Account Manager

• Jan 2023 - Present

Manager, Billco Renewals

• Mar 2022 - Dec 2022

Leading Loyalty team focusing on Billing Company users Analyze quantitative and qualitative customer metrics to identify early indicators of possible cancellations to proactively address the customers issues. Specialize in churn reduction strategies and implement process changes across departments. Map Tebra solutions to the customer’s unique business and technical requirements to ensure strategic long-term value. Understand the customer’s relevant business challenges while functioning as a trusted advisor for best practices and drive adoption of Tebra's solutions within your assigned accounts. Provide training to empower customers to use Tebra to improve their operations as well as becoming a subject matter expert on Tebra's software and the medical billing process in general. Work cross-functionally with other teams to ensure a positive customer experience.

Supervisor, Onboarding

• Dec 2011 - Mar 2022

Lead an Onboarding team with nine specialists that assisted new and current Kareo customers to successfully implement their purchased solution. Continued to grow and manage team by helping them achieve organizational and personal goals. Also, inspired and assisted each team member to continually develop their professional skills and personal career path. Helped support over 20 other specialists by acting as an SME on company solutions and by handling customer escalations. Developed solid relationships with clients by continually communicating with them while monitoring their implementation and meeting of milestones. Acted as a champion for customers by always being readily available for their inquiries while working closely with other Kareo departments and partners to ensure their success. Started a new Onboarding team in Costa Rica in 2020 and was successful in hiring thirteen specialists in one year.

Account Executive

• Jan 2008 - Dec 2011

Marketed the products and services to multiple industries throughout Southern California. Responsible for business development through cold-calling, professional networking and trade shows. Presented proposals to executive management that successfully illustrate the company’s solutions. Completed individual sales up to $120,000 in industry products. Maintained successful and profitable long-term client relationships by always providing personalized and attentive customer service to an existing portfolio of accounts.

Account Executive

• 2004 - 2007

Sold telecommunication products and services to large and small clients throughout California. Researched potential customers and created personalized presentations to demonstrate how company could improve their communication infrastructures. Set up and managed representation at key industry tradeshows. Actively followed-up with all parties who expressed an interest in the company. Participated in numerous networking alliances with vertical markets to generate new business opportunities. Served as key liaison between clients and telephone carriers (i.e.: Verizon/AT&T) and promptly resolved any issues in achieving client satisfaction.

Account Executive

• 2002 - 2003

Generated sales of call-center software to companies nationwide. Created detailed proposals for complex sales that emphasized customer-developed ROI. Conducted Web demonstrations that marketed the software and effectively presented its use. Served as liaison between clients and IT staff to ensure all software installations were completed in a timely and accurate manner, and all concerns were properly addressed. Closed sales to major clients including Knudsen Dairy and ITT Industries. Generated sales of call-center software to companies nationwide. Created detailed proposals for complex sales that emphasized customer-developed ROI. Conducted Web demonstrations that marketed the software and effectively presented its use. Served as liaison between clients and IT staff to ensure all software installations were completed in a timely and accurate manner, and all concerns were properly addressed. Closed sales to major clients including Knudsen Dairy and ITT Industries.

Account Executive

• 1992 - 2002

Trained sales personnel in all aspects of the company’s solutions while conducting individual sales. Developed customer presentations while engaging the internal sales team. Prospected businesses who were interested in improving their telecommunications systems. Assessed potential client needs and developed effective sales presentations. Collaborated with operations and customer service to successfully achieve client satisfaction with the entire process. Largest client produced $400,000 in revenue encompassing 26 locations across the country.