP prompts, test plan allocations, leadership reports, financial budgets for infrastructure upgrades, and other real-world deliverables relevant to a Computer Systems Information Systems Manager role.
• Prompt Preference Analysis – Evaluated A/B prompt outputs, providing detailed comparisons of results. Validated JSON and XML-formatted prompts using appropriate tools to ensure accuracy.
• Collaborated with other domain leaders in Slack to review rating discrepancies, present positions on ratings and
preferences, and adjust ratings when new insights emerged.
• Partnered with Mercor leadership to recommend process improvements and enhance training procedures based on lessons learned for future projects.
• Shared open Mercor positions with tech enthusiasts interested in entering the technology and AI fields.
Gainwell Technologies
Information Technology
System Integration Testing Project Manager and Senior Professional Test Engineer
8/2019 - 7/2024
• Spearheaded the development of comprehensive project plans encompassing timelines, budgets, resource allocation, and risk assessments. Successfully led enterprise-level healthcare IT initiatives across five states using both Agile and Waterfall methodologies, depending on project scope and stakeholder requirements.
• Led and mentored a 25+ member cross-functional testing team, including QA professionals and healthcare stakeholders. Applied Agile principles to foster collaboration, ensure iterative progress, and drive continuous performance improvement.
• Ensured strict adherence to healthcare industry standards and regulatory requirements, including HIPAA and FDA guidelines. Managed documentation and processes to align with CMS and state-specific compliance frameworks.
• Demonstrated healthcare payor expertise supporting Medicare and Medicaid programs across Wisconsin, Texas, Kentucky, Ohio, California, Nevada, and Puerto Rico, with a focus on MMIS (Medicaid Management Information System) software implementations to ensure regulatory compliance, streamline claims processing, and enhance provider and member data management.
• Tracked project milestones and deliverables using JIRA within Agile sprints and Waterfall milestone phases. Delivered consistent reports to stakeholders, identified performance gaps, and implemented corrective actions to maintain project velocity.
• Proactively identified risks and integration challenges in both Agile and Waterfall environments.
• Led and mentored a 25+ member cross-functional testing team, including QA professionals and healthcare stakeholders. Applied Agile principles to foster collaboration, ensure iterative progress, and drive continuous performance improvement.
• Ensured strict adherence to healthcare industry standards and regulatory requirements, including HIPAA and FDA guidelines. Managed documentation and processes to align with CMS and state-specific compliance frameworks.
• Demonstrated healthcare payor expertise supporting Medicare and Medicaid programs across Wisconsin, Texas, Kentucky, Ohio, California, Nevada, and Puerto Rico, with a focus on MMIS (Medicaid Management Information System) software implementations to ensure regulatory compliance, streamline claims processing, and enhance provider and member data management.
• Tracked project milestones and deliverables using JIRA within Agile sprints and Waterfall milestone phases. Delivered consistent reports to stakeholders, identified performance gaps, and implemented corrective actions to maintain project velocity.
• Proactively identified risks and integration challenges in both Agile and Waterfall environments.
Pivot Point Consulting
Management Consulting
Master Patient Index (MPI) Consultant
6/2019 - 8/2019
• Worked on the Trinity Health Epic Project for enterprise patient record consolidation by researching and analyzing patient data extracts from Epic EHR across various locations.
• Developed strategies to consolidate multiple patient records from various legacy systems leveraging Epic Identity into one master file.
• Partnered with leadership teams for process and procedural enhancements.
• Successfully notated findings and merge status into SharePoint for client review and signoff.
• Developed strategies to consolidate multiple patient records from various legacy systems leveraging Epic Identity into one master file.
• Partnered with leadership teams for process and procedural enhancements.
• Successfully notated findings and merge status into SharePoint for client review and signoff.
DXC Technology
Information Technology
Business Analyst III
6/2017 - 6/2019
• Assisted in multiple testing efforts and developed test case plans for application change orders, enhancements, and preexisting requests for the Medicare and Medicaid Information Systems application implementation for the Department of Health and Human Services in Puerto Rico and Nevada. RFI/RFP for CMS Reviews, analysis and responses.
• Conducted System Integration Testing (SIT) for PBM (Pharmacy Benefit Management), Provider, Members, Claims, Billing and became a subject matter expert in requirements gathering security management.
• Discovered and documented over 10 defects within the first few months, working closely with the development team to rectify discrepancies.
• SME for 508 ADA testing and developed test cases for AMP and NVDA tools in compliance with the Americans with Disabilities Act Project.
• Conducted SQL queries for TMSIS database migration projects.
• Developed and compiled status reports to provide project overviews, including SIT defect count/status, test case status, and functional area progress.
• Conducted System Integration Testing (SIT) for PBM (Pharmacy Benefit Management), Provider, Members, Claims, Billing and became a subject matter expert in requirements gathering security management.
