I am a seasoned and successful client service professional bringing 18+ years of experience in high-value client management in various medical fields. My history includes enhancing client satisfaction and retention through personalized service strategies resulting in an average CSAT Score of 4.82/5.0. Recognized for collaborative teamwork and adaptability in dynamic environments. Adept in client communication, problem-solving, and account management. Recognized as the top performing account manager for the company in 2021 with the Ferrari Award. Proven track record in client retention, exceeding KPIs, and fostering strong partnerships that drive business growth. Fostered relationships with existing clients to maintain 60% client reference-ability year after year (15% over company target). Dedicated to delivering exceptional client service and collaborating cross-functionally to scale and strengthen organizational success.
• Organized and detail oriented, record meeting minutes and distribute information to all board members within 48 hours of the date of the meeting using multiple Microsoft applications.
• Maintaining the records and policies with the President for decision making processes.
• Ensuring all donor information in our database for mailings of future fundraising events.
• Facilitating notifications to all board members as meetings are scheduled.
• Tracking all board members signed agreements and documents are up to date.
• Maintain preferred communication method and contact information for each board member.
• Delivered outstanding client service, ensuring quality and client satisfaction through prompt, and efficient support.
• Cultivated strong relationships with both new and existing clients, promoting open and transparent communication.
• Presented comprehensive monthly and quarterly analytic reports to clients and internal teams.
• Collaborated cross-departmentally to establish customized onboarding and workflow guidelines for new clients.
• Conducted bi-weekly client meetings to review financial performance and identify process improvement opportunities.
• Oversaw ticket management to guarantee timely resolution of client issues within the PPMS CRM platform.
• Collaborated with the implementation team successfully defining new practice set-up guidelines based on specialty needs documenting all communications through the CRM Salesforce platform.
• Client relationship management by establishing trust with clients through consistent follow-up and a commitment to understanding their unique business needs.
• Served as peer advisor and mentor for Client Managers, trained staff in best practice to prepare for client meetings by anticipating questions and bottlenecks, resulting in average CSAT Score of 4.82/5.0.
• Fostered relationships with existing clients to maintain 60% client reference-ability year after year (15% over company target).
• Increased revenue by identifying and resolving billing errors in a timely manner.
• Responsible for managing and communicating the revenue cycle activities and performance for our ophthalmology client practices.
• Conducted weekly A/R reporting to assist our Global teams towards success for our clients with the analytical reports run by Microsoft Power BI to review their revenue cycle management.
• Established and maintained trusted client relationships that focus on practice revenue performance utilizing CRM systems such as Zendesk and JIRA to share information through all departments.
• Served as a liaison between clinical departments, finance, and administration, ensuring smooth communication for proper revenue cycle management using CRM platform Zendesk through the life cycle of the client.
• Created communications with our gGastro clients on the RCM platform.
• Advised our Global billing operation teams including Benefits and Eligibility, Charges, A/R and Appeals, and Payment Posting Teams on prioritizing based on financial and client requests.
• Managed front desk operations efficiently while greeting patients warmly and addressing their concerns professionally.
• Responsible for opening and closing 3 offices weekly.
• All levels of patient interaction with the highest customer service while abiding by HIPAA regulations using ModMed CRM’s such as PM and EMA.
• Managed the monthly billing process to complete billings and returns to meet company revenue recognition policies.
• Created SOP's on how to Process Claims, Reverse Claims, Post Payments, and Reprocess Denials using all Microsoft Applications including Word and Excel daily.
• Trained our Global billing department on the use of the NextGen and LCS computer programs.
• Implemented center policies and procedures, ensuring compliance with state regulations and licensing requirements using AbbaDox and Medical Manager applications.
• Managed the daily operations for optimal center performance, ensuring a smooth and efficient workflow.
• Oversaw staff and facility maintenance, ensuring a clean, safe, and inviting learning environment for patients and staff.