Summary
Overview
Work History
Education
Skills
Accomplishments
Websites
Timeline
Generic

Sean Wise

Elkton,MD

Summary

Professional in customer success with robust experience in driving client satisfaction and retention. Skilled in relationship building, problem-solving, and delivering tailored solutions. Strong focus on team collaboration, adaptability, and achieving results. Reliable team collaborator, known for adapting to dynamic environments, and achieving consistent results.

Overview

14
14
years of professional experience

Work History

Customer Success Manager

Syndigo
06.2022 - Current
    • Awarded Sygnature Club for the year 2024 for being CSM of the year.
    • Held a retention of 105.15% with zero downsell or churn in 2024.
    • Foster business relationships with clients and their teams through an understanding of specific business and individual needs/priorities
    • Connect knowledge of business and individual's priorities to Syndigo insights through utilization of the solution
    • Proactively ensure the client's success and satisfaction by following best practice methodologies, and communicate and celebrate their success both internally and externally
    • Navigate Syndigo's solution on behalf of the client, ensuring the appropriate solution is provided to meet a client's problems, and serve as the voice of the customer within the Syndigo organization
    • Educate clients on the benefits of Syndigo's solution through articulation of Syndigo's value proposition, and in depth understanding of Syndigo's solution portfolio
    • Provide key reporting to customers, both internal and external, in support of tracking specific metrics and KPIs
    • Partner with Account Executive to develop and manage renewal and potential growth strategies
    • Assisted customers with onboarding and product setup to foster successful adoption and usage.
    • Established strong relationships with key customers, resulting in increased customer loyalty.

Account Manager

Verity Solutions
03.2021 - 05.2022
  • Ensures Customer Success and develops ongoing account relationships and serve as the key contact with assigned customers to understand their 340B program, compliance obligations, concerns and other pertinent data to develop clear service solutions.
  • Consistently apply the client business review standards and expectations for consistent communication with assigned accounts, including frequency of scheduled contact and topics for review.
  • Establish routines to review and analyze key savings metrics and account elements to maintain compliance and visibility to account performance including, but not limited to multipliers, ignores, unknowns, and savings reports.
  • Educate and train customers on platform interaction specifics and new features/functions of all Verity products.
  • Proactively report on findings for data anomalies to the appropriate team members and advise on next steps for resolution when possible.
  • Use primary client management toolset (Salesforce) to manage and document all client interactions and projects as assigned.

340B Program Manager/Social Media Correspondent

Delaware HIV Consortium
03.2018 - 03.2021
  • Reviews the accuracy of documents for processing which includes but is not limited to wholesale drug distributors, pharmacies, and health insurance providers
  • Communicates with internal and external associates regarding corrections as needed
  • Approves Emergency Financial Assistance requests under Ryan White's guidelines and laws
  • Trains Ryan White Case Managers on Ryan White/340B rules and regulations throughout the state of Delaware
  • Runs Social Media accounts and builds online presence for the Consortium
  • Advertises fundraising events, free HIV testing sites, and builds awareness for the prevention of HIV to the community
  • Tracked key metrics and developed spreadsheets and data models
  • Outreach to clinics and pharmacies for referrals into case management services
  • Successfully applied and was approved for the Google Ads grant
  • Works to improve SEO and maintain nonprofit Google Ads account

Payment Poster

United Medical LLC
08.2016 - 03.2018
  • Verify accuracy of billing data and correct any errors
  • Review medical records in order to compute charges due
  • Understand varied and complex insurance plans and government assistance programs
  • Uses client's bank reconciliation to post payments in a timely manner
  • Accurately posted payments and adjustments both electronically and manually
  • Identified overpayments and processed refunds for insurance carriers and patients
  • Processed payments that had been received from insurance companies and Medicare

Cashier

Ninos Pizza
07.2011 - 08.2016
  • Providing excellent customer service, answering any customer questions/concerns, and giving customers the best deal whether in person or over the phone
  • Helped customers complete purchases, locate items and join reward programs to promote loyalty, satisfaction and sales numbers

Education

Bachelor of Applied Science - Digital media and web technology

University of Maryland University College
05-2016

Associate of Arts (A.A.) - General Studies

Cecil College
05-2014

Skills

  • Risk Management
  • Product Adoption
  • Business Reviews
  • Customer account management
  • Customer relationship building
  • Customer retention
  • Client relations
  • Relationship management
  • Upselling strategies
  • Data-driven decision making
  • Customer service
  • Problem-solving

Accomplishments

Won President's Club in 2024 for being CSM of the year.

Timeline

Customer Success Manager

Syndigo
06.2022 - Current

Account Manager

Verity Solutions
03.2021 - 05.2022

340B Program Manager/Social Media Correspondent

Delaware HIV Consortium
03.2018 - 03.2021

Payment Poster

United Medical LLC
08.2016 - 03.2018

Cashier

Ninos Pizza
07.2011 - 08.2016

Bachelor of Applied Science - Digital media and web technology

University of Maryland University College

Associate of Arts (A.A.) - General Studies

Cecil College

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Sean Wise