Summary
Overview
Work History
Education
Skills
Certification
Timeline
BusinessAnalyst
Blake Beard

Blake Beard

Conroe,TX

Summary

Effective Consultant with a track record of success across senior care service offerings. Possesses exceptional interpersonal, problem-solving and analytical skills to provide advice and expertise to organizations.

Overview

10
10
years of professional experience
1
1
Certificate

Work History

Care Consultant

Family Tree Private Care
Houston, TX
06.2022 - Current
  • Responsible for all qualifying Home Care leads, managing HubSpot processes, scheduling assessments, and effectively demonstrating service lines to callers
  • Surpass monthly quotas with 50%+ conversion ratio
  • Collaborate with Business Development Team to increase opportunities for referrals
  • Created customized care plans, working with hospital staff and families to assess and meet individual needs
  • Liaised with other healthcare professionals to develop comprehensive patient care plans and provide highest quality of care
  • Established positive and effective communication among employees and organization leadership, reducing miscommunications, and missed deadlines

Case Manager

Family Tree Private Care
Houston, TX
01.2021 - 06.2022
  • Responsible for completing assessments, converting clients, and managing client portfolio with 88% conversion rate
  • Directly trained and mentored 3 Care Advisors
  • Visited clients routinely, monitoring condition and environment and promptly communicated significant changes in behavior or condition to family members
  • Organized daily workflow and assessed appropriate staffing to provide optimal service
  • Handled complaints, provided appropriate solutions and alternatives within appropriate timeframes and followed up to achieve resolution

Home Care Liaison (COVID Impacted)

Home Care Assistance
Houston, TX
01.2020 - 04.2020
  • Supported families through difficult times by offering emotional support and education on important care tasks
  • Developed sales strategy based on research of consumer buying trends and market conditions
  • Capitalized on new sales and business opportunities when developing partnerships with other companies
  • Built lasting relationships with clients through outstanding customer service interactions
  • Reported sales activity, generated sales quotations, and proposals and maintained customer contact database to achieve sales objectives and quota

Healthcare Account Executive

A Place for Mom
Houston, TX
05.2018 - 03.2019
  • Strengthened customer relationships with proactive and collaborative approach to managing needs
  • Built relationships with new and existing accounts to drive revenue growth
  • Qualified leads, built relationships and executed sales strategies to drive new business
  • Collaborated with internal teams to develop account strategy

Account Executive

SeniorBridge Humana
Houston, TX
06.2016 - 10.2017
  • Placed Humana Senior Bridge on MD Anderson’s Preferred Provider List
  • Strengthened customer relationships with proactive and collaborative approach to managing needs
  • Conducted integrated sales presentations to illustrate value of service and tailor call-to-action plans
  • Leveraged marketing channels and sales strategies to develop pipeline and increase profitability
  • Acquired 3-5 referrals, weekly | Averaged ~15 leads, monthly
  • Received over 10 personal shout-outs from hospital executives

Senior Account Executive

Health Solutions Home Health
Kingwood, TX
10.2014 - 05.2016
  • Acquired senior status after 1 year of sales
  • Promoted company offerings to diverse clients with targeted and disciplined approach
  • Prepared forecasts to gain understanding of measures needed to grow business
  • Managed all staff in 3 Holiday Retirement Communities in Houston
  • Employed proactive and collaborative approaches to strengthen relationships and manage client needs
  • Designed training program, increasing customer satisfaction and new account rates
  • Trained 2 Account Executives

Wellness Coordinator

Health Solutions Home Health
Kingwood, TX
10.2014 - 05.2016
  • Responsible for designing Employee Wellness Program and Employee Incentive Program to all Health Solution Home Health Employees
  • Decreased turnover rate by 26% in first year
  • Collected and tracked information about participation and outcomes of individual programs
  • Implemented budget guidelines and policies for staff
  • Developed and maintained positive relationships with community members, businesses and vendors to build trust and rapport

Lifestyle Enhancement Director

Health Solutions Home Health
Kingwood, TX
10.2014 - 05.2016
  • Created and fostered Wellness Program benefiting seniors at over 25 senior communities across Houston, TX
  • Recorded and tracked results from each visit and provided progress notes
  • Trained and supervised 3 Lifestyle Enhancement Directors
  • Collaborated with health and wellness professionals to create and execute events, seminars and workshops on various topics
  • Helped clients set and achieve health and wellness goals

Resource Development Manager

Health Solutions Home Health
Kingwood, TX
10.2013 - 05.2015
  • Responsible for managing office staff and orienting all staff members on job duties
  • Oversaw 22 clinical and non-clinical team members
  • Created and delivered HR training sessions to staff, managers and executives
  • Pre-screened resumes prior to sending to corporate hiring managers for consideration
  • Developed and monitored employee recognition programs
  • Administered employee benefits programs and assisted with open enrollment
  • Assisted with writing job postings and job descriptions for boards

Education

Bachelor of Science - Exercise Science

Texas Tech University
Lubbock, TX
08.2013

Skills

  • Direct Sales
  • Market and Competitive Analysis
  • Leadership
  • Market Research
  • Strategic Planning
  • Service Knowledge
  • Sales Expertise
  • Applying Solutions
  • Business Management
  • Critical Thinking
  • Teamwork and Collaboration
  • Interpersonal Communication

Certification

  • American Red Cross: Advanced Cardiac Life Support Certification

Timeline

Care Consultant

Family Tree Private Care
06.2022 - Current

Case Manager

Family Tree Private Care
01.2021 - 06.2022

Home Care Liaison (COVID Impacted)

Home Care Assistance
01.2020 - 04.2020

Healthcare Account Executive

A Place for Mom
05.2018 - 03.2019

Account Executive

SeniorBridge Humana
06.2016 - 10.2017

Senior Account Executive

Health Solutions Home Health
10.2014 - 05.2016

Wellness Coordinator

Health Solutions Home Health
10.2014 - 05.2016

Lifestyle Enhancement Director

Health Solutions Home Health
10.2014 - 05.2016

Resource Development Manager

Health Solutions Home Health
10.2013 - 05.2015

Bachelor of Science - Exercise Science

Texas Tech University
Blake Beard