Tracy Avila

Onboarding Supervisor at ProSites
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Contact Information
us****@****om
(386) 825-5501
Location
Murrieta, California, United States, US

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Experience

    • United States
    • Marketing Services
    • 1 - 100 Employee
    • Onboarding Supervisor
      • Mar 2021 - Present

      • Utilize Salesforce to run weekly reports on metrics relating to onboarding clients and individual onboarding specialists.• Defines client success benchmarks and continuously ensures a collaborative relationship between the onboarding team and client.• Trains new Onboarding Specialist's on the onboarding flow from sale to site launch, including utilizing proprietary website editor and information migration from previous live website.• Anticipate and proactively address client churn and cancellation risks. Show less

    • Onboarding Specialist - Lead Onboarding Specialist
      • Feb 2016 - Mar 2021

      • Managed up to 30+ customers throughout the onboarding process while ensuring promised deliverables were met within the scope of clients launch date and purchase order.• Collaborated interdepartmentally within the organization to ensure 3rd party integrations were successfully implemented with client's website.• Recommended best practice for client's products regarding looks, website structure and patient experience.• Collaborated with multiple cross-functional departments, including technical and design teams, to ensure seamless customer experience throughout the onboarding process. Show less

    • Receptionist
      • Jun 2014 - Feb 2016

    • Medical Receptionist
      • Nov 2006 - Jun 2008

      • Ensured that internal difficulties with high-stressed individuals were mediated according to the company's policy. • Guaranteed accuracy of new patient demographic, insurance information and billing accuracy with internal database. • Constantly followed up with customers regarding health plan benefits, account status, payment history and services. • Ensured that internal difficulties with high-stressed individuals were mediated according to the company's policy. • Guaranteed accuracy of new patient demographic, insurance information and billing accuracy with internal database. • Constantly followed up with customers regarding health plan benefits, account status, payment history and services.

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