Julianna Ortiz
Chattanooga,US
Summary
Experienced Practice Manager successful at handling payroll administration and patient relations for Aesthetics practices. Promotes business development and community profile by developing positive rapport with patients and handling marketing activities.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Benefits Advisor
Aflac
01.2024 - Current
- Advised customers on making decisions regarding health care packages, carefully matching customers with most appropriate products and services.
- Educated clients on products over phone or face-to-face presentations, highlighting changes in policies offered or advantages over competitor services.
- Conducted wage and salary surveys to build competitive compensation plans.
Notary Signing Agent/Owner
Business Solutions by Julianna
03.2023 - Current
- Maintained comprehensive understanding of digital fraud and electronic signature verification, keeping sensitive documents secure and verifying authenticity.
- Utilize QuickBooks, Canva, and DocuSign to create high-quality documents, spreadsheets, and presentations for internal and external needs
- Interacted professionally with customers by phone, email, or in person to provide notary work.
Practice Manager
The Look Aesthetics
08.2020 - 06.2023
- Created a multi-million dollar budget, oversaw P&L, and consistently met margin targets to stay on track with 25% growth plan YOY
- Oversaw daily operations at The Look which consistently saw upwards of 50 patients a day
- Improved revenue by half a million directly tied to injectables by 22% over YOY with goals to increase that further in 2023
- Vendor relations leveraging company growth with vital partnerships
- Assessed processes and procedures, complying with OSHA, and HIPAA regulations.
- Oversaw all purchasing, sales, marketing, and customer account operations to ensure efficiency and performance
- Which lead to a $40,000 reduction in skincare product cost, and an increase in revenue by $112,000
- Provided support to the entire staff of the practice, which increased efficiency and improved the overall process flow.
Sales Manager
Pottery Barn
09.2019 - 08.2020
- Increase in revenue by 16% during the first two months
- Increased average transaction for in-home design services from $1,500 to $5,000
- Created actionable item posts on products/services through Instagram
- Allowing me to hire 3 more designers in 2020
- Managed $5 million sales goal for the store, responsible for reporting KPIs to upper management.
Continuing Education Coordinator
SEES Group (Parent company to CFR)
04.2018 - 09.2019
- Responsible for coordinating seventy-five continuing education events annually for all forty-five office locations
- Developed and executed the $350,000 budgets managing P&L and logistics
- Sold over $175,000 in exhibits at the AOA Conference - increasing access and visibility to offerings with vendor spend increasing from $2,000 to $21,000
- Maintained OIG, CMS, and ARBO standards for a compliant program
- Credited for 15% increase in cash pay procedures across Nashville, Chattanooga, and Knoxville markets by creating an exceptional referral program and leveraging relationships
- Used SalesForce to keep track of vendor account and sales information in the company database.
Retail Sales Coordinator
Center for Facial Rejuvenation(SEES Group)
02.2017 - 04.2018
- Communicated with suppliers in order to secure the best possible prices for retail skincare and injectables
- Implemented monthly retail assessment and analysis to streamline the practice's buying process
- Implemented effective strategies to help gain support of team members to grow together.
- Facilitated high volumes of cash, credit, and gift card transactions, verifying cash drawer balance at end of each shift.
Education
Accounting - Associate of Science -
Roane State Community College
Knoxville, TN01.2010
Skills
- Sales management
- Operations management
- Business Development
- Budget development
- Strategic planning
- HIPAA and OSHA regulations
- QuickBooks
- Continuing education Planning
Certification
- Health and Life Insurance License - TN, AL, GA, AZ, MI
- National Notary Association Certified Loan Signing Agent
- Tennessee Certified Public Notary
Timeline
Benefits Advisor
Aflac
01.2024 - Current
Notary Signing Agent/Owner
Business Solutions by Julianna
03.2023 - Current
Practice Manager
The Look Aesthetics
08.2020 - 06.2023
Sales Manager
Pottery Barn
09.2019 - 08.2020
Continuing Education Coordinator
SEES Group (Parent company to CFR)
04.2018 - 09.2019
Retail Sales Coordinator
Center for Facial Rejuvenation(SEES Group)
02.2017 - 04.2018
Accounting - Associate of Science -
Roane State Community College
- Health and Life Insurance License - TN, AL, GA, AZ, MI
- National Notary Association Certified Loan Signing Agent
- Tennessee Certified Public Notary
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