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Work Background
Senior Customer Success Manager
SitetrackerSenior Customer Success Manager
Aug. 2023
Senior Customer Success Manager
Modernizing MedicineSenior Customer Success Manager
Sep. 2021 - Aug. 2023Castle Rock, Colorado, United StatesModernizing Medicine® and its affiliated companies are transforming how healthcare information is created, consumed and utilized in order to increase practice efficiency and improve patient outcomes. Our specialty-specific, data-driven and cloud-based electronic health records (EHR) and practice management (PM) systems, plus revenue cycle management (RCM) services, were built by a team including specialty physicians and practice management professionals. Our suite of products and services is designed to transform the clinical, financial and operational aspects of dermatology, gastroenterology, ophthalmology, orthopedics, otolaryngology, pain management, plastic surgery and urology practices. We also offer products designed for ambulatory surgery centers. For more information, please visit www.modmed.com.
Senior Solution Consultant, ePrescribe
BrightreeSenior Solution Consultant, ePrescribe
Jul. 2018 - Sep. 2021Denver, COConsultative expert selected to drive HME and physician adoption of suite of ePrescribe software solutions to new and existing customers. Plan and execute detailed sales strategies to support the entire sales lifecycle, including discovery, demonstrations, closing, and post-adoption/acquisition management. Successful at increasing adoption with all ePrescribe platforms, including the launch of two new solutions. Combine entrepreneurial drive with exceptional business-building acumen to manage 100+ accounts nationally — currently on-track to meeting goal of $1M+ in annual revenue. Play a key role in the enrollment of 1300+ physicians over the last year; instrumental in growing the physician base to 9K+ over seven years. Provide leadership, guidance, and training to the customer’s sales teams; plan and conduct detailed sales training virtually or in person. Conduct training on proper techniques to sell and promote ePrescribe solution as well as assist in driving system adoption with customer’s key referral sources Deliver presentations to senior executives, including CEOs, CTOs, and CIO, to demonstrate the value of innovative solutions; assist with the implementation process with their key business partners to ensure ongoing success As a Senior Solution Consultant, deliver presentations during trade shows, customer sales meetings, and hosting national sales training. Plan and execute the optimal implementation plan to align with the customer’s operational procedures and ensure interoperability between their existing systems Served as the spokesperson for ePrescribe software, GoScripts, to present to CMS (Center for Medicare/Medicaid Services) at their corporate headquarters in Baltimore in Summer of 2018. Selected as a company representative to present at two different ePrescribe panel sessions at two of the largest trade shows for the industry.
Solutions Consultant, GoScripts
ResMedSolutions Consultant, GoScripts
Jan. 2015 - Dec. 2018Denver, COTransitioned into a sales-driven role to build GoScripts portfolio of customers west of the Mississippi River covering half the country, including California, Texas, Colorado, Louisiana, Missouri, and Arkansas. The company acquired Jaysec Technologies and rebranded its software. Assisted in transitioning the customer support team to ResMed by creating training plans, hosting training, and supporting them throughout the acquisition/transition period. Enrolled 373 HME (Home Medical Equipment) organizations, drove acquisition and signed up of 3500 physicians valued at $70K+ per month in revenue. Worked on behalf of AeroCare to introduce the software to a broader clientele and built the locations from 10 to 300+. Generated, $420K+ in revenue, and saved $500K+ due to increased efficiency. Planned and launched software pilot with key customer in Hawaii, acquiring 150 physicians, and generating $3K+ in monthly revenue. Provided supervision and direction to a Solution Delivery Specialist hired to provide administrative support, creating user accounts, training, and other administrative functions. Generated prospects through the existing customer base, physician-driven lead, hospitals/clinics, and referrals. Subject matter expert providing advice and training new/existing clients on the strategies to drive sales. Partnered with the marketing team assisting in identifying tools needed once rebranded and the content for those pieces.
Client Manager & Territory Sales Representative
Jaysec Technologies LLCClient Manager & Territory Sales Representative
Jan. 2012 - Dec. 2015Brought on to assist a company that was started in 2003 in answer the need for software designed to support the durable medical equipment industry. Joined the team to support all aspects of the business including sales, client management, customer support, technical support, customer implementation/training, developing marketing and training tools, onboard new employees, and billing (A/R). Handled/managed a wide range of day-to-day functions, including client relationship management, marketing, billing, and sales support. Championed successful strategies to lead the launch of the new platform designed for Home Health Agencies. Served as Client Manager, supporting and training customers via webinar or onsite visits — delivered end-to-end account management. Partnered with Amedysis and Intrepid USA, two National Home Health Agencies, to help drive the sale and implementation of an ePrescribe platform for hospitals and health care facilities. Successful at enrolling 800+ physicians within four (4) months and initiated onboarding on the ePrescribe software for Home Health; provided support both virtually and onsite. Trained and empowered sales representatives to engage physicians to drive signup/enrollment. Generated leads through innovative and classic methods, including cold-calling, and networking. Worked in tandem with IT to provide feedback and requests from customers to improve/enhance features. Saved significant overhead costs by piloting a remote-style work environment that the entire company later adopted due to its enormous success
Consolidations Counselor
Edfinancial ServicesConsolidations Counselor
Jan. 2007 - Dec. 2008Maintained phone contact with clients to provide guidance on student loan consolidation options, as well as responding to incoming calls regarding consolidation inquiries. Shared technical financial information regarding student loans and varying interest rates in order to answer questions and assist customers in making well-informed decisions. Maintained company/client relations with discretion and confidentiality.
Office Assistant
Ameriprise Financial Services, Inc.Office Assistant
Jan. 2004 - Dec. 2007Gained valuable office management experience in this position by managing the work schedule, organizing all filing units, greeting clients, answering incoming phone inquiries, and assisting in office-wide projects, such as updating client call lists and computer data.
Bartender
Mellow Mushroom Pizza BakersBartender
Jan. 2003 - Dec. 2012Maintain excellence in customer service by providing personal attention to each customer. Coordinate service to numerous tables at once. Accommodate all patrons at the bar, while simultaneously providing all alcoholic beverages for the entire restaurant. Manage weekly bar inventory. Coordinate cleaning of bar area to immaculate standards and maintain the bar for appearance. Facilitate state and local health inspections.
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