SUMMARY

Seasoned professional in the healthcare space. Experience in sales operations, analytics, and marketing - including digital marketing and campaigns effectiveness.

TECHNICAL SKILLS:

MS Windows: MS Office 365 (Excel, Access, Word, PowerPoint, Outlook, Visio, Project), GIS apps.

BI Tools: Tableau, Snowflake, MS SQL, SAS EG, Cognos, Business Objects, Crystal Reports.

Digital Marketing: Adobe Analytics, Google Analytics, Confidential, WordPress

Programming: Visual Basic for Applications, MS SQL Server Management Studio.

PROFESSIONAL EXPERIENCE:

Confidential, Boca Raton, FL

Business Intelligence Specialist

Responsibilities:

• Applied BI and subject matter expertise to provide the business and sales teams with the tools to increase operational effectiveness and meet strategic goals.
• Presented key findings and insights to upper management with recommendations.
• Pharma data staples such as IMS ( Confidential ) Symphony Health and Confidential used for marrying prescriptions and call activity data to drive insights and opportunity analytics.
• Utilizing SQL Server and MS Snowflake for ad how analyses and automate data pulls.

Consultant

Responsibilities:

• CRM development via Confidential for contact management and conversion of leads.
• Marketing automation via Confidential to generate calls and traffic to the website.
• Website design in WordPress; leveraging Yoast SEO to optimize search results.
• Social media platforms Facebook, Instagram, Twitter, etc. utilized to create awareness.

Confidential, San Clemente, CA

Manager, Business Analytics & Systems

Responsibilities:

• Oversee analytics and systems for three key areas: Sales, Marketing, and Call Center.
• Provided insights to upper management on all aspects of marketplace trends.
• Project manager for CRM migration from Infusionsoft to Confidential platform.
• Established ODBC within MS Access to QuickBooks and redesigned sales reporting.
• Leveraged MapBusinessOnline to create territories and visually depict sales opportunities.

Confidential, Carlsbad, CA

Manager - Market Intelligence, Analytics

Responsibilities:

• Analysis on campaign effectiveness and recommend viable channels, within both traditional and digital advertising, to drive leads and convert them to opportunities.
• Telling stories using complex data models, make recommendations, and motivate leadership to act on them. Led regularly scheduled meetings to review performance.
• Segment conversion of leads into opportunities and ultimately closed sales in various views including geographically, marketing mix, behavioral, etc.
• Adobe Analytics used for web analytics, dashboards design, and ad-hoc requests.
• Tableau design for building insightful reporting tools with visual dashboards and KPIs.

Consultant

Responsibilities:

• Consultant for independent insurance brokerage firm; managed sales operations.
• Developed cloud-based contact management system, utilized MS Office 365 to develop customized MS Access app with SharePoint lists dynamically linked.
• Created company budget and recommended opportunities for cost-savings.
• Negotiated purchase of agency management system (submissions-to-binding).
• Maintained license renewal process, and negotiated outsource solutions.
• Developed business plan to create new brand in the medical aesthetics space.
• Performed market research and opportunity analysis to identify market potential.
• Customer segmentation analysis to determine target audience for marketing efforts.
• Projected budget for procedure counts, pricing, marketing, and personnel.
• Maintained Gantt chart for tracking progress of the project plan and stay on track.
• Sketched diagram to outline data flow of cloud-based systems to include POS, CRM, and financial - established vendor relationships for marketing, payroll, utilities.
• Coordinated secret shopper campaign for competitive analysis and set pricing.

Confidential,San Diego, CA

Manager, Managed Care Analytics & Systems

Responsibilities:

• Led Managed Care analytics and collaberated with account managers to identify contracting opportunities formulary, co-pay, and pull-through initiatives.
• Claims - analysis on Rx claims that were approved/rejected/reversed by patient.
• Automated report production using SAS EG for accounts management team; sales by Payer/Plan/PBM, Commercial, Medicare by various and timeframe.
• Project lead for new Confidential /CRM platform ( Confidential ): outlined project plan, defined system requirements to include aggregate spend, samples accountability, closed loop marketing.
• Managed Confidential (Sales Force Automation) for salesforce of 300+ personnel - including enhancements, data transfers, troubleshooting, training.
• Managed Sales Analyst who handled reports & analyses, adds/deletes, field inquiries, etc.
• Created TargetPic, graphical depiction of sales trends by Target.
• Collaborated with I.T. on development of data warehouse and integration with the Confidential .
• Marketing support - measured effectiveness of promo campaigns .

Confidential, Irvine, CA

Sr. Sales Analyst

Responsibilities:

• Analytical support for salesforce of 160+. Produced weekly attainment results, projected quarterly quotas with outside vendor, and facilitated Incentive Compensation payout.
• Developed employee database / automated headcount activity for IC requirements via MS Access database with ODBC link to central territory database in Microsoft SQL server.
• Change Management lead for new data warehouse; outlined current processes with users and mapped new and future methods for extracting data under the new environment.