Advisor

• Analyze patient experience feedback, survey scores, comments, focus groups, advisory councils, complaints, observations, and other metrics to formulate improvement recommendations
• Provide education and coaching to build exceptional patient experiences
• Collaborate with senior leaders, department managers, frontline staff, and selected departments to develop and implement patient experience improvement strategies
• Develop programs, services, strategic training, coaching, tactics, in-services, and educational programs to improve patient and physician experience scores
• Build reporting mechanisms and communication pathways to engage partners in targeted improvement initiatives
• Facilitate resolution of patient and customer complaints and grievances in a timely, respectful, compassionate, and compliant manner
• Provide patient experience and service recovery referrals to appropriate stakeholders and ensure investigation and resolution within defined timeframes
• Serve as liaison and consultant to committees, senior leadership, ministry leaders, and teams on service excellence opportunities
• Perform other duties as assigned

Patient experience advisor improving service recovery and satisfaction for SSM Health healthcare patients

Patient Experience Advisor – Service Recovery

Patient experience advisor improving service recovery and satisfaction for SSM Health healthcare patients. Analyzing feedback, coaching care teams, and leading complaint-resolution initiatives.

• Analyze patient experience feedback, survey scores, comments, focus groups, advisory councils, complaints, observations, and stakeholder perspectives
• Coach leaders, managers, frontline staff, departments, and select areas on patient experience improvement
• Develop and implement strategies, programs, services, training, coaching, and tactics to improve patient experience scores
• Build reporting mechanisms and communication pathways for targeted improvement initiatives
• Develop and facilitate in-services, educational programs, targeted coaching, and training
• Facilitate timely, respectful, and compassionate resolution of patient and customer complaints and grievances
• Provide patient experience and service recovery referrals to appropriate stakeholders and responsible parties
• Serve as liaison and consultant to committees, senior leadership, ministry leaders, and teams
• Work in a constant state of alertness and safe manner
• Perform other duties as assigned

Patient experience advisor improving healthcare satisfaction and resolving grievances for SSM Health

Patient Experience – Service Recovery Advisor

Patient experience advisor improving satisfaction, loyalty, and quality outcomes for SSM Health. Analyzing feedback, coaching care teams, and resolving patient complaints and grievances.

• Consult on investment and insurance strategies and develop financial plans for clients
• Grow and retain an investment and insurance book of business
• Own the client experience by handling sales and service, identifying opportunities, and making referrals to internal business partners
• Acquire, expand, and maintain client relationships through business development and client networking
• Grow client loyalty and share of wallet through an exceptional client experience
• Apply product and procedural knowledge to solve client problems appropriately and efficiently
• Develop and implement investment and insurance strategies
• Determine the best products to support client strategies
• Present financial recommendations and guidance to clients
• Establish individual financial plans based on client needs and objectives
• Monitor financial plans and recommend changes as needed
• Coach and educate internal business partners to identify investment opportunities
• Drive investment education and visibility among internal business partners
• Communicate with internal and external partners to build relationships and drive referral activity
• Meet with internal business partners to communicate and review business results and pipeline management
• Meet service level agreements on lead and referral follow-up
• Adhere to applicable laws, regulations, policies, and guidelines
• Assess and manage risks associated with business objectives and activities under PNC's Enterprise Risk Management Framework

Wealth Advisor developing investment, insurance, and financial plans for PNC banking clients

Wealth Advisor

Wealth Advisor developing investment, insurance, and financial plans for PNC banking clients. Growing client relationships, referrals, and investment and insurance business in Missouri.

• Engage with clients to understand their comprehensive financial needs
• Provide personalized guidance to help them achieve their financial protection and planning goals
• Design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being
• Regularly review and update clients' financial plans and insurance policies
• Cultivate a robust network of clients through referrals, active community involvement, and professional associations

Financial Advisor at the Vrana Network - Northwestern Mutual

Client Advisor – Athletic Background

Financial Advisor at the Vrana Network - Northwestern Mutual engaging with clients to achieve financial goals. Providing personalized guidance and services to secure clients' financial well-being.

