Summary
Overview
Work History
Skills
Timeline
Generic

Anna Roser

Fayetteville

Summary

Experienced healthcare and event coordination professional with over 20 years of success serving as a liaison between individuals, teams, and leadership. Highly skilled in listening to concerns, managing feedback, and guiding people through complex processes with empathy and professionalism. Recognized for creating environments where patients, families, and colleagues feel heard, respected, and supported. Brings a strong understanding of healthcare workflows, medical terminology, and organizational operations, paired with a genuine passion for patient advocacy, and experience improvement.

Overview

25
25
years of professional experience

Work History

Customer Engagement Specialist

WellBe Senior Medical
04.2025 - Current
  • Coordinated member engagement, outreach, and appointment scheduling to enhance senior medical services.
  • Conducted needs assessments, ensuring warm handoffs to providers and clinical directors.
  • Supported operational workflows across regions while maintaining accurate documentation.
  • Identified innovative strategies to engage patients with WellBe services, securing enrollment visits.
  • Executed outbound telephonic outreach to educate and engage patients effectively.
  • Performed field outreach via home visits for patients not responsive to telephonic efforts.
  • Developed outreach strategies using critical thinking to maximize patient awareness of WellBe.
  • Achieved and surpassed monthly engagement targets through detailed reporting and management.

Coordinator of Device Clinic

St. Joseph’s Physicians Cardiology
Syracuse
04.2021 - 04.2025
  • Managing 4500+ pacemaker, defibrillator, and loop recorder patients.
  • Train team members on device knowledge and workflows.
  • Provide medical device expertise and mentoring to clinical personnel.
  • Manage Holter/Event monitor operations for six offices and 18 cardiologists.
  • Plan and execute all in-office events including retirements, holidays, and anniversaries.
  • Syracuse NY

Eventful Conferences/ASUG
Syracuse
12.2015 - 07.2020
  • Organized speaker schedules including Keynote and Track Speakers.
  • Communicated with senior leaders, VPs, chiefs, coordinators, and assistants.
  • Managed speaker relationships, deadlines, hotel, and flight logistics.
  • Handled budgeting, vendor selection, timelines, setups, and on-site coordination.
  • Reviewed and reformatted PowerPoint presentations.
  • Managed speaker welcome meetings preceding every event.
  • Syracuse NY

Data Coordinator

04.2014 - 12.2015
  • Verified accuracy of information in company systems.
  • Removed outdated records and built accurate attendee datasets.
  • Established relationships with customers and speakers during pre-show data building.

Community & Leadership Experience/Training

Air Force Spouse
01.2001 - 07.2013
  • Served as a Key Spouse supporting deployed Airmen and families.
  • Organized community events, coordinated donations, and relayed family concerns to command staff.
  • Texas, Massachusetts, Germany
  • Relevant coursework and professional training completed through on-the-job healthcare experience

Skills

Patient & Family Advocacy

Critical Thinking
Conflict management

Stress Management
Patient Navigation & Care Coordination
Medical Terminology & Clinical Workflows
Healthcare Systems, Operations & Epic (EMR/CRM)
Compassionate, Person-Centered Communication
Professional Neutrality in High-Emotion Situations
Patient Experience & Quality Improvement Initiatives
Collaborative Event & Program Coordination

Active Listening & Trust-Building

Timeline

Customer Engagement Specialist

WellBe Senior Medical
04.2025 - Current

Coordinator of Device Clinic

St. Joseph’s Physicians Cardiology
04.2021 - 04.2025

Eventful Conferences/ASUG
12.2015 - 07.2020

Data Coordinator

04.2014 - 12.2015

Community & Leadership Experience/Training

Air Force Spouse
01.2001 - 07.2013
Anna Roser