Productive professional with a proven track record at ProVen Pharmaceuticals, adept in Salesforce CRM and demonstrating exceptional empathy in customer interactions. Excelled in enhancing donor participation and driving sales through strategic account management. Skilled in team collaboration and adaptable to changing environments, significantly contributing to organizational goals.
Overview
25
25
years of professional experience
Work History
Donation Coordinator
ProVen Pharmaceuticals
Plymouth Meeting, PA
10.2024 - Current
Engage potential Rh-negative donors through calls, emails, and texts to increase donor participation.
Evaluate potential donors' eligibility for the Anti-D specialty plasma program.
Guide donors through the preparation process for their initial donation, ensuring they understand all necessary steps.
Follow up with donors to confirm their visit, and maintain regular communication to encourage future visits.
Encourage donors to refer potential new donors to enhance the donation network.
Territory Care Coordinator
ProVen Pharma
Plymouth Meeting, PA
03.2022 - Current
Utilize SalesForce CRM tools to track leads, qualify accounts, update client interactions, update account and contact information, run reports, analytics, and manage opportunities.
Manage a portfolio of over 2,500 healthcare accounts, building strong relationships to drive product adoption and sales.
Work with key physician practices, calling on nurses, office managers, case managers, and referral coordinators to drive patient referrals to pharmacy.
Collaborate, strategize, and support the outside sales team on target accounts, leading to an increase in referral business.
Communicate the company's superior capabilities, product knowledge, core values, and patient mission.
Develop and maintain strong relationships with existing clients to ensure repeat business.
Conduct daily cold calls and emails to potential clients to generate new sales opportunities.
Coordinate and schedule meetings with healthcare providers for the outside sales team.
Gym Manager
Valley Fitness Centre
Lake Isabella, CA
10.2019 - 09.2020
Managed staff scheduling, payroll, and customer service duties.
Increased patronage of facilities by restructuring social media efforts.
Certified Personal Trainer from May 2019 to May 2020. Designed and implemented personalized training programs to help clients achieve their fitness goals.
Instructed Silver Sneaker and HIIT classes.
Organized and facilitated group fitness classes for members of the gym.
Monitored inventory levels and placed new orders for merchandise to keep supply well-stocked.
Conducted regular inspections of facilities to identify any potential hazards or maintenance needs.
Ensured the gym had all necessary equipment to maintain safety and efficiency standards.
Delegated work to staff, setting priorities and goals.
Ensured facility cleanliness and maintenance in compliance with COVID-19 safety standards.
Patient Service Representative/Patient Referral Coordinator
MemorialCare Medical Group
Rancho Santa Margarita, CA
01.2009 - 08.2018
Provided exceptional customer service, addressing patient inquiries and concerns with empathy and professionalism.
Educated patients on the referral process, including expected timelines and preparation for specialist visits, to enhance their understanding.
Developed the training manual for referral coordinators and trained new hires.
Collected and reviewed progress notes, lab results, hospital records, and imaging studies to support authorization and denial decisions.
Managed time effectively to comply with all policies regarding referral processing and patient contact timelines.
Collaborated with interdisciplinary teams to discuss patient care plans and adjust referral strategies as necessary.
Developed and maintained referral networks, establishing strong relationships with a variety of healthcare providers.
Performed data entry related to referrals into electronic health record systems (Epic and NextGen).
Coordinated care for PPO patients, guiding them through the process of establishing with contracted specialists.
Ensured compliance with HIPAA regulations when handling patient information.
Coordinated and ordered food for weekly Patient Care Committee meetings involving physicians and guest speakers.
Resolved daily issues by identifying problems, presenting solutions to appropriate staff, and ensuring follow-through with involved parties.
Front Office Team Leader
Bristol Park Medical Group
Rancho Santa Margarita, CA
10.1999 - 01.2009
Supervised front office operations as the primary point of contact for staff issues.
Participated in corporate meetings to facilitate the implementation of office changes.
Implemented innovative ideas and processes to improve overall efficiency and productivity of the Front Office department.
Facilitated communication between patients and healthcare providers to improve care coordination.
Trained new staff members and cross-trained team for all front office roles, including Operator, Intake, Reception, and Records.
Created and optimized employee schedules for shift coverage.
Completed annual performance evaluations for front office staff.
Conducted interviews to evaluate and select potential new hires.
Managed and updated physicians' schedules and vacation plans.
Conducted monthly meetings with front office staff to discuss updates on current projects, share best practices, and provide feedback on their performance.
Reconciled and closed out daily financial batches, ensuring accurate submission to corporate.
Discussed job performance problems with employees, identifying causes and issues to find solutions.
Resolved patient complaints efficiently by listening carefully, identifying the root cause of issues, and providing appropriate solutions in order to ensure satisfaction and maintain trust.
Managed inventory levels for supplies used in the Front Office department, such as stationery items, key cards.
Monitored waiting area, ensuring cleanliness and compliance with safety protocols.
Delegated work to staff, setting priorities and goals.
Education
Some College (No Degree) - General Studies
Orange Coast College
Costa Mesa, CA
Skills
Salesforce CRM software
Microsoft Office
Sales support
Account management
Self-motivated
Adaptable
Team-oriented
Empathy
Quote
The best and most beautiful things in the world cannot be seen or even touched - they must be felt with the heart.
Helen Keller
Software
Salesforce
Microsoft Office
EMR Systems: Epic and NextGen
Interests
Quality time with my children
Hiking
Meditation
Journaling
Softball
Gym
Work Preference
Work Type
Full Time
Work Location
Remote
Important To Me
Work-life balanceCompany CulturePersonal development programsHealthcare benefitsWork from home optionPaid time offPaid sick leave401k matchStock Options / Equity / Profit Sharing4-day work weekFlexible work hours
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Donation Coordinator
ProVen Pharmaceuticals
10.2024 - Current
Territory Care Coordinator
ProVen Pharma
03.2022 - Current
Gym Manager
Valley Fitness Centre
10.2019 - 09.2020
Patient Service Representative/Patient Referral Coordinator