Manager | Medicare Compliance Specialist | Trainer

• Aug 2021 - Present

Regional Account Strategist

• Mar 2018 - Jan 2021

➤ Driving overall client leadership including strong client cross-functional integration and management, developing strategic annual plans, overseeing the execution of plans, and financial management to grow revenue by over 118% YoY.➤ Nurturing relationships with client counterparts as well as overseeing all day-to-day obligations to advance the goals of building partnerships and driving revenue and increasing revenue by $3.5M in 2019.➤ Leading the business independently from the highest level of strategic planning to the execution and implementation of marketing plans while adding value to the client's business as an invaluable partner of the client's business team.➤ Motivating a team of 7 associates while addressing areas of need and ensuring the highest possible quality of work.➤ Collaborating with Client Service teams to transition clients from sales to implementation phases and to provide ongoing account management support while accurately forecasting personal pipeline by documenting detailed account statuses.➤ Providing annual MSP Compliance training to clients including TPAs, Insurance Carriers, and Public/Private entities.➤ Attending quarterly stewardship meetings with key clients as well as facilitating and leading settlement review discussions with Examiner and Defense Attorneys with cases involving Medicare-Set Asides.➤ Gaining new business and growing existing client base through face-to-face sales calls, up-sells, appointment setting, and cold calls with existing clients or new prospects to exceed annual targets by over 133%. Show less

Regional Director Client Strategy

• Jan 2017 - Mar 2018

➤ Identified and qualified new prospective clients to build a strong pipeline of qualified leads and sales opportunities.➤ Maintained a working knowledge of effective sales methods, and developed industry knowledge by attending conferences, reading industry periodicals, blogs, or white papers, and assessing competitive offerings.➤ Leveraged an existing contact/client list to identify new leads and streamline the selling process as well as identified common themes from clients to assist in the development of new products and grew sales by 135% during tenure.➤ Acted as the key integration lead for internal teams by communicating day-to-day or long-term updates and establishing strong partnerships with others to support the client business while driving efficiency of communication.➤ Established integrated marketing planning and execution processes by wielding data insights to support strategies and make informed recommendations to the client and challenging vendors to optimize for maximum results.➤ Worked collaboratively with client teams and cross-functional departments to ensure development as well as alignment to overall plan and strategies while managing client expectations and updating leadership team on opportunities.➤ Served as an active thought leader for clients by providing a strong point of view, adding value, expertise, and knowledge with every interaction, and being the go-to resource for the client and internal team. Show less

Regional Account Manager

• Apr 2013 - Jan 2017

➤ Focused on key target accounts in the Northern and Southern California market with $1B to $10B in annual revenue to implement solutions in Medicare and healthcare to support regional sales growth to over 132% in 2017/18.➤ Led expansion of Managed Services and closed largest Managed Services deal at $3.4M, drove adoption of strategic solutions for Medicare Set-Aside allocations, and grew revenue by 30% each year with at least a 30% gross margin.➤ Increased revenue from $2.5M to $5.7M per quarter in first year in territory, maintained a quota attainment average of 135% for the fiscal year, and recognized as the Account Executive of the Quarter for Q3 FY 2014 and Q2 FY 2015.➤ Worked with management teams on reporting, forecasting opportunities, pipeline management, and resolving customer satisfaction issues by offering a complete solution to allow medium businesses the ability to thrive in the new economy.➤ Coordinated activities with a virtual team consisting of over 30 specialists, subject matter experts, and sales people and consolidated communication coming from inside and outside teams to ensure we met customer needs.➤ Researched organizations on-line or through personal networking to identify new prospects, followed up and engaged qualified leads, and established rapport to understand business challenges or introduce capabilities to set up meetings.➤ Led account management activities, provided MSP Compliance training to Attorneys, Insurance Carriers, and Third-Party Administrators, and represented company at conferences or meetings to network and promote products/services. Show less

Account Manager

• Jun 2011 - Apr 2013

➤ Acted as a primary liaison between clients and operations to ensure the highest levels of customer satisfaction by providing exceptional customer service to accounts by following up with clients to identify and resolve issues.➤ Achieved monthly sales goals at over 110% of target and received recognition for outstanding performance. ➤ Worked with Director of Product Development and Vice President of Strategic Development to develop sales strategy and meet monthly sales objectives by developing, managing and nurturing new business partnerships.➤ Drove target audience prospecting to promote services and products through cold calling, email marketing, referral channels, one-on-one meetings, and presentations as well as networking while attending partner events and tradeshows.➤ Exceeded annual sales goals by 18.5%, visited customer locations to evaluate requirements, conducted on-site product demonstrations to highlight features, answered customer questions, and redirected concerns toward positive aspects.➤ Worked to encourage clients refer to their top referrers to build a referenceable client base within current partners as well as conferring with existing and potential customers to assess requirements and propose optimal strategic solutions. Show less

MSA Analyst

• Jun 2008 - Dec 2011