KATHARINE SMITH
San Antonio,TX
Summary
Client success professional with over 6 years of experience in healthcare, aesthetics, and wellness. Proven track record in driving revenue growth and client retention through relationship management and strategic planning. Expertise in translating complex solutions into clear value, enhancing client outcomes, and supporting healthcare providers with innovative strategies. Strong communicator and problem-solver, adept at collaborating with clients and teams to achieve objectives.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Client Success Manager & Onboarding Specialist
Rehab CEOs
11.2024 - Current
- Lead onboarding for healthcare clients, ensuring a smooth implementation.
- Manage a national portfolio of 89 clients, focusing on driving client satisfaction, improving retention, and facilitating upsells of new programs and service add-ons
- Provide strategic consultations to improve operational efficiency and revenue growth.
- Managed multiple projects with competing deadlines simultaneously.
- Submitted project deliverables to clients, consistently adhering to quality standards.
Client Success Manager
Medstar Media
09.2023 - 11.2024
- Managed 25+ medspa and aesthetics clients, maintaining 100% retention through proactive support and relationship building.
- Consistently upsold new campaigns, service lines, and marketing add-ons, increasing client revenue and lifetime value.
- Delivered performance reports with actionable insights, optimizing client ROI and satisfaction.
- Created marketing strategies for campaigns, ensuring alignment with client goals and industry trends.
- Guided clients on growth strategies, patient conversion, and competitive positioning.
Lead Account Manager
Crimson Media Group
06.2022 - 09.2023
- Directed marketing strategy for 39 dental practices, exceeding growth and performance targets.
- Successfully upsold upgraded marketing programs, ad packages, and consulting services.
- Partnered with clinical teams to improve patient acquisition, retention, and case acceptance rates.
- Created streamlined onboarding processes to accelerate client success and satisfaction.
Account Manager
Grit Player Services
11.2020 - 06.2022
- Managed top-tier sports clients, overseeing marketing campaigns and partnership growth.
- Spearheaded campaigns that grew social following by 200K+ and increased event attendance tenfold.
- Negotiated sponsorships and upsold service packages, consistently surpassing revenue goals.
- Delivered data-driven recommendations to optimize performance.
Skills
- Client Onboarding & Training
- Upselling & Revenue Growth
- Consultative Selling & Solution Presentation
- Client Retention & Relationship Building
- KPI Reporting and Data Analysis
- Project management
- Contract Negotiation
- Digital Marketing Strategy
Certification
- Hubspot Certification
- Google Ads Certification
- Facebook Ads Certification
- Marketing Analogy Certification
Timeline
Client Success Manager & Onboarding Specialist
Rehab CEOs
11.2024 - Current
Client Success Manager
Medstar Media
09.2023 - 11.2024
Lead Account Manager
Crimson Media Group
06.2022 - 09.2023
Account Manager
Grit Player Services
11.2020 - 06.2022
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