Patient Engagement Coordinator at Perfecting Peds (2025-08 – Present)
Pediatric telehealth provider connecting families to care through contracted health plan partnerships
- Conduct high-volume outbound cold calls to families identified by contracted health plans, introducing Perfecting Peds' telehealth services and scheduling initial appointments.
- Communicate complex healthcare service offerings with empathy, patience, and professionalism — building trust with families during their first point of contact.
- Utilize Salesforce CRM to log all daily outbound activity, track appointment-setting progress, and maintain accurate records of family interactions and follow-up tasks.
- Accurately document all patient interactions and scheduling activity across multiple internal systems, ensuring full pipeline visibility and compliance with engagement protocols.
- Consistently meet and exceed outreach activity targets, applying proven cold-calling techniques and objection-handling skills developed across a decade in B2B sales.
- Participate in ongoing virtual training sessions and team meetings to stay aligned with compliance requirements, service updates, and engagement best practices.
Inside Sales Manager at PC Solutions Net (PCSN) (2019-03 – 2023-06)
Managed Security Services Provider serving small- to mid-size businesses
- Sold Microsoft Azure, Digium VOIP, and cybersecurity packages to net-new business clients across the Dallas and Houston metro markets, managing the full sales cycle from cold outreach to close.
- Engaged daily with C-suite executives and business owners to identify pain points and present tailored digital transformation solutions, consistently driving upsell revenue from existing accounts.
- Recruited, trained, and coached an offshore sales team in the Philippines on consultative selling techniques, objection handling, and activity KPIs — improving team close rates and overall quota attainment.
- Built and maintained a structured pipeline using CRM tools, tracking 50–100+ daily prospect touchpoints across calls, email sequences, and social outreach.
Account Executive at Gympass (2017-09 – 2019-03)
Corporate cloud-based wellness benefit platform
- Prospected, qualified, and closed new B2B partnerships via high-volume phone, email, and social selling activity — maintaining consistent top-of-funnel throughput.
- Achieved 100% of sales quota for six consecutive months by applying a data-driven, analytical approach to territory planning and opportunity prioritization.
- Developed creative value propositions tailored to HR and benefits decision-makers, positioning Gympass as a strategic employee wellness investment.
Key Account Executive at Binwise (2014-03 – 2017-04)
Cloud-based SaaS beverage inventory management platform for hospitality
- Grew the Binwise client base from 1 to 40 restaurant accounts through targeted outbound prospecting, relationship development, and solution-focused selling.
- Conducted executive-level software demonstrations (virtual and in-person) with C-suite stakeholders, translating technical product capabilities into clear ROI and operational benefits.
- Managed 50–100 daily cold call prospects using Salesforce CRM, maintaining disciplined pipeline hygiene and accurate forecasting.
- Partnered with business owners and key influencers to align Binwise's platform features with client revenue and efficiency goals.
Account Executive at Windward Software (2013-01 – 2013-06)
ERP and inventory management software for retail and customer service
- Exceeded sales quota by 60% within the first three months by rapidly building a territory pipeline across Illinois, Indiana, and Michigan.
- Introduced Windward's ERP model to multiple vertical markets, consulting business owners on how the platform could streamline operations and increase revenue.
