Cheyenne Roberts
Gilbert,AZ
Summary
Results-driven sales and solutions professional with a background in client onboarding, CRM-based case management, and cross-functional support. Known for building strong client relationships, resolving issues efficiently, and contributing to sales growth, chargeback analysis, and process improvements.
Overview
15
15
years of professional experience
Work History
Strategic Solutions Analyst
Propstream
08.2020 - Current
- Communicate with clients via phone, email and Zoom about their business needs within the software and identify where potential sales can be made.
- Onboard clients (real estate agents, wholesalers and investors) and answer any questions about software navigation and how to achieve the best results.
- Generated over $550k in sales by creating new client accounts, product sales, and reinstating closed client accounts.
- Create tickets in CRMs for clients and follow up from start to completion, collaborating with multiple other departments for resolutions in a timely manner
- Develop strategies for reducing chargeback losses and mitigating risk.
- Perform reporting, data entry, auditing, and reconciliation on account chargebacks under tight time constraints
- Build and maintain a pipeline that supports monthly, quarterly, and annual goals.
- Consistently met or exceeded performance targets by implementing streamlined work processes and utilizing innovative problem-solving techniques.
- Improved solution implementation by conducting thorough business analysis and identifying client requirements.
- Led training sessions for end-users, ensuring successful adoption of new solutions within the organization.
- Served as a liaison between technical teams and non-technical stakeholders, simplifying complex concepts for improved communication and understanding.
Patient Account Analyst
Hardin Memorial Hospital
08.2017 - 01.2020
- Analyze account details for any billing, personal or other types of inaccuracies.
- Top sales generator for August 2019 and November 2019
- Execute multiple different reports including prepay, small balance adjustment, and expense reports.
- Supported account manager by addressing inquiries from new and existing clients, enhancing client satisfaction.
- Negotiated payment terms with clients to resolve outstanding balances.
- Work independently with little direction while managing multiple projects at once.
- Classify, record, and summarize numerical and financial data to compile and keep financial records, using ledgers and software systems.
- Maintained accurate records of all financial transactions, ensuring compliance with relevant regulations and company policies.
- Supported departmental goals by contributing to the development of strategic initiatives and action plans.
- Coordinated with internal audit teams to facilitate audits, fostering a culture of continuous improvement within the department.
- Built strong client relationships through effective customer service and proactive follow-up on inquiries or concerns.
- Reduced discrepancies in financial reports through thorough account reconciliation and data verification.
- Assisted with budget preparation, monitoring expenditures, and implementing cost-saving measures when necessary.
Personal Assistant
Private Client
03.2014 - 05.2017
- Manage personal and professional calendars and coordinate event appointments.
- Schedule meetings and appointments.
- Manage travel arrangements; book flights and accommodations.
- Support presentation development using PowerPoint or other presentation applications.
- Created detailed timelines to ensure timely completion of all tasks related to events.
- Coordinated the selection of venues, catering services, entertainment, and vendors.
- Improved time management of the executive through effective prioritization and organization of tasks.
- Reduced operational costs by negotiating with vendors to secure competitive rates for events.
- Handled correspondence, phone calls, and confidential client communications.
Radiology Coordinator
Norton Children's Hospital
09.2011 - 07.2013
- Compile patient histories for review by radiologists prior to diagnostic imaging tests.
- Demonstrate ability to manage and coordinate radiology services, including scheduling of appointments, patient registration, and billing.
- Monitor inventory levels of supplies used in medical imaging processes; placed orders when needed.
- Prepare written summaries of findings from x-rays or scans for referring physicians.
- Utilize software programs to generate reports from acquired data sets.
- Facilitate communication between physicians, patients, and other staff members regarding radiology procedures.
- Oversaw daily operations of radiology department, ensuring efficiency and organization. of the radiology department; delegated tasks among staff members as needed.
- Maintain records of images taken for diagnosis or treatment purposes.
- Ensured that all necessary documents were completed accurately before submitting them to insurance companies.
Education
Communications -
Western Kentucky University
Bowling Green, KY05-2013
Skills
- Salesforce
- Aircall
- Hubspot
- Cloud solutions
- Microsoft Office
- CRM systems
- Client onboarding
- Chargeback analysis
- Solution implementation
- Mobile application development
- API integration
Community Service & Volunteer Work
Feeding America, Food Packer
Timeline
Strategic Solutions Analyst
Propstream
08.2020 - Current
Patient Account Analyst
Hardin Memorial Hospital
08.2017 - 01.2020
Personal Assistant
Private Client
03.2014 - 05.2017
Radiology Coordinator
Norton Children's Hospital
09.2011 - 07.2013
Communications -
Western Kentucky University