Results-driven Healthcare SaaS and Clinical Solutions Sales Specialist with experience spanning direct patient care, care management, and B2B healthcare technology sales. Proven success developing pipelines, engaging decision-makers, and driving adoption. Brings a unique blend of clinical empathy and commercial strategy, enabling strong rapport, credible conversations, and value-focused selling and service.
Overview
12
12
years of professional experience
Work History
Financial Services Representative
Primerica
Dallas, TX
05.2017 - Current
Built trusted relationships with clients by assessing needs and delivering tailored insurance solutions.
Educated customers on coverage options, simplifying complex information to support confident decision-making.
Managed the full customer lifecycle—from initial outreach and consultation to onboarding, policy activation, and follow-up support.
Maintained a healthy pipeline through proactive outreach, referrals, and relationship-building activities.
Provided ongoing account support, handled policy updates, and resolved service issues to drive retention and customer satisfaction.
Sales Development Representative - Hybrid
Operatix
Dallas, Texas
05.2023 - 11.2023
Generated and qualified pipeline for two B2B SaaS and technology clients through targeted outbound prospecting.
Conducted high-volume outreach (calls, emails, LinkedIn) to engage key decision-makers and secure discovery meetings.
Performed needs assessments to understand prospect pain points and align them with client solutions.
Managed lead follow-up, nurtured early-stage opportunities, and maintained accurate activity tracking in CRM.
Collaborated with account executives to schedule qualified meetings and support handoff into the sales cycle.
Leveraged consultative communication to build rapport, overcome objections, and increase meeting conversion rates.
Researched target accounts and industries to personalize outreach and improve engagement.
Consistently exceeded weekly activity targets, meeting quota expectations for qualified meetings and pipeline contribution.
Inside Sales Representative - Remote
Simplify Healthcare
Chicago , IL
01.2022 - 08.2022
Engaged healthcare organizations to understand their operational challenges and recommend solutions that improved workflows and member experience.
Built strong relationships with directors and stakeholder teams, ensuring clear communication and a smooth evaluation process.
Conducted needs assessments and discovery conversations that aligned product capabilities with client expectations.
Coordinated demos, shared resources, and guided prospects through key touchpoints to support informed decision-making.
Maintained organized documentation and follow-up within the CRM to ensure consistent communication and a positive client experience.
Collaborated with cross-functional teams to address questions, clarify requirements, and support seamless handoffs.
Stayed current on healthcare regulations and benefit trends to offer credible, value-driven guidance
Client Success Specialist - Hybrid
IntelliCentrics
Flower Mound, TX
03.2019 - 06.2020
Managed onboarding of new clients, guiding them through credentialing and compliance setup while ensuring smooth implementation and high satisfaction.
Served as primary point of contact for clients, addressing questions, troubleshooting issues, and coordinating with credentialing and support teams to resolve concerns.
Built and maintained strong client relationships through proactive communication, regular check-ins, and tailored support to meet each client’s operational and compliance needs.
Monitored client compliance status, documentation, and credentialing workflows — ensuring accurate data maintenance, timely renewals, and adherence to regulatory requirements.
Conducted periodic reviews and audits of client accounts to maintain quality standards and compliance integrity.
Collaborated with sales, operations, and compliance teams to align client expectations, coordinate service delivery, and support upsells or service expansions.
Tracked client metrics and satisfaction, identified opportunities for process improvement, and recommended solutions to enhance service delivery and retention.
Managed multiple client accounts simultaneously, prioritizing tasks effectively while maintaining attention to detail and timely follow-through.
Inside Sales Representative
IntelliCentrics
Flower Mound, Texas
10.2018 - 06.2020
Managed high-volume outbound and inbound outreach to healthcare facilities, vendors, and providers to present IntelliCentrics’ credentialing and compliance solutions.
Qualified leads through needs assessments, gathering details on facility requirements, credentialing gaps, and compliance priorities.
Delivered consultative sales presentations, educating prospects on the SEC³URE platform and tailoring solutions to their operational and regulatory needs.
Built and maintained strong relationships with administrators, vendors, and clinical stakeholders to support long-term adoption and renewals.
Generated and managed a robust sales pipeline, tracking activities, follow-ups, and deal progression through CRM with strong attention to detail.
Coordinated onboarding for new clients, ensuring a smooth setup of credentialing workflows, and a seamless transition to customer success teams.
Consistently exceeded activity and sales targets through disciplined prospecting, effective communication, and persistent follow-up.
Collaborated with compliance, credentialing, and support teams to resolve client needs, and maintain a high-quality customer experience.
Care Management Associate
Aetna
Dallas, TX
03.2017 - 10.2018
Delivered high-touch support to members by identifying needs, resolving barriers, and ensuring a positive, seamless care experience.
Built strong, trust-based relationships through empathetic communication and proactive outreach.
Collaborated with cross-functional teams to coordinate services and create personalized care solutions that improved member satisfaction and outcomes.
Guided members through scheduling, referrals, and resource navigation to reduce friction and enhance overall service engagement.
Maintained accurate documentation and case updates, ensuring a clear and consistent member journey.
Monitored member progress, provided timely follow-ups, and escalated issues to ensure successful resolution.
Acted as an advocate by connecting members with community resources and support programs tailored to their needs.
Contributed to team meetings and process improvements that enhanced workflow efficiency and service delivery.
Maintained strict confidentiality while delivering compassionate, customer-centered support.
Successfully showcased effective communication, adept problem-solving, and the ability to build strong relationships while working in a dynamic, service-oriented setting.
Patient Care Technician
Texas Health Presbyterian Flower Mound
Flower Mound, Texas
09.2013 - 11.2017
Delivered high-quality, empathetic support to patients and families by responding quickly to needs and ensuring a positive care experience.
Built trust and rapport through consistent communication, active listening, and attentive service in a fast-paced environment.
Collaborated closely with nurses, physicians, and multidisciplinary teams to coordinate care and ensure smooth, efficient service delivery.
Monitored patient status, documented updates accurately, and communicated changes promptly to support seamless continuity of care.
Anticipated patient needs and resolved concerns proactively, removing barriers and improving the overall experience.
Managed multiple priorities simultaneously while maintaining accuracy, professionalism, and customer-centered focus.
Educated patients and families on procedures and care steps, ensuring clarity, comfort, and confidence throughout their stay.
Maintained compliance with hospital policies, safety standards, and confidentiality requirements (HIPAA).
Contributed to team huddles and process improvements that streamlined workflows and enhanced patient satisfaction.
Demonstrated patience, empathy, and strong interpersonal communication when supporting diverse patient populations.