Madeline Gidvani
Montrose,CO
Summary
Results-driven Account Executive, Client Success Leader, and Senior Manager with an MBA and 8+ years of experience across remote sales, SaaS, financial services, healthcare operations, and project coordination. Proven ability to exceed KPIs, manage complex pipelines, lead cross-functional initiatives, and thrive in fast-paced, remote-first environments.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Senior Manager, Client Strategy & Financial Services
Star Legacy Financial Group
10.2024 - Current
- Directed client strategy initiatives and fostered virtual relationships to enhance engagement. Conducted comprehensive financial needs analyses and oversaw documentation and claims processes. Championed KPI and revenue performance by creating and managing impactful marketing campaigns and leading weekly remote strategy meetings.
- Enabled seamless remote operations to enhance productivity and efficiency.
- Remote
Account Executive / SDR
FLOSSY
11.2025 - 01.2026
- Led initiatives to enhance outbound and inbound sales through effective prospecting and lead qualification. Orchestrated high-conversion demo bookings to facilitate the sales process. Oversaw comprehensive sales cycles from discovery to closure while ensuring accurate CRM management in HubSpot. Partnered with cross-functional teams to develop strategic approaches for deals. Surpassed activity and revenue KPIs in a rapidly growing SaaS landscape.
- Enabled seamless remote operations to enhance productivity and efficiency.
Lead Billing Specialist
E-Assist Dental Solutions
07.2023 - 12.2024
- Oversaw revenue cycle operations across multiple dental practices. Developed and implemented standard operating procedures to enhance efficiency. Managed processing of insurance claims and appeals. Led weekly virtual meetings to align team objectives. Provided coaching to clients to improve operational practices. Upheld HIPAA compliance standards.
- Enabled seamless remote operations to enhance productivity and efficiency.
Product Trainer / Client Success Manager
CareStack Dental Software
12.2022 - 04.2024
- Oversaw virtual onboarding and training initiatives to enhance user experience. Developed scalable educational resources to improve client knowledge. Cultivated client engagement in HubSpot and advanced product adoption through targeted coaching and success planning.
Assistant Office Manager
Saint Cloud Family & Cosmetic Dentistry
05.2022 - 12.2022
- Supervised daily revenue cycle management activities, including insurance processing and staff training, to meet established production targets.
Business Assistant / Hygiene Coordinator
Colonial Drive Family Dentistry (Heartland Dental)
01.2021 - 05.2022
- Directed insurance verification processes, managed billing appeals, and optimized scheduling workflows to streamline operations.
Treatment Coordinator / Office Manager
Boerne Orthodontics & Pediatric Dentistry
05.2020 - 08.2020
- Executed staff recruitment and training initiatives, including interviewing and onboarding, to cultivate a skilled workforce and support marketing efforts.
Patient Service Representative
Carenet
08.2019 - 12.2019
- Supported patients in a high-volume service center, scheduled appointments, and navigated electronic medical records with accuracy and empathy.
- Seasonal
Dental Assistant
Smile Workshop
10.2016 - 08.2017
- Provided chairside clinical support, patient education, billing assistance, scheduling, and back-office support in a high-volume dental practice.
Education
Master of Business Administration (MBA) - Global Management
Bachelor of Business Management - Healthcare Management
Skills
- Remote sales expertise
- End-to-end sales
- Pipeline management
- Key Performance Indicators (KPI)
- Client training
- Health operations management
- HIPAA regulations
- Project management
- Process improvement
Certification
- Certified Associate in Project Management (CAPM)
- Six Sigma Yellow Belt
- Scrum Fundamentals
- Registered Dental Assistant
- CPR Certified
Timeline
Account Executive / SDR
FLOSSY
11.2025 - 01.2026
Senior Manager, Client Strategy & Financial Services
Star Legacy Financial Group
10.2024 - Current
Lead Billing Specialist
E-Assist Dental Solutions
07.2023 - 12.2024
Product Trainer / Client Success Manager
CareStack Dental Software
12.2022 - 04.2024
Assistant Office Manager
Saint Cloud Family & Cosmetic Dentistry
05.2022 - 12.2022
Business Assistant / Hygiene Coordinator
Colonial Drive Family Dentistry (Heartland Dental)
01.2021 - 05.2022
Treatment Coordinator / Office Manager
Boerne Orthodontics & Pediatric Dentistry
05.2020 - 08.2020
Patient Service Representative
Carenet
08.2019 - 12.2019
Dental Assistant
Smile Workshop
10.2016 - 08.2017