Summary
Overview
Work History
Education
Skills
Community Involvement
Timeline
Generic
LINDSEY VAN CLEAVE

LINDSEY VAN CLEAVE

Nashville,TN

Summary

Proven leader experienced in developing partnerships, building successful teams and developing tactical plans to meet strategic goals. Record of performance in exceeding organizational objectives with significant background in HRIS and Benefits Administration technology.

Overview

13
13
years of professional experience

Work History

Enterprise Account Manager

Bernard Health, LLC
10.2023 - 02.2024
  • Individually chosen to develop account management strategy for expansion to Enterprise market.
  • Developed comprehensive account plans outlining short-and long-term goals as well as action steps required for success.
  • Implemented custom account plans for 9 existing Enterprise partners and grew revenue by 45% over January 2024.
  • Built strong mutually beneficial relationships with industry partners, increasing brand visibility and growth.
  • Increased revenue growth by identifying new opportunities within enterprise accounts and developing strategic partnerships.
  • Collaborated with upper management to implement continuous improvements and exceed team goals.

Director of Client Success

Bernard Health, LLC
01.2016 - 12.2023
  • Achieved departmental goals by developing and executing strategic plans and performance metrics.
  • Partnered with business leaders to deliver services that support company objectives and consistent with corporate values.
  • Built high-performing teams through effective recruitment, onboarding, and talent development initiatives.
  • Achieved or exceeded quarterly and annual revenue targets in 2016-2019 and 2021-2023.
  • Grew revenue generated by the Client Success Organization from $122,000 in 2016 to $4,700,000 in 2023.
  • Expanded product and service offerings to grow revenue and increase market share.
  • Collaborated closely with cross-functional teams to ensure seamless delivery of products and services to clients.
  • Developed strong company culture focused on employee engagement, collaboration, and continuous learning opportunities.
  • Established performance and service goals and held team members accountable for individual performance.
  • Managed relationships with executive sponsors and key client team members at required levels in organization.
  • Implemented regular account reviews with both internal stakeholders and clients themselves, ensuring alignment on expectations and progress towards objectives.
  • Analyzed client feedback and data trends to develop targeted improvement plans for individual accounts.
  • Set aggressive targets for employees to drive company success and strengthen motivation.
  • Leveraged data and analytics to make informed decisions and drive business improvements.

Individual Channel Sales

Bernard Health, LLC
01.2014 - 01.2016
  • Built distribution and support strategy for Bernard Health's individual insurance advice model for healthcare providers.
  • Exceeded sales quotas and increased profitability through effective sales strategy and business planning.
  • Negotiated agreements with multiple Fortune 500 healthcare companies.
  • Developed strong relationships with key decision-makers within strategic accounts.
  • Collaborated on marketing initiatives to drive brand recognition and channel partner engagement.
  • Communicated product quality and market comparisons by creating sales presentations.
  • Managed revenue models, process flows, operations support and customer engagement strategies.

Business Manager

Bandy, Van Cleave & Williamson
01.2011 - 01.2013
  • Improved operational workflows by identifying areas of inefficiency and implementing appropriate solutions.
  • Supported department heads in accomplishing their goals through diligent administrative assistance such as report generation and data entry.
  • Served as a liaison between upper management and staff members, facilitating open channels of communication to address concerns or issues promptly.
  • Maintained positive customer relations by addressing problems proactively and implementing successful corrective actions.
  • Oversaw facility maintenance requests, coordinating with building management to address repairs or improvements efficiently.

Retail Advisor

Bernard Health, LLC
01.2013 - 01.2014
  • Developed tailored health insurance plans to meet individualized client needs.
  • Exceeded company-set sales targets regularly by generating referrals from existing clients.
  • Delivered informative presentations on proprietary advice model, driving increased sales and referrals among potential clients.
  • Educated clients on insurance policies and procedures.
  • Resolved client inquiries efficiently through clear communication, resulting in improved customer relationships and trust.

Education

MBA -

Lipscomb University - College of Business
Nashville, Tennessee
12.2016

Certificate - Health Informatics

Lipscomb University
Nashville, Tennessee
12.2016

BBA -

Southern Methodist University - Edwin L. Cox School of Business
Dallas, Texas
12.2011

Skills

  • Team Leadership
  • Business Development
  • Revenue Growth
  • Decision-Making
  • Strategic Planning
  • Performance Tracking and Evaluation
  • Employee Coaching and Mentoring
  • Teamwork and Collaboration
  • Customer Relationship Management & Retention
  • Managing Operations and Efficiency

Community Involvement

  • Peer buddy with Best Buddies TN (2010-Present)
  • Pre-school Sunday school teacher at West End United Methodist Church (2015-Present)
  • Lunch server for Room in the Inn (2022-Present)
  • Best Buddies TN Junior Advisory Board Chair (2013-2015)

Timeline

Enterprise Account Manager

Bernard Health, LLC
10.2023 - 02.2024

Director of Client Success

Bernard Health, LLC
01.2016 - 12.2023

Individual Channel Sales

Bernard Health, LLC
01.2014 - 01.2016

Retail Advisor

Bernard Health, LLC
01.2013 - 01.2014

Business Manager

Bandy, Van Cleave & Williamson
01.2011 - 01.2013

MBA -

Lipscomb University - College of Business

Certificate - Health Informatics

Lipscomb University

BBA -

Southern Methodist University - Edwin L. Cox School of Business
LINDSEY VAN CLEAVE