Rachel Nelson
Prosper
Summary
Results-driven professional in client success, skilled in relationship management, strategic planning, and operational excellence. Proven track record of enhancing customer satisfaction and driving engagement.
Overview
23
23
years of professional experience
Work History
Sr Consultant Client Success
Merative
Ann Arbor
06.2022 - Current
- Advocated for VIP customers by identifying needs and addressing concerns promptly.
- Analyzed key performance indicators to create effective strategies for client success.
- Led client engagements to assess business issues and recommend customized solutions.
- Organized client meetings to provide thorough project updates and maintain engagement.
- Collaborated with cross-functional teams to align on project objectives and deliverables.
- Partnered with senior executives to define key performance indicators for measuring success.
- Provided ongoing support and communication to strengthen client relationships.
- Established strong connections with internal teams, external vendors, and clients.
Sr. Customer Advocacy Program Manager
Watson Health
Cambridge
09.2015 - 06.2022
- Drove customer retention and growth by ensuring overall health of client relationships.
Cultivated and maintained strong partnerships with stakeholders in strategic accounts.
Collaborated with clients to develop success plans, maximizing ROI and satisfaction.
Educated customers on leveraging IBM solutions, product offerings, and roadmaps.
Facilitated client participation in user community groups and regional or global events.
Generated innovative solutions to address customer project challenges effectively.
Managed technical and operational activities through special projects and teams.
Focused on achieving operational objectives for individuals, teams, and departments.
Senior Account Executive
GE Healthcare
Waukesha
12.2002 - 07.2017
- Drove annual install base sales growth in Northeast territory, surpassing operating plan goals.
Consulted on 5010 and ICD10 compliance, enhancing customer understanding of portfolio offerings.
Facilitated regional user meetings and webinars to introduce new products and expand market share.
Mentored new team members to ensure seamless integration into sales processes.
Managed customer infrastructure and upgrade planning, including invoices and annual support contracts.
Provided RFP support and conducted onsite product demonstrations for net new sales.
Achieved consistent results by exceeding annual sales targets through strategic initiatives.
National Consultant
Phreesia
New York
07.2013 - 09.2015
- Designed and built Centricity Practice Solutions (CPS) channel to enhance service delivery.
Conducted product demonstrations, negotiated terms, and secured new business partnerships.
Planned and facilitated marketing webinars and developed sales presentation documents.
Represented Phreesia at national CPS and MGMA meetings to promote offerings.
Managed vendor relationships to expand integration capabilities and foster collaboration.
Developed CPS case studies and identified reference customers through strategic account management.
Served as sole expert on CPS products and workflows to guide operational strategies.
Assisted emerging sales team with product demonstrations and client engagement as needed.
Education
Bachelor of Arts - Public Relations/Journalism
The University of Texas At Arlington
Arlington, Texas, TX05-1994
Skills
- Strategy development
- Client relationship management
- Cross-functional collaboration
- Operational excellence
- Effective communication
- Influencing stakeholders
- Customer advocacy
- Business planning
- Strategic planning
- Organizational development
- Business development
- Change management
- Strong leadership skills
Timeline
Sr Consultant Client Success
Merative
06.2022 - Current
Sr. Customer Advocacy Program Manager
Watson Health
09.2015 - 06.2022
National Consultant
Phreesia
07.2013 - 09.2015
Senior Account Executive
GE Healthcare
12.2002 - 07.2017
Bachelor of Arts - Public Relations/Journalism
The University of Texas At Arlington