Joan Moreno
Miami
Summary
Marketing and account management professional with 10+ years of experience driving referral growth, physician partnerships, and community engagement in healthcare. Proven record of exceeding sales goals, managing multicounty territories, and executing successful marketing strategies
Overview
31
31
years of professional experience
1
1
Certification
Work History
Account Executive
Solis Mammography
01.2023 - Current
- Continuously meet and exceed metrics for month-to-month growth, quarter-to-quarter growth and year-over-year growth of 4%
- Collaborate with field preparations for a new center's go-live date.
- Successfully opened and established 3 new outpatient centers in 3 new markets, each showing month-to-month, quarter-to-quarter growth, and year-over-year growth.
- Develop and grow existing physician relationships, addressing and following up on referring concerns and issues.
- Effectively manage territory by utilizing the call cycle.
- Increase direct-to-consumer awareness through community events and partnerships.
- Program and plan participation in community events and center outreach events.
- Continuously collaborate with various Memorial Healthcare System teams, the Aetna Wellness Department, and Broward County Schools, participating in Health Fairs and Wellness Fairs.
- Develop an effective annual written sales plan.
- Document, track, report, and communicate sales activity reports, including daily activity through Salesforce.
- Manage expenses and territory budget.
Physician & Community Liaison, In-Home Wound Care Services
RestorixHealth
01.2020 - 01.2023
- Developed and maintained relationships with hospital case management and physicians.
- Increased volume of referrals/admissions within assigned territory consistently meeting and exceeding metrics.
- Increased awareness and educated referral sources to increase volume.
Marketing Liaison
Encompass Health Rehabilitation Hospital
01.2016 - 01.2020
- Continuously meet and exceed metrics.
- Develop and implement marketing strategy to increase awareness in territory.
- Calls on medical professionals to educate them on the Program's comprehensive approach to wound care and its benefits.
- Document, track, report, and communicate sales activity reports.
- Execute promotional programs, including Workshops, social media campaigns and other community and physician goodwill events.
- Collaborates with marketing department to develop marketing campaigns, ads and collateral.
- Attend and represent RestorixHealth and managed care payer in community healthcare events, industry trade shows.
- Documenting daily/weekly sales activities and reports accurately using Salesforce.
- Manage multi-county/parish assignment effectively.
- Manage expenses, including mileage, and other community education expenses.
Diabetes Customer Service Associate
Publicis Touchpoint Solutions
01.2014 - 01.2015
- Monitored service quality and provided feedback to improve customer experience.
- Collected and analyzed customer feedback to identify trends and areas for improvement.
- Utilized effective communication techniques to manage customer expectations.
- Conducted follow-up calls to ensure customer satisfaction post-interaction.
- Identified opportunities for upselling and cross-selling based on customer needs.
Account Manager
Corinthian Colleges Inc
01.2012 - 01.2014
- Developed and maintained strong relationships with key clients, ensuring their needs were met and expectations exceeded.
- Conducted regular account reviews to assess client satisfaction and identify opportunities for service improvement.
- Responded to client inquiries and concerns promptly, maintaining high levels of client satisfaction.
- Acted as main point of contact in matters relating to client concerns and needs.
- Maintained accurate records of all customer interactions in the CRM system.
President
Odyssey Mortgage
Miami
06.1995 - 07.2007
- Led a diverse team of professionals, fostering a collaborative environment that drove performance and accountability.
- Managed financial oversight, ensuring budget adherence and effective resource allocation across departments.
- Implemented risk management practices that minimized financial exposure and enhanced operational efficiency.
- Directed the overall operations and strategy to ensure organizational growth and stability.
Education
B.A. - Organizational Management
Ashford University
Chandler, AZ01.2009
A.A. - Business
Miami Dade College
Miami, FL07-1992
Skills
- Marketing
- LinkedIn marketing
- Interpersonal skills
- Account management
- Market development
- Budget management
- Business development
- Strategic thinking
- Team collaboration
- Community outreach
- Event coordination
- Market analysis
- Performance tracking
- Sales quota achievement
- Relationship building and management
- Relationship building
- Sales strategies implementation
- Written and verbal communication
- Customer relationship management (CRM)
- WoundDocs
- Microsoft Office
- Referral generation
- Salesforce CRM
Languages
- English, Fluent
- Spanish, Fluent
Profile Info
Marketing and account management professional with 10+ years of experience driving referral growth, physician partnerships, and community engagement in healthcare. Proven record of exceeding sales goals, managing multicounty territories, and executing successful marketing strategies.
Websites
Languages
Spanish
Full Professional
Certification
Google Project Management Certification
Timeline
Account Executive
Solis Mammography
01.2023 - Current
Physician & Community Liaison, In-Home Wound Care Services
RestorixHealth
01.2020 - 01.2023
Marketing Liaison
Encompass Health Rehabilitation Hospital
01.2016 - 01.2020
Diabetes Customer Service Associate
Publicis Touchpoint Solutions
01.2014 - 01.2015
Account Manager
Corinthian Colleges Inc
01.2012 - 01.2014
President
Odyssey Mortgage
06.1995 - 07.2007
B.A. - Organizational Management
Ashford University
A.A. - Business
Miami Dade College