About
Highly accomplished Corporate Trainer and Software Deployment Lead with 20+ years of experience driving organizational success through expert-led training and seamless technology adoption. Proven track record delivering over 2,500 training sessions and deploying proprietary software across diverse industries, including healthcare, finance, and manufacturing. Specializes in enhancing user proficiency, optimizing workflows, and facilitating the seamless adoption of complex systems like Salesforce CRM and Epic-based EMR/EHR, consistently improving operational efficiency and user satisfaction.
Work
Nationwide, Remote, US
→
Summary
Spearheaded the successful adoption of new EMR systems and workflows, focusing on proprietary Epic-based EMR software with ambient AI across Banfield Veterinary Markets nationwide.
Highlights
Led the successful adoption of new systems and workflows, focusing on proprietary Epic-based EMR software with ambient AI, ensuring seamless integration and elevated user proficiency across multiple Banfield Veterinary Markets nationwide.
Provided robust implementation support during Go-Lives, successfully onboarding diverse end-user groups including Customer Service Coordinators, Veterinary Assistants, Veterinary Technicians, and Veterinarians.
Collaborated effectively with Mars Veterinary leadership and external vendor teams to promptly resolve technical issues during Go-Lives, minimizing disruptions and ensuring smooth system transitions.
Served as a strategic liaison between field teams and executive leadership, identifying training gaps, gathering actionable feedback, and presenting data-driven solutions to enhance operational success and user engagement.
Championed best practices for system utilization and workflow optimization, resulting in increased efficiency and satisfaction among diverse user groups.
Nationwide, Remote, US
→
Summary
Facilitated customized soft skills classes focusing on Effective Communication Skills and Train the Trainer programs.
Highlights
Facilitated customized soft skills classes, including 'Effective Communication Skills' and 'Train the Trainer,' enhancing participant capabilities across various professional contexts.
Nationwide, Remote, US
→
Summary
Delivered customized instructor-led courses in Access/Excel/Project and VBA to diverse user groups.
Highlights
Delivered customized instructor-led courses in Microsoft Office suite (Access, Excel, Project) and VBA, providing essential software proficiency to diverse user groups.
Atlantic Beach, FL, US
→
Summary
Facilitated the implementation and training of proprietary system software, acting as a liaison to stakeholders, and resolving complex contract issues to drive organizational success.
Highlights
Delivered over 2,500 training sessions to large and small groups of adults, encompassing classroom, one-on-one, and online live formats for both technical and non-technical users.
Developed comprehensive online content, including labs, role-plays, group activities, simulations, and demos, ensuring cooperative work within and across internal and external organizational boundaries.
Served as a key liaison to major stakeholders, providing strategic guidance and direction to clients, end-users, and peers, effectively resolving contract issues that arose.
Nationwide, Remote, US
→
Summary
Deployed proprietary Epic-based EHR software in dialysis clinics nationwide, providing remote follow-up and additional support to ensure seamless adoption.
Highlights
Successfully deployed proprietary Epic-based EHR software across dialysis clinics nationwide, ensuring seamless integration and high user adoption rates.
Provided critical remote follow-up and ongoing support to end-users, optimizing software utilization and addressing post-implementation queries effectively.
Virtual, Remote, US
→
Summary
Created and delivered a 10-week virtual course titled 'Success with Standardized Testing' via Google Meet.
Highlights
Designed and delivered a comprehensive 10-week virtual course, 'Success with Standardized Testing,' via Google Meet, enhancing participant understanding and performance.
Jacksonville Beach, FL, US
→
Summary
Developed instructor-led modular courses for proprietary software based on roles in the restaurant tech/commercial food equipment service industry.
Highlights
Developed comprehensive instructor-led modular courses for proprietary software, tailored to specific roles within the restaurant tech and commercial food equipment service industries (e.g., Dispatcher, Mobile Technician, Billing Clerk).
Designed each module to include essential reference guides, FAQs, slides, exercises, and training scripts, ensuring a structured and effective learning experience.
Nationwide, Remote, US
→
Summary
Trained warehouse managers, staff, and drivers on SAP inventory management software, route optimization, and driver phone apps.
Highlights
Trained warehouse managers, staff, and drivers on SAP inventory management software, route optimization tools, and driver phone applications, improving operational efficiency.
Provided critical support during testing, demonstration, and go-live phases, resolving issues and concerns to ensure smooth system implementation.
