Briana Chavez
Pflugerville,TX
Summary
Highly organized and motivated Account Executive with a passion for creating and maintaining positive relationships with accounts and Leadership. My goal is to develop a positive relationship with clients. From my experience, a positive relationship with one account is a positive referral waiting to happen!
I am gifted at lead generation and resolving customer issues. I am engaging and personable and increasing business opportunities through dynamic marketing strategies, sharp communication skills and my experience and dedication to customer service goes back to 10+ years. I love working with people and most importantly I love to help. It is second nature to me!
Overview
14
14
years of professional experience
Work History
Account Executive
LeadingReach
04.2022 - Current
- Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
- Prioritized sales targets consistently by identifying new business opportunities and creating customized solutions for clients.
- Boosted client satisfaction by developing and maintaining strong relationships through effective communication.
- Established long-lasting relationships with key decision-makers within client organizations, solidifying the company's reputation as a trusted partner in their respective industries.
- Maintained up-to-date knowledge on product offerings, ensuring accurate representation during sales pitches or negotiations with clients.
- Conducted regular check-ins with existing clients to assess their needs and identify upselling opportunities.
- Streamlined account management processes for increased efficiency and improved client retention rates.
- Developed detailed reports analyzing account performance data, providing valuable insights for future strategy adjustments or improvements.
Practice Manager
HCA Physicians Services Group, David’s Healthcare
02.2020 - 04.2022
- Maintaining a positive relationship with referring offices, connecting with new Surgeon's for our practice and streamlining communication between staff regarding patient care.
- Collaborate with providers to establish daily operational objectives and implement and revise policies to streamline patient care
- Consulted with clinicians to develop business strategy.
- Run weekly and monthly financial reports
- Hold monthly staff meetings to educate staff and reinforce goals and what is expected throughout the practice
- Coordinated financial operations, budgeting, accounting, expenses and financial reporting tasks.
- Created and implemented policies and procedures for effective practice management.
- Motivated staff by offering direction and providing constructive feedback.
- Addressed patient concerns promptly and professionally, demonstrating empathy and excellent problem-solving skills.
Medical Assistant II
Women’s Health Texas, Renaissance Women’s Group
01.2011 - 02.2020
- Record, manage and update patient information and medical histories in accordance with HIPAA regulations
- Assisted in in-office procedures
- Surgery scheduling
- Administer vaccines
- Prep patients for exams and medical procedures
- Triaged calls and educated newly pregnant patients
- Appointment monitoring for discrepancies and scheduling and rescheduling for a busy practice.
- Relayed messages from patients to physicians about concerns, condition updates or refill requests to facilitate treatment.
- Scheduled appointments for patients via phone and in person.
- Interviewed and engaged patients to obtain medical history, chief complaints and vital signs.
- Prepared treatment rooms for patients by cleaning surfaces and restocking supplies.
- Educated patients about medications, procedures and physician's instructions.
- Organized charts, documents and supplies to maintain team productivity.
- Secured patient information and maintained patient confidence by completing and safeguarding medical records.
- Assisted with diagnostic testing by collecting and packaging biological specimens for internal and laboratory analysis.
- Contributed to office operations by triaging patients by severity of medical complaint.
Skills
- Client Relationship Building
- Account Management
- Strong Customer Relationship Management
- Pipeline Management
- Excellent and verbal communication
- Strategic selling
- New business opportunities
- CRM software expertise - Zoho
- Electronic Medical Record (EMR) - GreenWay, Athena, eCW
- Business development and planning
- Customer Presentations
- Interpersonal Skills
- Excellent Customer Service
- Multitasking
- Problem-Solving
- Teamwork and Collaboration
- Workflow management
- Mentoring and coaching
- Managing medical practices
- Budget oversight
Languages
Spanish
Native or Bilingual
Timeline
Account Executive
LeadingReach
04.2022 - Current
Practice Manager
HCA Physicians Services Group, David’s Healthcare
02.2020 - 04.2022
Medical Assistant II
Women’s Health Texas, Renaissance Women’s Group
01.2011 - 02.2020
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