Dedicated and approachable professional with 5+ years of hands-on experience supporting clinic operations and delivering high-touch client care in rapidly growing health and wellness settings. Adept at streamlining processes, managing CRM systems, and providing hands-on support in both corporate and clinical settings. Recognized for delivering seamless client experiences, building trusted team relationships, and being a consistent positive presence—often highlighted in customer reviews. Brings deep knowledge of HRT, peptides, IV therapy, and ozone protocols, with a strong foundation in administrative operations and cross-functional coordination.
As Operations Support Lead at a fast-paced functional medicine and wellness clinic, I partnered closely with the executive team and providers to ensure smooth daily operations, deliver exceptional client care, and drive strategic growth. I managed the lead pipeline through Driply CRM, optimized internal workflows, supported marketing initiatives, and maintained clinic readiness. This role also required regular travel to support the launch of new clinic locations, where I led on-site operational setup, trained incoming staff, and ensured alignment between corporate leadership and local teams. My responsibilities included leading new hire and cross-location training, coordinating inventory and vendor needs, and providing hands-on support for campaign execution and pop-up events. Backed by a strong understanding of HRT, peptides, IV therapy, and ozone protocols, I was able to assist providers directly and help guide clinical support staff through services and client care processes.
While holding the title of Client Advocate, I worked from the corporate office supporting high-level operational needs across multiple locations. I played a key role in the pre-launch setup of three clinics, to prepare systems, training, and internal processes. I assisted in the interviewing and hiring process and provided hands-on training to new staff, ensuring each team member understood clinic procedures, protocols, and expectations under their specific roles. During this time, I also led community outreach efforts to build brand awareness for upcoming locations—securing and managing promotional pop-up tables at farmers markets, gyms, and other high-traffic local events. In addition, I supported backend administrative tasks and clinic system transitions.
In this role, I supported clients throughout their wellness journey by educating them on available treatments—including HRT, peptides, IV therapy, and aesthetic services—and helping them select personalized plans rooted in lab testing and designed to support true, long-term healing. I answered questions related to services, pricing, and treatment plans, and worked closely with clients to ensure a high standard of care from consultation through follow-up. I consistently met and exceeded monthly sales targets by identifying upselling opportunities and acquiring new clients through lead generation, and referrals. I also served as a liaison between clients and providers, helping bridge communication to ensure each client felt heard, supported, and confident in their care plan.
As the first point of contact for clients, I ensured a welcoming and efficient experience from check-in to check-out. I managed appointment scheduling, updated client records, processed payments, and maintained strict adherence to HIPAA compliance. I supported both clients and internal staff by confirming appointments, managing provider schedules, and coordinating care based on each provider’s scope of practice. I also performed a wide range of administrative and operational tasks including answering calls, responding to service inquiries, and maintaining a clean, organized front office environment