An innovative and versatile Customer Success strategist with over 20 years experience in Sales & Business operations; recognized by industry leaders as a pioneer in the field of customer success management, product development, healthcare experience, client services, and sales. Aggressively identify opportunities, develop focus, and provide tactical business solutions. Breadth of experience in developing service channel strategies, delivering products/solutions to clients and establishing key business partnerships. Demonstrate a tremendous ability to support and maintain numerous operational business objectives. Diligently provides excellence in all professional endeavors and earned a reputation of integrity, initiative, and results-driven work ethic. Extremely confident in communicating professionally and collaboratively across key stakeholders and achieve common goals.
® Successfully administered the entire Sales and Marketing of specialized clinical risk management programs that provide universal risk, quality, and safety support services to the Post-Acute Care Industry through direct sales, National Retail Insurance Agents, and Wholesale Insurance Brokers all towards minimizing claims and driving the highest levels of patient and environmental safety.
® Collaborated with internal teams (e.g. sales, Clinical Risk Managers, senior management) to address customers’ needs.
® Efficiently coordinated communication, coordination, and performance of sales channels to maximize brand awareness. Enhanced sales growth, implemented new products, and renewals.
® Proficiently supervised the development and execution of client account plans and strategies to ensure profitable revenue growth, and created new business opportunities.
® Expertly significant at multiple levels of the client organization, endorsed new and recurring business while managing existing revenue and profit streams.
® Designed plans to achieve goals and create strategies to combat potential revenue losses.
® Effectively worked as an escalation point for complex and/or critical matters to influence fair outcomes and deployment of project resources toward activities that have strategic importance within the organization and its clients.
® Planned and designed sales presentations in person and via Webinar.
® Regularly interacted with clients and looked for opportunities to deliver added value to client relationships.
® Efficiently generated, maintained and expanded account portfolio, engaged an extensively long sales cycle that resulted in approximately 500K in the sales pipeline.
® Developed and managed an efficient distribution network to improve sales performance.
® Expertly identified, assessed and expanded revenue opportunities by organically growing account base through a consultative sales approach while protecting stakeholder interests by observing the policies and procedures set by management and industry standards.
® Built sales culture and sale centric atmosphere among the team members.
® Provided innovative ideas and suggestions to improve the market presence.
® Proficiently capitalized account portfolio performance through superior customer development and management campaigns throughout the Houston, South Texas and Louisiana territory for national managed care efforts that encompassed cost containment, medical case management, Medicare Set-Asides.
® Conducted business plan review meetings and reported the information to management.
® Successfully executed account and territory expansion strategies by interacting and supporting client relationships throughout all phases of the sales cycle.
® Researched and established a lucrative pipeline through strategic market assessments, forecasted skills, and comprehensive business planning.
Created performance improvement plan to meet performance goals
® Developed and executed $5M Medicare set-aside program for regional case management firm.
® Produced a top-performing team through comprehensive professional development opportunities and successfully completed the Certified Secondary Medicare Payer certification or CMSP.
® Administered the entire key product development and account management functions, including sales development and closure, product management, opportunity identifications, and client relationship efforts.
® Supervised all sales activities related to the distribution of resources, production reports, commission payouts, and mentoring of the sales representatives on team.
® Coordinated full sales-cycle phases and operations to capture new business opportunities and expand business with existing accounts that included proposal development and presentations, complex negotiations and client education initiatives.
® Closely associated with internal contributors and third-party vendors to collectively develop and implement proprietary MSA reports.
® Selected and hired appropriate talent to assist dedicated, superior customer service across various accounts in support of primary insurance plans that organized life care plans for Medicare recipients.
® Directed a top performing team of nurses and customer service representatives serving on the front lines to acquire contracts.
® Checked, identified and evaluated appropriate vendors and executed full-scope contract support for Louisiana Workers Compensation Corporation.
® Executed account portfolio launch and expansion from zero to $5M in sales during tenure.
® Handled operations that included new hires, professional development, process development and implementation, acquiring and maintaining compliance certifications.
® Implemented a sound reporting structure and ensured transparency to meet oversight and governance mandates while protecting stakeholder interests.
® Directed CMS submissions, social security verifications, Medicare liens, mandatory insurer reporting and drug utilization reviews.
® Served as a liaison among related industry operations, as necessary, to deliver comprehensive product and compliance services.
® Expanded services into drug utilization reviews by partnering with a pharmacy benefit management company to deliver full-scale Medicare Set-Asides, cultivating strategic partnerships with PBMs, PharmDs and structure brokers.