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# Sean Fanning

**Headline:** Operations & Customer Success Leader \| Healthcare & Technology \| SOPs, KPIs, Cross\-Functional Teams \| Training & Enablement
**Profession:** High School Mathematics Teacher
**Location:** Houston, TX, USA

## About

Sean Fanning is Fractional COO and Director at SFJServices, LLC, where he supports small businesses with owner, client, and vendor communication reporting financial transactions strategic gap analysis and data analytics and visualization for executive\-board and customer\-engagement presentations\. With two decades of healthcare and technology experience, Sean builds the operating systems, teams, and customer\-success processes that help organizations scale while protecting quality and customer trust\. His strengths include SOP and KPI design, quality assurance, cross\-functional leadership, customer onboarding, key\-account management, CRM implementation, executive reporting, and training and knowledge transfer\. Sean has worked across long\-term\-care and hospital healthcare settings, including complex implementations involving government contracts and coordination among legal, IT, and customer teams\. At SpecializedRx, he helped grow annual revenue from $4\.2 million to $7\.2 million in four years while overseeing 24/7 operations for the Houston area’s largest hospice pharmacy\. Across roles at Talyst and Swisslog Healthcare, Sean developed products, go\-to\-market strategies, implementation processes, and customer\-support operations, including a new offering that generated up to $600,000 in revenue within two years at roughly 60% margins\. He also taught high school mathematics, applying structured curriculum design, performance\-data analysis, and stakeholder communication to training and enablement\.

## Services

- Operations Management
- Business Process Improvement
- Key Account Development
- Presentation Skills
- Cross\-functional Team Leadership
- Executive Team
- Escalations Management
- Sales Operations
- Renewals
- Enablement
- Sounding Board
- Getting Things Done \(GTD\) Method
- Free Thinking
- Business Reviews
- Operational Analysis
- Relationship Development
- Relationship Building
- Customer Support
- Strategic Planning
- Business Planning
- Customer Satisfaction
- Sales
- Pharmacy
- Program Management
- Inventory Management
- Account Management
- Sales Management
- Long\-term Care
- Project Management
- Product Management

## Highlights

- Serves as Fractional COO and Director at SFJServices, LLC, supporting small businesses with owner, client, and vendor communication, reporting, and financial transactions\.
- Identified strategic gaps in sales operations, customer relations, and vendor management for SFJServices clients\.
- Built a data analytics and visualization practice that organized large data files into executive\-board and customer\-engagement presentations\.
- Increased SpecializedRx annual revenue from $4\.2 million to $7\.2 million within four years through sales and marketing leadership\.
- Managed SpecializedRx operations across accounting, HR, billing, sales, pharmacy, and delivery, overseeing more than 34 employees and 20\-plus independent contractors\.
- Ran 24/7 operations for the largest hospice pharmacy in the Houston area at SpecializedRx\.
- Managed new customer contracts, customer\-service requests and issues, and client\-success activity at SpecializedRx\.
- Built and implemented customer\-success and product\-development SOPs at Vitalus Health to improve customer experience and satisfaction\.
- Directed Vitalus Health product\-development efforts with external vendors for proprietary software and business\-intelligence platforms\.
- Guided Vitalus Health VIP customers through implementation and ongoing customer experience\.
- Implemented company\-wide operational best practices, processes, and procedures at AscribeRx America\.
- Supervised internal customer\-support and operations\-support teams and remote field\-service contractors at AscribeRx America\.
- Used HubSpot CRM and ticketing and Trello to improve customer service, analytics, and tracking at AscribeRx America\.
- Worked with senior leadership at AscribeRx America on strategic planning, company objectives, and product roadmaps\.
- Developed and implemented technical\-sales strategy for Swisslog Healthcare’s mobile delivery robotics product line\.
- Conducted prospective\-customer site visits, product demonstrations, and workflow discovery for Swisslog Healthcare mobile robotics solutions\.
- Won best product and process presentation recognition from the sales team and management during Swisslog Healthcare sales training\.
- Led long\-term\-care go\-to\-market implementation and product vision work as LTC Solutions Manager at Swisslog Healthcare\.
- Conducted market research and evaluated needs, capacity, costs, and revenues for new LTC product lines at Swisslog Healthcare\.
- Created a product\-upgrade change\-management plan covering timelines, pricing, and resource requirements at Swisslog Healthcare\.
- Created LTC operations\-support SOPs and a new customer\-engagement strategy at Swisslog Healthcare\.
- Reduced new\-customer implementation schedules at Swisslog Healthcare from 90 days to 45–60 days\.
- Led cross\-functional marketing, product development, implementation, and operations teams to execute long\-term\-care go\-to\-market strategy at Talyst\.
- Developed a new service product at Talyst that generated up to $600,000 in revenue within two years at approximately 60% margins\.
- Worked with pharmacy, clinical, billing, clinic, and hospital stakeholders to reduce costs and risks and improve medication\-and\-service reimbursement outcomes as a Talyst Pharmacy Revenue Specialist\.
- Supported Talyst long\-term\-care inside sales by engaging prospects, explaining P&L improvement potential, and helping oversee two additional inside\-sales members\.
- Taught high school mathematics at West Fork High School, designing daily curriculum, analyzing performance data, and adapting instruction for varied learning styles\.
- Developed classroom SOPs and grading rubrics and maintained communication with students, parents, and school administrators\.
- Holds a BBA in Management from Texas Tech University’s Rawls College of Business and PMC Level VI and Pragmatic Certified Product Manager certifications\.
- Brings experience in operations management, process improvement, key\-account development, customer support, strategic planning, healthcare management, sales operations, enablement, training, project and product management, budgeting, and executive presentations\.

