Experienced with managing client relationships to ensure satisfaction and retention. Utilizes strategic planning and problem-solving skills to address and resolve client issues effectively. Track record of fostering long-term partnerships through excellent communication and tailored client strategies.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Client Success Manager/Regional Intake Manager
TheKey
01.2023 - Current
Managed about 30 plus incoming calls, emails, sales team, and partnership leads per day from the upper Great Lakes.
Build a rapport with our prospective clients and partners to help inform them of our services.
Complete full comprehensive client assessments and onboarding, writing proper care plans, and capture caregivers requirements.
Suggest/Guide potential clients to realistic schedules for optimized outcomes.
Ensure a smooth transition of the new clients by coordinating with the rest of the team.
Manage day-to-day client relationships and delivery of quality care.
Update care team with all relevant information and make sure client's care plan is thoroughly documented and routinely updated.
Consult with clients regarding their specific needs and preferences, experience, and objectives, and evaluating potential solutions to client's needs.
Proactively assessing and reassessing client's needs and referring clients to additional services, adjusting services, or adjusting caregiving staff.
Be the main point of contact to manage escalations and/or complaints from clients, caregivers, and others.
Streamlined communication between clients and internal teams for smoother project execution.
Assisted Living/Memory Care Manager
Capri Communities / St. Rita Square
11.2021 - 01.2023
Oversee 25+ assisted living and memory care residents.
Coordinated interdisciplinary meetings between staff members to discuss residents'' progress, challenges, and ongoing care goals effectively.
Developed strong relationships with residents'' families, addressing concerns promptly and compassionately while maintaining open lines of communication.
Enhanced resident well-being by developing person-centered care plans tailored to individual needs.
Established and maintained effective communication with staff, physicians and community organizations to promote high quality patient care.
Complete monthly medication cycle for each resident.
Managed a team of caregivers, providing comprehensive training and support to ensure quality care delivery.
Assessed individual resident needs regularly, making necessary adjustments to their personalized care plans as needed.
Ensure unit meets federal and state regulatory guidelines.
Completes charting, evaluations, medical forms, and other administrative tasks.
Oversaw medication administration, ensuring accuracy and adherence to physician orders for optimal resident health outcomes.
Facilitated smooth transitions for new residents entering the program by providing thorough assessments, orientations, and family support services as needed.
Completed monthly medication cycles for each resident.
Medical Assistant
Ascension
07.2019 - 09.2021
Sanitized, restocked, and organized exam rooms and medical equipment.
Built strong relationships with patients through effective communication skills that foster trust in the clinic''s commitment to quality care.
Prescribed prescription refill requests on behalf of physicians and communicated with pharmacy.
Maintained inventory, medication, and product expiration logs to record updated documentation for tracking purposes.
Educated patients about medications, procedures, and physician's instructions.
Scheduled appointments for patients via phone and in person.
Collaborated with local pharmacies to resolve and clarify issues with patient's medication.
Performed narcotic pill counts and drug screens on/for patients.
Assisted physicians with minor surgeries, including preparing operating room and sterilizing instruments.
Assisted with billing and coding processes, ensuring accurate insurance claims and patient invoicing.
Ensured patient safety and comfort during examinations, effectively addressing concerns and answering questions.
Boosted patient satisfaction by providing compassionate care and promptly addressing needs during visits.
Enhanced patient care by meticulously recording vital signs and updating patient records.
Administered medications and injections as prescribed, adhering strictly to protocols for patient safety.