Juanita Watkins

• Manage client lifecycle documentation, program census updates, and data alignment across 10+ programs using CentralReach, ensuring audit-readiness and HIPAA compliance.
• Collaborate with clinical directors to reduce operational bottlenecks, improving program completion timelines by 15%.
• Standardized billing documentation workflows and supported case closeout processes in alignment with revenue-cycle protocols.
• Conduct outcome reporting and quarterly performance reviews, identifying client trends to improve service delivery accuracy and timelines.

Key Wins

• Reduced reporting lag by 20% through better documentation processes
• Led accurate KPI tracking across 10+ programs for internal reviews and strategy sessions

• Maintained CRM integrity and supported client billing, tracking, and reporting operations across AI-enabled legal platforms.
• Collaborated with Sales Ops to improve data quality, lead tracking, and internal documentation workflows.
• Led onboarding coordination, including hiring documentation and new account setup for external clients.

• Managed territory-based outreach and maintained Salesforce pipeline accuracy across multiple regions.
• Led onboarding training for new team members on documentation, data entry accuracy, and CRM workflows.
• Supported scheduling, document tracking, and coordination across sales and operations.
• Completed an extensive mentorship program with territory managers