## Experience

- **High School Mathematics Teacher at West Fork High School** (2025\-01\-01–2026\-01\-01)
- **Fractional COO & Independent Contractor at SFJServices, LLC\.** (2023\-01\-01–2025\-01\-01)
- **Executive Director, Customer Experience & Technology at Vitalus Health** (2022\-01\-01–2023\-01\-01)
- **Director of Operations at AscribeRx America** (2020\-01\-01–2022\-01\-01)
- **Automated Transport Consultant, Mobile Robotics Solutions Manager, LTC Operations Manager, LTC Product Marketing Manager, LTC Pharmacy Revenue Manager Insi at Swisslog Healthcare \(formerly Talyst\)** (2012\-01\-01–2020\-01\-01)
- **General Manager of Operations at SpecializedRx, Inc\.** (2006\-01\-01–2012\-01\-01)
- **Fractional COO and Director at SFJServices, LLC** (2023–present) — Served as fractional COO for small businesses, overseeing communication, reporting, and financial transactions between owners, clients, and vendors\. Identified and addressed strategic gaps in sales operations, customer relations, and vendor management\. Built data analytics and visualization practice — organizing and analyzing large data files into presentations used for executive board and customer engagement meetings\.
- **High School Mathematics Teacher at New Caney ISD \- West Fork High School** (2025–2026) — Designed and delivered daily mathematics curriculum for \[\#\] students, translating complex, multi\-step material into clear, structured lessons for a wide range of learning styles\. Tracked and analyzed student performance data to identify gaps early and adjust instruction — applying the same KPI\-driven approach used to manage performance in prior operations roles\. Managed ongoing communication with students, parents, and school administration, and developed classroom SOPs and grading rubrics to ensure consistency and fairness
- **Executive Director at Vitalus Health** (2022–2023) — Build and Implement SOPs for Customer Success and Product Development throughout organization for improvements in overall customer experience and satisfaction\. Direct product development efforts with external vendors including proprietary software and Business Intelligence platforms\. Engage with VIP customers guiding them through implementation and the ongoing customer experience\.
- **Director of Operations at ASCRIBERX AMERICA, LLC** (2020–2022) — Implement best practices to build, execute, and maintain overall processes and procedures to streamline company operations\. • Supervise and manage support teams including internal customer support employees, operations support employees, as well as remote field service contractors for optimum performance and productivity\. • Moreover I utilize robust tools to enhance customer service and optimize analytics and tracking including HubSpot CRM/ticketing and Trello\. • Major Contribution: • Exercise expert level discretion and decision\-making while liaising with senior leadership for strategic planning of company objectives and product roadmaps\.
- **Automated Transport Consultant, Mobile Robotics at Swisslog Healthcare** (2019–2019) — In this position I steered significant efforts to devise and implement robust technical sales strategy for mobile delivery robotics product line\. • Also I collaborated with multidisciplinary teams to develop and drive product and process improvement initiatives for improved efficiency\. • Furthermore I briefed and delivered product demos by traveling to prospective customer sites and liaised to understand current workflows in order to create and transform workflow vision incorporated by Swisslog solutions and product lines\. • Key Accomplishment: • Won best product and process presentation by sales team and management during sales training programs\.
- **LTC Solutions Manager at Swisslog Healthcare** (2018–2019) — As a Solutions Manager I rendered expertise to govern all responsibilities related to effective implementation of go\-to\-market strategy for LTC division inside Swisslog Healthcare\. • I conceptualized and developed product vision by analyzing customer and market feedback • translated to shared services organizations from development and customer support to sales and realization teams\. • I also facilitated executive team with current status and financial information regarding ongoing projects ensuring seamless buy\-in and continued funding\. • Key Accomplishments: • Organized meetings, conducted extensive market research, and drafted/processed detailed documents to determine and evaluate subsequent needs, capacities, costs, and revenues for new product lines in the LTC division\. • Devised efficient change management plan for product upgrade rollout including timetables, pricing, and resource requirements for each instance\.
