Anna Albright
Winston-Salem,NC
Summary
Relationship-driven account management professional specializing in client engagement and business development. Builds trusted relationships through consultative communication, ensuring client needs are met while coordinating cross-functional teams. Streamlines workflows and enhances productivity through CRM systems and AI tools.
Overview
7
7
years of professional experience
Work History
Patient Services Coordinator III
Novant Health
09.2025 - 06.2026
- Served as the primary point of contact for patients and families, coordinating appointments, registration, and insurance verification.
- Built trusted relationships while managing high-volume communications with professionalism, empathy, and accuracy.
- Collaborated with providers and clinical staff to deliver a seamless patient experience and resolve customer concerns efficiently.
- Robinhood Pediatrics & Adolescent Medicine
Business Development Representative
Kelsan
Charlotte, North Carolina
01.2022 - 11.2024
- Developed new business opportunities through outbound prospecting, relationship building, and appointment setting.
- Maintained CRM records, tracked account activity, and coordinated communication throughout the sales process.
- Partnered with internal sales teams to support client satisfaction and business growth.
Client Engagement Specialist
Lead Vision
09.2019 - 12.2021
- Built and maintained relationships with prospective clients through consultative conversations and personalized outreach.
- Managed client activity, follow-up, and pipeline documentation within CRM systems.
- Collaborated with internal teams to ensure a seamless customer experience while consistently achieving outreach goals.
Education
Bachelor of Arts -
University of Richmond
Floence, Italy01-2017
Bachelor of Arts - Communication Studies
University of North Carolina at Charlotte
Skills
- Account Management
- ChatGPT
- Client Success
- Relationship Management
- Business Development
- Customer Experience
- CRM Management
- Pipeline Tracking
- Consultative Selling
- Cross-Functional Collaboration
- Microsoft Office 365
- EPIC
- Salesforce Exposure
- Google Workspace
- Microsoft Teams
- Outlook
- Excel
Timeline
Patient Services Coordinator III
Novant Health
09.2025 - 06.2026
Business Development Representative
Kelsan
01.2022 - 11.2024
Client Engagement Specialist
Lead Vision
09.2019 - 12.2021
Bachelor of Arts -
University of Richmond
Bachelor of Arts - Communication Studies
University of North Carolina at Charlotte