Megan Kleffman
Monticello,MN
Summary
Dynamic and results-oriented professional with a robust background in business development, sales, marketing, and operations. With over 8 years of experience, Proven track record of driving growth and fostering long-lasting relationships in both the healthcare and restoration industries. Leadership style is centered around delivering exceptional client experiences, increasing profitability, and developing innovative strategies that lead to success. Skilled in managing high-volume initiatives independently, excels at creating and executing marketing plans, building strong teams, and establishing effective operations. Known for technical acumen and ability to learn new systems quickly, passionate about community outreach, networking, and forming key partnerships that contribute to sustained organizational growth. Strategic-thinking Business Development Manager with history of transforming inefficient, underperforming operations into successful enterprises. Accomplished communicator with talent for building over-achieving teams. Dedicated to continuous improvement and achieving market-leading results.
Overview
9
9
years of professional experience
Work History
Business Development Manager
Legacy Services Corporation
07.2024 - Current
- Increased client base by identifying new business opportunities and cultivating strong relationships with key decision-makers.
- Facilitated regular communication with clients to ensure their needs were met, fostering long-lasting relationships built on trust and mutual respect.
- Developed customized solutions for clients based on deep understanding of their unique pain points, delivering exceptional value and driving repeat business.
- Generated new business with marketing initiatives and strategic plans.
- Established relationships with key decision-makers within customer's organization to promote growth and retention.
- Performed client research and identified opportunities for account growth, account penetration and market expansion.
- Delivered compelling sales presentations to prospective clients, highlighting the unique value proposition of our products and services.
- Conducted comprehensive market research and analysis to identify emerging trends and potential areas of expansion.
Regional Community Relations Director
The Gardens of Cedar Rapids
12.2023 - 07.2024
- Managed social media channels for multiple sites, increasing brand awareness and engagement within the community.
- Built a strong network of contacts in local media outlets, facilitating positive coverage of organizational news and events.
- Collaborated with internal multi-site departments to align community relations efforts with overall organizational goals.
- Managed budgets allocated for community relations activities, ensuring responsible use of funds while maximizing impact on target populations.
- Enhanced public image of the organization through successful PR campaigns.
- Strengthened community partnerships by organizing and executing outreach events.
- Mentored team members in effective community relations strategies, fostering professional growth within the department.
- Developed strategic relationships with local businesses for mutual support and event collaboration.
- Built, leveraged and shared positive relationships and partnerships with various external and internal stakeholders.
- Developed and executed quarterly rolling calendar of events.
- Reviewed marketing materials and documents for brand accuracy and trending design.
Community Relations Director
The Gardens of Cedar Rapids
07.2022 - 12.2023
- Oversee all marketing, sales, outreach, event management, facility management, and budgets for multiple levels of care within the company portfolio (82 independent living, assisted living, memory care, and skilled nursing units)
- Develop yearly budgets and property management initiatives by identifying opportunities to increase revenue, creating flyers and ads, community outreach and education, scheduling tours, and building relationships with local care partners
- Develop effective strategic plans for admissions and prospect new leads frequently
- Complete and maintain admission paperwork, manage capital expenses, and generate reports for property owners for more informed decision making
- Key Position Achievements: Obtained and maintained 100% occupancy in Memory Care and Assisted Living, this benchmark has only ever been achieved once prior to my leadership in 2019
- Continue to maintain financial stability and increase profitability through leadership
- Mended strained relationships through effective relationship building and management with families.
- Developed and distributed informational materials to keep constituents informed about organizational activities and milestones.
- Managed social media channels, increasing brand awareness and engagement within the community.
- Developed strategic relationships with local businesses for mutual support and event collaboration.
- Strengthened community partnerships by organizing and executing outreach events.
- Spearheaded targeted outreach efforts aimed at underserved segments of the population, promoting inclusivity and accessibility within all aspects of our programming.
Executive Director
Boyson Heights Senior Living
06.2021 - 07.2022
- Oversee all marketing, sales, outreach, event management, facility management, HR, and budgets for multiple units within the company portfolio (78 independent living, assisted living, and memory care units)
- Supervise, coordinate, and provide oversight to coordinating department heads in accordance with building policies, procedures, and objectives to ensure timeliness and accuracy for delegated tasks
- Develop yearly budgets and property management initiatives by identifying opportunities to increase revenue, creating flyers and ads, community outreach and education, scheduling tours, and building relationships with local care partners
- Develop effective strategic plans for admissions and prospect new leads frequently
- Complete and maintain service plans, manage capital expenses, and generate reports for property owners for more informed decision making
- Key Position Achievements: Promoted to Executive Director due to proven expertise, results and leadership skills all while continuing to maintain Community Relations Director duties
- Continue to maintain financial stability and increase profitability through leadership
- Created and implemented a new hire onboarding process still in use today, allowing for lower voluntary turnover and greater company culture.
