Results-driven Senior Account Manager with 7 years of healthcare and PBM experience specializing in strategic client relationship management, health system partnerships, and pharmacy benefit solutions. Proven success in driving sales growth, compliance to state and federal guides leading to recovery of funds and delivering client-centered business strategies. Skilled at collaborating across cross-functional teams to implement effective solutions that enhance client satisfaction, improve member outcomes, and achieve measurable performance goals.
Overview
8
8
years of professional experience
Work History
Senior Account Manager
CVS Health
05.2023 - Current
Managed a book of business of over 500,000 lives, demonstrating the ability to meet 100% of performance guarantees, year over year.
Identified and mitigated Arizona 340B adjudication claim discrepancies through strategic follow-ups and effective research, leading to a recovery of over $50,000 for the book of business.
Assisted with issue management, maintaining a resolution rate of 97% within the expected SLA.
Resolved 100+ Salesforce cases monthly, from routine to complex requests related to our clients' benefit plans.
Collaborated with interdisciplinary teams to integrate PBM objectives, in conjunction with industry regulations and standards, to achieve client success.
Participated in ad hoc projects and initiatives to enhance the efficiency of claim adjudication.
Assisted with the development of cross-functional ideas to create better practices across the custom client's book of business for Commercial, Medicare, and Medicaid accounts.
I had a direct hand in improving the book of business that led to the client signing their RFP, with an extension for three years.
Collaborated across departments to manage medium- and large-scale projects to 100% completion.
Participated in stretch assignments to build my skill set and challenge myself for future growth opportunities.
Spearheaded a workgroup to design and implement a standardized document for a new business unit process.
Mentored junior account managers, fostering their professional growth and skills development within the company.
Experienced in presenting to executive-level management.
Account Manager
CVS Health
11.2021 - 05.2023
Ensured the entry of all client issues and tracking in client management tools, monitoring them throughout their lifecycle.
Created and led all operational maintenance of business logs, including follow-up and resolution plans for each item identified.
Accountable for Health Plan Account Management's specific performance guarantees.
I consulted with clients, along with internal partners, on how CVSH can deliver a request in an operationally efficient manner, providing research, project management, and PBM knowledge.
Met and exceeded 100% of goals by the completion of the review year.
Engaged in mentorship for new Account Managers to assist in their transition into their new roles.
Increased client satisfaction by building strong relationships and addressing their needs promptly.
Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
Established clear communication channels between clients and internal teams, ensuring seamless project execution.
Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
Program Manager
DFW NURSING & REHAB – SYNERGY CARE
12.2020 - 11.2021
Responsible for managing and supervising the rehabilitation department to meet residents' needs, the company's fiscal requirements, and federal and state regulations.
Achieved specific patient care, employee relations, customer service, and financial objectives through strong leadership and effective management of staff, customers, and referral resources.
Communicated effectively to the public and to medical personnel outside the center regarding the therapy services offered by Synergy Care.
Participated in utilization review, quality assurance, resident care conferences, admission meetings, department head meetings, community education planning, and rehabilitation conferences.
Collaborated with business leadership to set priorities based on business needs, resource capacity and risk exposure.
Improved patient outcomes and satisfaction by organizing 20% more community health programs, and reducing patient falls by 15%.
Developed and implemented a new quality assurance program to ensure state and federal compliance in all aspects, leading to successful audits from hospitals and state regulators.
Increased caseload up to budgetary requirements during the first two months in the position.
Certified Occupational Therapy Assistant
DFW NURSING & REHAB – SYNERGY CARE
03.2018 - 12.2020
Executed individualized treatment plans for patients, based on evaluations for occupational performance, and updated assessments to reflect physical and cognitive progression.
Applied evidence-based practice to develop and modify therapy strategies, achieving individualized outcomes for patients, resulting in an average of 40% improvement in mobility and physical function.
Implemented care plans to enhance daily living activities, demonstrating an average of 15% improvement in cognitive functioning.
Implemented various organizational tools for the therapy department to improve efficiency and maintain proper documentation.
Collaborated with interdisciplinary teams to exchange specialized information regarding patients' therapy plans.
Optimized the functional abilities and skills of patients in the facility by assisting in the screening and initial evaluation of all patients, implementing treatment for all assigned patients, delivering treatment according to the established treatment plan, accurately documenting progress toward objectives, and communicating patient status and needs to the patient, the patient's family, the staff, and other professionals.
Provided direct occupational therapy services in long-term care settings.
Collaborated with supervising Occupational Therapists to evaluate treatment effectiveness, making necessary adjustments for optimal results.
Education
Bachelor of Business Administration - Management Information Systems
Lamar University
Beaumont, TX
12.2026
Associates of Applied Science - Occupational Therapy
Pima Medical Institute
Houston, TX
01.2017
Skills
Microsoft Office Suite (Word, Excel, Powerpoint, Outlook, OneNote)
CRM/Salesforce
AS400/RxClaim,
RxNavigator
Professional verbal and written communication and presentation skills
Analytical and problem-solving skills
Systems and software expertise
Client relationship building
Account management
Client acquisition
Client relationship management
Documentation and reporting
Accomplishments
Outstanding Performer – Sales and Account Management
February 2025
Timeline
Senior Account Manager
CVS Health
05.2023 - Current
Account Manager
CVS Health
11.2021 - 05.2023
Program Manager
DFW NURSING & REHAB – SYNERGY CARE
12.2020 - 11.2021
Certified Occupational Therapy Assistant
DFW NURSING & REHAB – SYNERGY CARE
03.2018 - 12.2020
Associates of Applied Science - Occupational Therapy
Pima Medical Institute
Bachelor of Business Administration - Management Information Systems