Team Lead

• Supervise multiple teams of disability claims examiners and technical staff
• Monitor colleagues’ workloads and individual claim activities
• Provide training and technical/jurisdictional direction on claims adjudication reports
• Identify trends, problems, and issues and advise management on recommended actions
• Inform management of procedures and continuous process improvement ideas
• Coordinate office projects with management
• Compile, review, and analyze management reports and take appropriate action
• Perform quality reviews on claims
• Act as second-level appeal for client and claimant issues and implement final dispositions
• Review reserve amounts on high-cost and over-authority claims
• Monitor third-party, litigated, serious vocational rehabilitation, questionable, and sensitive claims
• Maintain client contact, make claim-status recommendations, and provide written claim resumes
• Ensure direct reports are properly licensed and claims files are correctly coded and documented
• Administer personnel policies, interview and hire colleagues, establish development plans, conduct performance discussions, and provide leadership and motivation
• Support the organization’s quality programs and perform other assigned duties

Workforce Absence Team Lead supervising disability claims operations at Sedgwick, a risk and claims administration provider

Workforce Absence Team Lead

Workforce Absence Team Lead supervising disability claims teams at Sedgwick, a risk and claims administration provider.
Managing adjudication quality, appeals, reserves, client relationships, and colleague performance.

• Provide industrial electrical/mechanical expertise to maximize equipment utilization and efficiency
• Develop and implement processes to maintain proper utilization and functionality
• Rectify electro-mechanical faults and resolve PLC-related issues
• Respond to emergency calls at customer sites
• Track problems through successful completion and provide first-class customer maintenance support
• Provide emergency breakdown and specialized maintenance support
• Set up and calibrate precision automation equipment
• Install conveyor and precision automation equipment
• Train the customer’s maintenance team as required
• Execute site quality, safety, and statutory procedures
• Maintain clear reports, communications, timesheets, and documentation
• Provide mechanical strip-down/reassembly, field wiring, machine calibration, and system testing
• Complete reactive repairs within required timeframes
• Interact with on-site management and communicate repair and maintenance progress
• Interpret electrical circuit diagrams and conduct risk assessments
• Operate hand tools and assemble/disassemble equipment
• Follow setup instructions, assembly drawings, and checklists
• Ensure proper care and maintenance of supplied tools and equipment
• Log spare-parts usage appropriately with the customer, KNAPP spare-parts team, or CMMS
• Attend regular meetings with maintenance and site management to discuss activities and progress
• Perform other duties as required

Team Lead maintaining KNAPP warehouse automation systems in Republic, Missouri

Lead Resident Maintenance Technician

Team Lead maintaining KNAPP’s automated warehouse and storage systems in Republic, Missouri. Troubleshooting PLC, electrical, mechanical, hydraulic, and pneumatic equipment at customer sites.

• Train new hires and coach ongoing staff development
• Lead daily debriefs and deliver direct, useful feedback
• Monitor team performance, scheduling, pairings, and reporting
• Canvass consistently and model the standard in the field
• Identify strong fundraisers and develop future leaders

Team Leader for face-to-face fundraising campaigns across various cities

Team Lead – Threshold Giving, Face-to-Face Fundraising

Team Leader for face-to-face fundraising campaigns in Washington DC, Portland, and Denver. Develop and coach teams while modeling effectiveness in the field.

