Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Daniel O'Connor

Draper,UT

Summary

Dynamic Vice President of Client Relations with a proven track record at HCTec Partners, enhancing client retention by 40% and driving a 35% revenue increase. Expert in strategic planning and client relationship management, I excel in cross-functional collaboration and problem resolution, ensuring exceptional service delivery and long-term client success.

Overview

1
1
Certification

Work History

Vice President of Client Relations/Partner Success

HCTec Partners
  • Lead team of 12 partner success managers with focus on on-boarding, account retention and growth.
  • Increased client retention by developing and executing strategies to strengthen client relationships and maximize lifetime value. Increasing NPS by 40%.
  • Grew annual client portfolio revenue by 35% through identifying and capitalizing on expansion opportunities.
  • Led cross-functional teams to deliver customized solutions and top-tier service levels for strategic partner accounts.
  • Built trust and maintained regular communication to ensure high client satisfaction and loyalty.
  • Responded promptly to client concerns and negotiated solutions to resolve issues.
  • Partnered with the sales team to develop targeted prospecting strategies.

Vice President of Client Relations

Stoltenberg Consulting, Inc.
  • Successfully realized more than $425K in cost savings through staffing optimization in the first year of an engagement with Northwestern Medicine.
  • Championed the transition from legacy applications to Epic at Mary Washington Healthcare, coordinating 60 individuals throughout Tier 2 stabilization work, legacy support, and guidance for conversion to Epic.
  • Directed all management support for GE Centricity revenue cycle throughout an internal transition to Epic at the University of Rochester Medical Center.
  • Conducted a comprehensive project audit throughout an Epic Revenue Cycle Implementation at Mount Sinai Medical Center, ensuring milestone and cost adherence.
  • Provided executive oversight for a three-phase advisory services engagement transitioning Lake Health from Cerner Soarian to Cerner Millennium Epic.
  • Spearheaded an engagement to provide strategic assessment of consolidation of the Medicine IT department at Carolina East Health System.
  • Pioneered planning and implementation of Sharable Ink/SDA Ink across six facilities for South Denver Anesthesiologist, successfully achieving Meaningful Use stage 1, 100% documentation, development of a data warehouse, and improvements across revenue cycles.
  • Led a three-phase Epic implementation, transitioning the University of Rochester Medical Center from legacy Siemens INVISION software.
  • Completed a comprehensive information systems department staffing review for Memorial Hospital and Healthcare Center.
  • Performed current state analysis and review of the CORE system and third-party solution, resulting in a recommendation to move from managed services to an internal technology solution.
  • Functioned in a dual role overseeing the firm's client-facing Epic Practice and the internal Tier 1+ Service Desk Service Line, providing support to more than 20 facilities nationally.

Clinical Systems Manager | Project Manager

University of Rochester Medical Center
  • Improved patient care by leading a team of 18 clinical analysts, educators, and technicians in implementing and supporting major clinical system initiatives.
  • Drove successful project outcomes through effective project management and clinical expertise, ensuring seamless integration of new technologies into existing workflows.

Chief Information Officer

United Memorial Medical Center
  • Innovated strategic planning and technological direction, guiding collaborative efforts across all medical center areas.
  • Pioneered business continuity planning, monitoring, and defining all service level agreements (SLA) with both internal and external customers.

Education

Master of Business Administration (MBA) -

University of Rochester, William E. Simon Graduate School of Business Administration

Bachelor of Science (BA) - Management & Marketing

Alfred State College - SUNY

Associate Degree - Nursing

Alfred State College - SUNY

Skills

  • Project management
  • Client retention
  • Revenue cycle
  • Cost optimization
  • Customer relationship management
  • Team leadership
  • Strategic planning
  • Cross-functional collaboration
  • Performance metrics
  • Problem resolution
  • Effective communication
  • Change management
  • Account management
  • Negotiation and persuasion
  • CRM software
  • Performance monitoring and evaluation
  • Cross-functional team leadership
  • Decision-making
  • Proposals and presentations
  • Client relationship building
  • Performance monitoring
  • Process improvement

Certification

  • Lean Six Sigma Green Belt
  • ITIL Foundation Certified

Timeline

Vice President of Client Relations/Partner Success

HCTec Partners

Vice President of Client Relations

Stoltenberg Consulting, Inc.

Clinical Systems Manager | Project Manager

University of Rochester Medical Center

Chief Information Officer

United Memorial Medical Center

Master of Business Administration (MBA) -

University of Rochester, William E. Simon Graduate School of Business Administration

Bachelor of Science (BA) - Management & Marketing

Alfred State College - SUNY

Associate Degree - Nursing

Alfred State College - SUNY
Daniel O'Connor