- **LTC Operations Manager at Swisslog Healthcare** (2017–2018) — Over the course of this tenure I developed and utilized new change and customer engagement strategy for products with new customer base\. • It is worth mentioning that I leveraged extensive technical sales support to internal and external sales teams as well as provided assistance with proposals, sales calls, and customer systems designs\. • Additionally I prepared and implemented SOPs for LTC operations support team for optimum workflows and customer success\. • I also coordinated with executives to guide and deliver oversight of shared services groups\. • Major Highlight: • Created and deployed aggressive new implementation schedule for new customers resulting in decreased implementation schedule from 90 days to 45\-60 days\.
- **LTC Product Marketing Manager at Talyst** (2016–2017) — For this role I interfaced with existing and new customers as well as identified and analyzed current market needs/trends to develop and drive product vision for next generation of software/hardware along with executive sponsor\. • Moreover I collaborated with senior management, marketing, sales, development, customer support, administrative, and finance teams to unify messaging and deliver innovative solutions in market for improved problem\-solving and customer success\. • Key Contribution: • Led and managed cross\-functional teams including marketing, product development, implementation, and operations to build and execute GTM strategy for executive team of matrix organization\.
- **Pharmacy Revenue Manager at Talyst** (2013–2016) — As a pharmacy revenue manager my core duty was to research, design, and deliver new service product offering including pricing, operational needs, and process documentation for maximum revenue generation\. • I built leaders inside team to pass general oversight while providing quality consultative support\. • I also liaised and engaged with customers to incorporate operational and product improvements alongside new service offerings\. • Key Achievement: • Developed a brand\-new product generating up to $600K revenue within two years with profit margins of about 60%\.
- **Pharmacy Revenue Specialist at Talyst** (2012–2013) — As a Pharmacy Revenue Specialist I work with the Management, Clinical and Billing staff at pharmacies, clinics and hospitals to reduce overall costs and risks, as well as increase revenues, associated with the filling and billing of medications and services\. In particular, I specialize in working with insurance companies to increase the likelihood of payment to my customers for their services rendered\.
- **Long Term Care Inside Sales at Talyst** (2012–2012) — My responsibilities include reaching out to prospective customers to schedule sales calls with myself and our GM\. I explained our product and how it would help the prospect improve their P&L\. I also helped the GM manage 2 other LTC Inside sales members for this special project\.
- **General Manager at SpecializedRx, Inc\.** (2006–2012) — In this previous position I utilized various techniques to manage and streamline overall day\-to\-day operations for all departments of company including accounting, HR, billing, sales, pharmacy, and delivery encompassing over 34 employees and 20\+ independent contractors\. • I spearheaded client success activities by administering new customer contracts, customer service\-related requests, and issues along with management of client success team\. • Key Contribution: • Accelerated revenues from $4\.2MM to $7\.2MM annually within four years by governing robust sales and marketing activities\.
- **Assistant Manager at Walgreens** (2005–2006) — As assistant manager, my duties included but were not limited to, managing shift employees, merchandising, stocking, loss prevention, retail sales & customer service\.
- **Certified Pharmacy Technician at Walgreens** (2000–2005) — As a pharmacy Technician I served our customer base by entering, filling and selling prescription and over the counter medications\.

