Experienced with client relationship management, ensuring optimal client satisfaction and retention. Utilizes problem-solving skills and effective communication to address client needs and improve service delivery. Track record of fostering strong client partnerships through proactive engagement and strategic planning.
Overview
7
7
years of professional experience
Work History
Senior Client Success Manager
Ventra Health
Farmers Branch, TX
10.2025 - Current
In addition to Client Success Manager duties outlined below:
Supervise a team of 4 analysts overseeing their client relationships ensuring tasks and issues are completed or resolved timely, effectively, and professionally to the client.
Mentor to other client success managers, helping them develop necessary skills for successful career progression in Client Success Management.
Revenue Cycle Manager / Client Success Manager
Advocate RCM / Ventra Health (merged 2024)
Dublin, OH
11.2022 - 10.2025
Serving as the primary point of contact between Ventra Health and numerous clients, collaborating with internal teams to resolve issues.
Work directly with a variety of stakeholders, including practice managers, doctors, and administrators to resolve issues.
Monitors key metrics to ensure clients are performing above SLA
Implement process improvements to enhance collections efficiency and reduce denials.
Performing AR Analysis identifying variances and trends to solve issues and optimize cash flow.
Oversee revenue cycle operations, ensuring timely and accurate billing processes.
Coordinated cross-functional teams to address client needs and resolve issues efficiently.
Serving as an escalation point for critical client situations, ensuring prompt resolution and maintaining high levels of satisfaction.
Senior Financial Analyst
Advocate RCM
Dublin, OH
12.2021 - 11.2022
In addition to Financial Analyst duties outlined below:
Mentored other analysts, fostering skill development in financial analysis and reporting techniques.
Trained new analysts on corporate policies and procedures and implemented mentoring program, reducing onboarding time.
Financial Analyst
Advocate RCM
Dublin, OH
05.2019 - 12.2021
Performing AR Analysis identifying variances and trends to solve issues and optimize cash flow.
Presented findings to senior management, driving strategic planning discussions and outcomes.
Preparing invoices and communicating with various departments to solve issues.
Strengthened relationships with external partners through timely communication and collaboration.
Developed detailed reports to track performance against key financial metrics.
Senior Client Success Manager at Sourcepass (Acquired MachineLOGIC In June 2023)Senior Client Success Manager at Sourcepass (Acquired MachineLOGIC In June 2023)