Experience

Included Health
• United States
• Hospitals and Health Care
• 700 & Above Employee
• Client Success Manager

  • Jan 2022 - Present


Teladoc Health

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

• Client Management Analyst

  • May 2021 - Jan 2022

  -Actively assists in the long term management of 8 enterprise clients equating to $5.2 million ARR -Works collaboratively with cross-functional departments to ensure the ongoing success of client accounts-Creates and delivers business reviews, sources data reports, and adjusts marketing collateral per individual client need-Provides accurate and timely responses to all client inquiries and upsell opportunities while documenting all interactions within Salesforce

• Client Implementation Specialist

  • Apr 2020 - May 2021

  -Responsible for the successful post-sales implementation process of our application technologies for over 150 clients equating to $2.5 million ARR-Acts as the liaison between account executives, consultants, client representatives, and internal departments to meet contractual obligations-Performs thorough and concise calls for the client throughout the implementation process in order to project manage and troubleshoot any issues-Analyzes client data and reporting, initiates marketing campaigns, and establishes registration by the targeted launch date



Junior Achievement of Greater Cleveland

• United States
• Education Administration Programs
• 1 - 100 Employee

• Senior Program Manager

  • Jan 2019 - Mar 2020

  -Supervised the day-to-day operations of the Program Team by working with key leaders to develop processes and procedures that enable outreach-Managed a team of 3 individuals and the oversight of their combined 1500 client accounts, measuring progress through recruitment and retention goals-Built a pipeline of key contacts through research and analysis of potential partnerships-Designed and executed a thorough communication plan for current and prospective clients, including but not limited to print communication, emails, phone calls, and in-person meetings-Engaged the CRM database (Blackbaud) to best serve associate interest and workflow efforts-Assured program quality, expansion, and community relations in order to meet the goals of the organization

• Program Manager

  • Apr 2016 - Jan 2019

  -Responsible for the recruitment, management, and retention of over 500 client accounts-Planned and implemented over 35 events and programs that expanded territorial outreach-Created, produced, and delivered motivational presentations about the organization's mission in order to secure partnerships-Utilized the CRM database (Blackbaud) to prospect, gather, track, and update client information-Successfully met multiple project deadlines while maintaining client satisfaction



American Heart Association | American Stroke Association

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• Event Logistics Coordinator - Heart Walk

  • Feb 2015 - Apr 2016

  -Responsible for the project management of the 2015 Cleveland Heart Walk, successfully leading key projects which contributed to the generation of $1.2 million raised -Provided administrative, clerical, and logistical support for year-round client cultivation activities, vendor relations, and volunteer management -Oversaw the fulfillment of clientele contracts through the utilization of the CRM database (Kintera) -Supervised interns to help achieve organizational goals in the areas of fundraising, event logistics, and mission awareness -Proactively identified and solved complex problems impacting operations management and business direction



Cleveland Clinic

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

• Patient Service Representative

  • Mar 2013 - Feb 2015

  -Completed patient registration, insurance verification, and scheduling according to corporate standards -Maintained confidential and accurate patient information including health history and payment information per HIPAA regulations -Encouraged patient utilization of the online portal, providing education and hands-on training when needed -Effectively communicated and collaborated with clinical staff from hospitals, private practice, and home caregivers -Completed patient registration, insurance verification, and scheduling according to corporate standards -Maintained confidential and accurate patient information including health history and payment information per HIPAA regulations -Encouraged patient utilization of the online portal, providing education and hands-on training when needed -Effectively communicated and collaborated with clinical staff from hospitals, private practice, and home caregivers