Talented communicator with a passion for making connections. Skilled in client experiences & exceeding expectations with refined attention to detail. Adept at working both collaboratively & unsupervised.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Client Specialist
Milan Laser Hair Removal
Jenkintown, PA
04.2024 - 12.2024
Managed + maintained client accounts, appointments & transactions via Salesforce.
Served as a liaison contacting various internal departments & lenders to resolve discrepancies on clients behalf.
Remained consistent in meeting KPI metrics to achieve $144,887 in upsells ($919,155 in total clinic sales).
Listened with enthusiasm to anticipate client needs & identify upsell opportunities.
Researched & compared competitors to help clients overcome their "No".
Connected clients to CredCompare (credit lenders PatientFi, Alphaeon, Synchrony, etc.) to eliminate financial barriers to LHR.
Scheduled, attended, and participated in local + regional meetings via Google Meet.
Made detailed notes of client treatment needs & personal preferences.
Assisted clients in completing Health History Forms & Payment Agreements via Docusign.
Operated in compliance with HIPAA.
Adapted to a multitude of company overhauls to hardware, software, policies & procedures.
Prepared with the ability to answer any questions clients pose about the LHR process.
Delegated tasks to specialized teams when necessary to ensure concerns were addressed effectively.
Followed up with clients to verify satisfaction.
Medical Records File Clerk
Northwest Medical & Rehabilitation Center
Philadelphia, PA
02.2024 - 04.2024
Found & filed medical charts between two buildings.
Entered data into computers.
Organized time sensitive paperwork.
Used a calculator for automobile ACT IV information.