Customer Success Manager at Vivian Health (2023-05 – 2026-05)
A leading Healthcare Technology Platform. Directed customer onboarding for smooth product implementation, ensuring clients maximized value through targeted training and support.
- Managed a portfolio of 40+ enterprise-level and mid-market clients, as well as a portfolio of 200+ small market clients, ensuring their successful onboarding, adoption, and ongoing satisfaction with the company's software products
- Designed and executed a streamlined process for small-market accounts, optimizing team operations and reclaiming 12+ hours of weekly bandwidth for the CSM team
- Collaborated with the sales team to identify expansion opportunities, resulting in a 25% increase in upsells and renewals
- Reduced customer churn rate by 15% through proactive engagement and issue resolution
- Continuously monitored customer health and performance metrics to identify potential issues or areas for improvement
- Partnered cross-functionally with Product, Implementation, Sales and Data teams to streamline client onboarding workflows, identifying growth opportunities and reducing time-to-value
- Led contract renewals and identified opportunities for upselling or cross-selling additional products or services that aligned with customer needs
- Developed and executed personalized success plans for each client, aligning product usage with their business goals and KPIs
- Assisted the product team in developing new upgrades to the platform
Senior Executive Healthcare Recruiter/Account Manager at Focus Staff (2020-04 – 2022-12)
Healthcare Staffing. Led selection and placement of healthcare professionals for client facilities, matching profiles to contracted assignments.
- Managed a sales pipeline, including prospecting, qualification, and closing of new business opportunities
- Guided travelers through tailored success plans as soon as they sign on with our company ensuring a clear understanding of what success means to them from the start
- Collaborated with the Account Management teams and travelers regarding traveler availability, open positions, assignment changes, to ensure customer satisfaction and retention
- Conducted regular client check-ins and reviews to assess client satisfaction and identify opportunities for improvement
- Created and executed contractual documentation after negotiation of pay, time off, and selection of shifts/schedules with the healthcare professional
- Served as the intermediary between customers and client directly influencing operational success
- Designed, maintained, and continually evaluated strategies to maximize communications with nursing and HR staff, and to proactively address potential problems
- Consistently met established goals both individually and departmentally by maintaining a monthly status of being named one of the top 5 of recruiters' companywide for high profit and revenue: averaged over $400,000 in revenue consecutively
Healthcare Recruiter at Focus Staff (2020-04 – 2021-11)
- Assisted with the compliance process including employment verifications, reference checks, and national background checks
- Handled any HR task pertaining to the traveling nurses on assignment and researched and compiled data for reports to senior leadership
Member Services Specialist at Dallas Athletic Lifetime (2015-09 – 2020-03)
Health and wellness. Ensured members received a friendly greeting/check-in and prompt attention to their needs by offering tours, discussing amenities, and answering membership questions.
- Assisted the sales team by utilizing company approved presentations when presenting membership options to non-members and guests
- Collected leads at the point of enrollment and from the current member base through relationship building and referrals
- Tracked conversations and appointments through system dynamics to ensure member engagement
- Initiated, developed, and maintained positive relationships with all members and guests to increase member retention
Spa Coordinator at Dallas Athletic Lifetime (2015-09 – 2018-07)
- Booked members and non-member appointments through productive phone activities and provided information on new products, services, and promotions
- Safeguarded sensitive patient health information by overseeing secure digital and physical record-keeping practices, mitigating compliance risk while supporting efficient daily clinical operations
