Developed a "trusted advisor" relationship with key account executive sponsors and aligned OWL to their key behavioral health initiatives and overarching business goals
Established and executed comprehensive strategies, defined key business metrics and success criteria, and established a process for monitoring goals in order to provide visibility to executive sponsors
Improved Measure Completion at key accounts by 50%
Served as a customer advocate back into the OWL product team to ensure Owl solutions are evolving to meet the needs of our customers
Conduct regular account meetings to communicate best practices, develop plans for expanded functional usage, provide use case examples for leveraging key product functionality, and communicate software releases and updates
Maintained 100% of my customers (no churn) and expanded my book by ~60% year over year
Acquired by Neuroflow
Customer Success Leader
Halo Health
Cincinnati, OH
01.2019 - 01.2021
Maintain a cadence of communication with customers about their adoption trends, and outcomes leading to renewals, expansion, and opportunities for deeper engagement
Play an advisory role to customers as they deploy and optimize our product, build long-term strategic relationships with customers to ensure optimal customer experience and outcomes
Serve as the voice of the customer internally, understanding their challenges, and partnering with internal teams to ensure we are building a product that customers love and delivers value
Identify opportunities for customers to act as Halo advocates (testimonials, case studies, references)
Turned each account with a one year renewal into a 5 year contract resulting in a 250% increase in ARR
Created the "every customer is reference-able program…adding over 60+ new customers in 9 months
Customer Success Leader
Agfa Healthcare
Greenville, SC
01.2015 - 01.2019
Build, maintain, and leverage ongoing relationships with new and established customers that lead to increased adoption and ongoing use of the Agfa product suite
Understand customers' business priorities/strategies and partner with other departments to deliver services and ensure overall customer success
Provide excellent customer service that results in increased engagement, customer satisfaction, and a positive feedback loop for continuous improvement, which ultimately results in churn reduction
Read, understand, and help negotiate renewal contracts and service level agreements
Client Relations Director
PatientPoint
Orlando, FL
01.2011 - 01.2015
Manage and grow relationships with channel partners, and strategic customers to ensure everyone's needs are being met or exceeded
Responsible for execution of all key client relationship requirements assessing, clarifying, and validating customer needs on an ongoing basis
Project Manager/Lead Trainer
PatientPoint
Orlando, FL
01.2011 - 01.2015
Developed and improved work flows and business processes within defined areas to improve customer service, decrease operational costs and improve overall quality
Interface with clients & internal teams on project requirements, deliverable status and approvals, scope changes and points of dissatisfaction
Work with cross-functional teams to develop implementation strategies for each individual client project and to ensure that deliverables met client objectives, budget and project timelines from launch through support transition
Project Manager/Application Trainer
Allscripts Healthcare Corporation
Chicago, IL
01.2007 - 01.2011
Ownership of project planning and progress tracking to ensure timeliness, effectiveness, and overall success of client implementations
Coordinate teams internally and the client partner to collaborate on and execute technical integrations, business decisions, and marketing campaigns
Increased ePrescribing utilization by 60% with an upgraded eLearning suite for our users
Education
Associate of Science - Psychology
Western Michigan University
Kalamazoo, MI
08.1995 - 04.2000
Skills
Salesforce proficiency
Customer satisfaction
Software implementation
Customer advocacy
Customer segmentation
Client onboarding
Relationship management
Upselling strategies
Account growth
Data-driven decision making
Training programs
Proficient in [software]
Account updates
Key accounts development
CRM software
Customer needs assessment
Cross-functional coordination
Customer relationship building
Training and mentoring
Customer account management
Strategic planning
Customer onboarding
Account management
Customer service
Client service optimization
Customer retention
Client relations
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference
Work Type
Full TimeContract Work
Location Preference
Remote
Important To Me
Work-life balanceCompany CultureFlexible work hoursHealthcare benefitsWork from home option401k matchPaid time off