MONICA ROCHA

• Manage & supervise front and back-office staff (medical and front desk)
• Patient accounts management
• Experience working with high-profile patients and responding to their concerns and/or requests
• Triage Patients’ concerns
• Answer front office in-person and telephone inquiries
• Scheduling of new and existing patients as well as Office Staff (front and back office)
• Cultivate referral sources
• Reconcile monthly practitioners' transactions (medical billing)
• Work with practitioners and top management to ensure accurate accounting of “Monthly detail transactions/encounters”
• Coordinate with Medical Biller to ensure proper CPT and ICD-10 coding for patients' insurance billing
• Schedule meetings and prepare materials for front and back-office staff meetings
• Manage daily operations and perform daily transactions (i.e., batching, daily deposits, mails, etc.), and monitors appearance of the Center
• Create or implement new employee training protocols
• Monitor nutritional supplements and office supplies inventories
• Assist CEO or DOO with day-to-day operations, assigned tasks, and Account Payable (A/P)
• Edit marketing content for e-blasts and social media
• Coached new hires on company processes while managing employees to achieve maximum production
• Arranged corporate and office conferences for company employees and guests.
• Establish workflow processes, monitored daily productivity and implemented modifications to improve overall performance of personnel.
• Managed appointment scheduling, employee and event itineraries and accounts to improve productivity initiatives.
• Coordinated special projects and managed schedules.
• Sourced vendors for special projects and negotiated contracts.
• Developed standard operating procedures for all administrative employees.
• Maintained computer and physical filing systems.
• Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
• Maintained CRM database with customer updates and report generation.

• Manage team/ staff of four
• Experience working with high-profile clients
• Provide and maintain highest standard of customer service and confidentiality
• Schedule appointments, conduct intakes, answer phones
• Invoicing and Order fulfillment thru QuickBooks, Ontraport and PayPal
• Researching and becoming familiar with latest trends on mental and physical health
• Running Personal errands (Personal Assist) and keeping up to date with owner’s busy schedule
• Booking travel and transportation
• Create month-end-reports for all business-related expenses
• Run sales reports, process Practitioner Commissions, inventory management and bill pay via QuickBooks
• Marketing & Sales assistance tasks (creating promos, newsletters and special announcements using Constant Contact, Infusion Soft and Ontraport)
• Organize and manage group trainings from beginning to end (including payments, signed Confidentiality Agreements, travel assistance, printed material) using Basecamp and DocuSign
• Order office supplies and other administrative tasks as needed
• Efficient and resourceful researcher and negotiator

• Patient management (scheduling appointments; order placement/ fulfillment, payment processing)
• Transcription of medical records
• Inventory management
• Provide and maintain highest standard of customer service and confidentiality
• Assist doctor by performing Laser therapy on patients as well as F Scan Frequency Generator and Heart Sound recorder testing.

I spent one year 'off' from regular work after being laid off. Worked part-time as Aesthetician doing facials; however, focused more on school. Child development, Nutrition and Pilates training.

• Assist SVP of Marketing, Merchandising & Sales with all Sales related matter
• Interact with Sales personnel to collect, organize and store relevant client information using automated systems
• Assist in preparing forecasts for board meeting and budget planning
• Provide inside sales support being main point of contact for new/ prospective clients
• Develop constructive and cooperative working relationships with customers and maintain them over time
• Provide continuous customer service support by answering customers’ inquiries about products, prices, lead-times etc
• Interact with all departments daily to ensure seamless flow (Operations, Accounting, Marketing, Merchandising, Product Development, etc.)
• Schedule meetings for SVP and other execs as needed (in-house via conferencing and remotely via Skype)
• Assist with travel arrangement
• Travel occasionally with West Coast sales rep to assist in customer meetings
• Manage US and European Sales force by enforcing accountability (weekly updates on all accounts by territory)
• Assist Operations department by supplying forecast information for raw materials planning
• Collaborate with colleagues to exchange information, such as selling strategies, pertinent account information and leads
• Assist accounting department by providing monthly royalty invoice reporting from various mills abroad
• Responsible for multiple key accounts
• Work as a liaison between brands, garment vendors and mill partners ensuring timely receipt and final delivery of Purchase Orders
• Correspond via email with clients and President of the company
• Stay on top of each account’s trend and foreseeing their needs
• Assist customers with development requests including selection of factory, price negotiation, completion dates, testing standards, submission for approval and lab dip processing
• Communicate daily with global manufacturing partners and garment vendors
• Responsible for receiving orders from customers and issuing Purchase orders to factories (SAP Business One)
• Meet weekly with Operations teams to troubleshoot potential problems and work with supervisor internally to solve all issues
• Inform customers of estimated delivery schedules
• Responsible for ensuring timely payment receipt on completed orders and issuing payment to factories
• Responsible for invoicing all orders thru SAP
• Work with Product Development online selection for each season and all trade shows
• Attend and assist in preparing for trade shows
• Proven ability working remotely (from home) with minimal supervision.