Focused and personable professional offering many years of experience managing key accounts to promote client retention. Skilled in expanding territory and monitoring trends to drive sales. Exceptional track record of increasing brand engagement through product knowledge and superior customer experiences.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Client Account Manager
Diamond Advanedge
08.2023 - Current
Managed client accounts and ensured customer satisfaction by providing timely responses to inquiries.
Coordinated with internal departments to ensure that customer requests were met in a timely manner.
Analyzed customer data, identified trends, and developed plans for optimizing performance of client accounts.
Created detailed reports for clients regarding their account activity, including revenue, usage.
Negotiated contracts with vendors in order to secure the best prices for materials and services needed by customers.
Technical Sales Representative
Krayden Inc.
11.2022 - 08.2023
Developed and implemented sales strategies for technical products.
Conducted market research to identify customer needs and preferences.
Identified potential customers and established relationships with them.
Prepared proposals and quotations for prospective clients.
Maintained accurate records of all sales activities, including customer profiles, orders, payments.
Analyzed competitor data to develop competitive pricing models.
Sales Recruiting Coordinator
Centered Health
07.2021 - 11.2022
Sell mental health treatment programs and guide potential clients to close the sale.
Answering phone calls for referral to treatment.
Obtaining personal information from a caller for financial obligations, medical/mental health necessities, legal obligations, family/social support, and employment/employer information.
Interacting with individuals who may have mental health issues and their families.
Completing all intake documents, and preparing and developing treatment file at time of patient admission.
Admissions Coordinator
California Rehabilitation Institute
12.2019 - 01.2021
Oversee flow of all patient referrals by ensuring effective coordination and collaboration between liaisons, program coordinator and case management with the Admission Department
Ensure pre-admission process is compliant with all regulatory requirements
Complete insurance verification and prior authorization, Collaborate with the Central Billing Office management team to develop, implement and monitor policies and procedures related to the collection of all pertinent patient data (i.e., demographics, insurance/payer information) necessary for the expedient, timely and accurate billing and collection of patient accounts.
Complete the pre-admission paperwork when the patient arrives.
Confirmed all insurance benefits met standards of admissions as dictated by policy.
Recruit Admin Director
Exceptional Home Care
05.2018 - 12.2019
Developed and implemented comprehensive strategies to improve operational processes and organizational efficiency.
Attend job fairs, schedule meetings with job posting websites, social marketing, networking, ways to organize our website to attract nurses, organize budgeting to advertise our company, negotiate rates for ads,
Recruited, trained, supervised, evaluated and mentored staff members.
Managed budgeting and financial planning processes for the organization.
Medical filing
Account Management
Expeditors
09.2014 - 05.2018
Verify and process invoices, accounting, Interact with other department managers/supervisors,
Perform general clerical duties such as typing, filing and data entry
Exploring better ideas on how we can manage and meet our requirements for our metrics and creating a team to track all freight and succeed in having all updates accurate
Managing accounts ensuring all customers are fulfilled with all their needs and requirements for their freight,
Compete with our competitors with gaining more sales with our existing customers as well as our new customers
Perform all skills tasked to consider our service to be welcoming and trustworthy
Learning how to escalate our growth and provide techniques and skills in how to present our customers for a consistent positive gain in all aspects of their requirements