Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Greer Davis

Columbus,Ohio

Summary

Dedicated and results-driven dynamic Account Manager with a proven track record of forging strong partnerships, nurturing key accounts, and optimizing profit channels. A decisive leader known for expanding professional networks, shaping decision-makers' perspectives, and crafting successful strategies. Backed by extensive experience in customer relationship management and operational excellence within the start-up sector, I am poised to drive growth and deliver exceptional value to your organization

Overview

6
6
years of professional experience
1
1
Certification

Work History

Regional DME Provider Account Manager

Parachute Health
10.2023 - Current
  • Manages ~100 Mid-Market and SMB DME provider accounts across 7 states, overseeing an ARR of ~$2 million and aligning platform activities with customer goals
  • Second-highest upselling Account Manager, driving additional feature adoption and negotiating contract renewal rates to maximize revenue growth
  • Develops onboarding, adoption, expansion, activation, and growth strategies, aligning Parachute Health’s platform with customer objectives
  • Created an Account Management Resource Center in Notion, centralizing key resources and updates for internal teams
  • Delivers in-person Business Reviews to showcase growth opportunities, performance trends, and new feature rollouts
  • Represents Parachute Health at DME conferences nationwide, strengthening relationships with existing customers and engaging potential users

Account Manager

Solera Health
03.2023 - 08.2023
  • Led discovery calls to identify opportunities to increase solutions footprint within organization's top revenue-producing payer accounts, working cross-functionally with Executive Leadership team
  • Produced accurate and timely account reports for clients and executives, as well as developed sales enablement materials
  • Facilitated daily status calls for high priority customers, including Blue Shield of California and BCBS of South Carolina, to ensure efficacy of implemented solutions and maintained customer satisfaction
  • Implemented Account Management Playbook and established SharePoint Drive for team, streamlining processes, identifying resource gaps and improving organization

Client Success Manager

Candid
05.2021 - 03.2023
  • Delivered exceptional results by achieving impressive 87% contract renewal rate, surpassing company average of 73%
  • Elected to be active member of Field Advisory Network team, engaging in discussions related to critical issues, product enhancement opportunities, strategic initiatives and deliverables
  • Utilized client data reports to conduct in-depth analysis, identifying churn risk factors and assessing account trends
  • Hosted daily status calls and weekly ad-hoc meetings with clients, promoting satisfaction among portfolio of over 130+ managed accounts
  • Onboarded and trained top partners administratively for client-facing Help Center. Additionally, created comprehensive Client Success SOP that documented all operational processes for team's reference and consistency

Insurance Operations Team Lead

Candid
02.2019 - 05.2021
  • Revamped insurance credentialing processes, achieving remarkable milestone of enabling 100% of patient claims to be filed accurately. This achievement translated to annual cost savings of $500,000 for organization
  • Monitored in-network contracts to guarantee their accuracy and compliance, preventing any potential revenue loss
  • Streamlined claim filing process by transitioning it in-house. This initiative resulted in additional annual cost savings of $370,000 while maintaining high level of accuracy and efficiency
  • Coordinated recruitment and training of total of 8 team members, cultivating high-performing and cohesive unit
  • Leveraged analytical skills to thoroughly analyze departmental metrics and performance indicators and regularly reported findings to management

Education

Associate of Arts - Social Sciences

Columbus State
Columbus, OH
12.2018

Skills

  • API
  • Slack
  • Wrike
  • Zapier
  • Zendesk
  • Power BI
  • Salesforce
  • Smartsheets
  • Google Suite
  • Azure DevOps
  • HIPAA Certified
  • Zoom and Teams
  • Microsoft Office Suite

Certification

Elected to participate and receive "Insight Partners Level Up" program certificate for high-performing individuals

Issuer: The Forem

Issued: November 2024

Credential ID: 123156102

Timeline

Regional DME Provider Account Manager

Parachute Health
10.2023 - Current

Account Manager

Solera Health
03.2023 - 08.2023

Client Success Manager

Candid
05.2021 - 03.2023

Insurance Operations Team Lead

Candid
02.2019 - 05.2021

Associate of Arts - Social Sciences

Columbus State

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Greer Davis