Microsoft Office Suite
Jacob Yates
Providence,UT
Summary
Experienced account manager and compliance advisor with a successful track record in establishing and nurturing partnerships, ensuring client retention, and optimizing compliance program efficiency. Adept at leading teams and cultivating professional networks to effectively influence decision-makers and develop winning strategies. Known for collaborative leadership style and extensive background in relationship management.
Overview
12
12
years of professional experience
3
3
Certification
Work History
Account Manager
Healthcare Compliance Pros
04.2021 - Current
- Implemented strategies to increase revenue from existing accounts through upselling and cross-selling initiatives.
- Negotiated contract terms with clients, securing favorable agreements for both parties.
- Reduced risk exposure for the company by identifying and addressing areas of noncompliance.
Department Supervisor
Lowe's Home Improvement Warehouse
06.2020 - 06.2021
- Maintained stock of items, cleanliness, organization, and provided excellent customer service.
- Managed team of 10 employees, delegated tasks and held each employee accountable for completing assignments.
- Utilized inventory management system to minimize waste, reduce costs, and maintain accurate stock levels.
National Account Manager
Ciox Health
12.2019 - 04.2020
- Collaborated with client to track 43 distinct performance objectives, financial targets and critical milestones.
- Provided clients with detailed weekly performance reports highlighting successes and areas for improvement.
- Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
Client Services Manager
Cotiviti, Inc.
06.2017 - 12.2019
- Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
- Collaborated with cross-functional teams to ensure timely delivery of projects, meeting or exceeding client expectations.
- Streamlined internal processes for improved efficiency in handling client requests and managing daily operations.
- Developed new employees and on-going performance assessment of current employees.
Assignment & Travel Manager
Fusion Healthcare Staffing
10.2014 - 06.2017
- Resolved unforeseen issues during trips swiftly, minimizing disruption and maintaining client satisfaction levels high.
- Streamlined booking processes for increased efficiency, implementing a user-friendly online reservation system.
- Launched a successful loyalty program, incentivizing repeat business and strengthening the company''s reputation for exceptional service. Increased retention by over 50%
Client Services Representative/Business Analyst
Verisk Health
08.2012 - 10.2014
- Collaborated with cross-functional teams to resolve complex client issues quickly and efficiently.
- Reduced resolution times significantly by streamlining complaint handling procedures for increased customer satisfaction levels.
- Enabled data-driven decision making with advanced analytics tools, generating valuable insights for the organization.
Education
MBA - Healthcare Management
Western Governors University
Salt Lake City04.2016
BSW - Social Work
University of Utah
Salt Lake City, UT08.2012
Skills
- Account Management
- Customer Service
- Teamwork and Collaboration
- Client Relations
- Healthcare Compliance Knowledge & Expertise
- Strategic Planning
- Sales Development
- CRM Software
- Business process optimization
Certification
- Project Management Essentials - Management and Strategy Institute (06/01/2017)
- Lean Six Sigma White Belt - Management and Strategy Institute (07/01/2017)
- Certified Healthcare Compliance Professional - Healthcare Compliance Pros (04/01/2021)
Affiliations
- Health Care Compliance Association
Work Preference
Work Type
Full TimeWork Location
RemoteHybridImportant To Me
Company CultureWork from home optionPaid time off401k matchPaid sick leaveHealthcare benefitsCareer advancementWork-life balanceSoftware
SalesForce
HubSpot
Google Suite
PandaDocs
Zoom
MacOS
Microsoft Windows
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Account Manager
Healthcare Compliance Pros
04.2021 - Current
Department Supervisor
Lowe's Home Improvement Warehouse
06.2020 - 06.2021
National Account Manager
Ciox Health
12.2019 - 04.2020
Client Services Manager
Cotiviti, Inc.
06.2017 - 12.2019
Assignment & Travel Manager
Fusion Healthcare Staffing
10.2014 - 06.2017
Client Services Representative/Business Analyst
Verisk Health
08.2012 - 10.2014
MBA - Healthcare Management
Western Governors University
BSW - Social Work
University of Utah
- Project Management Essentials - Management and Strategy Institute (06/01/2017)
- Lean Six Sigma White Belt - Management and Strategy Institute (07/01/2017)
- Certified Healthcare Compliance Professional - Healthcare Compliance Pros (04/01/2021)
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