Tracey Emanuel
Montgomery
Summary
Business Solutions Leader with a track record of top-tier sales achievements at Health Action Council, including the largest case sold in the company. Leveraged AI and company portals for strategic planning and relationship-building expertise to exceed retention goals and drive significant client value. Consistently maintained a client retention rate over 90% with a history of turning Red clients to Green.
Overview
16
16
years of professional experience
Work History
CLIENT SUCCESS MANAGER
Personify Health
US
08.2024 - Current
- Manage $4.5 million dollar book of business with clients across the nation utilizing multiple company platforms and systems
- Built trusted advisor relationships with clients and their consultants
- Developed meaningful internal relationship across several departments
- Utilize AI agents Claude and Copilot for marketing and data gathering.
BUSINESS SOLUTIONS LEADER
Health Action Council
US
02.2022 - 04.2024
- Sold largest case in the company (2022)
- Built trusted advisor relationships with clients and their consultants
- Developed strategies with endorsed vendor partners to deepen relationships with existing clients and prospects
- Document meetings and activities in Salesforce
- Most sales in the company (2022 and 2023)
- Identified opportunities to sale group purchasing products including medical, pharmacy, navigation, and vision
- Partner with Member Experience Leaders, client, and prospects to understand the value of Health Action Council and the products, services, and tools it provides to its members
MEMBER EXPERIENCE LEADER
Health Action Council
US
08.2021 - 02.2022
- Acted as a trusted advisor for 70-80 employer groups and their consultants while assisting with group purchasing, educational and health literacy opportunities
- Working with Business Solutions Leader(s) to identify potential upsell opportunities for our clients
- Assisted clients with utilizing key tools and data points to identify potential gaps in care as well work with them to find potential solutions
- Maintained retention rate over 90%.
CLIENT MANAGEMENT CONSULTANT
United Healthcare
US
04.2010 - 03.2020
- Strategically consulted multiple Fortune 100, Fortune 500, and large national account clients with the proactive management of the health insurance plan that they provide for their employees
- Led account management teams and partnered with Sales Executives, Regional Vice Presidents, and clinical teams to identify areas of need and potential solutions our client(s)
- Implemented, quality reviewed, reported on a clinical adherence surcharge program for a client specific benefit
- Delivered monthly financial indicator meetings to review cost driving data such as consumer activation levels, high-cost claimants, emergency room utilization and other human resources campaigns by location and developed strategies to achieve savings.
- Managed multiple collaborative venture cases that consisted of clients on various systems, platforms, and lines of business (key and national accounts)
- Managed special projects, such as several ER redirection campaigns and developing a Major Business Object process for the Global Benefits Managers and Human Resource Directors that I worked with
- Created, implemented, and managed a unique monthly call quality process for a Fortune 100 national account client, including four different areas of United Health Group that provided many learning opportunities for us to significantly improve services provided to our members
Education
Northern Illinois University
Skills
- Strategic Planning
- Conflict Resolution
- Relationship Building by Actively Listening
- Excellent Communication
- Business analysis
- Software implementation
Timeline
CLIENT SUCCESS MANAGER
Personify Health
08.2024 - Current
BUSINESS SOLUTIONS LEADER
Health Action Council
02.2022 - 04.2024
MEMBER EXPERIENCE LEADER
Health Action Council
08.2021 - 02.2022
CLIENT MANAGEMENT CONSULTANT
United Healthcare
04.2010 - 03.2020
Northern Illinois University