Interim and Fractional Services
Highlights
Marketing effectiveness
Education organization with a large e-commerce business line. The proper use of existing tools, processes, and analytics led to increased efficiency and effectiveness in campaigns, content, events, and e-commerce. Created 24-month operational plan aligned to new strategy and metrics.
Acquisition and Integration
Led a successful, competitive asset acquisition of a healthcare training company in an adjacent, growing market—3-month close, 120-day transition, 97% staff and client retention—purposeful focus on preserving unique culture—20% EBITDA day 1.
Business Transformation
12-month financial, IT, digital learning, and customer service transformation and return to positive net income—operational plan to align with new vision, mission, and strategic plan. Successful re-accreditation and regulatory compliance. Created new B2B sales team for 2X growth, relaunched international offerings.
SaaS and BPO Operations
Series C BPO + SaaS Medicaid, Medicare, and Commercial insurance services. 40% operations efficiency gain, Medicare Advantage product launch, and successful HITRUST certification.