• Drive the reliability, availability, and scalability of mission-critical applications supporting Voice Self-Service and Automation capabilities
• Lead and support a blended team of employees and consultants operating across onshore and offshore locations in a 24x7 environment
• Implement proactive monitoring, alerting, and observability solutions to identify and resolve issues before they impact customers or business operations
• Conduct root cause analysis of application and system failures, implementing sustainable corrective actions to prevent recurrence
• Develop automation solutions that streamline deployments, configuration management, operational processes, and application health checks
• Partner with engineering teams to design, deploy, and support resilient solutions that maximize system stability and performance
• Advance self-healing capabilities that reduce manual intervention and improve overall service availability
• Analyze availability, reliability, and performance metrics to identify improvement opportunities and drive operational excellence
• Participate in major incident management, service restoration activities, and post-incident reviews impacting the STP organization
• Champion best practices in cloud operations, automation, observability, and platform resiliency.

Application Development Senior Advisor driving automation for resilient application systems

Senior Application Development Advisor

Application Development Senior Advisor at Cigna managing mission-critical applications for Voice Self-Service and Automation. Leading automation initiatives and driving operational excellence across platforms.

• Provide consulting services to clients in order to evaluate, recommend, design and implement information security solutions and process improvements
• Identify client requirements by establishing personal rapport with all clients and internal and external resources to understand business and information security requirements
• Develop knowledge of supported client areas and builds relationships by assessing, evaluating and fully understanding the needs and requirements of clients
• Provide strategic support to clients and leaders and advise clients on best practices and how to implement changes to address their business needs, potentially through the preparation of recommended alternatives
• Review and assess necessary data to address clients’ business and information security needs
• Lead process improvement and long-term information security solution discussions, and present outcomes in written and verbal format to senior management
• Drive investigative activities arising from security events escalated from the security operations center (SOC)
• Oversee cybersecurity emergency response actions including zero-day mitigation
• Be a key participant in project development surrounding new processes and the integration of new processes with existing ones; communicate changes to impacted clients and other resources
• May require extended work hours and overnight travel (up to 15%)

Senior IS Advisor consulting on information security for the Federal Reserve System

Senior IS Advisor, Treasury Services Division

Senior IS Advisor consulting on information security solutions and process improvements for the Federal Reserve System. Collaborating with technology teams to enhance security posture in economic and payment systems.

• Manage the Microsoft Enterprise Agreement renewal & true up process.
• Manage a pipeline of enterprise-level Microsoft sales opportunities.
• Provide pre-sales support to sales reps and customers on Microsoft licensing & cloud solutions.
• Identify new Enterprise Agreement and Azure CSP prospects.
• Deliver Microsoft product roadmap, licensing and financial content to customers.
• Participate in local customer events to deliver Softchoice content.
• Develop and deliver training to Softchoice sales teams on Microsoft products and services.
• Collaborate with Professional Services Architects and Managed Cloud Advisors to increase customer’s cloud consumption.
• Engage with local Softchoice sales teams and Microsoft sales teams to sell jointly into territories and customer accounts.

Enterprise Microsoft Software Advisor managing licensing and sales strategies for Softchoice.

Enterprise Microsoft Solution Advisor

Enterprise Microsoft Software Advisor managing Microsoft licensing and enterprise-level sales at Softchoice. Driving growth through strategy execution and collaboration with local sales teams.

