Results-driven Client Success Manager with expertise in client onboarding and SaaS implementation. Proven track record of enhancing product adoption and driving customer satisfaction.
Overview
4
4
years of professional experience
Work History
Client Success Manager / Operations Coordinator
ID Plans
Tampa, FL
11.2023 - Current
Streamlined client onboarding processes from implementation through renewal, driving satisfaction and retention.
Coordinated cross-functional teams (Sales, Ops, Product) to achieve onboarding timelines and project milestones.
Conducted client check-ins, QBRs and adoption reviews to assess usage and identify improvement opportunities.
Facilitated training sessions to enhance understanding of SaaS features and increase user adoption.
Account Manager
PatientPoint
Tampa, FL
02.2022 - 11.2023
Delivered onboarding and product training for new practices, enhancing smooth implementation.
Served as primary contact for inbound/outbound inquiries, ensuring rapid and effective resolutions.
Monitored client activity to increase platform utilization and shared insights via internal reporting tools.
Hostess / Waitress
Crucellars
Tampa, FL
02.2022 - 11.2023
Ensured positive dining experiences through effective communication and rapid problem-solving.
Executed daily sales strategies, achieving objectives via menu up-selling.
Customer Service Associate
Paper Source
Tampa, FL
07.2021 - 02.2022
Educated customers daily on available products and services.
Exceeded monthly sales goals while resolving order issues through phone, in-person, and email interactions.
Conducted staff training to enhance team performance and product knowledge.
GRIEVANCE AND APPEALS REPRESENTATIVE at Humana Health Plans Inc./CarePlus Health PlansGRIEVANCE AND APPEALS REPRESENTATIVE at Humana Health Plans Inc./CarePlus Health Plans
Vice President, Provider Network Operations at Jefferson Health Plans (formerly Health Partners Plans)Vice President, Provider Network Operations at Jefferson Health Plans (formerly Health Partners Plans)