Experienced and visionary Client Success Leader with a track record spanning over 20 years, specializing in the development and execution of client success, engagement, and retention strategies. Proficient in complex account management, marketing, sales, and analytics within the healthcare and insurance sectors.
• Established a proven record of cultivating, overseeing, and expanding client relationships, resulting in revenue growth and consistently achieving successful outcomes.
• Devised and executed comprehensive account management strategies, encompassing service level agreements, pricing models, and client segmentation.
• Guided and empowered client success teams, providing mentorship and coaching to enhance team performance and productivity.
• Effectively oversaw partnership and client renewals, identified upselling opportunities, formulated retention strategies, and introduced client success engagement initiatives.
• Collaborated seamlessly with cross-functional teams to ensure the fulfillment of customer requirements, consistently exceeding expectations.
• Created and managed a robust set of client success metrics, enabling precise measurement of success and the identification of areas ripe for improvement.
• Applied expertise in client relationship management, promptly addressing inquiries, resolving issues, and driving overall client success.
Developed a team of broker centric Account Managers. Provided strategic guidance from implementation through annual renewal. Developed renewal strategies with internal team to ensure retention of clients.
Drive Healthcare Navigation Solution client retention efforts for a strategic channel valued at $38.7M+ in-force annual recurring revenue serving some of the nation’s largest employers. Supervise, mentor, and lead a team of 10+ associates focused on client retention and growth. Report directly to the VP, Client Success & Engagement Lead for Navigation Services.
Spearheaded client retention initiatives for national health plans and Fortune 200 corporations, contributing to an annual recurring revenue of $7.6M through Expert Medical Opinion solutions. Lead and developed a team of 5 Client Success associates responsible for client retention and growth. Directly reported to the VP of Client Success and Engagement.
• Championed the strategic direction, growth, and profitability of health plan channel partners.
• Offered vital support for clinical RFP and RFI requests.
• Played a key role as the Client Success subject matter expert in finalist meetings alongside the sales team.
• Contributed significantly to ConsumerMedical's growth and strategy by executing client strategic business plans.
• Demonstrated accountability by maintaining an impressive 90% retention rate for ConsumerMedical's Book of Business (BoB).
• Effectively managed and developed members of the Client Success team, including Client Success Managers and Implementation Managers.
• Oversaw a team of 25 onsite event coordinators and their management team.
• Provided valuable feedback on internal systems, fostering improvements within the SalesForce system.
• Managed relationships with National Accounts, ensuring the delivery of the highest level of customer service and satisfaction.
• Conducted thorough analysis of customer data, identifying opportunities for growth, medical spend savings, and increased ROI.
Collaborated seamlessly with the marketing and product development teams to craft engaging campaigns tailored to National Accounts