Nationwide, Remote, US
→
Summary
Delivered iPad and Windows tablet training on proprietary CRM software to sales reps from different pharmaceutical companies in the U.S. and Canada.
Highlights
Delivered extensive training on proprietary CRM software for iPad and Windows tablets to sales representatives across diverse pharmaceutical companies in the U.S. and Canada.
Virtual, Remote, US
→
Summary
Instructed core and advanced Salesforce workshops (Classic and Lightning) via ONLC's proprietary learning platform.
Highlights
Instructed core and advanced Salesforce workshops (Classic and Lightning) via ONLC's proprietary learning platform, enhancing user proficiency in CRM functionalities.
Nationwide, Remote, US
→
Summary
Delivered Salesforce CRM training in person and via WebEx to account executives, sales support representatives, and system architects as part of a nationwide rollout.
Highlights
Delivered comprehensive Salesforce CRM training, both in-person and via WebEx, to account executives, sales support representatives, and system architects during a nationwide rollout.
Nationwide, Remote, US
→
Summary
Trained Otis elevator mechanics on proprietary Workflow Management software for Windows phones.
Highlights
Trained Otis elevator mechanics on proprietary Workflow Management software for Windows phones, ensuring efficient adoption of new mobile workflows.
Winston-Salem, NC, US
→
Summary
Delivered 2-day, hands-on classes to large groups of experienced district managers on new releases of proprietary CRM/ERP systems.
Highlights
Delivered intensive 2-day, hands-on classes to large groups of experienced district managers on new releases of proprietary CRM/ERP systems.
Led discussions on change management and facilitation techniques, and conducted courses on Consumer Engagements and Social Styles, fostering comprehensive skill development.
Columbus, GA, US
→
Summary
Provided training and classroom support during the rollout of Aflac's new platform to incorporate products in response to Healthcare Reform and introduce new sales methodology.
Highlights
Provided comprehensive training and classroom support during the rollout of Aflac's new platform, facilitating the integration of products in response to Healthcare Reform and introducing new sales methodologies.
Collaborated closely with call center staff, ensuring smooth adoption and effective utilization of the new platform.
Columbus, GA, US
→
Summary
Delivered 8-week classes to new hires on Healthcare Reform (ACA) and more than ten proprietary system applications to handle Healthcare Reform exchanges at a call center.
Highlights
Delivered 8-week training classes to new hires on Healthcare Reform (ACA) and over ten proprietary system applications, preparing them to handle complex healthcare exchanges at a call center.
Focused on inbound calls and customer service, ensuring new hires were proficient in managing complex healthcare inquiries.
Nationwide, Remote, US
→
Summary
Led EMR system training for go-live proprietary software implementation in kidney dialysis clinics nationwide, impacting over 20 clinical super users.
Highlights
Led go-live proprietary EMR software implementation training across kidney dialysis clinics nationwide, ensuring successful system adoption.
Conducted one-week advanced skills classroom training for an average of 20 clinical super users, enhancing their proficiency with the new system.
Provided in-clinic, over-the-shoulder training for all designated end-users, including physicians, nurses, patient care technicians, and administrative staff.
Performed thorough testing and troubleshooting of system connectivity prior to go-live dates, minimizing disruptions and ensuring smooth transitions.
Sterling, VA, US
→
Summary
Responsible for VBA/Excel and VB programming knowledge transfer and troubleshooting workshops, and developed an Internet Programming series for technical employees.
Highlights
Designed and delivered VBA/Excel and VB programming knowledge transfer and troubleshooting workshops, enhancing technical proficiency for employees.
Developed and implemented an Internet Programming series, focusing on hand-code efficient, table-less, cross-browser compliant HTML, CSS, and JavaScript, adopted by most technical employees.
Skills
Soft Skills
Understanding Social Styles, Dealing with Difficult Clients, Improving Versatility, Customer Engagement, Addressing Objections, Train-the-Trainer, Building Trust & Accountability, Leadership & Communication, Collaboration & Relationship Building, Productive Work.
Technical Skills
Proprietary CRM and EMR systems, Salesforce, VBA, Access, SQL, Crystal Reports, Excel, PowerPivot, Project, PowerPoint, Word, Outlook, HTML, JavaScript, CSS, PHP, XML, XSL, SAP, ORTEC (ORD), Google Meet, WebEx, Adobe Connect, Zoom.
