Summary
Overview
Work History
Education
Skills
Timeline
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Everett Jenkins

North Highlands,CA

Summary

Motivated leader with ten years of successful experience in the Healthcare SaaS industry. A decisive leader with strong organizational and planning abilities. Dedicated to collaborating with employees to increase productivity and improve procedures. Offering five years of progressive experience managing web-based projects from concept to completion, including testing, implementation, and client updates.

Overview

17
17
years of professional experience

Work History

Technical Account Manager

Sandata Technologies
Hicksville, NY
01.2023 - 03.2024
  • Serve as the for long-term technical point of contact for the state of California's electronic visit verification initiative(CalEVV) leading training, and technical operational support tasks to ensure timely and effective delivery of services.
  • Coordinated and scheduled regular client teleconference calls and meetings to discuss recent developments or changes in/improvements to the service.
  • Maintain technical knowledge regarding Sandata's software by managing and updating technical specifications/configurations for the client program.
  • Collaborate with the Account Team, as well as Engineering and Product, to help ensure high satisfaction and support throughout the entire life of the customer partnership.
  • Managed deliverables and timelines to ensure prompt delivery of services to meet client expectations.
  • Participate in UAT testing, defect triage, release tracking and pre/post release documentation throughout the program.

Integrations Manager

WellSky
Sacramento, CA
03.2019 - 11.2022
  • Responsible for managing all partner related products that required an integration with the ClearCare platform
  • Integrated Background Checks - API integration with San Francisco based Consumer Reporting Agency,
    Checkr. The product allows homecare agencies to order a background check on a candidate from their
    ClearCare site. This prompts a webhook to Checkr and a response back from Checkr through the API.
  • Payment Processing - API integration with credit card, debit card payments processor, World Pay. The
    product allows a private pay homecare client or family member to pay for homecare services using a
    debit or credit card directly within the ClearCare platform or through a vertical called the Family Room.
    Other features included Autopay, payment using ACH and tokenization for secure payments processed
    by World Pay and their ACH partner.
  • Worker Opportunity Tax Credit (WOTC) - Through a voluntary questionnaire supplied by the partner, GIS,
    applicants could be deemed eligible for WOTC based on criteria provided in the answers. Payroll data
    sent weekly to GIS via SFTP.
  • Multi State Medicaid Billing/EVV (Electronically Verified Visits) - The 21st Century Cures Act mandates
    that states require EVV for Medicaid funded in home visits. EVV data is sent to various partners via SFTP
    or API, depending on the clearing house chosen by the state. That data is parsed and processed by the
    appointed clearing house and responses are sent back into the ClearClare platform indicating status of
    the billed visit.
  • Hosted webinars demonstrating products to customers.
  • Focus on increasing overall engagement and usage to 90% across the field
  • Accomplished financial objectives by forecasting requirements, scheduling expenditures and preparing annual budgets.
  • Led team meetings and one-on-one coaching sessions to continuously improve performance.
  • Developed and implemented appropriate plans to resolve unfavorable trends and enhance sales.
  • Monitored staff performance and addressed issues.
  • Conducted quality, timely performance feedback and performance appraisals.
  • Enhanced team member performance through use of strategic and tactical approaches, motivational coaching and training.

Senior Customer Success Manager

ClearCare Inc
San Francisco, CA
08.2014 - 03.2019
  • Collaborated with cross-functional teams to establish customer success programs
  • Directed 12 enterprise customer support team members and leveraged data analytics to identify areas of improvement and accountability
  • Monitored KPIs to assess customer engagement.
  • Oversaw key customer relationships to close strategic opportunities
  • Organized team activities to build camaraderie and foster pleasant workplace culture. Evaluated individual and team business performance and identified opportunities for improvement.
  • Analyzed business performance data and forecasted business results for upper management.
  • Developed plans and strategies to grow business and achieve company portfolio goals.
  • Maintained 96% retention of accounts worth 7+ million in ARR.

Account Manager

Yapstone
Walnut Creek, CA
02.2012 - 07.2014
  • Built and maintained productive relationships with customers and internal partners.
  • Acted as main point of contact in matters relating to client concerns and needs.
  • Developed successful customer relationships and quickly resolved service requests to increase sales.
  • Oversaw multiple accounts and worked diligently to meet and exceed performance goals.
  • Negotiated contracts and closed agreements to maximize profits.
  • De-escalated customer interactions by providing alternative tactics to solving problems and satisfying customer needs.
  • Communicated progress of monthly and quarterly initiatives to internal and external stakeholders.
  • Collaborated directly with marketing team to refocus client outreach, increasing qualified inbound account leads.
  • Sourced new opportunities to introduce products and services to potential customers.
  • Recognized security risks to properly handle situations.

Insurance Broker

CostULess Insurance
El Cerrito, CA
11.2006 - 02.2012
  • Promoted client retention through high-quality service and follow through.
  • Achieved 92% insurance referral activity from 655 brokers.
  • Made appointments with potential clients to discuss products.
  • Managed over 240 policy renewals each year.
  • Retained 91% of policyholders during annual renewal period.
  • Developed life insurance and commercial insurance leads to meet monthly sales targets.
  • Consulted with clients to develop customized insurance policy packages and advised clients on investment opportunities to safeguard assets while minimizing cash flow.
  • Performed comprehensive risk assessments to devise cross-functional solutions for life insurance, annuities, health insurance, disability insurance and long-term care policies.
  • Evaluated and pursued sales leads obtained through direct referrals, networking, marketing, cold-calling and lead databases.
  • Pushed through objectives, persuading clients to purchase by applying advanced sales techniques.
  • Called 75 lapsed customers each week to inquire about continuing needs.

Education

Computer Science

University of California - Davis
Davis, CA
09.2006

Skills

  • Project Management
  • Staff Development
  • Team Leadership
  • Technical Proficiency
  • Salesforce Management
  • MS Office
  • ClearCare
  • Wellsky Personal Care
  • Python
  • JIRA
  • Invision
  • API Engineering
  • Django
  • SQL
  • MySql
  • Jenkins
  • Zendesk
  • Lucidchart
  • Balsamiq

Timeline

Technical Account Manager

Sandata Technologies
01.2023 - 03.2024

Integrations Manager

WellSky
03.2019 - 11.2022

Senior Customer Success Manager

ClearCare Inc
08.2014 - 03.2019

Account Manager

Yapstone
02.2012 - 07.2014

Insurance Broker

CostULess Insurance
11.2006 - 02.2012

Computer Science

University of California - Davis
Everett Jenkins