Community Relations Director
Boyson Heights Senior Living
11.2020 - 07.2022
- Continually managing referrals, inquiries, and social events all while increasing census
- Expertly manage and grow client relationships, including negotiating/managing contracts, billing, marketing, networking and community outreach
- Drive sales activities for all levels of care, including screening and interviewing prospective tenants and families
- Manage advertising and promotional expenditures in alignment with Boyson Height’s marketing department as well as create meaningful content for social media sites, print ads, and marketing material
- Supervise a team including hiring, training, scheduling, performance management, and conflict management
- Manage A/R and A/P accounts and effectively function within budget standards
- Key Position Achievements: Continually market, execute, and host several community events with large turnouts
- Provide business development activities for the start-up Assisted Living community increasing census by 40% within the 2nd quarter of opening.
Program Coordinator
To the Rescue
01.2018 - 11.2020
- Supervised and coordinated service agreements, intake paperwork, and assisted with transitioning dependent adults into community-based living
- Trained housing specialists in providing excellent care to clients while collaborating with case managers, family members, medical professionals, and program directors in delivering efficient and comprehensive services
- Key Achievements: Opened and managed the company’s first medical house with efforts leading to higher and long-term tenant occupancy
- Procured the lowest turnover rate for caregivers out of management team through effective leadership and culture development
- Mended strained relationships through effective relationship building and management with families which ultimately kept census at 100%.
- Facilitated regular meetings with team members to discuss progress updates, address challenges, and brainstorm solutions for ongoing success.
- Established strategic partnerships with external organizations, expanding program reach and impact.
- Led training sessions for staff and volunteers, fostering a knowledgeable and cohesive team environment.
Client Services Coordinator
Spirit Home Health
01.2016 - 01.2018
- Led, mentored and managed staff of 30 caregivers providing CDAC home-based services to both elderly and disabled clients, providing leadership and direction on projects and initiatives
- Processed referrals daily while organizing schedules between clients and field staff for optimum productivity
- Key Achievement: Created and executed Consumer Directed Attendant Care agreements always utilizing/hitting the maximum number of allotted units.
- Developed strong relationships with clients by providing exceptional customer support and maintaining open lines of communication.
- Provided timely updates on project status to clients, ensuring transparency throughout the entire process while building trust in our services.
- Managed a diverse portfolio of clients, ensuring timely completion of projects and high-quality service delivery.
- Implemented regular follow-ups with clients to ensure their ongoing satisfaction and to address any concerns before they developed into larger issues, proactively managing potential risks.
- Handled escalated cases professionally while maintaining composure under pressure situations, demonstrating excellent problem-solving abilities under stressors common in the Client Services Coordinator role.
Education
Assisted Living Management Certification (ALMC) -
Iowa Healthcare Association
State Of IowaCourses in Business Administration -
University of Northern Iowa
Cedar Falls, IAHigh School Diploma -
Solon High School
Solon, IA05.2008
Skills
Technical Skills:
MS Office Suite (Word, Excel, Outlook, PowerPoint), CRM Software (Pipedrive, HubSpot), Virtual Meeting Platforms (Zoom, Teams, WebEx), Social Media Management (Facebook, LinkedIn, Instagram), Canva, Adobe Creative Suite (Photoshop, Illustrator), WordPress, Google Analytics, SEO Strategies, KPI & ROI Tracking
Professional Skills:
Business & Account Growth, B2B Marketing & Sales, Relationship Building, Cold/Warm Calling, Sales Operations, Brand & Event Management, New Business Development, Onboarding, Crisis Management, Community Outreach, Advertising & Marketing Strategies
Core Competencies:
Teamwork & Collaboration, Problem-Solving, Attention to Detail, Time Management, Excellent Communication
Leadership Experience
Elderly Consortium Board, Vice President
Timeline
Business Development Manager
Legacy Services Corporation
07.2024 - Current
Regional Community Relations Director
The Gardens of Cedar Rapids
12.2023 - 07.2024
Community Relations Director
The Gardens of Cedar Rapids
07.2022 - 12.2023
Executive Director
Boyson Heights Senior Living
06.2021 - 07.2022
Community Relations Director
Boyson Heights Senior Living
11.2020 - 07.2022
Program Coordinator
To the Rescue
01.2018 - 11.2020
Client Services Coordinator
Spirit Home Health
01.2016 - 01.2018
Assisted Living Management Certification (ALMC) -
Iowa Healthcare Association
Courses in Business Administration -
University of Northern Iowa
High School Diploma -
Solon High School
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