Over 14 years of experience in the healthcare industry, demonstrating motivation and accomplishments. Specialized in client management and sales, adept at cultivating meaningful relationships. Effective communicator, trusted, and consistently drives results that enhance company profits and optimize operations. Contributed strategically to successful mergers and acquisitions projects. Key Strengths:
Client-Centric Approach: Reputation for excellent client relationships, fostering trust and long-term partnerships.
Proficient in lead generation and sales production through CRM systems such as Dymanics 365, Hubspot, Salesforce
Analytical Acumen: Excellent analytical, diagnostic, and troubleshooting skills to identify client needs.
Self-Starter and Collaborator: Highly motivated self-starter who takes the initiative with minimal supervision to create business strategies and goals.
Passionate about personal branding and company success as together it cultivates a reputable brand for ourselves and for others.
Overview
13
13
years of professional experience
Work History
VP, Client Services
Alpha II, LLC
12.2021 - Current
Achieved 30% Revenue Growth through through existing clients and new business, resulting in over $1.7 million in additional revenue.
Strategically hired to drive business growth, resulting in successful sale of Alpha II to another private equity investor at 7x valuation.
Played an integral role in facilitating and managing acquisition activities within Alpha II with 2 acquisitions.
Cultivated strong relationships with key stakeholders, including clients and partners to promote collaboration and long-term success.
Responsible for channel partner revenue growth and attainment for large strategic EMR and RCM Billing companies representing $9 million in annual revenue.
Directed technological improvements, reducing waste and business bottlenecks such as involvement in CRM conversion to Hubspot.
Initiated strategy to drive company growth and increase market share and profitability through conferences, reference program development, and partnerships with new logos.
Analyzed industry trends and tracked competitor intel to help differentiate Alpha II products and our go to market strategy.
Developed innovative sales and marketing strategies to facilitate business expansion.
Collaborated cross-functionally with legal, accounting, and marketing teams to ensure regulatory compliance for existing contracts and pricing. Additionally, led development of new customer template contracts in collaboration with legal, streamlining sales cycle.
Oversaw business-wide changes along with CRO to modernize procedures and organization.
Fostered new business through participation in trade shows and initiating communications with prospective clients to discuss B2B partnerships.
Hired and managed Business Development Representatives to drive business growth.
Developed onboarding process for Business Development Reps
Developed and implemented new strategies and policies in collaboration with executive partners to establish and achieve long-term business objectives, providing company with strong and sustainable organizational leadership.
Director, Sales – West Zone
FinThrive, LLC (Previously NThrive)
04.2020 - 12.2021
Successfully directed Revenue Cycle Technology sales across 10 states in West region.
Managed a robust $6.5M new business pipeline.
Achieved 75% of plan in new business and expansion quotas during 2020-2021 pandemic.
Identified and secured 61 opportunities with average deal size of $69K; achieving $1.5M towards the overall company bookings
Acted as liaison in contract negotiations with clients and provided legal support.
Conducted regular reviews of market trends to inform pricing decisions that maximized profitability while remaining competitive in the industry.
Collaborated with product management teams to enhance solutions based on client feedback.
Played a key role in developing and redefining the go-to-market strategy with the marketing team.
Actively participated in new hire and onboarding sessions for Sales Directors
Demonstrated the company’s mission, vision, values, and culture to prospects.
Conducted thorough Revenue Cycle discovery processes to identify partnership opportunities with existing clients and new logos.
Director, Client Success – West Zone
nThrive, LLC (Previously MedAssets)
01.2016 - 03.2020
Responsible for revenue growth and attainment for 12 health systems in the West, representing $12 million of annual revenue
Assured satisfaction among customer groups with quality and amount of support provided by monitoring client outcomes and feedback
Managed and discussed client renewals and contract agreements with clients
Responsible for client AR balances with a goal to keep AR around 94% and above
Conducted quarterly business reviews to review product adoption, satisfaction, and lead generation for expansion
Successfully collaboratived with Sales, Support, Implementation, Product Management, Business Development and Marketing
Executed a growth strategy accounting for 10% budget increase via a mix of new sales and 'up-sells' on existing products, services, and advisory engagements
Presented client-focused partnership reviews to C – Suite and Senior Executives outlining current performance and areas of opportunity
Successfully cultivated client relationships that have yielded over $2M in ACV over a 2-year period.
