Penn State University

Boston University

Zyter|TruCare

Senior Client Relationship Executive

•	Manage 20+ W-2 and 1099 company resources, ensuring their professional and personal needs are met.
•	Deliver Executive Sponsor activities for software implementations, technical/clinical resources and client relationships.
•	Direct the communications with clients for daily issue resolution, Status Reports, MBRs and QBRs.
•	Developed and presented sales pitches to prospective clients, focusing on scope, services and cost.
•	Planned and tracked revenue and profitability across each team resource and project.
•	Enhance existing project methodology with templates, workflows and new one-stop Project Management Workbook which maximizes client communication and project team success.
•	Provide guidance and oversight for Care Management software implementations at all clients, including smaller plans that focused on members with I/DD, Mental Health and Substance Recovery.
•	Developed a tiered Channel Partnership Model for signing and maintaining strategic Vendor Partner agreements.

Impresiv Health

Director of Client Success

•	Responsible for planning and executing three year Functional and Technical Roadmap for the CareConnect Care Management System and Correspondence Engine applications, including all real-time interfaces, flat file feeds and web services.
•	Provide team guidance ensuring met milestone dates, scope delivery and on-time software releases.
•	Manage associations with third party software vendor partners and maintain certified interfaces with MCG CareWeb QI, InterQual Connect/Review Manager and Healthwise Clinical Content.
•	Nurture relationships and foster customer loyalty through proactive outreach and problem resolution.
•	Demonstrate new and existing software capabilities for customers and sales prospects. 
•	Refine product use cases based on user personas in order to drive optimal client user experience.
•	Coordinate comprehensive client support services for nine clients with a total of 1.3 million members.
•	Plan and coordinate matrixed staff, technical specifications and hardware for client environments, including hardware, Windows OS, SQL Server, Citrix and CareConnect application upgrades.
•	Negotiate contracts, provide program/project leadership and participate in timely CareConnect services projects, supporting clients struggling with major operations, workflow and regulatory changes.
•	Supervise CareConnect Product and Implementation team in all aspects of HR, goal setting and performance reviews.

SS&C Technologies

Director Product Management

•	Planned the implementation of Claims Management system for NY Independence Care System, including over 20 inbound/outbound feeds and interfaces, as they entered the New York State Fully-Integrated Dual Advantage program driven by CMS.
•	Successfully implemented the Altruista Health’s GuidingCare CM/DM/UM application at Visiting Nurses Service of New York in dual role as Project Manager and Senior Consultant for the following programs: Health Home, Fully-Integrated Dual Advantage and Empire Health.
•	Delivered the development, configuration and testing of a Complex Case Management program for HealthyCT.
•	Drove the completion of letters and communication plan at multiple client sites using Altruista Health’s GuidingCare application, ensuring the integration with RightFax, email and print solutions.
•	Maintained and supported the SMC Partners internal SharePoint site, including developing security parameters for external resources.

SMC Partners, LLC

Manager

•	Managed resource team of as many as 13 consultants with varied experience and ability levels by providing mentoring, career development guidance, and collaborative work sessions. 
•	Directed the development of training documentation for the TriZetto Communication System and CareAdvance Provider applications.
•	Demonstrated the CareAdvance Enterprise applications, explained services offerings and corporate solutions to prospective client executives.
•	Used as the go-to resource to provide stabilization for at-risk clients and troubled projects.
•	Upgraded client (Regence/Cambia), successfully deploying a complex communication strategy which minimized non-clinical personnel by 30%.
•	Transformed at-risk project at Neighborhood Health Plan (NHP) into a solid reference client with a successful and incident free go-live within 6 months. 
•	Coordinated and performed Unit, Integration, Regression and User Acceptance Testing for Care Management applications.

The TriZetto Group

Senior Manager, Professional Services

•	Developed the industry’s first comprehensive Implementation Methodology for CareAdvance Enterprise including Project Plans, Configuration Templates, Application Feature Guides, Configuration Guidelines and Best Practices. 
•	Coordinated and performed requirements gathering and design for new implementations as well as analyze system reconfiguration possibilities that maximize efficiencies in existing implementations.
•	Focused on the assessment of Care Management processes and the development and build of content within the CareAdvance application to support client needs.
•	Coordinated and perform Unit, Integration, Regression and User Acceptance Testing for Care Management applications.
•	Directed requirements gathering and design workshops and meetings for new implementations as well as assessment and reconfiguration to maximize efficiencies for existing implementations.
•	Developed Statements of Work for Project Proposals and Service Contracts for Assessment and Implementation Projects.

eHealthPartners

Manager, Implementation Services

•	Led implementation of Case Management and Disease Management modules for 13 preventative treatment programs for Humana Incorporated.
•	Generated $3M estimated savings for Humana during 2007, with the potential to triple savings in 2008, through the execution of recommended communication and treatment programs.
•	Managed budget by balancing rework between Core, Custom Development and Implementation Teams in order to minimize non-billable effort, including near-shore resources.
•	Created positive project environment and image where implementation services, product documentation and implementation methodology were immature.
•	Developed Statements of Work for CareAdvance Enterprise Implementation Projects.
•	Maintained 100+% utilization throughout duration of Humana implementation.
•	Interviewed applicants and mentored new employees for TriZetto’s CareAdvance Division.
•	Received the Q4 2006 TriZetto Corporation Pinnacle of the Pyramid Award.

TriZetto Group

Manager, Professional Services

•	Managed eight concurrent client engagements with services ranging from $10,000 to $1.5M. 
•	Maintained the resources for projects operating on tight budgets while maintaining an 80% billable rate and 90% utilization rate for team personnel.
•	Forecasted revenue stream for projects, affecting quarterly earnings expectations and financial projections for the quarter and year.
•	Sold additional services and upgrades to clients resulting in $500K in Professional Services revenue.
•	Certified in ClickSoftware Project Management Methodology.
•	Contributed to the completion of RFPs in the sales process.

ClickSoftware

Project Manager

•	Responsible for planning, resourcing, monitoring, and close-out of six concurrent client engagements, ranging in duration from four months to two years, and services revenue up to $3M per implementation.
•	Managed functional and technical implementation teams of 3 to 15 consultants virtually by relying on a variety of media to enhance communication between team members.
•	Created and refined project plans for the Luminis Portal, Luminis Content Management System, and SCT Matrix software application service offerings in support of the Project Management Practice.
•	Assumed Account Management responsibility for tracking consultant costs/expenses to accommodate clients’ need for scaled cash outflow.  Promoted purchase of additional services and products.
•	Completed all project phases by implementing SunGard SCT’s Common Services Methodology.
•	Performed Quality Assurance for eight projects to ensure that other Project Managers were following the Project Management Methodology developed for Higher Education ERP system implementations.
•	Responsible for the profit and loss on each project.

SunGard SCT Corporation

•	Led 10 successful software implementations of Student Information System modules at colleges and universities nationally.
•	Consulted and trained at over 30 client sites, specializing in the development and integration of marketing plans into CRM applications.
•	Gathered client requirements for product enhancements, modifications and features resulting in the deployment of new hotfixes, builds and versions.
•	Created documentation to support product implementation and Power/End-user training on SQL and Oracle platform software packages.
•	Provided Pre-Sales application demonstrations at prospective client sites and trade shows.

Exeter Educational Management Systems

Senior Application Consultant

•	Authored and programmed animation and narration in proprietary scripting language.
•	Wrote, revised and edited course content and development to be integrated into software, accompanying materials and promotional marketing specification sheet.
•	Designed interactive practice and exploration software applets to reinforce content of the lessons.

Brian Freeman