• Assist with the team's day-to-day operations and ensure excellence in patient care coordination, phlebotomy services, and administrative operations.
• Support daily team management, operational efficiency, and compliance.
• Collaborate seamlessly between field teams, patients, and operational departments.
• Cover at clinics as needed, serving patients by identifying the best method for retrieving blood, preparing specimens for laboratory testing, and performing screening procedures.
• Assist with the coordination and execution of audits as indicated.
• Conduct regular quality checks on patient coordination activities, specimen documentation, and communication logs, specifically on the MPX platform.
• Support onsite visit preparations, shadowing staff to ensure protocol adherence and identify opportunities for process improvement.
• Provide daily support to the Phlebotomy Solutions team.
• Supervise, mentor, and develop a team of phlebotomists across designated locations; handle recruitment, onboarding, and training of new in-office phlebotomists.
• Ensure all team members maintain compliance with specimen handling protocols and EMR documentation.
• Proactively mitigate issues that could impact operational performance.
• Oversee supply chain needs, including ordering and tracking supplies.
• Partner with Field Sales, Clinical Operations, and Compliance to resolve issues and ensure cohesive patient support.
• Assist with team meetings to share updates, disseminate best practices, and reinforce Natera’s standards of excellence.

Lead for Phlebotomy Solutions team managing operations and patient care coordination.

IOP/PSC Team Lead

Lead for the Phlebotomy Solutions team managing daily operations and patient care coordination. Responsible for team oversight, audits, and collaboration across departments with required travel.

• Support the day-to-day operations of a dedicated account and client program to ensure ADTRAV is meeting the service levels expected of our client.
• Act as a subject matter expert and assist agents with questions or issues, being a first level support for agents on applications, processes, procedures, and policies.
• Escalate issues to management as needed.
• Assist with onboarding, implementation, meeting launch, servicing and offboarding of group air programs for the client.
• Create and coordinate support tickets with internal departments requesting systems be configured according to meeting parameters and to support meeting and client requirements.
• Manage meetings and groups via the GDS and internal systems.
• Conduct quality assurance reviews on meetings reservations and travel records, prior to meeting launch, and provide information to management.
• Coordinate with internal teams to ensure deadlines are met and regular updates are communicated with the client.
• Ensure all department and group processes are properly documented, communicated, and trained on.
• Review meeting parameters and ensure proper setup/configuration within ADTRAV systems.
• Assist with monitoring phone and email queues to ensure that service levels and response time requirements are met.
• Escalate concerns to management.
• Assign and coordinate work of agents as needed to support operational demands and client deadlines.
• Assist with agent ticketing and ensure reservations are processed accurately and timely.
• Book, ticket, modify, and manage air travel arrangements for group programs of varying sizes.
• Organize manifests, reporting, traveler updates, schedule changes, and travel documentation.
• Be responsive to travelers and clients throughout the booking process.
• Serve as a liaison between the client, travelers, agents, and internal departments.
• Assist management with airline contracts, group blocks, attrition management, and utilization tracking.
• Follow up with the client regarding travel plans and program requirements.
• Create, maintain, and distribute operational, KPI, SLA and client reports for management and client contacts.
• Research customer service issues and reservations records to provide information and resolution recommendations to management.
• Identify process improvements, workflow efficiencies and training opportunities and provide recommendations to management.
• Maintain job aids, procedures, training materials, and other documentation on the account and processes.
• Meet all KPIs as required for the position and outlined by management (e.g., productivity, transactions, errors, SLAs, response times, meeting set up timelines), including maintaining consistent attendance and adherence to the schedule.
• Document all information in the CRM and other tools as required.
• Utilize various applications, including GDS, online booking tools, Smartsheet, Confluence, Jira, CRMs, and various internal applications.
• Follow ADTRAV policies, procedures, and approved workflows on how to service travelers.
• Provide excellent customer service in every interaction with travelers and the client.
• Show empathy and be able to identify and solve issues.
• Communicate effectively with other agents and employees to solve problems, gather information, and service travelers and the client.
• Become knowledgeable in ADTRAV's industry and customer base.
• Participate in ongoing training to continuously build and maintain knowledge and skills in the industry and with the account.
• Represent ADTRAV by embracing the company values and maintaining effective working relationships with employees, partners, vendors, and clients.
• Adhere to company policies and procedures.
• Other duties as assigned.

Group Air Coordinator supporting dedicated client air travel needs

Group Air Coordinator – Dedicated, Team Lead

Group Air Coordinator supporting dedicated client air travel needs at ADTRAV Travel Management. Leading operations and ensuring exceptional service for group air programs.

