Career Journey
My career is built on delivering excellence in project management and process optimization. With extensive experience across industries, I excel at leading teams, streamlining workflows, and driving strategic solutions that achieve business goals.
Amari Consulting 2023 – Present
Senior Project Manager
Led end-to-end website redesign projects from small business sites ($1K–$10K) to enterprise platforms ($50K+), ensuring streamlined workflows, enhanced client engagement, and on-time, on-budget delivery using ClickUp, WordPress, and Figma.
Include:
- Spearheaded process optimization initiatives, implementing AI-powered automation to enhance task tracking, reporting, and approvals.
- Developed client engagement frameworks to improve communication, reducing feedback cycles by 30% and increasing project efficiency.
- Created a two-part customer service system with a chatbot and support ticket backend, enabling real-time client responses and efficient task assignment.
Include:
- Designed, developed, and deployed AI-powered chatbots to enhance customer support and automate workflows, utilizing Chatbase, OpenAI API, and Zapier for seamless integration.
- Implemented conditional logic systems in AI workflows to improve decision-making and optimize automation strategies.
- Integrated AI tools into project management workflows, enhancing efficiency and automating repetitive tasks in ClickUp.
- Developed AI-powered knowledge management systems to streamline documentation, including SOPs, project charters, and status reports.
Include:
- AI Integration in Project Management: Automated tracking and reporting processes using AI-driven tools, reducing administrative workload by 40%
- Client Collaboration Enhancement: Created AI-driven chatbots for streamlined client interactions, improving project updates and support response times.
- Process Optimization: Successfully reduced project turnaround time by 20% through AI-assisted workflow automation and risk management.
Millennium Trust Company | Dec. 2022 -July 2023
Senior Sales Executive
Oversaw high-stakes employee benefits projects, managing budgets up to $1M+ and ensuring regulatory compliance for diverse client solutions.
- Directed cross functional teams in implementing employee benefits programs (HSA, FSA, COBRA) for businesses of all sizes, ensuring seamless integration and compliance
- Developed and executed strategic sales initiatives, expanding client reach and driving national sales growth
- Developed strategic project plans outlining timelines, resource allocation, and risk mitigation, streamlining benefits implementation and operational efficiency
- Implemented and synchronized benefits systems with HRIS, payroll, and third-party platforms, ensuring regulatory compliance and operational efficiency
- Designed tailored benefits solutions to enhance employee value propositions, resulting in increased client satisfaction and retention
Reason for Leaving/Gap in employment: Left position to support my son’s transition from military to civilian life after his injury on deployment.
MASA Global | Dec. 2021 - Nov. 2022
Sales Director
Managed the development and implementation of employee benefits solutions, expanding profitability and client engagement through strategic partnerships.
- Collaborated with clients, insurance carriers, brokers, and stakeholders to integrate medical transportation benefits during open enrollment periods~
- Developed and executed strategic expansion plans, increasing profitability by successfully entering new markets through channel partnerships~
- Designed and delivered customized employee benefits solutions, aligning offerings with client needs to enhance employee value propositions~
- Managed end-to end project planning, including stakeholder coordination, compliance tracking, and benefit system integration.
Reason for Leaving: Left position after being offered a role at Millennium Trust with a larger territory and double the salary
Dynamic Benefits Solutions | Jan. 2016 - Jan. 2022
Employee Benefits Broker | Agency Owner
- Developed process improvement initiatives, streamlining benefits operations and enhancing efficiency
- Collaborated with stakeholders to align benefit solutions with business goals, ensuring compliance and smooth implementation
- Educated clients on employee benefits products, streamlining decision making and improving enrollment outcomes
- Directed cross functional teams to deliver customized benefits solutions, ensuring on time implementation and high client satisfaction.
Reason for Leaving: Left after successfully selling the agency
AFLAC | Feb. 2013 - Jan. 2016
District Sales Coordinator
Managed district sales operations, optimizing benefit processes for client satisfaction and coordinating cross-functional teams during open enrollment.
- Led cross-functional teams, including sales representatives and external stakeholders, to execute efficient open enrollment processes for small and medium-sized businesses.
- Implemented process improvement initiatives, optimizing benefits administration workflows for increased efficiency
- Collaborated with stakeholders to align voluntary benefits solutions with business objectives and regulatory requirements
- Educated clients on voluntary benefit products, ensuring a smooth implementation process and improved employee participation.
Reason for Leaving: Left position to launch my own agency, Dynamic Benefit Solutions.
Sapphire Salon | Dec. 2018 - Mar. 2020
Managing Partner
- Established an inclusive environment for clients with special needs and their families.
- Managed financial operations, including budgeting, forecasting, and expense management.
- Directed daily operations, ensuring high service quality and customer satisfaction.
Closed due to COVID