Enterprise AI Workflow Trainer and Customer Success Leader

Design and evaluate AI-enabled HR and business operations workflows using structured prompts, decision logic, validation checkpoints, and output-quality criteria.

Assess AI-generated responses for accuracy, completeness, consistency, and alignment with business requirements. Develop and validate workforce analytics workflows for a simulated 50,000-employee enterprise, including headcount reconciliation, data validation, exception handling, executive reporting, privacy considerations, process controls, and escalation paths.

Advise family-owned business leadership on customer acquisition, relationship management, marketing, and daily operations.

Build customer communication and follow-up workflows to improve responsiveness, service consistency, and retention. Represent the business at industry events, cultivate strategic partnerships, support growth initiatives, and use AI productivity tools to streamline recurring activities.

Led client engagement and customer success activities across more than 25 federal, commercial, and enterprise accounts, including Fortune 500 organizations.

Sustained 98% client satisfaction through proactive account health reviews, risk mitigation, executive escalations, and coordinated service delivery. Established engagement cadences, executive business reviews, and cross-functional processes to improve visibility and renewal readiness.

Improved client retention by 15% through strategic account planning, renewal preparation, executive engagement, and proactive risk management.

Managed account health and senior stakeholder relationships, coordinated recovery plans for at-risk accounts, and protected recurring revenue. Identified expansion, upsell, and cross-sell opportunities and presented utilization, engagement, renewal, and performance insights to executives.

Improved onboarding, implementation, and early customer engagement workflows to reduce early-stage attrition and accelerate consultant readiness.

Coordinated post-sale handoffs and issue resolution across Sales, Training, HR, Payroll, and client delivery teams. Introduced feedback and risk-tracking routines to strengthen delivery operations.

Coordinated end-to-end preboarding and onboarding for Deutsche Bank hires and international transfers using Workday, HireVue, Cisive, DocuSign, and HRIS/ATS platforms.

Partnered with candidates, hiring managers, HR, and IT on screenings, documentation, relocation planning, and workforce readiness. Addressed background-screening and compliance risks while maintaining onboarding trackers, process documentation, and KPI reporting.

Directed referrals, prior authorizations, insurance verification, provider-payer communication, and coordination with clinical staff to support timely patient access.

Trained staff, standardized workflows, and maintained Allscripts records and operational reporting to support compliance and service delivery.

Managed patient intake, discharge, scheduling, EMR documentation, and front-office operations.

Coordinated communication among patients, physicians, and clinical teams to support efficient service delivery and patient experience.

Bachelor of Science in Business Administration with a specialization in Hospitality Management. Completed professional development in artificial intelligence and business strategy, operations management, critical thinking, AI for customer service, applied AI for human resources, and customer success engagement preparation. Also completed HRCI PHR certification exam preparation.