Client Success and Network Development leader with 7+ years of experience driving healthcare technology adoption, market expansion, and strategic account growth. Proven success managing portfolios exceeding $9M in annual revenue, leading cross-functional teams, and partnering with executive stakeholders to deliver client-focused solutions. Experienced in scaling operations, improving customer outcomes, and supporting product growth initiatives across multiple regions.
Work History
Client Success Manager
4 Years 2 Months
Phreesia | 04.2022 - Current
Managed a portfolio of healthcare provider clients representing more than $9 million in annual recurring revenue, ensuring high levels of client satisfaction, retention, and long-term account growth.
Partnered with executive stakeholders to identify operational challenges and implement solutions that improved patient engagement, workflow efficiency, and organizational outcomes.
Collaborated cross-functionally with Product, Sales, Implementation, and Support teams to resolve complex issues, advocate for client needs, and improve the customer experience.
Conducted executive business reviews, leveraging performance metrics and operational insights to align product utilization with client goals and business outcomes.
Monitored account health, usage trends, and client feedback to proactively mitigate risks and support strong renewal outcomes.
Senior Network Liaison
1 Year 2 Months
Phreesia | 04.2021 - 06.2022
Led a cross-functional team of Network Liaisons and Sales Development Representatives supporting network expansion across multiple territories and emerging markets.
Served as a trusted advisor to executive leadership, providing field intelligence and strategic recommendations that informed product development and go-to-market decisions.
Directed regional growth initiatives, ensuring seamless client onboarding, strong stakeholder engagement, and successful adoption of new products and services.
Built and scaled operational processes that improved team efficiency, strengthened client relationships, and supported sustained network growth.
Worked closely with Product and Sales leadership to shape expansion strategy, identify market opportunities, and influence product enhancements based on client feedback and operational insights.
Network Liaison
10 Months
Phreesia | 06.2020 - 04.2021
Selected as a member of the inaugural Network Liaison team responsible for supporting the company's first client expansion efforts.
Served as a main point of contact between internal stakeholders and early-adopter clients during product rollout and implementation.
Worked with product and marketing teams to develop enhancements to best meet the needs of providers.
Cultivated relationships with referring physicians and specialty practices to grow Phreesia's Connect referral network.
Implement and onboard solution with medical staff to seamlessly integrate automated referrals process into daily workflows.
Senior Sales Development Representative
5 Months
Phreesia | 01.2020 - 06.2020
Engaged in market research to identify trends and inform sales strategies for product offerings.
Developed and maintained relationships with key stakeholders to enhance brand visibility and trust.
Participated in training sessions to refine skills in negotiation techniques and product knowledge.
Mentored junior members of the sales team by sharing knowledge on best practices and providing ongoing support throughout the sales cycle.
Sale Development Representative
7 Months
Phreesia | 06.2019 - 01.2020
Conducted research to identify potential leads and target accounts.
Led initial discovery meetings with potential clients to determine specific needs and areas of interest.
Collaborated with sales team to refine lead qualification processes.
Utilized CRM tools to track interactions and manage pipeline effectively.
Education
Bachelor of Science
North Carolina State University | Raleigh, NC | 05-2019