Summary
Overview
Work History
Education
Skills
Timeline
Generic

Joshua Canales

Santa Monica,CA

Summary

Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success.

Overview

10
10
years of professional experience

Work History

New Client Success Lead

Title Boxing
09.2023 - Current
  • Spearheaded onboarding processes for new clients, ensuring a seamless transition into the company''s product or service offerings.
  • Effectively managed client expectations through clear communication and regular status updates, resulting in a high level of trust and confidence.
  • Handled customer inquiries and suggestions courteously and professionally.
  • Answered constant flow of customer calls with minimal wait times.
  • Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
  • Enhanced team productivity by implementing efficient lead management processes.
  • Leveraged CRM tools effectively for efficient lead management, follow-ups, and reporting.
  • Organized CRM database maintenance tasks, aiding efficient lead management practices within the organization.

Studio Asst. Manager

Mayweather Boxing + Fitness
11.2019 - 11.2021
  • Oversaw administrative staff , including reception and accounts payable
  • Managed payroll, business budgets and expense report processes
  • Carry out detailed consultations and movement assessments to onboard new clients
  • Respond to client's unique requirements and goals to create individual training
  • Collaborated with design teams in promotional materials development to market studio activity.
  • Established team priorities, maintained schedules and monitored performance.
  • Coordinated daily studio operations, including scheduling, staff management and customer service.
  • Organized and maintained client databases for accurate communication information.
  • Assisted in organizing and overseeing assignments to drive operational excellence.
  • Facilitated communication between clients, staff and vendors for smooth project processes.
  • Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
  • Pleasantly greeted customers and asked open-ended questions to better determine needs.
  • Implemented marketing strategies to promote studio to potential clients.
  • Evaluated employee performance and conveyed constructive feedback to improve skills.
  • Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.

Manager, Care Coordinator

Happier Living
01.2016 - 01.2019
  • Answering phones and greeting patients in person and virtually — approximately 90 per day
  • Booking appointments and assisting with new patient orientation
  • Coordinating referrals for patients for insurance and other physician and specialist
  • Resolving eligibility issues and issuing invoices and receipts
  • Performing data entry, photocopying and maintaining stationery supplies
  • Transmit information or documents to customers, using computer, mail, or facsimile machine
  • Contact insurance companies on behalf of patients
  • Schedule and register patients to ensure minimum waiting time and increased patient satisfaction
  • Answer over 60 telephone calls daily and deal with face-to-face inquiries in friendly and efficient manner
  • Maintain records for 200+ patients ensuring data accuracy and contacting patients for follow-up consultations and tests
  • Maximized performance by monitoring daily activities and mentoring team members.
  • Used company software and databases to maintain records of services performed and patient conditions.
  • Built strong relationships with clients to deliver emotional support and companionship.
  • Determined need for special assessment activities for complex cases, effectively handling care plans.
  • Accomplished multiple tasks within established timeframes.
  • Cross-trained existing employees to maximize team agility and performance.
  • Monitored, tracked, and conveyed important patient information to healthcare staff to help optimize treatment planning and care delivery.
  • Supported patient care excellence via planning and interpretation of programs.
  • Onboarded new employees with training and new hire documentation.
  • Managed and motivated employees to be productive and engaged in work.
  • Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
  • Maintained professional, organized, and safe environment for employees and patrons.

Receptionist Manager

Rehab Wellness
09.2014 - 12.2015
  • Developed internal requirements and standards to minimize regulatory risks and liability across programs.
  • Created reports, presentations and other materials for executive staff.
  • Completed bi-weekly payroll for employees.
  • Hired, managed, developed and trained staff, established and monitored goals, conducted performance reviews and administered salaries for staff.
  • Managed supervisor itinerary and appointments and streamlined scheduling procedures.
  • Managed master calendar and scheduled appointments for providers based on optimal patient loads and clinician availability.
  • Maintained primary relationship accountability for clients, overall servicing responsibility and client satisfaction to maximize profitability of client relationships.
  • Coordinated office events, seminars and meetings for staff and clients.
  • File and maintain records
  • Greeted visitors and initiated triage processes for clients to streamline patient flow.
  • Greeted and interacted with patients to provide information, answer questions and assist with appointment scheduling.
  • Answered telephone calls to offer office information, answer questions, and direct calls to staff.
  • Completed administrative patient intakes with case histories, insurance information and mandated forms.
  • Adhered to strict HIPAA guidelines to protect patient privacy.

Education

Diploma -

Henry Ford Academy
San Antonio, TX

Skills

  • Client Rapport-Building
  • Cold Calling
  • Project Oversight
  • Customer Experience
  • Interpersonal Communication Skills
  • Google Calendar
  • File Management
  • Database Coordination
  • Medical Terminology
  • Case Management
  • Salesforce
  • Club Ready

Timeline

New Client Success Lead

Title Boxing
09.2023 - Current

Studio Asst. Manager

Mayweather Boxing + Fitness
11.2019 - 11.2021

Manager, Care Coordinator

Happier Living
01.2016 - 01.2019

Receptionist Manager

Rehab Wellness
09.2014 - 12.2015

Diploma -

Henry Ford Academy

Similar Profiles

CREATE PROFILE
Joshua Canales