Summary
Overview
Work History
Education
Skills
Certification
Work Preference
Timeline
Hi, I’m

Julianna Ortiz

Practice Manager
Nashville,US
Julianna Ortiz

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
years of professional experience
1
Certification

Work History

Aflac
Chattanooga, TN

Benefits Advisor
01.2024 - Current

Job overview

  • 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.


Business Solutions by Julianna
Chattanooga, TN

Notary Signing Agent/Owner
03.2023 - Current

Job overview

  • 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.


The Look Aesthetics
Franklin, TN

Practice Manager
08.2020 - 06.2023

Job overview

  • 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.

Pottery Barn
Franklin, TN

Sales Manager
09.2019 - 08.2020

Job overview

  • 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.

SEES Group (Parent company to CFR)
Brentwood, TN

Continuing Education Coordinator
04.2018 - 09.2019

Job overview

  • 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.

Center for Facial Rejuvenation(SEES Group)
Chattanooga, TN

Retail Sales Coordinator
02.2017 - 04.2018

Job overview

  • 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

Roane State Community College

Accounting - Associate of Science
01.2010

Skills

  • Sales management
  • Operations management
  • Business development
  • Budget development
  • Strategic planning
  • HIPAA and OSHA regulations
  • QuickBooks
  • Continuing education Planning
  • Insurance Billing
  • Creating a Culture

Certification

  • Health and Life Insurance License - TN, AL, GA, AZ, MI
  • National Notary Association Certified Loan Signing Agent
  • Tennessee Certified Public Notary

Work Preference

Work Type

Contract WorkFull Time

Location Preference

RemoteOn-SiteHybrid

Important To Me

Company CulturePaid sick leavePaid time offWork from home optionHealthcare benefits

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

Roane State Community College

Accounting - Associate of Science
Julianna OrtizPractice Manager