Associate Account Manager
MedAssets
10.2014 - 12.2015
Managed, maintained, and grew multi-product, client accounts
Led ICD-10 transition project plans for over 21 clients by reviewing custom programming, import mapping, PAS updates, and payer testing
Provided analytical and modeling reports, including the interpretation of analysis/data to client leadership
Provided high-level strategic decisions that are forward-thinking and congruent with industry trends
Determined client needs and served as a product expert for the Claims Management product to meet client needs
Trained clients on the functionality and usability of new features and product functionality
Supported customer retention and contract renewal by providing onsite visits, focusing on workflow assistance, training, process improvement, and rules customization
Developed cadence of meetings to client stakeholders to keep them accurately informed of clean claim, rejection rate metrics, as well as workflow improvement processes
Managed projects by tracking issues, applied resolutions, and completed process steps through recurring meetings and agendas.
Client Support Specialist
MedAssets
02.2014 - 10.2014
Maintained a thorough knowledge across Revenue Cycle Technology applications such as Claims Management, Medicare Direct Management, Claims Remittance Management, KnowledgeSource, Carepricer and Contract Management that MedAssets supports
Provided superior customer service with clear and concise documentation of customer related issues via phone, email, and SFDC on case or other client support activities to both internal and external customers
Ensured that all customer service requests are resolved entirely and to the Customer's satisfaction
Communicates updates and resolutions to clients in a timely manner
Collaborated with Operations and Technology team for Business-Critical Incident resolution, including client notification, operational testing and multi group communication
Educated Customers on MedAssets products and services while answering software/product related questions from Customers on application features to ensure the software is utilized effectively.
Health Specialist
Viverae, Inc.
06.2011 - 02.2014
Delivered lifestyle outreach health consultation to members via telephonic and secure messaging efforts
Provided post-screening consultations through health education and promotion
Served as a liaison between the member and the account manager of the client
Served as a health coach and advocate for health through goals, implementation, and incentives
Developed and presented a presentation on Health Reform and ACA
Ensured the privacy and confidentiality of participants and their health information in accordance with HIPAA
Demonstrated sufficient knowledge of over 400 clients’ programs, services and incentives
Alone, maintained constant communication and promotion with over 13,000 members
Assisted members through the private Viverae web portal VHMS with registration and login
Maintained a thorough knowledge of Viverae health and wellness practices policies and procedures.
Education
MBA -
Texas Woman’s University
Denton
12.2014
Masters of Health Systems Management -
Texas Woman's University
Denton, TX
12.2014
Bachelor of Science - Community Health
University of Texas At San Antonio
San Antonio, TX
05.2011
Skills
Revenue Cycle Management
Financial Reporting
Business Growth & Strategy
Team Leadership
Client Relationship Building
Business Development
Results-Driven
Public Speaking
Mergers and Acquisitions
Complex Problem-Solving
Strategic Sales
Consultative Selling
B2B Sales
Hospital and Ambulatory Experience
Affiliations
National HFMA Member Region 9, 10 and 11
American College of Healthcare Executives (ACHE) of North Texas Member - Jan 2016
Texas Business Women of Dallas Metro North Member - Jan 2014
Personality Style
Dominant Influencer, ENFJ - The Protagonist, Enthusiast, Achiever, Helper
Sales Education
VisualizeSelling
BaselineSelling
Timeline
VP, Client Services
Alpha II, LLC
12.2021 - Current
Director, Sales – West Zone
FinThrive, LLC (Previously NThrive)
04.2020 - 12.2021
Director, Client Success – West Zone
nThrive, LLC (Previously MedAssets)
01.2016 - 03.2020
Associate Account Manager
MedAssets
10.2014 - 12.2015
Client Support Specialist
MedAssets
02.2014 - 10.2014
Health Specialist
Viverae, Inc.
06.2011 - 02.2014
MBA -
Texas Woman’s University
Masters of Health Systems Management -
Texas Woman's University
Bachelor of Science - Community Health
University of Texas At San Antonio
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