Hilda Ortiz
Merrillville,IN
Summary
Experienced and highly motivated account executive with strong interpersonal and relationship building skills. Bringing forth a proven history of exceeding personal and company sales goals by fostering trusted and loyal client relationships. Authorized to work in the US for any employer
Overview
6
6
years of professional experience
Work History
Analyst, Outreach Executive II
Oak Street Health LLC
Gary, IN
11.2023 - Current
- Conducted presentations and participated in events at senior buildings, churches, and food pantries.
- Executed targeted canvassing campaigns in surrounding areas.
- Coordinate all aspects of generating prospective patient leads, from gathering contact information to following up and inviting prospective patients to tour Oak Street community centers
- Expanded market presence by identifying new business opportunities and forging strategic partnerships.
- Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
- Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
- Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
- Exceeded sales targets consistently by identifying new business opportunities and creating customized solutions for clients.
- Established long-lasting relationships with key decision-makers within client organizations, solidifying the company's reputation as a trusted partner in their respective industries.
- Optimized sales pipeline management, ensuring steady flow of opportunities through careful planning and follow-up activities
- Increased sales with execution of full sales cycle processing from initial lead processing through conversion and closing.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Enhanced customer engagement by analyzing behavior patterns and suggesting targeted marketing strategies.
Outreach Executive II Team Lead
Oak Street Health LLC
Hammond, IN
09.2022 - 11.2023
- Motivating team members to accomplish their goals
- Nurturing team member strengths and identifying areas for improvement
- Representing and advocating for team needs
- Coaching to improve team member skill sets
- Problem solving
- Develop team strengths and improve weaknesses
- Identify team goals and evaluate team progress
- Resolve conflict
- Organize team initiatives
- Develop, implement, and execute an effective sales strategy to achieve patient acquisition targets
- Demonstrated ability to develop, maintain and grow a rigorous sales pipeline, with accurate forecasting and reporting
- Deliver highest level of sales and customer service to our prospects, patients and community partners
- Generate leads by prospecting, building and maintaining relationships throughout the community
- Nurture prospective patients and prospect for new patients with an ambitious mentality via email, phone, and networking
- Master internal sales and marketing programs and systems to maximize effectiveness
- Demonstrated ability to think strategically when developing local relationships and sales plans. Must be able to plan 3-6 months in advance and accurately forecast sales performance
- Account Management
- Prospect, engage and create new trusting relationships with local businesses within an assigned territory, at multiple levels including employees, key contacts, manager and business leaders, to drive patient growth opportunities
- Develop collaborative partnerships and manage an account book of 40+ community and business partners to gain a deep understanding of business challenges and create mutually beneficial relationships and development opportunities
- Create and manage an account development plan and report on results
- Capture and record customer information and sales activity data into customer relationship management (CRM) system and appropriate business systems
- Develop sales plans that will organize efforts around the business development cycle including prospecting, proposal creation, presenting to potential community partners and relationship development with the goal of developing new opportunities for patient acquisition
Outreach Executive II
Oak Street Health
South Bend, IN
02.2021 - 08.2021
- Launched new center in a new market
- Executed strategic canvassing initiatives in surrounding areas.
- Coordinated entire process of generating prospective patient leads, including gathering contact information.
- Conducted follow-ups with patients who missed initial appointments.
- Evaluated campaign success using data-driven analysis, refining strategies for future outreach efforts.
- Served as a spokesperson for the organization at public events, effectively communicating its objectives and values to diverse audiences.
- Conducted in-depth research on target markets to identify outreach opportunities and optimize marketing strategy.
Outreach Executive I
Oak Street Health LLC
Gary, IN
02.2019 - 02.2021
- Participate in a variety of outreach/marketing activities and events in the local community, including health fairs, presentations at senior buildings, activities at churches and food pantries, and any place where older adults may benefit from learning about Oak Street service offerings
- Canvassing, or going door to door, in the neighborhoods we are located in
- Coordinate all aspects of generating prospective patient leads, from gathering contact information to following up and inviting prospective patients to tour Oak Street community centers
- Follow up on warm leads generated from our Call Center
- Sign up eligible prospects to attend a welcome visit with our doctor and care team to experience the Oak Street Health care model
- Follow up on patients that may have missed their first appointment
Education
General - undefined
Calumet College of St Joseph's
Whiting, INSkills
- Salesforce
- Account management
- Leadership
- Customer service
- Strong problem solving skills
- Proficient interpersonal communication skills
- Sales
- Customer Relationship Management
- Highly Empathetic
- Outside sales
- Leadership skills
Languages
Spanish
Native or Bilingual
Timeline
Analyst, Outreach Executive II
Oak Street Health LLC
11.2023 - Current
Outreach Executive II Team Lead
Oak Street Health LLC
09.2022 - 11.2023
Outreach Executive II
Oak Street Health
02.2021 - 08.2021
Outreach Executive I
Oak Street Health LLC
02.2019 - 02.2021
General - undefined
Calumet College of St Joseph's