Experience

Spirit HR

 Oklahoma City, OK

DEC 2024 - PRESENT

spirithr.com

Leading the development and execution of Spirit HR’s technology strategy to support scalable business growth, operational efficiency, and client satisfaction. Focused on embedding intelligent automation, enhancing data visibility, and aligning IT initiatives with core business objectives.

AI & Automation

• Embedded intelligent automation into existing systems, eliminating manual tasks and enabling consistent, repeatable processes across departments.
• Enhanced internal workflows and SOP development to drive efficiency in onboarding, client service, and internal operations.

Data & Infrastructure

• Deployed Power BI dashboards integrated with PrismHR APIs to deliver actionable insights into WSE counts, onboarding volume, and payroll metrics.
• Strengthened organizational security through centralized access management, streamlined offboarding protocols, and improved endpoint compliance.

Vendor & Strategy

• Negotiated vendor contracts and conducted SaaS license audits to reduce costs while increasing overall platform value.
• Built and executed a forward-looking IT roadmap and governance model that aligns technology investments with long-term business goals and scalability.

Tandem HR

 Chicago, IL

SEPT 2023 - AUG 2024

tandemhr.com

 Largest Professional Employer Organization (PEO) in the Midwest

Developed and executed the overall technology strategy, aligning technology with organizational goals to create a secure, efficient platform for clients and colleagues. Collaborated with senior leadership, the board of directors, and the private equity holding company to ensure outstanding technology service delivery and continuous improvement. Focused on system optimization and integration, reporting and analytics, cloud migration, and cost optimization. Successfully built and scaled the organization, leading to a highly profitable sale and exit for investors.

System Optimization & Integration: 

• Implemented Salesforce features (CPQ, Experience Cloud, Sales Cadences, Dialer, Einstein Activity Capture & Analytics), reducing time from engagement to proposal by 30%.
• Implemented MuleSoft for real-time integration of disparate SaaS business systems, optimizing operational workflows.
• Orchestrated enhancements in Client Benefits Election experience that led to improved CSAT/NPS
• Improved PowerBI integrations with SaaS systems which provided executive reports 
• Led migration efforts for 500+ clients to new unified core platform experience.

Cloud Migration: 

• Led the seamless migration to Microsoft 365 &  Azure Cloud

Optimized Cost: 

• Decreased YoY IT budget 10% while improving product utilization and effectiveness

Parachute Health

 Princeton, NJ

DEC 2022 - SEPT 2023

parachutehealth.com

 Healthcare technology company that streamlines the ordering and delivery of medical equipment and supplies

Strategic leader, responsible for conceptualizing and implementing initiatives to enhance product utilization through interoperability, ensuring seamless integration with other systems.

Partnerships:

• Drove revenue growth by expanding product offerings through deep integrations with EHR and DME billing systems
• Served as technical liaison and provide technical analysis for interfacing partners and clients
• Advocated and shepard enhancements through the technical lifecycle 
• Researched trends, competition, and funding sources to strategically drive the business development pipeline

Consulting Services:

• Led discovery exploration into a new product line
• Researched and analyzed the competitive landscape and built product requirements documentation
• Created comprehensive product investment thesis using tenured understanding of healthcare technology market 
• Delivered valuable insights and actionable recommendations to drive growth and maximize returns.

Nextep, Inc.

 Norman, OK

APRIL 2019 - SEPT 2022

nextep.com

 Professional Employer Organization (PEO) processing ~$1.4B in annual payroll for 18k employees and 30MM ARR

Improved user experience, increased product utilization, helped staff efficiencies using existing technology, and lowered cost to develop by 50+%

B2B Product Development:

• Created roadmap, developed wireframes, and clickable prototypes
• Upgraded legacy Salesforce Visualforce Sales, Service, and Experience Cloud to Lightning environment
• Launched new web portal and mobile app ushering in new ‘HR Where You Are’ market differentiator
• Established quality assurance team and successful customer feedback loop to better understand and improve the user experience 

