Experience

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  PurpleLab

  • Customer Success Manager

    • Oct 2022 - Present

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  optimize.health

  • Remote

  • Customer Success Manager

    • Oct 2020 - Oct 2022
    • Remote

    Deliver on all aspects of customer engagement relationship across the entire lifecycle. Support the client strategy at the highest levels to maximize customer acquisition, adoption, retention and profitability.Select Accomplishments• Developed relationships with new and existing customers, including one of the largest customers at Optimize Health.• Coordinate with internal product and software development to ensure the monitoring and tracking all customer deliverables, on-going processes, and progress against plan.• Perform kick-off, training and support onboarding of RPM patients, as well as meet with customers monthly/quarterly to discuss metrics.

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  Greenway Health

  • United States
  • IT Services and IT Consulting
  • 700 & Above Employee

  • Customer Success Manager

    • 2018 - May 2020

    Trusted advisor and primary contact for strategic customers. Advocated as “voice of the customer” internally while collaborating with internal teams increased customer satisfaction. (through May 2020).Select accomplishments: • Built post-sale customer relationships by learning customer’s goals, needs and initiatives. Proactively contacted customers monthly provided relevant company, industry and software updates.• Managed customer concerns and escalations through resolution.• Guided 12 customers on-boarding to a new internal product within a 6-month time-frame.

  • Sales Training/Sales Performance Specialist

    • 2014 - 2018

    Drove growth and enabled efficiency for the Sales team educated and supported Electronic Health Record (EHR) Solutions and Services for provider medical offices. .Select accomplishment:• Enhanced sales operations creating and maintaining internal SharePoint pages containing documentation and reference tools for product demonstrations.

  • Business Analyst

    • 2011 - 2014

    Liaison between business owners and internal development team for communicating application requirements and business needs for medical software.Select accomplishment:• Defined solutions for required product features, eliciting and documenting requirements, performed required impact/workflow analysis and designed the user interface.

  • Product Application Specialist

    • 2003 - 2011

    Delivered product presentations in pursuit of new business and company growth. Demonstrated on-site and remotely to all levels of users within a Medical office from C-levels executives to support staff.

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  C&S Research

  • King of Prussia, PA

  • Software Implementation Specialist

    • 2000 - 2003
    • King of Prussia, PA

    Responsible for the training and implementation of Practice Management Software at new and existing customers.