Experienced in analyzing data and coaching teams to turn that data into qualified leads for sales teams. I am a firm believer in leading by example. I get in the ditches with teams and not only go through the data with them but work through it with them. Develop talk tracks, audit Call Source data and assist in schedule optimization. Provide transparency and communication to drive motivation and success in reaching industry sales targets.
• Trained, evaluated, and optimized administrative staff throughout 12 clinics in TX
• Prepared and presented metrics as well as new initiatives to drive revenue in weekly meetings
• Increased sales by scheduling open house event appointments generating over 120K for 3-day events bimonthly
• Converted Facebook Leads, Manufacturer Leads and Current Patients into sales opportunities for dispensers
• Consistently outbound called 80+ patients a day to drive sales opportunities for clinics.
• Audit CallSource recording to coach PSCs on proper talk tracks
• Develop administrative staff of 16 clinics throughout CO, NM and MT through coaching and individual support.
• Interviewed and conducted new employee orientation and training
• Inspected clinic operations ensuring compliance with organizational standards. Conducted reviews.
• Processed timecards, insurance verifications and claims, expense reports and accounts receivable
• Utilized CRM to obtain list of prospective patient sales for open house events to increase monthly sales
• Assisted advisors in new client acquisition, marketing, account management and scheduling through Salesforce
• Liaison between clients and insurance carriers to resolve service issues that require policy interpretation and experience to resolve. Negotiate with carriers. Troubleshoot and resolve claims and billing issues.
• Prepare portfolio analysis, cost basis for mutual funds, cash flow analysis, and generate reports.
• Utilized CRM to solicit current clients for seminars & workshops.
• Developed firm relationships with clients and external business partners to increase sales.
• Provide executive support to director and associate director.
• Personnel file custodian, guide 7 staff members on Air Force records management regulation