• Creating an inspiring team environment with an open communication culture
• Oversee day-to-day operation of the department working hand-in-hand with the Department Supervisor
• Conducts in-process quality check and takes necessary actions for non-compliance
• Understands quality measures and KPI linkage to site results and vision
• Ensures compliance with necessary CGMP standards
• Set clear team goals
• Delegate tasks and set deadlines
• Monitor team performance and report on hourly metrics
• Motivate team members
• Discover training needs and provide coaching
• Listen to team members’ feedback and resolve any issues or conflicts

Flower Team Lead overseeing production department at Trulieve

Flower Team Lead – 2nd Shift

Flower Team Lead overseeing production operations at Trulieve, ensuring compliance with quality standards and team performance. Collaborating with the Department Supervisor to manage day-to-day activities and motivate team members.

• Support our extraction and production operations
• Ensure that team members are properly communicated the goals of the shift, week, and month
• Training new team members on extraction equipment and procedures
• Ensuring policy and procedure compliance across all processes within the department
• Monitoring employee attendance and performance
• Oversee equipment cleaning and maintenance policies, ensuring equipment is well maintained
• Maintaining strict inventory records of all plant materials, chemicals, and equipment used in the facility, assisting in improving records when needed
• Oversee process flow throughout department, making changes in allocation of resources to meet demand
• Operating, maintaining, and making adjustments and repairs to extraction equipment
• Ensuring team members store supplies and equipment and disposal of waste according to guidelines
• Maintaining inventory records of supplies, materials, and equipment and preparing requisitions as needed
• Maintaining material safety data sheets for all chemicals and products
• Following all standard operating procedures regarding product creation and lab safety
• Works with testing laboratory as defined by state guidelines
• Other duties as assigned

Extraction Team Lead leading extraction and production operations at Trulieve

Extraction Team Lead – 1st Shift

Extraction Team Lead conducting extraction and production operations for cannabis products at Trulieve. Ensuring compliance, training staff, and maintaining equipment for high-quality outputs.

• Supervise the operation of multiple teams of examiners and technical staff for liability claims for clients.
• Monitor colleagues' workloads, provide training, and monitor individual claim activities.
• Provide technical/jurisdictional direction to examiner reports on claims adjudication.
• Maintain a diary on claims in the teams including frequent diaries on complex or high exposure claims.
• Identify and advise management of trends, problems, and issues as well as recommended course of action.
• Perform quality review on claims in compliance with audit requirements, service contract requirements, and quality standards.
• Act as second level of appeal for client and claimant issues regarding claim specific, procedural or special requests.
• Review reserve amounts on high cost claims and claims over the authority of the individual examiner.
• Maintain contact with the client on claims and promote a professional client relationship.

Supervise examiners and technical staff for liability claims at Sedgwick

Claims Team Lead, Auto – Bodily Injury

Supervise multiple teams of examiners for liability claims at Sedgwick. Provide technical direction and ensure compliance with claims management standards.

• Serves as team supervisor/manager for day-to-day operations of a medium to large-sized Middle Office support team.
• Manages daily activities for a Middle Office support team servicing multiple funds and aligns team resources to complete daily tasks.
• Oversees review of data, issue escalations, and complex matters; acts as the first line supervisor for task assignment and issue resolution.
• Directs, motivates, and develops staff while ensuring work quality, compliance with service level agreements, and proper review/documentation of work.
• Provides oversight on review of exceptions, manages escalation and correction of errors, and resolves complex escalated issues.
• Provides product knowledge and technical assistance on moderately complex problems and serves as the team’s initial escalation point.
• Prepares performance reviews, provides ongoing feedback, and helps develop team objectives.

Senior Specialist overseeing Middle Office operations at BNY

Senior Specialist, Middle Office Team Lead

Senior Specialist managing Middle Office operations for BNY's Integrated Middle Office Solutions team. Based in Lake Mary, FL, overseeing team activities and performance.

