Dan Lee
Dallas,TX
Summary
Client-focused virtual care and digital health leader with 20+ years of experience leading high-performing teams to deliver exceptional client experiences, exceed revenue targets, and transform healthcare. Adept at developing and executing strategic plans, forging strong client relationships, identifying growth opportunities, and cross-functional collaboration. Proven track record in managing large-scale initiatives, optimizing operational efficiency, and achieving measurable results.
Overview
14
14
years of professional experience
Work History
Vice President of Enterprise Client Success
@ RecoveryOne
11.2021 - 05.2023
- Led $5.4M ARR Cigna commercial and Medicare performance, BlueKC implementation, revenue growth/retention initiatives and pilots, and team of 6 client success managers. Closely partnered with Marketing, Product, Data Analytics teams and ELT
- Established client qtr business reviews, created best practices to optimize the client experience, evolved the ROI model, enabled client-product management collaboration, and drove ongoing ELT-client strategy, and KPI/OKR execution.
Vice President of Client Success
@ MDLIVE, an Evernorth company
07.2019 - 11.2021
- Led strategic clients and growth strategies of commercial, Medicaid, and Medicare payers, health systems, and employers representing 40% of company’s revenue and $40M ARR (including largest client), with a focus on qrtr business reviews, KPI’s, SLA's, RFP responses, contracts, financial modeling, and client/product strategic collaboration. Added 2M new lives at HCSC via Sales/Acct team partnerships.
- Developed the client-facing ROI model which was deployed company-wide in all market-facing opportunities.
- Closed 100% renewals and exceeded all revenue and utilization growth goals for 2 years with 2x growth through the acquisition.
Strategic Advisor
@ Illuminate Health, LLC
07.2018 - 12.2019
- Led the GTM growth strategy for digital health start-up focused on safe and accurate medication management.
Execution Director
@ Anthem, now Elevance Health
10.2017 - 04.2019
- Co-led 1st-of-its kind population health platform partnership with Epic (a top-3 strategic initiative) and led the delivery of a VBC pop health platform.
Director
@ Health Care Service Corporation (HCSC)
01.2016 - 10.2017
- Led healthcare management implementation of innovative care models for employer group accounts to reduce the overall costs of care, including the largest commercial client ERS and Walgreens.
- Led delivery and optimization of exec care management reporting, and managed 20+ direct and matrixed teams.
Sr. Manager, Payer Clinical Solutions
@ Availity, LLC
07.2009 - 12.2015
- Led the Clinical Information Exchange business unit of 35 FTE's, from whiteboard to launch, with GTM, pricing strategy, roadmap, and full SDLC management. Led team of 3 GTM solution consultants.
- Led RFP/RFI responses, sales engagements, and strategic consulting at over 20 payers and health systems, and closed top EHR partnerships with AthenaHealth, Greenway, and NextGen, to drive 40x clinical transaction volume growth.
- P&L oversite of e-Rx platform with $2M budget and 4x user base growth.
Product Manager
@ Zix Corporation, now OpenText
2008 - 2009
- Led the strategy, design, and delivery of the e-Rx business unit, PocketScript. Delivered largest release in company history, achieving CCHIT certification.
- Managed PBM client relationships, integrations, and executive strategic planning.
Client & Product Manager
@ Perot Systems, now NTT DATA
2006 - 2008
- Led the clinical system upgrades, issues, and enhancements of Cerner and McKesson applications for Tenet Healthcare and led 50+ matrixed technical resources.
- Renegotiated SLA’s & new staffing strategies and owned issue & incident escalation management with Tenet executive team.
- Led the strategy and delivery of the Identity Access Management platform used by 60+ hospitals and 100K hospital end-users.
- Managed $4M budget, 7 product releases, and 20+ on & offshore FTE's.
- Reported to the Chief Security Officer and promoted from a project manager role within 6 months.
Implementation Manager
@ Chart One Inc, now Datavant
2004 - 2006
- Managed web-based EHR and document imaging solution implementations with 12-FTE record document scanning team at 4 large health systems.
- Managed clients, requirements definition, and issue resolution.
Implementation Project Manager
@ Cerner, now Oracle Cerner
2001 - 2003
- Led HIM document imaging implementation and EHR integration at 8 health systems.
Managing Consultant
@ Unisys
1996 - 2001
- Designed, deployed, and supported EHR platform at Tallahassee Memorial Healthcare.
- Co-authored winning proposal for $2M in Leapfrog Group grant.
Consultant
Universal Computer Systems, now Reynolds
1994 - 1996
- Implemented parts/service software into 93 auto dealerships nationwide.
Education
Bachelor of Arts - Marketing & Operations Management
University of Houston
05.1994
Product Management Certification -
Pragmatic Institute
Skills
- Servant Leadership
- Performance Monitoring
- Strategic Planning
- Contract Management
- Market Trends and Data Analysis
- Budget Oversight
- Business Growth and Marketing Strategies
- Proposals and Presentations
- Complex Problem-Solving
- OKRs and KPIs Execution
- Process Improvement
- Business Development
- Effective Communicator and Public Speaker
- Stakeholder Management
- Relationship and Team Building
- Integrity and Transparency
- Leadership and People Development
- Financial Management
- Patient/Consumer Behavioral Motivation
INDUSTRY ENGAGEMENT
- Guest Speaker, Risk Adjustment, ROI, and Clinical Data Exchange, NGSummit, 2015
- Healthcare Financial Management Association, Lone Star Chapter, 2015
- Guest Speaker, Payer Provider Interoperability, HL7 Payer Summit, 2014
- Guest Speaker, Clinical Data Exchange, NPAG & Florida EHR Symposium, 2013-14
COMMUNITY ENGAGEMENT
- Jerry Bob Lee Golf Classic, founder/tournament director
- Kenny Can Foundation Brain Cancer Research & Aid
- North Texas Food Bank, United Way, and DFW Lab Rescue
Timeline
Vice President of Enterprise Client Success
@ RecoveryOne
11.2021 - 05.2023
Vice President of Client Success
@ MDLIVE, an Evernorth company
07.2019 - 11.2021
Strategic Advisor
@ Illuminate Health, LLC
07.2018 - 12.2019
Execution Director
@ Anthem, now Elevance Health
10.2017 - 04.2019
Director
@ Health Care Service Corporation (HCSC)
01.2016 - 10.2017
Sr. Manager, Payer Clinical Solutions
@ Availity, LLC
07.2009 - 12.2015
Product Manager
@ Zix Corporation, now OpenText
2008 - 2009
Client & Product Manager
@ Perot Systems, now NTT DATA
2006 - 2008
Implementation Manager
@ Chart One Inc, now Datavant
2004 - 2006
Implementation Project Manager
@ Cerner, now Oracle Cerner
2001 - 2003
Managing Consultant
@ Unisys
1996 - 2001
Consultant
Universal Computer Systems, now Reynolds
1994 - 1996
Bachelor of Arts - Marketing & Operations Management
University of Houston
Product Management Certification -
Pragmatic Institute
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