## Education

- Bachelor of Business Administration, Management — Texas Tech University
- BBA, Management — Texas Tech University \- Rawls College of Business (2001–2006)
- High School Diploma — Kingwood High School (1997–2000)

## FAQ

### What does Sean do now?

Sean is the Fractional COO and Director at SFJServices, LLC\. He is also pursuing operations, customer success, and training or enablement opportunities where he can combine operational rigor with hands\-on team development, particularly in healthcare, technology, or adjacent industries with long\-term growth opportunities\.

### What is Sean strongest at?

Sean’s core strengths are operations management, business\-process improvement, SOP design, KPI development, quality assurance, customer onboarding, key\-account management, cross\-functional leadership, data analytics, executive reporting, training, and knowledge transfer\. He is experienced in implementation, adoption, and day\-to\-day customer outcomes rather than renewals or expansion work\.

### What has Sean done at SFJServices, LLC?

At SFJServices, Sean served as fractional COO for small businesses\. He oversaw communication, reporting, and financial transactions among owners, clients, and vendors identified gaps in sales operations, customer relations, and vendor management and built a data analytics and visualization practice that turned large data files into presentations for executive\-board and customer\-engagement meetings\.

### What did Sean do as a high school mathematics teacher?

Sean taught high school mathematics at New Caney ISD’s West Fork High School\. He designed and delivered daily math curriculum, made complex multi\-step material clear for varied learning styles, analyzed student\-performance data to identify gaps and adjust instruction, communicated with students, parents, and administrators, and created classroom SOPs and grading rubrics for consistency and fairness\.

### What did Sean accomplish at Vitalus Health?

At Vitalus Health, Sean built and implemented SOPs for customer success and product development to improve customer experience and satisfaction\. He directed product\-development work with external vendors for proprietary software and business\-intelligence platforms, and he guided VIP customers through implementation and their ongoing customer experience\.

### What did Sean do at AscribeRx America?

At AscribeRx America, Sean implemented best practices and processes to streamline company operations\. He supervised internal customer\-support and operations\-support employees as well as remote field\-service contractors, used HubSpot CRM and ticketing and Trello to improve service and tracking, and exercised senior\-level discretion while working with leadership on company objectives and product roadmaps\.

### What did Sean do as an Automated Transport Consultant at Swisslog Healthcare?

At Swisslog Healthcare, Sean was an Automated Transport Consultant for Mobile Robotics\. He developed and implemented technical\-sales strategy for the mobile delivery robotics product line, partnered with multidisciplinary teams on product and process improvements, traveled to prospective customer sites for workflow discovery and product demonstrations, and translated customer workflow needs into a Swisslog solution vision\. He won the sales team and management award for best product and process presentation during sales training\.

### What did Sean accomplish as LTC Solutions Manager at Swisslog Healthcare?

As LTC Solutions Manager at Swisslog Healthcare, Sean led go\-to\-market implementation for the long\-term\-care division\. He developed product vision from customer and market feedback, aligned development, customer support, sales, and realization teams, and provided executives with project\-status and financial information to sustain buy\-in and funding\. He also conducted market research and documented needs, capacity, costs, and revenue for new product lines, and created a product\-upgrade change\-management plan covering timelines, pricing, and resource requirements\.

### What did Sean accomplish as LTC Operations Manager at Swisslog Healthcare?

As LTC Operations Manager at Swisslog Healthcare, Sean developed a change and customer\-engagement strategy for products serving a new customer base\. He provided technical\-sales support for internal and external sales teams, proposals, sales calls, and customer system designs created SOPs for the LTC operations\-support team and coordinated shared\-services oversight with executives\. He deployed a new\-customer implementation schedule that reduced implementation time from 90 days to 45–60 days\.

