Thomas Gatlin

• Addressed problems with accounting, billing and service delivery to maintain and enhance client satisfaction.
• Provided sales ,consultative and execution support for new clients and ongoing relationships
• Served as the primary point of contact for clients in the execution of client servicing and administrative requests by initiating or completing activities across all Wealth products and services.
• Initiates, updates and verifies client account information, and transaction details in relevant systems/applications

- Responsible for managing various revenue reports and aiding in the implementation of various discount programs and budgeting.

-Responsible for managing front desk staff, creating schedules and making sure member information is up to date.

- Responsible for for meeting or exceeding monthly membership and revenue goals for the branch through prospecting,cold calling and conducting tours.

• Created successful sales presentations to highlight membership, overcome objections and close sales.

• Conferred with staff to discuss and evaluate patient information for planning, modifying and coordinating treatment.
• Check In/Out Patients and Schedule future appointments
• Handle any Insurance and billing issues prior to visit

• Tracked, measured and reported on trends for sales team analysis and decision making.
• Supported sales and marketing teams in creation and implementation of marketing campaigns.
• Tracked key metrics and developed spreadsheets and data models.

• Aided business development team in promotion planning and execution during the season
• Aided team in creating budgets for events and contacting various vendors to set up for events and contacting business partners for donations and advertising opportunities