INSIGHTFUL LEADERSHIP
Create value through lasting partnerships.
Nov 2025 - Present
I advise small and mid-sized businesses on strategy, digital presence, and operational design. My work focuses on helping founders and teams clarify priorities, streamline workflows, strengthen customer experience, and implement practical systems that support growth.
Selected Contributions:
Advise service-based and digital businesses on branding, operational structure, customer experience design, and go-to-market readiness.
Translate ambiguous or complex business challenges into structured roadmaps that improve efficiency, resource allocation, and decision-making.
Lead engagements that modernize back-end workflows, enhance communication processes, and introduce scalable practices that reduce friction.
Coach founders and operators on building repeatable systems, establishing KPIs, and aligning teams around clear strategies and execution plans.
Develop templates, processes, and digital assets that elevate brand consistency and support long-term growth.
May 2018 - Nov 2025
I led national partnerships with more than 40 Medicare Advantage and Commercial health plans, owning an $80M portfolio and guiding cross-functional teams in product adoption, operational improvement, and strategic growth. My role centered on aligning payer needs with enterprise capabilities, strengthening executive relationships, and elevating performance across both client and internal teams.
Selected Contributions:
Directed a multi-state team of Account Executives, improving portfolio retention to 96% while generating 8% revenue growth across enterprise accounts.
Advised health-plan executives on Stars, HEDIS, member engagement, and product optimization strategies that strengthened outcomes and reduced operational friction.
Partnered with product, analytics, and engineering teams to improve benefit delivery workflows, enhancing accuracy, reporting, and adoption across diverse plan environments.
Led executive strategy reviews and business-planning sessions to identify whitespace opportunities and deepen multi-year client commitment.
Developed standardized operating rhythms, dashboards, and KPI frameworks that improved transparency and strengthened internal alignment.
Elevated client experience by redesigning communication models, introducing scalable playbooks, and streamlining issue resolution across functions.
Nov 2016 - May 2018
I led client service, implementation, and operational delivery for national Medicare Advantage and Commercial health-plan partners. My role centered on strengthening strategic relationships, improving performance across enrollment and engagement workflows, and building a scalable client-services organization aligned to growth.
Selected Contributions:
Led a multi-state client services team responsible for onboarding, implementation, and ongoing delivery for health-plan partners across MA and Commercial lines of business.
Identified and secured new partnership opportunities through market analysis, competitive insights, and proactive solutioning that aligned Bloom’s capabilities with emerging payer needs.
Improved operational performance by redesigning workflows, enhancing cross-functional coordination, and implementing repeatable processes that increased quality and reduced turnaround time.
Strengthened client satisfaction and retention through structured business reviews, transparent performance reporting, and proactive issue management.
Guided pricing strategy and commercial positioning efforts by synthesizing client feedback, market trends, and product insights into actionable recommendations.
Built scalable training programs to elevate consistency, client-facing communication, and overall team capability.
