Salesforce
Lynn Sadey
Mission Viejo,CA
Summary
Proficient in managing and executing multiple projects within prescribed timelines and budgets for over 15 years. Excellent in prioritizing tasks, finding solutions to complex problems and conveying ideas in ways others can understand. Specialized in agile management methodologies resulting in generating revenue, improving business operations, and building loyal relationships.
Overview
9
9
years of professional experience
2
2
Certification
1
1
Language
Work History
Client Service Account Executive
Change Healthcare
06.2013 - 04.2022
- Enhanced client satisfaction by addressing concerns and providing timely solutions to issues.
- Collaborated with cross-functional teams to develop strategies tailored to individual client needs.
- Conducted regular account reviews for proactive identification of growth opportunities and potential risks.
- Monitored account performance metrics, ensuring optimal results and identifying areas for improvement when needed.
- Developed customized presentations for clients, showcasing their progress and future plans.
- Assisted in the development of marketing campaigns in alignment with clients'' objectives.
- Provided exceptional customer service, resulting in high levels of client satisfaction and repeat business.
- Contributed valuable insights into product updates or enhancements based on direct feedback from clients, driving continuous improvement of the company''s offerings.
- Coordinated with internal departments to ensure timely delivery of services as per client requirements.
- Analyzed data trends to identify opportunities for upselling or cross-selling products or services.
- Proactively identified new business opportunities within existing accounts by staying informed about industry trends and competitor activities.
- Implemented process improvements that led to increased efficiency in managing client accounts.
- Collaborated with upper management to implement continuous improvements and exceed team goals.
- Exceeded sales quotas and increased profitability through effective sales strategy and business planning.
- Engaged in product training, demonstrations, consumer awareness, branding, and acquisition initiatives to raise awareness and revenues.
- Demonstrated products to show potential customers benefits and advantages and encourage purchases.
Implementation Project Manager
Change Healthcare
06.2015 - 06.2017
- Collaborated with cross-functional teams such as sales, marketing, finance, IT support services ensuring a smooth execution of multiple concurrent projects.
- Documented specialized data and requirements to address business demands.
- Developed comprehensive project plans to ensure on-time delivery and successful outcomes.
- Enhanced team performance by providing regular feedback, coaching, and mentoring to team members.
- Maintained detailed records of all projects completed within scope, budgetary constraints, and specified deadlines.
- Delivered high-quality documentation such as user guides, training materials, and technical specifications for each implemented solution.
- Established strong relationships with clients through consistent communication leading to repeat business and positive referrals.
- Oversaw large portfolio of projects to support teams, report progress, and influence positive outcomes for key stakeholders.
- Evaluated vendor proposals, negotiated contracts, and managed external partners to ensure successful collaboration on projects.
- Reduced project completion time by optimizing scheduling, task allocation, and resource management.
- Oversaw implementation lifecycle processes based on organizational needs, regulatory requirements, and customer demand.
- Communicated project updates to stakeholders at all levels.
- Updated customers and senior leaders on progress and roadblocks.
- Monitored and tracked project progress to support timely completion.
- Established and enforced project timelines and deadlines.
- Wrote, updated and maintained project documentation.
Client Onboarding Specalist
Change Healthcare
06.2013 - 06.2015
- Followed all company policies and procedures to deliver quality work.
- Developed strong client relationships through consistent communication and attentive service.
- Improved customer satisfaction rates through proactive problem-solving and efficient complaint resolution.
- Interpreted clients' needs and introduced services to fit specific requirements.
- Enhanced team productivity by streamlining processes and implementing time-saving strategies.
- Collaborated with cross-functional teams to achieve project goals on time and within budget.
- Earned recognition as a top performer consistently exceeding targets throughout my tenure as a specialist in the field.
- Created and delivered presentations to internal and external stakeholders to showcase work.
- Optimized customer experience by delivering superior services and effectively troubleshooting issues.
- Gathered, organized and input information into digital database.
- Evaluated customer needs and feedback to drive product and service improvements.
- Generated reports detailing findings and recommendations.
- Devised and implemented processes and procedures to streamline operations.
- Provided reporting for forecast analysis and ad-hoc reporting in support of decision-making.
Education
High School Diploma -
Capistrano Valley High School
Mission Viejo, CAAssociate of Arts -
Saddleback College
Mission Viejo, CASkills
- Data-driven decision-making
- CRM proficiency
- Performance Analysis
- Meeting facilitation
- Relationship Building
- Goal Setting and Achievement
- Strategic Planning
- Solution selling
- Business Needs Assessment
- Salesforce Software
- Contract Management
- Business Analytics
Certification
Principles of Project Management Certificate
Certified Revenue Cycle Representative
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference
Work Type
Full TimeWork Location
On-SiteRemoteHybridImportant To Me
Company CultureWork-life balanceCareer advancementPaid sick leaveHealthcare benefits401k matchPaid time offWork from home optionStock Options / Equity / Profit SharingPersonal development programsQuote
If I cannot do great things, I can do small things in a great way
Martin Luther King, Jr.
Software
Interests
Designing
Affiliations
- National Psoriasis Foundation
- Project Management Institute
- Healthcare Financial Management Association
Accomplishments
- Documented and resolved problems which led to revenue growth and customer retention.
Timeline
Implementation Project Manager
Change Healthcare
06.2015 - 06.2017
Client Service Account Executive
Change Healthcare
06.2013 - 04.2022
Client Onboarding Specalist
Change Healthcare
06.2013 - 06.2015
High School Diploma -
Capistrano Valley High School
Associate of Arts -
Saddleback College
Principles of Project Management Certificate
Certified Revenue Cycle Representative
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