• Serve as Primrose's subject matter expert on early childhood education policy, childcare licensing, accreditation, and regulatory compliance.
• Monitor legislative and licensing developments across Primrose markets; translate complex requirements into practical guidance.
• Partner with internal teams and franchise owners to support school operations, site development, health and safety standards, and accreditation efforts.
• Guide franchise owners and field teams through licensing processes, including pre-opening strategy, inspections, agency interactions, and citation response.
• Build and maintain relationships with licensing agencies and regulatory stakeholders across Primrose's operating footprint.
• Oversee Primrose's accreditation support program, including guidance materials, readiness resources, renewal tracking, and support for schools pursuing or maintaining accreditation.
• Serve as the liaison between Primrose and accrediting organizations, maintaining expertise in accreditation standards, requirements, and emerging trends.
• Lead webinars, training sessions, and educational resources related to licensing, accreditation, policy developments, and regulatory compliance.
• Collaborate with Operations, Education, Development, Legal, and other internal teams to incorporate policy and regulatory expertise into company standards, resources, and strategic initiatives.

Policy Advisor at Primrose focusing on early childhood education policy.

Policy Advisor

Policy Advisor at Primrose providing expertise in early childhood education policy and regulatory compliance. Collaborating with internal teams and licensing agencies to support educational excellence across the organization.

• Design, develop, and maintain complex technical solutions, including custom user interfaces, automation tools, and data pipelines supporting provider data, adoption, and regulatory compliance initiatives
• Build and enhance UI-driven tools and workflow solutions that automate manual processes, enable structured data collection, and support downstream reporting and analytics
• Develop and maintain ETL processes that ingest, transform, reconcile, and consolidate data from multiple internal systems and external vendor files
• Automate complex reconciliation and matching processes, reducing manual effort and enabling low-touch or one-click workflows for operational teams
• Translate business and operational requirements into scalable technical solutions, including data models, ETL logic, automation workflows, and backend processing across multiple platforms and data sources
• Refactor and modernize legacy reporting and automation solutions, improving performance, scalability, reliability, and maintainability across enterprise migration and modernization initiatives
• Work hands-on with complex and incomplete (“messy”) data, partnering with business stakeholders to understand upstream processes, data gaps, and system behaviors
• Partner directly with IT teams at a technical design level, defining data structures, tables, indices, and upstream capture requirements to ensure solutions are implemented correctly and sustainably
• Serve as a technical liaison between business and IT, while also performing hands-on development work; this role is a hybrid of developer and business analyst, not a requirements-only position
• Support end-to-end technical delivery for high-visibility initiatives, including enterprise migrations, automation programs, provider data modernization, and regulatory reporting
• Identify opportunities for process improvement and automation to reduce manual effort, improve data quality, and increase operational efficiency
• Ensure data accuracy, consistency, and reliability across regulated and compliance-sensitive environments through strong development, validation, and quality practices

Data Management & Reporting Advisor designing technical reporting solutions for provider data quality

Data Measurement and Reporting Advisor

Data Management & Reporting Advisor at Cigna developing technical solutions for provider data quality and compliance, ensuring operational efficiency through automation and analytics.

• Act as the business lead on initiatives related to productivity optimization, pay structure design, and workforce management.
• Collaborate with data teams to scope, guide, and interpret quantitative analyses.
• Partner with HR and operational leaders to collect and synthesize qualitative data to complement analytical findings and help drive decision-making.
• Develop and present recommendations on incentive structures and workforce strategies that align with business goals.
• Develop comprehensive strategic plans and execute them with a minimum-viable-product mentality.
• Analyze current operations and workflows, identifying areas for improvement, and establish solutions to enhance efficiency and effectiveness.
• Drive stakeholder alignment and lead communication efforts for any proposed changes.
• Collaborate with senior stakeholders and lead cross-functional teams to define opportunities.
• Lead and manage multiple projects simultaneously, ensuring timely delivery and adherence to budget and quality standards.
• Scope, guide, and support the build of tools and dashboards that enable ongoing performance tracking and decision-making.
• Lead or support the ongoing use and refinement of newly developed tools and processes.

Strategy Advancement Advisor leading workforce management initiatives for CenterWell Home Health

Strategy Advancement Advisor

Strategy Advancement Advisor leading strategic initiatives focused on productivity and workforce management across CenterWell Home Health. Collaborating with data, operations, and HR to drive performance and engagement.

