Summary
Overview
Work History
Education
Skills
Timeline
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Cassandra Borrelli

Palatka,FL

Summary

Professional in customer success with robust experience in driving client satisfaction and retention. Skilled in relationship building, problem-solving, and delivering tailored solutions. Strong focus on team collaboration, adaptability, and achieving results. Known for reliability, effective communication, and strategic thinking.

Overview

19
19
years of professional experience

Work History

Customer Success Manager

Alora Healthcare Software
10.2021 - 02.2024


  • Educated clients on best practices for managing their accounts and utilizing the platform effectively.
  • Maintained accurate records of client interactions, feedback, and resolutions.
  • Collaborated with internal teams to address escalated issues and improve the customer experience.
  • Managed client relationships from onboarding to retention, utilizing CRM tools for scheduled video calls.
  • Developed and executed tailored success plans to align with clients' objectives and ensure maximum value from the partnership.
  • Conducted regular account reviews to assess progress and strategize future growth opportunities for clients.
  • Established strong relationships with key customers, resulting in increased customer loyalty.

Sales Consultant/Trainer

Verizon Connect
05.2012 - 08.2021
  • Exceeded sales quotas by strategically promoting and selling GPS tracking systems tailored for company trucks.
  • Developed a deep understanding of technical specifications and features of GPS systems to effectively communicate benefits to potential clients within the transportation and logistics industry.
  • Identified and engaged key prospects in the industry to secure new business and expand customer base.
  • Utilized CRM software to manage leads and opportunities for systematic pipeline management and customer relationship development needs assessments for clients to tailor solutions to address fleet management challenges and pain points.
  • Used consultative sales techniques to understand customer needs and recommend relevant products and services.
  • Nurtured leads through consistent follow-ups, ultimately converting prospects into satisfied customers.

Senior Client Coordinator / Head of Scheduling

CHAMPION HOME HEALTH CARE
02.2005 - 03.2012
  • Provided excellent customer service to patients, family members, and healthcare providers during the intake process.
  • Maintained strict confidentiality of patient information, adhering to HIPAA guidelines and company policies.
  • Reduced errors in patient data entry with thorough verification processes and attention to detail.
  • Collected, verified, recorded and processed client demographics, insurance payments, and referral information.
  • Collaborated with healthcare professionals to ensure patients received appropriate services and resources.
  • Answered phone calls and provided new clients with required paperwork to initiate service.
  • Contributed to a positive work environment through effective teamwork and open communication among colleagues.
  • Used Access to schedule patients.
  • Fostered strong relationships with patients, ensuring a positive experience throughout their care journey.
  • Trained new staff members on scheduling protocols, contributing to a well-prepared team of patient coordinators.
  • Verified insurance coverage and obtained pre-authorizations.

Education

Bachelor of Science - Healthcare Management

University of Phoenix
06-2028

Skills

  • Knowledge of clinical terminology
  • Salesforce proficiency
  • Understanding of HIPAA guidelines
  • Sales growth strategies
  • Medical Abbreviation
  • Proficient in Google Calendar
  • Customer relationship building
  • Skilled in time management
  • Proficient in Microsoft Office
  • Client relations management
  • Prioritized task organization
  • Google Workspace
  • Effective problem resolution
  • Customer retention
  • Customer account management
  • Training on product features
  • Experience with CRM applications
  • Revenue increase strategies
  • Computer proficiency
  • Customer Relations
  • Coverage Validation Software: Sales
  • Client relationship management
  • Sales strategy development
  • Effective conflict resolution

Timeline

Customer Success Manager

Alora Healthcare Software
10.2021 - 02.2024

Sales Consultant/Trainer

Verizon Connect
05.2012 - 08.2021

Senior Client Coordinator / Head of Scheduling

CHAMPION HOME HEALTH CARE
02.2005 - 03.2012

Bachelor of Science - Healthcare Management

University of Phoenix

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