Shawn Meshack
Hayward,California
Summary
Skilled in sales and customer relationship management, with background in diverse sales environments. Possess strong communication, negotiation, and strategic planning skills critical for success in sales roles. Demonstrated ability to increase customer satisfaction and loyalty through effective sales tactics and service excellence. Contributed to significant growth in client base and revenue in previous positions by identifying new opportunities and optimizing sales processes.
Overview
18
18
years of professional experience
Work History
Community Liaison/Account Manager
Health Link
Walnut Creek, CA
09.2024 - Current
- Assist in implementing a comprehensive marketing / sales plan for Health Link Home Health agency
- Develop and maintain new and current relationships with community partners including hospital Case Managers / Social Worker teams, doctor office and clinic teams, senior living communities, and skilled nursing facilities
- Calls to schedule meetings, in-person visits to present our services, and managing follow up
- Collaborate with the intake team to coordinate referrals and be the liaison between community partners and internal staff
- Represent Health Link at relevant community events and meetings to build awareness, develop relationships and build network
- Manage budget, including tracking expenses and ensuring effective use of resources
- Identify, target, and develop new relationships into reliable referral partners
- Cultivated and developed relationships with existing and potential referral sources, identified new partners, uncovered untapped opportunities and raised brand awareness.
- Established relationships with management, local leaders and community members to achieve program objectives.
- Answered calls and interacted with community members to provide information on advocacy services.
- Created reports detailing outcomes of projects and programs within the local area.
- Identified new resources within community and met with professionals to discuss ways to blend such capabilities with current programs.
Account Executive
Practice Fusion
San Francisco, CA
02.2019 - 08.2024
- Communicating with clients and gathering information about a practices budget and timeline
- Inbound sales, sourcing and documenting leads through sales tools such as Salesforce, Outreach, Drift
- Product demonstration, providing product knowledge to potential practices
- Coordinating and participating in cross team projects to source business and improve product functionality
- Coordinating training and warm hand off to Implementation for the successful onboarding of new practices
- Follow up on inbound leads to close business and drive annual sales
- Meet monthly, quarterly and annual sales quotas
Tech Support Tier II
Practice Fusion
San Francisco, CA
09.2017 - 01.2019
- Deliver resolutions to our customers for all technical support cases escalated from the Service team
- Document, respond to and manage all technical support escalations via Salesforce
- Troubleshoot and thoroughly research technical issues and escalate bugs to internal teams appropriately
- Partner with Program Management and Test teams to research and ensure issue resolution
- Provide regular status updates on the progress of an escalation to all stakeholders
- Maintain high levels of customer satisfaction by providing timely and accurate responses
- Identify trends related to technical issues and bugs within the product
- Provide regular feedback to management as needed
- Develop and implement best practices for gathering pertinent data for researching technical issues and bugs
- Remotely assist medical professionals (technical and non-technical) with exporting patient demographic data from various Practice Management, Billing, or EHR applications
- Import patient demographic files directly into customer EHR accounts, using a variety of tools including Excel and internal applications
- Topical knowledge of SQL, Splunk
Customer Service Representative
Practice Fusion
San Francisco, CA
03.2017 - 09.2017
- Provide Tier I technical troubleshooting, identifying possible bugs with escalation to Tier II service support
- Collaborate with Tier II Service Support and Sales teams to support customers
- Maintain high level customer satisfaction by provider timely and accurate assistance
- Educate customers on utilization of software
- Analyze Medical Credentials to ensure accuracy and appropriate escalation
- Case Management
- Provide multi-channel service support via phone, chat, or email
Leasing Consultant
FPI Management
Sacramento, CA
06.2015 - 06.2016
- Tour/Market Apartments to prospective residents
- Place follow up sales phone calls outbound
- Devise marking and advertisement plans
- Complete/review lease agreements
- Revenue management/increase
- Meet and exceed monthly sales goals
Leasing Consultant
Equity Residential
San Francisco, CA
09.2014 - 05.2015
- Show/Market apartments to prospective residents
- Advertise via online media
- Handle resident concerns, conflict resolution
- Knowledge of MRI property management software
- Meet and exceed monthly sales goals
- Increase Revenue per lease
- Process Rent and invoices, final account statements
- Provide extraordinary customer service
Leasing Consultant
Aimco
Fremont, CA
03.2012 - 06.2014
- Show/Market apartments to prospective residents
- Handle resident concerns, conflict resolution
- Knowledge of One Site property management software
- Meet and exceed monthly sales goals
- Increase Revenue per lease
- Process Rent and invoices, final account statements
- Provide extraordinary customer service
Personal Banker
Wells Fargo
Alameda, CA
01.2010 - 01.2011
- Direct sales of financial products both banking and credit
- Focused on deepening established customer relationships
- Developing new processes to attract new customer relationships
- Required to meet daily as well as quarterly sales goals
- Cross sales and identifying opportunities for investment referrals
Personal Banker/ Mortgage Lender
Bank of America
Atlanta, GA
01.2007 - 01.2009
- Coordinated direct sales of new and existing consumer and small business banking products
- Worked with a team of 15 associates focused on customer service and sales
- Organized Direct Benefit Launches with outside organizations, schools and local businesses
- Processed mortgage loans, refinances, and home equity products
- Required to meet quarterly sales goals as well as improve customer satisfaction
Education
B.A. - Management
Morehouse College
Atlanta, GA01.2006
General Education -
Jesse M Bethel High School
Vallejo, CA01.2001
Skills
- Service & Retention
- SalesForce
- Accounting & Reporting
- Sales tracking
- Conflict Resolution
- Forecasting
- Resource Planning
- Problem Solving
- Troubleshooting
- Innovative Leadership
- Process Automation
- Market research
- Client presentations
- SQL
- Splunk
- Systems Analysis
- Employee Relations
- Performance Management
- Operations analysis
- Relationship building
References
- Stephanie Hill, Senior Sales Manager, Carta, 5103038956
- Stephen Bradley, Vice President of Sales and Marketing, Sonic Internet, 4088385261
- Jazmena Bannag, Implementation Specialist, Practice Fusion, 6502384680
Phone
cell, 5105015282
Timeline
Community Liaison/Account Manager
Health Link
09.2024 - Current
Account Executive
Practice Fusion
02.2019 - 08.2024
Tech Support Tier II
Practice Fusion
09.2017 - 01.2019
Customer Service Representative
Practice Fusion
03.2017 - 09.2017
Leasing Consultant
FPI Management
06.2015 - 06.2016
Leasing Consultant
Equity Residential
09.2014 - 05.2015
Leasing Consultant
Aimco
03.2012 - 06.2014
Personal Banker
Wells Fargo
01.2010 - 01.2011
Personal Banker/ Mortgage Lender
Bank of America
01.2007 - 01.2009
B.A. - Management
Morehouse College
General Education -
Jesse M Bethel High School
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