Latrice E. Cowart
Gwynn Oak
Summary
Operations and client lifecycle leader specializing in workflow optimization and client retention strategies. Demonstrated success in enhancing reporting infrastructure and executing cross-functional initiatives in healthcare and SaaS sectors. Expertise in converting operational requirements into actionable, data-driven insights that boost efficiency and elevate client outcomes.
Overview
18
18
years of professional experience
3
3
Certifications
Work History
Senior Manager, Revenue Operations and Strategy
Amergis Healthcare Staffing Services
Columbia
07.2021 - Current
- Analyze operational performance to improve forecasting, pipeline visibility, and resource planning.
- Streamline billing and documentation workflows by redesigning approval flows and eliminating process bottlenecks.
- Enhance CRM, EHR, and ERM workflows (Bullhorn, Clearview, Deltek) to improve data accuracy and reporting reliability.
- Partner with Analytics to refine Power BI dashboards, translate operational needs into reporting logic, and ensure data quality.
- Monitor client accounts using Power BI, CRM, EHR, and ERM systems to identify risks, prevent billing issues, and support retention.
- Prepare operational briefs, client summaries, and performance insights for leadership, renewals, and planning sessions.
- Coordinate cross-functional initiatives with Operations, Finance, Product, and Regional Controllers to improve execution and reduce rework.
- Enhanced client retention through accurate billing, timely issue resolution, and proactive communication strategies.
Accounts Receivable Lead (Operations Specialist)
Maxim Healthcare Services
Columbia
07.2019 - 07.2021
- Managed a 150-account portfolio, providing daily operational support and resolving billing, credentialing, and documentation issues.
- Monitored client accounts, ensuring billing accuracy and compliance while resolving escalations in a timely manner.
- Standardized onboarding and invoicing workflows, reducing manual work by 50 percent and accelerating the revenue cycle.
- Facilitated contract compliance through effective stakeholder communication and timely issue resolution.
- Coached team members through structured development, resulting in 15+ internal promotions.
- Developed Power BI and Tableau dashboards, enhancing leadership reporting and supporting operational decision-making.
Sr. Process Consultant (Revenue Specialist II)
Maxim Healthcare Services
Columbia
03.2008 - 03.2019
- Conducted root cause analysis for 150+ clients, identifying key issues that led to a 40 percent reduction in billing leakage.
- Re-engineered workflows using a SharePoint-based tool, reducing errors by 66 percent and generating $80K in savings within 90 days.
- Led revenue data migrations with zero downtime and consistent on-time delivery.
- Partnered with operations, clinical, finance, and leadership teams to align processes, facilitating resolution of escalations.
Education
Business Administration and Marketing -
Hudson Valley Community College
Troy, NYSkills
- Client lifecycle operations
- Workflow optimization
- Reporting and analytics
- Cross-functional leadership
- Escalation management
- Billing accuracy and integrity
- KPI monitoring and insights
- Training and documentation
- Client relationship management
- Employee coaching and development
- Agile facilitation
- Power BI proficiency
- Tableau expertise
- Advanced Excel skills
- Bullhorn CRM knowledge
- Clearview EHR experience
- Deltek ERM familiarity
- Oracle NetSuite proficiency
- ServiceNow expertise
- SharePoint knowledge
- Epic EHR experience
- Agile and Scrum methodologies
- Root cause analysis techniques
- Process mapping strategies
Certification
Certified Scrum Master (CSM), Scrum Alliance, March 2023
Timeline
Senior Manager, Revenue Operations and Strategy
Amergis Healthcare Staffing Services
07.2021 - Current
Accounts Receivable Lead (Operations Specialist)
Maxim Healthcare Services
07.2019 - 07.2021
Sr. Process Consultant (Revenue Specialist II)
Maxim Healthcare Services
03.2008 - 03.2019
Business Administration and Marketing -
Hudson Valley Community College