• Develop, maintain, and monitor operational risk and control frameworks across client implementation and eligibility processes.
• Document and update end‑to‑end process flows, risk assessments, and Risk & Control Matrices (RCMs) to reflect current‑state operations.
• Perform control testing and ongoing monitoring activities to assess control design and operating effectiveness.
• Track, document, and support remediation of control deficiencies, ensuring timely closure and sustainable corrective actions.
• Coordinate and support internal and external audit activities, including evidence gathering support, walkthrough preparation, and audit response support.
• Identify emerging operational risks, control gaps, or process breakdowns and escalate issues with clear risk articulation.
• Recommend practical mitigation strategies and control enhancements aligned with a risk‑based controls approach.
• Partner with Operations and Quality teams to embed control requirements into business processes.
• Support audit readiness activities related to SOC 1, SOX, and internal quality reviews.
• Maintain accurate documentation and support reporting on control health, testing results, and remediation status.

Control Testing & Monitoring Advisor supporting operational risk and control activities at Cigna.

Control Testing & Monitoring Advisor

Control Testing & Monitoring Advisor responsible for managing operational risk and control activities within Cigna’s Client Service & Operations. Collaborating across teams to ensure audit readiness and process improvement.

• Leverage data to answer business questions by identifying data needs, extracting data from relevant sources, and performing detailed analyses
• Use technical expertise (e.g., SQL, Python, PySpark) and analytical tools to explore operational data, identify trends, drivers, and outliers, and explain performance outcomes
• Design, build, and maintain standardized reports and dashboards that support C&CE operational reviews and decision-making
• Ensure data accuracy, consistency, and reliability through validation, reconciliation, and quality checks
• Partner closely with cross-functional stakeholder groups to align analytics outputs with business needs

Business Analyst Advisor delivering high-quality analytics for Cigna's Workforce Management team

Business Analytics Advisor, C&CE Workforce Management

Business Analyst Advisor delivering high-quality analytics and insights for Cigna's Workforce Management team. Collaborating closely with operations leaders and stakeholders to drive effective operational decision-making.

• Support client onboarding, engagement and product utilization initiatives in collaboration with product coordinators and internal teams.
• Provide analytical product support, including inquiry resolution, trend monitoring, and issue escalation.
• Address functionality and content questions related to the CDB.
• Develop and maintain training materials such as user guides, one-pagers, and FAQs.
• Deliver virtual training sessions, including one-on-one sessions and scheduled webinars, to introduce and reinforce CDB functionality.
• Ensure a positive client experience through effective access management and product support.
• Monitor industry trends and integrate relevant insights into client interactions and product guidance.
• Partner with cross-functional teams to enhance product adoption and overall client value realization.

Product Advisor supporting healthcare performance initiatives using Vizient’s Clinical Data Base.

Product Advisor

Product Advisor supporting clients in healthcare performance initiatives through Vizient’s Clinical Data Base. Delivering training, education, and enhancing client engagement using analytics tools.

• Acquires and develops new profitable and quality treasury management relationships
• Retains and deepens existing customer relationships
• Sales Prospecting
• Product pricing and structuring
• Customer proposals
• Proactively builds internal relationships with regional partners and relationship managers to drive TM opportunities
• Cross sells other bank products, and stays current on competitor offerings to suggest product improvements
• Proactive management of Banker relationship, including routine 1:1’s, development and execution of relationship plans, pipeline reviews, pre-call plans, partner plans, and joint calling
• Responsible for maintaining and managing to weekly and monthly sales results and ensure the timely entering of weekly data and monitor for accuracy
• Assists in outbound calling initiatives offer new solutions to clients and ensure Huntington as our customer’s primary banking relationship
• May mentor other Treasury Management colleagues
• Responsible for being a positive change agent as Huntington evolves its products and strategies
• Performs other duties as assigned

Treasury Management Advisor II developing customer relationships

Treasury Management Advisor II

Treasury Management Advisor II acquiring and developing treasury management relationships. Retaining and deepening existing relationships while managing various banking responsibilities.