### What did Sean do as LTC Product Marketing Manager at Talyst?

As LTC Product Marketing Manager at Talyst, Sean analyzed customer needs and market trends to shape next\-generation software and hardware product vision with an executive sponsor\. He worked across senior management, marketing, sales, development, customer support, administration, and finance to unify messaging and bring solutions to market\. He led cross\-functional marketing, product\-development, implementation, and operations teams in executing go\-to\-market strategy for a matrix\-organization executive team\.

### What did Sean accomplish as Pharmacy Revenue Manager at Talyst?

As Pharmacy Revenue Manager at Talyst, Sean researched, designed, and delivered a new service offering, including its pricing, operational requirements, and process documentation\. He developed leaders within the team, provided consultative support, and worked with customers on operational and product improvements\. The new product generated up to $600,000 in revenue within two years, with margins of about 60%\.

### What did Sean do as a Pharmacy Revenue Specialist at Talyst?

As a Pharmacy Revenue Specialist at Talyst, Sean worked with pharmacy management, clinical, and billing staff at pharmacies, clinics, and hospitals to reduce costs and risks and increase revenue associated with filling and billing medications and services\. He specialized in working with insurers to increase the likelihood that customers would be paid for services rendered\.

### What did Sean do in Long Term Care Inside Sales at Talyst?

In Long Term Care Inside Sales at Talyst, Sean contacted prospective customers to schedule sales calls with himself and the general manager, explained how the product could improve a prospect’s P&L, and helped the general manager oversee two other LTC inside\-sales team members on the project\.

### What was Sean’s career progression at Talyst and Swisslog Healthcare?

Sean advanced through multiple roles at Talyst, later Swisslog Healthcare, over eight years as the company scaled\. His work spanned inside sales, pharmacy revenue, product marketing, LTC operations, LTC solutions, and mobile robotics, requiring him to learn new functions quickly and improve how they operated\.

### What did Sean accomplish at SpecializedRx?

As General Manager of Operations at SpecializedRx, Sean managed and streamlined day\-to\-day operations across accounting, HR, billing, sales, pharmacy, and delivery\. He oversaw more than 34 employees and 20\-plus independent contractors, administered new customer contracts and service issues, managed client\-success activity, and led sales and marketing efforts that increased annual revenue from $4\.2 million to $7\.2 million in four years\. He also ran 24/7 operations for the largest hospice pharmacy in the Houston area\.

### What experience does Sean have at Walgreens?

At Walgreens, Sean worked as both an Assistant Manager and a Certified Pharmacy Technician\. As Assistant Manager, he managed shift employees, merchandising, stocking, loss prevention, retail sales, and customer service\. As a Certified Pharmacy Technician, he entered, filled, and sold prescription and over\-the\-counter medications for customers\.

### What healthcare customer experience does Sean bring?

Sean has managed healthcare customers primarily in long\-term\-care and hospital settings\. He is skilled at direct customer engagement, resolving complex issues, implementation and adoption work, customer onboarding, key\-account management, customer support, and escalations management\.

### What experience does Sean have with complex implementations and government contracts?

Sean has navigated complex government contracts and nonstandard contract requirements by coordinating among legal, IT, and customer teams\. His approach includes identifying implementation gaps, aligning stakeholders, clarifying workflows, and building processes that support customer outcomes\.

### What is Sean’s education?

Sean holds a Bachelor of Business Administration in Management from Texas Tech University’s Rawls College of Business, completed in 2006\. He also earned a high school diploma from Kingwood High School in 2000\.

### What certifications, languages, and tools does Sean use?

Sean is certified at PMC Level VI and as a Pragmatic Certified Product Manager, earned in 2020\. He works in English and has experience with HubSpot, SAP, Salesforce\.com, Trello, Microsoft Office, CRM and ticketing tools, business reviews, budgeting, program and project management, product management, inventory management, sales operations, and financial\-performance analysis\.

## Links

- LinkedIn: https://www\.linkedin\.com/in/sean\-fanning

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