Experience

Navigate

• United States
• Truck Transportation
• 1 - 100 Employee

• Enterprise Account Manager

  • Nov 2022 - Present

  • Manage client relationship after sales process, working together in teams or independently to implement programs for clients.• Provides team members and company stakeholders with consistent information for overall awareness and understanding of expectations regarding all projects.• Serve as primary client / project lead for internal and external meetings• Build relationships with multiple client account stakeholders at various organizational levels. Participate in face-to-face meetings and /or relationship building events with various client contacts.• Identify trends in the client experience and the participant experience that could be enhanced through operational changes or enhancements. • Support overall program measurement needs in partnership with other team members as appropriate to examine program outcomes and analysis of performance. • Program development or upkeep of wellness programs such as communication, reports, incentives; including PowerPoints, meeting notes and marketing.• Reports to the Director, providing regular input on all account activity, including status, progress, issue resolution, escalations and successes on a weekly basis.• Customer service support – answering customer service calls/emails and requests.• Sales team support – assisting the sales team with web demos, sales materials, and sales requests. Show less

• Senior Business Development Manager

  • Jul 2021 - Nov 2022

  ● Working in tandem with the VP of Sales to oversee enterprise level relationships● Intimately works alongside national and local insurance brokers and human resource professionals to strategically plan and implement wellbeing programs● Directly working in B2B sales with a SaaS product● Effectively communicates and understands trends in the well-being industry to provide the best program recommendations for prospects● Communicates frequently with internal operations and marketing teams to make sure channel partner and client needs are met● Performs tasks including presentation creation, sales presentations and platform demonstrations, advancing prospect sales opportunities, etc.● Successfully manages client expectations and escalations to full resolution● Uses ZoomInfo and LinkedIn Sales Navigator to gather a list of warm leads to reach out via phone and email● Partners with the implementation team for post sale hand-off of client● Presents to prospects from 300 - 20,000 eligible lives Show less



Wellworks For You

• United States
• Wellness and Fitness Services
• 1 - 100 Employee

• Lead Sales Representative

  • Apr 2019 - Jul 2021

  ●Signed twenty-five (25)+ clients bringing in 1 million in revenue● Led sales demonstrations of our services and created proposals for new clients● Provide demonstrations of proprietary Wellness Portal and upcoming technology enhancements to brokers, prospects, and current clients● Engaged customers to quickly identify needs, negotiate contracts, and close sales.● Researched market trends and stayed current on customer preferencesto better lead sales operations and make recommendations to our internal technology team● Created and enhanced client materials such as proposals, presentations, and marketing materials● Reported to the CEO and President of the company weekly on all leads● Strategized with Director of Operations and Account Management team to develop long-term goals and company initiatives● Prospected and sold clients from 150 lives to 20,000+ lives Show less

• Manager, Customer Success

  • Jan 2017 - Apr 2019

  ● Created a direct relationship with a team of health insurance brokers from a top 10 national broker to sign over 200 accounts● Supervised and mentored a team of eight (8) Wellness Coordinators who oversaw roughly 300+ client accounts with 2 million dollars in revenue● Onboarded new business through weekly implementation meetings to successfully launch corporate wellness programs● Point of contact for elevated customer inquiries, new client demonstrations, and sales leads● Lead annual presentations to preferred brokers at various national locations regarding new update and services at Wellworks● Assisted with team member’s program renewals, client calls, invoicing audits, marketing items, and maintenance of client calendars● Organized weekly one-on-one meetings with each team member to monitor client workload● Conducted bi-annual performance evaluation reviews of team members, as well as assessed merit increases● Developed, coordinated, and managed corporate wellness programs for existing clients to reduce health risk, medical costs, and encourage healthy lifestyles● Maintained Wellness Coordinator responsibilities for 10 existing clients● Attended the 2019 WELCOA Summit as a company representative Show less

• Account Manager

  • Sep 2015 - Dec 2016

  ● Developed wellness programs and renewals for assigned clients● Presented Portal demonstrations via webinar or onsite meeting● Created email marketing communications for program education● Coordinated onsite events with third party vendors● Attended and organized new program rollouts and health fairs to promote the client’s wellness program to further program engagement● Generated reports, including but not limited to, wellness program utilization, event participation, and program analysis● Managed 20+ clients with a total employee size of over 100,000 lives● Served as a company representative at the Healthiest Company Awardspresented by SmartCEO in 2016 Show less



Main Line Health

• United States
• Hospitals and Health Care
• 700 & Above Employee

• Patient Service Representative

  • Oct 2014 - Sep 2015

  • Verify health insurance, patient demographics, medical history and review all HIPPA regulations • Maintain appointment schedule while following office policies and procedures • File charts, coordinate lab work, screen phone calls and relay appropriate messages to physicians • Verify health insurance, patient demographics, medical history and review all HIPPA regulations • Maintain appointment schedule while following office policies and procedures • File charts, coordinate lab work, screen phone calls and relay appropriate messages to physicians



Kinetic Physical Therapy

• United States
• Physical, Occupational and Speech Therapists
• 1 - 100 Employee

• Physical Therapy Aide

  • Apr 2012 - Oct 2014

  • Managing patients in their daily therapeutic exercises while overseeing and tracking their exercise chart •Helping create new exercises and communicating with the therapist about patient’s difficulty with exercises •Cleaning and organizing the facility each day • Managing patients in their daily therapeutic exercises while overseeing and tracking their exercise chart •Helping create new exercises and communicating with the therapist about patient’s difficulty with exercises •Cleaning and organizing the facility each day