Brianna Shelton

Sql, Saas

• Communicated policy and process information clearly to customers and stakeholders
• Assisted with process improvements that strengthened response times and service consistency
• Implemented process improvements that resulted in increased efficiency within the Customer Success team.
• Presented technical presentations to clients to explain product features and benefits.
• Responded to specific customer requests, including RFP responses and industry-specific solutions.
• Wrote detailed technical documentation for company products.

• Coordinated patient intake, referrals, and appointment scheduling to support timely care delivery.
• Verified insurance information and collected required documentation for order processing and authorization.
• Communicated with patients, providers, and internal teams to resolve service and scheduling issues.
• Updated patient records and maintained accurate documentation in electronic systems.
• Managed sensitive patient information with strict adherence to HIPAA guidelines, maintaining confidentiality and privacy at all times.
• Communicated with insurance companies to verify coverage and obtain authorizations for medical treatments and procedures.

• Increased customer satisfaction by promptly addressing inquiries and providing accurate product information.
• Followed up with customers after completed sales to assess satisfaction and resolve technical or service concerns.
• Prioritized daily workflows, inbound calls, quotes and sales-related inquiries.
• Managed the processing of sales orders, ensuring accuracy and timeliness from placement to delivery.
• Developed strong relationships with clients, leading to increased repeat business and referrals.
• Used CRM software to maintain detailed contact logs and account records.