• Serve as a primary contact point between WealthTech platform support teams and Focus advisory teams
• Respond to advisor inquiries, troubleshoot basic platform issues, and escalate more complex items to senior team members or vendors as needed
• Provide baseline training to advisors on WealthTech platforms, including navigation, core functionality, and workflows
• Curate, maintain, and improve training materials to support advisor onboarding and education
• Work collaboratively with internal partners to support platform-related initiatives
• Coordinate with external vendors to log issues and track resolutions
• Identify areas of improvement within WealthTech platforms by analyzing feedback and usage trends

Advisor Platform Specialist liaising between advisory teams and WealthTech platform support

Advisor Platform Specialist

Advisor Platform Specialist at Focus Partners Wealth ensuring high-quality technology experience for advisors. Providing support between advisory teams and WealthTech platform support teams while maintaining system efficiency.

• Transition Your Agricultural Skills into Financial Services: Help clients navigate financial decisions.
• Build long-term relationships with clients and understand their unique needs.
• Provide tailored financial solutions through personalized insurance solutions and financial planning.

Financial Representative helping clients achieve financial goals through personalized solutions

Field Advisor, Agriculture

Financial Representative at Northwestern Mutual, assisting clients with tailored insurance solutions and financial planning. Building long-term relationships to support client needs.

• Serve as a West Coast regional liaison between Slate service repair facilities and Service, Quality, and Engineering teams to quickly root-cause and recommend repair actions for Slate product issues.
• Provide on-site assistance to service repair facilities and technicians when requested.
• Provide expert repair guidance to service technicians on complex technical issues.
• Support service technicians with high voltage battery pack testing, repair and replacements, discharging, and powering up.
• Track and communicate in-field issue resolution to ensure the highest level of customer satisfaction.
• Work with Slate Parts, Quality, and Logistics teams to coordinate part ordering escalation and returns.
• Provide support to Slate Sales and Slate Customer Care to assist with customer concerns and case escalations.
• Identify ECU software and calibration issues, collecting data logs, and documenting findings for Engineering and supplier review.
• Work with Slate Warranty team for warranty claim disputes, approvals, and authorization of good will.
• Ensure service center certification standards and compliance are being met.
• Ensure a consistent and efficient repair strategy across the Slate service network.
• Monitor service repair processes and make recommendations on future training opportunities to Service and Slate University teams.

Field Service Technical Advisor resolving complex vehicle issues for Slate.

Field Service Technical Advisor

Field Service Technical Advisor enhancing customer satisfaction by resolving vehicle issues on-site. Collaborating with teams to ensure effective repairs and service quality across multiple West Coast states.

• Manage inbound sales inquiries as well as outbound leads, offering information about our solutions and services to our prospective customers, guiding them through the sales process
• Meet/Exceed monthly and quarterly sales targets and KPIs
• Build and maintain relationships with prospects and partners to ensure high levels of satisfaction and results
• Utilize CRM to track activities, updates customer information and report back on sales metrics
• Collaborate with the sales team and other departments to optimize the sales process and achieve collective goals
• Maintain awareness of and ensure adherence to Zelis Company Policies and Procedures
• Uphold the Zelis IMPACT Values

Sales role in provider enrollment for healthcare solutions at Zelis

Provider Enrollment Advisor

Sales role managing inbound and outbound inquiries in provider enrollment for healthcare at Zelis. Building relationships and meeting sales targets to drive revenue and client success.

• Partner with affluent clients to identify their financial goals, analyze their financial landscape, and develop recommendations
• Communicate complex financial solutions to clients, utilizing interpersonal communication and relationship-building skills
• Build meaningful and long-lasting relationships, developing and implementing appropriate financial solutions
• All licenses must be obtained within 120 days from start date

Wealth Management Advisor supporting affluent clients in achieving financial goals

Wealth Management Advisor

Wealth Management Advisor supporting affluent clients in identifying financial goals and implementing solutions. Position requires strong relationship-building skills and providing complex financial insights.

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