• Lead, mentor, and coach a team of customer support representatives, providing guidance and support to ensure optimal performance outcomes.
• Conduct regular team meetings and provide ongoing training and development opportunities to enhance skills and knowledge.
• Ensure that all customer inquiries, concerns, and complaints are addressed promptly and effectively, maintaining the highest levels of customer satisfaction.
• Develop and optimize customer service processes and workflows to improve efficiency and productivity.
• Analyze metrics and KPIs, such as response times, first contact resolution, and customer satisfaction scores, and take necessary actions to meet or exceed targets.
• Prepare regular reports on customer service performance, including key metrics, trends, and customer feedback, and present findings to management.
• Identify areas for improvement and implement strategies to enhance customer service operations based on data-driven insights.
• Handle employee issues, including performance concerns, conflict resolution, and disciplinary actions when necessary.

Team Lead for Customer Support at Crescendo

Healthcare Team Lead – Temporary

Team Lead for Customer Support at Crescendo empowering representatives to ensure excellent customer experience. Leading training, analyzing performance metrics, and optimizing customer service operations.

• Own and execute end-to-end post-sale order management for customer and vendor transactions from entry through fulfillment with minimal oversight
• Support pre-sales activities by partnering with Sales to build accurate orders and provide guidance on order best practices prior to submission
• Proactively review, structure, and validate internal sales orders in alignment with approved quotes and complex deal constructs
• Partner closely with pre-sales, Account Executives, and Sales Operations to shape order strategy upstream and ensure clean order builds prior to submission
• Generate, submit, and strategically manage purchase orders to vendors, optimizing for accuracy, timing, and business impact
• Provide advanced monitoring of the order lifecycle, anticipating risks and driving timely, accurate delivery outcomes
• Maintain comprehensive visibility into order status and independently resolve delays, discrepancies, or fulfillment risks
• Provide Sales and Sales Operations with timely, accurate updates on order status, risks, and trends
• Collaborate cross-functionally with accounting to ensure alignment across accounts receivable and accounts payable processes
• Conduct detailed investigation and analysis of cost incurred and forecasting across all orders, not limited to assigned workload
• Perform monthly inventory reviews in partnership with accounting to ensure accuracy and financial alignment
• Analyze shipment, delivery, and contract variables to forecast invoicing timelines and identify potential revenue impacts
• Lead complex RMA processes with customers and vendors, ensuring efficient resolution and strong customer experience
• Partner strategically with warehouse and logistics teams to optimize shipment execution and manage aged inventory disposition
• Serve as a primary point of contact and resource for other Order Managers, providing guidance on process and issue resolution
• Maintain strong availability and responsiveness to support the broader Order Management team as needed
• Provide an additional layer of oversight by auditing orders for accuracy and monitoring invoice timeliness to reinforce team accountability
• Lead and facilitate training on designated business operations topics (e.g., RMA, forecasting, cost-incurred analysis)
• Participate in recurring leadership and cross-functional meetings to provide operational insight and recommendations
• Leverage deep business acumen to maximize Red River’s buying power
• Identify, prioritize, and drive continuous improvement initiatives across supply chain and order management processes, including manager-directed process cleanup efforts
• Take a proactive, process-focused approach by anticipating needs, solving problems, and staying closely aligned with business operations
• Execute assigned order workload in full compliance with established processes and quality standards
• Communicate professionally and effectively with both internal and external stakeholders
• Maintain and continuously enhance documentation to ensure compliance with company policy, contractual obligations, and governmental regulations
• Ensure adherence to ISO 9001, Supply Chain Manual, and Supply Chain Risk Management procedures while identifying areas for improvement
• Perform other business duties as assigned

Order Management Team Lead ensuring accuracy and timely execution of orders at Red River

Order Management Team Lead

Order Management Team Lead at Red River ensuring accuracy and timely execution of customer and vendor orders. Collaborating with Sales, Accounting, and Supply Chain for optimal order management.

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