Resourceful Sales Executive with over 25 years of experience working independently and collaboratively with team to foster client relationships and drive sales. Identifies decision-makers within prospect account to initiate sales process and deliver successful results. Team-minded in collaborating with management to strategize and improve sales approaches.
Hi, I’m
Patrick Wilson
Director
Overland Park,KS
Summary
Work History
CareTrack HealthOverland Park, KS
Director of Medicare Utilization
01.2023 - Current
Job overview
- Developed growth plans by identifying key clients, key targets and priority service lines.
- Facilitated and managed business development plan based on market and industry research.
- Optimized profitability by developing pipeline of prospects using multiple research, referral and sales strategies.
- Handled client accounts through entire lifecycle, executing contracts, providing customer service and advising on methods for maximizing return from services provided.
Therapy BrandsOverland Park, KS
Business Development Executive
04.2022 - 01.2023
Job overview
- Delivered informative presentations to industry professionals, providing valuable information on topics relevant to daily operations and company products and services
- Liaised with high-value accounts, fostering personal relationship and top-of-mind awareness to capture emerging business opportunities early
- Managed sales funnel processes through initial engagement with prospective customers to ascertain needs, determine solutions and establish new business relationships
- Identified additional business opportunities and communicated to team.
- Optimized profitability by developing pipeline of prospects using multiple research, referral and sales strategies.
WaystarLouisville, KY
Senior Account Executive
02.2015 - 02.2022
Job overview
- Participated in revenue cycle processes, working to maximize profitability and increase revenue
- Consolidated business data into actionable metrics to simplify and highlight areas of concern and opportunity
- Provided revenue cycle process support to all clinical personnel, including resolving procedure challenges
- Detailed key revenue cycle information into thorough presentations to deliver to executives and management team.
- Established, documented and implemented account management processes and procedures.
- Reached out to accounts to measure customer satisfaction and increase revenue.
- Adaptable and proficient in learning new concepts quickly and efficiently.
- Made Presidents Club 6 years in a row
Farmers Insurance AgencyShawnee, KS
Senior Sales Executive
02.2011 - 02.2015
Job overview
- Interviewed prospective clients to gather information on financial needs and discuss existing coverage
- Upsold products to policyholders and potential new clients
- Researched and analyzed beneficial insurance and investment options and made recommendations to clients
- Pursued continued professional development through insurance workshops, course and webinars
- Exceeded company sales goals for new policies
- Responded to inquiries and explained product features and service advantages to potential customers
- Rewrote and reinstated insurance policies, following underwriting and business rules.
- Utilized multiple marketing strategies to improve profitability.
- Analyzed market trends in consumer industries to implement appropriate marketing and sales methods.
Education
Excelsior Springs JC
from Business Administration
08.1996 - 12.2000
University Overview
Skills
- Sales Presentations
- CRM Platforms
- Contract Review
- Team Building
- Salesforce Management
- Client Consultations
- Pipeline Management
- Lead Generation
- Relationship Building
- Strategic Planning
- Pipeline Development
- Analytical Problem Solver
- Contract Negotiation Expertise
- Business Intelligence and Analysis
Affiliations
Affiliations
- Made Presidents club 6 years in a row.
- Worked with the Kansas School for the Blind assisting with sports activities.
Timeline
Director of Medicare Utilization
CareTrack Health
01.2023 - Current
Business Development Executive
Therapy Brands
04.2022 - 01.2023
Senior Account Executive
Waystar
02.2015 - 02.2022
Senior Sales Executive
Farmers Insurance Agency
02.2011 - 02.2015
Excelsior Springs JC
from Business Administration
08.1996 - 12.2000
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