Account Manager
About Me
I am a results-driven professional with comprehensive experience in account management, client relations, and business growth. I have built my career around strengthening client relationships, resolving issues efficiently, and aligning services with customer needs.
I bring strong experience in sales development, revenue growth, and team collaboration. I am comfortable working in dynamic environments and have consistently relied on communication, problem-solving, and organization to support both clients and internal teams.
My background includes extensive work in dental and healthcare settings, where I handled account management, treatment coordination, practice management, and financial coordination. I have supported patient communication, insurance verification, claims follow-up, and revenue cycle tasks.
I have also contributed to operational improvements by creating policies and procedures, training staff, managing onboarding, and helping teams meet production and collections goals. I am experienced with CRM systems and administrative tools such as Salesforce, Dentrix, Microsoft Office, Google Workspace, Zoom, Slack, and RingCentral.
Throughout my career, I have worked in roles that required high-volume communication, detailed data entry, and careful follow-through. I have managed inbound and outbound calls, coordinated with offices and vendors, and supported scheduling, presentations, and account reviews.
I am motivated by measurable results and take pride in improving processes, increasing retention, and supporting growth. My experience across account management, dental operations, and client service has prepared me to contribute effectively in fast-paced, relationship-focused roles.
Skills
Problem SolvingSalesforceCustomer ServiceCommunicationAccount ManagementCollaborationRelationship BuildingTrainingLead GenerationMarketingPerformance ManagementOnboardingSchedulingMicrosoft WordData EntrySlackContract NegotiationGoogle WorkspaceTeamworkZoomTyping
Education
High School Diploma
Experience
Managed dental/vision sales, handled 150+ inbound/outbound calls per day, enrolled and renewed plans nationwide, managed client relationships, increased upsell opportunities, performed account reviews, coordinated with dental offices, verified eligibility, enrolled offices into plans, sent fee schedules, and created new accounts in CRM systems.
Worked as a dental treatment coordinator in temporary roles around the valley as needed, supporting patient communication, scheduling, and treatment coordination.
Conducted Zoom consultations with 14-17 prospective patients per day nationwide, used Open Dental and Salesforce, coordinated financing options, managed patient communication, supported medical record collection and appointment scheduling, and assisted with hiring, training, onboarding, HR compliance, data entry, account audits, and revenue cycle management.
Managed practice operations, including hiring, training, onboarding, HR compliance, data entry, account audits, revenue cycle management, claims processing, insurance follow-ups, appeals, and coordination with patients, vendors, and referral offices.
Prepared and reviewed treatment cases, accounts receivable and aging reports, reduced uncollected revenue from 38% to 8% in 8 months, increased new patients from 8 to 16 per month, developed in-house savings plans and campaign promotions, led office meetings, handled insurance negotiating/recredentialing, and managed patient, vendor, and referral communications.
Managed office operations, patient check-in/check-out, treatment planning and presentation, scheduling, insurance verification, claims follow-up, AR/AP, monthly statements, insurance aging, appeals, office supplies, relationships with specialty offices and reps, staff training, policy creation, goal setting, and practice merge support.
Handled heavy treatment planning, full mouth rehab and cosmetic treatment cases, maintained high case acceptance, supported front office and training, managed inbound/outbound calls, generated new patient leads, assisted with marketing for Invisalign cases, prepared reports, handled outstanding claims, appeals, accounts receivable/payable, dental statements, and Excel spreadsheets.