B2B2C Product Development: 

• Introduced Salesforce integrated mobile app for 15k+ worksite employees to access pay stub, benefits, and HR information
• Overhauled user experience to provide most valuable information within 1 to 2 clicks
• Improved speed and security of web & mobile platform

Software Development: 

• Improved SaaS platform stability and reduced downtime by 90%
• Transitioned multimillion dollar outsourced software development team inhouse cutting 70% of annual spend
• Implemented Mulesoft Anypoint studio to more efficiently aggregate and synchronize data from disparate systems
• Hired, mentored, and organized small but efficient team of inhouse engineers

Information Technology & Security: 

• Led SOC compliance efforts and audit processes
• Led and championed security taskforce for organization & national association
• Upgraded & transitioned employees to Google & Google Chrome environment

 TDS / Computer-Rx

Ocoee, FL 

April 2018 - April 2019

tdsclinical.com

Merger of Computer-Rx & Rx30 to form the largest pharmacy management solutions, serving nearly 50% of the community pharmacies nationwide

Forged product & strategic alignment of two competitive industry leaders. Formed and implemented solutions that helped grow both bases. Grew annual review 4% YoY

B2B Product Development:

• Shaped technical vision, roadmaps; leading all aspects of the technical solutions
• Engineered in workflow SaaS app medication adherence & medication therapy management (MTM) integration
• Implemented genomics to drug efficacy interaction checking   
• Implemented cloud-based pharmacy profit margin market analytics platform

Voice of Client: 

• Led focus groups, webinars, and led large multi-day product training & education conferences
• Performed in pharmacy interactive product analysis and functionality reviews

P&L Management:

• Grew the base product in the market 15+% YoY
• Grew auxiliary product (Point-of-Sale, B2B2C Mobile App, etc…) penetration 75-90%
• Led team of 50+ with 5 director level reports

 Computer-Rx

Moore, OK 

Nov 2016 - April 2018

computer-rx.com

Market leading pharmacy management software growing 20% annually with 3,500 clients, 50k users, and ~30MM ARR

Innovated in multiple areas including pharmacy workflow, revenue cycle management, and medication adherence. Increased market adoption & grew revenue by building a team and creating products that consistently outperformed the competition. Offloaded nominal tasks from overworked pharmacy staff to automated and digital systems. 

Software Development: 

• Created pharmacy claims system processing~10MM transactions daily
• Stabilized and scaled SaaS platform allowing increased growth and usage
• Hired and mentored product managers & software engineers
• Converted 25+ year old legacy platform to hybrid cloud SaaS app

B2B & B2B2C Product Development: 

• Created market leading workflow process leading to quicker dispensing times and lower errors rates 
• Scaled core product feature set to open additional markets (compounding, speciality, nursing home pharmacy features)
• Created configurable solution to fit low & high volume, speciality, and retail pharmacies 
• Implemented and published 250+ whitelabeled iOS & Android patient facing mobile apps

Information Technology & Security:

• Led PCI PA-DSS & EMV certifications
• Led HIPAA, NCPDP D.0, & Electronic Prescribing of Controlled Substances (EPCS) certification efforts
• Managed Microsoft Windows and Azure cloud environments

VP/Director of Development

Jan 2009 - Nov 2016

• Responsible for creating, overseeing, and maintaining a full suite of software for approximately 2500 retail, specialty, and closed-door pharmacies nationwide.  
• Recruit and manage a team of software engineers.   
• Responsible for and original implementer of creating and assigning versions, overseeing quality testing, and scheduling releases.    
• Design, Direct, and Implement approximately 20 individual applications including the projects listed below 

Software Engineer

Jan 2005 - Dec 2008

• Quickly elevated from entry level member of the development team to senior level
• Work included: Prescription label customization program, original design work on WinRx Central Management application & enhancements within the WinRx Management software

Systems Administrator

Feb 2002 - Dec 2004