Portia H
Healthcare Consultative Sales | Healthcare Relationship Management | Business Development
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About
Healthcare professional with demonstrated success in consultative sales, client retention, relationship development, business development, and measurable performance within a fast-paced healthcare environment. Experienced in identifying client needs, educating customers, addressing objections, developing long-term relationships, and proactively pursuing opportunities. Proven ability to learn and communicate complex information, build trust with diverse stakeholders, and take ownership of performance goals.
Brings graduate-level psychology training, strong presentation and communication skills, analytical problem solving, adaptability, resilience, and a highly coachable approach to learning new products, markets, and sales strategies.
Experience
Client Care Coordinator at Elase MedSpa / Ideal Image (2023-12 – Present)
- Conduct consultative conversations to identify client needs, educate clients on treatment options, address questions and objections, and recommend appropriate services and next steps.
- Build and maintain long-term client relationships through personalized communication, proactive follow-up, clienteling, and ongoing engagement.
- Manage client relationships and daily business-development activities within a high-volume healthcare practice serving 10–40+ clients daily and supporting 4 healthcare providers.
- Collaborate with healthcare providers to align client needs, treatment recommendations, scheduling priorities, and service opportunities.
- Proactively contact inactive clients to identify opportunities for renewed engagement and coordinate appointments for clients who respond.
- Manage personalized clienteling initiatives, including birthday communications and follow-up outreach, to strengthen relationships and support retention.
- Maintain approximately 65% client retention through relationship management, proactive communication, and personalized service.
- Guide clients through financing applications, loan documentation, financing agreements, and payment options while clearly explaining terms and addressing questions.
- Independently address client concerns and objections through active listening, education, relationship management, and problem solving.
- Consistently rank #1 within the clinic for monthly Google review generation and have generated 100+ reviews through proactive client engagement.
- Won the North Carolina Google Review Challenge three times, generating the highest number of reviews in a single day among participating North Carolina clinics.
- Maintain accurate CRM records and confidential client information while managing multiple competing priorities in a high-volume healthcare environment.
Business Development Center Representative at Millennium Auto Sales (2020-08 – 2021-02)
- Managed inbound and outbound communications with prospective customers through phone, email, and online chat.
- Identified customer needs, qualified prospects, and connected customers with appropriate sales professionals.
- Conducted consistent follow-up to maintain engagement and generate appointments.
- Maintained detailed CRM records to track prospects, interactions, and follow-up activity.
- Coordinated across departments to support customer needs and advance sales opportunities.
- Built relationships through active listening, responsive communication, and personalized customer support.
School Psychologist at Marana Unified School District (2016-07 – 2020-03)
- Presented complex psychological, behavioral, and educational information clearly to diverse audiences and adapted communication based on stakeholder needs.
- Delivered professional development and training to staff, demonstrating strong presentation, facilitation, and education skills.
- Built collaborative relationships with administrators, educators, families, and multidisciplinary professionals.
- Used evidence-based recommendations to influence decision-making and support desired outcomes.
- Managed competing priorities, deadlines, complex documentation, and stakeholder needs independently.
- Applied analytical and problem-solving skills to evaluate information, identify needs, and develop individualized recommendations.
- Adapted to new systems, procedures, and organizational requirements while maintaining accuracy and compliance.
- Supervised and mentored interns, providing feedback, coaching, and support for professional development.
- Served as a trusted advisor and resource when stakeholders were navigating complex or sensitive situations.
Education
Master of Arts in School Psychology – University at Buffalo (SUNY Buffalo)
Bachelor of Arts in Psychology – Salem College
