A CRM built around how each team sells
Hands on HubSpot implementations for healthcare portfolio companies starting without a reliable sales tracking system.
Built directlyRELEVANT EXPERIENCE / Healthcare technology & data
I have worked where healthcare operations and technology meet, from member and eligibility data validation to CRM implementation and portfolio analytics.
View relevant experienceWHAT I CAN HELP WITH
WORK FROM PRIOR PROFESSIONAL ROLES
Hands on HubSpot implementations for healthcare portfolio companies starting without a reliable sales tracking system.
Built directlyField mapping and validation for healthcare member and eligibility files, with a clear stop and correction process.
Built directlyLed the design and implementation of a healthcare analytics platform focused on utilization, costs, providers, and outcomes.
Led design & implementationIllustrative reconstruction based on the workflow I built or managed. No client data shown.
THE TOOLS SUPPORT THE WORK
Platforms and systems I've used in the projects shown here. The right choice starts with what your team needs.
Personally configured healthcare company sales CRMs.
Built portfolio data models and dashboards.
Member and eligibility field mapping and validation.
Incoming healthcare file validation.
HOW I WORK
Start with how the work happens today, including the exceptions and manual steps.
Focus on the repeated work, delays, errors, or unclear ownership that matter most.
Configure the system and test the whole workflow, including the handoffs.
Check missing data, duplicate runs, access problems, and unavailable systems.
Document the setup so your team can run and maintain it after the project.
A FEW COMMON QUESTIONS
Yes. A lot of the work I take on starts with something that already exists. I review the setup, understand what works, and improve the part causing problems without rebuilding everything by default.
Yes. My background includes technical implementation and operations. I can work on the automation, CRM, data, or integration while looking at how the team actually uses it.
No. Healthcare is a large part of my background, but I have also worked in SaaS, venture backed companies, CRM products, support operations, and business systems.
If we met through Upwork, project communication needs to stay on Upwork until a contract is in place. After that, we can use the tools that make sense for the project.
LET'S MAKE THE WORK EASIER.
If we connected on Upwork, reply to my proposal there and we can talk through the project.
If you found this site through Upwork, please keep project communication on Upwork until a contract is in place.