• Discovered and documented over 10 defects within the first few months, working closely with the development team to rectify discrepancies.
• SME for 508 ADA testing and developed test cases for AMP and NVDA tools in compliance with the Americans with Disabilities Act Project.
• Conducted SQL queries for TMSIS database migration projects.
• Developed and compiled status reports to provide project overviews, including SIT defect count/status, test case status, and functional area progress.
Sabre
Information Technology
Business Analyst
10/2016 - 6/2017
• Led advanced technical/production support for FPM (Flight Plan Manager). Conducted SQL Server analysis and database maintenance.
• Investigated and rectified database alerts to minimize system performance issues. Collaborated with Shanghai and Vienna teams to resolve system and query-related inquiries.
• Gathered and wrote functional and technical business requirements for application enhancements and system modifications.
• Investigated and rectified database alerts to minimize system performance issues. Collaborated with Shanghai and Vienna teams to resolve system and query-related inquiries.
• Gathered and wrote functional and technical business requirements for application enhancements and system modifications.
CVS Health
Other
Senior Consultant
6/2013 - 10/2016
• Led MedHOK for PBM (Pharmacy Benefit Management) web-based application support for enterprise-level correspondence and letter automation projects, ensuring regulatory compliance and efficient communication workflows across health plan operations.
• Designed and executed end-to-end test cases under both Waterfall and Agile frameworks to validate system functionality, data integrity, and letter generation processes.
• Utilized Salesforce for account management, case tracking, and root cause analysis, ensuring accurate reporting and coordination with configuration, coding, and QA teams. Collaborated with developers, business stakeholders, leadership, and third-party vendors to gather technical and functional requirements, troubleshoot defects, and ensure timely resolution of production issues.
• Supported full project lifecycle activities including planning, UAT, deployment, and post- implementation validation contributing to enhanced operational efficiency and user experience.
• Designed and executed end-to-end test cases under both Waterfall and Agile frameworks to validate system functionality, data integrity, and letter generation processes.
• Utilized Salesforce for account management, case tracking, and root cause analysis, ensuring accurate reporting and coordination with configuration, coding, and QA teams. Collaborated with developers, business stakeholders, leadership, and third-party vendors to gather technical and functional requirements, troubleshoot defects, and ensure timely resolution of production issues.
• Supported full project lifecycle activities including planning, UAT, deployment, and post- implementation validation contributing to enhanced operational efficiency and user experience.
Baylor Scott & White Health
Other
IS Analyst II
3/2009 - 6/2013
• Led the IBM Initiate Inspector web-based application team for the Health Information Management (HIM) Enterprise Master Patient Index (EMPI), ensuring accurate patient record linking and data integrity across the enterprise.
• Performed HL7 segment analysis and troubleshooting, collaborating closely with developers to resolve discrepancies in message structure, patient demographics, and identifier mapping; coordinated MFT setups to support secure data transfers.
• Validated corporate HIM merges and EMPI transactions to ensure accuracy, compliance, and consistent patient identity management.
• Collaborated cross-functionally with the EMPI support team, leadership, and department stakeholders to gather and refine business requirements for UAT testing and production support.
• Participated in all phases of the SDLC, including project planning, implementation, testing, and system maintenance for identity management tools and healthcare applications.
• Led process improvement initiatives by analyzing end-user feedback, documenting gaps, and implemented workflow enhancements to increase data accuracy and operational efficiency.
• Performed HL7 segment analysis and troubleshooting, collaborating closely with developers to resolve discrepancies in message structure, patient demographics, and identifier mapping; coordinated MFT setups to support secure data transfers.
• Validated corporate HIM merges and EMPI transactions to ensure accuracy, compliance, and consistent patient identity management.
• Collaborated cross-functionally with the EMPI support team, leadership, and department stakeholders to gather and refine business requirements for UAT testing and production support.
• Participated in all phases of the SDLC, including project planning, implementation, testing, and system maintenance for identity management tools and healthcare applications.
• Led process improvement initiatives by analyzing end-user feedback, documenting gaps, and implemented workflow enhancements to increase data accuracy and operational efficiency.
Parkland Hospital
Other
Departmental Systems Specialist
3/2001 - 3/2009
• Developed technical and practical strategies for combining medical records using the Epic Identity reporting tool.
• Merged duplicate patient medical record accounts via the Epic Merge Utility/Epic Identity. Utilized the OASIS EMPI system to link external patient accounts.
• Trained staff on Epic computer-based applications and concepts.
• Developed queries and pull lists via MS Access for record location purposes.
• Merged duplicate patient medical record accounts via the Epic Merge Utility/Epic Identity. Utilized the OASIS EMPI system to link external patient accounts.
• Trained staff on Epic computer-based applications and concepts.
• Developed queries and pull lists via MS Access for record location purposes.