Aaron Bartels, Mba , Cpht, Rpht Email & Phone Number

Dallas, Tx, Us

United States

• Creates and manages project plans, deliverables, and timelines for large-scale pharmacy health system software implementations.• Servers as the point of customer contact managing all project team communication and project plan statuses.• Responsible for developing a deep understanding of the customers’ business and workflow and translating that into value and efficiencies within our software offering.• Anticipates, identifies, and resolves client project risks and issues promptly with an extreme customer focus.• Builds the client relationship and builds trust through all phases of the implementation resulting in high VOC response rate and high NPS scores.• Spearheaded Workflow Standardization project and created project tools for the entire team.• Created 20+ Standards of Practice and developed a Customer Introduction call procedure with a Bio-Slide. • Created multiple team tools, including project plan templates, a business process review guide, and a configuration workbook.• Championed and created a new standard process for complex credit card device implementation.• Collaborates with cross-functional teams for organizational readiness to prepare implementation team and customers for upcoming software releases

Remote

Acted as the primary client liaison to lead multiple customer-facing EHR implementation projects simultaneously.Create and manage project plans, deliverables, and timelines for Integrated Medication Management implementations. Factor independencies and contingencies across multiple related projects and use PMO best practice methodology.Acted as a consultant to educate and collaborate with clients on recommended delivery or implementation approach.Managed the day-to-day implementation of operational project aspects, defining project tasks and resource allocation. Developed an understanding of customer organizational change management needs to develop and execute a plan for training and adoption.Proactively follow escalation and change control processes. Escalating concerns to immediate manager and senior management when appropriate. Driving ownership of decisions to the level where the accountability of the decision must lie

United States

Assisted in the development of the account management department for the organization by introducing standards of practice and defining account manager functions. Mentored and trained fellow account managers.Developed a business plan to retain existing accounts, increase sales to existing clients, and grow business using SMART goals and exceptional customer support. Gained new business by leveraging exceptional existing client relationships resulting in new contracts for 2 large chain accounts that generate multimillion-dollar revenue to contract, thus effectively growing the businessBuilt strong customer relationships by conducting onsite visits, virtual meetings, and training sessions while proactively monitoring service levels and addressing service issues. While simultaneously executing B2C marketing communications and campaigns while maintaining B2B contracts.Influenced customer experience by creating company-adopted client training, marketing materials, and informational brochures and placards, as a result, I was able to partner with the corporate team to redesign our online portal.

Houston, Texas, United States

Became a part of the new initiative for Omnicare through Senior Living Account Management Team, focusing on the Senior-Living analysis and building business through understanding their different models and relating them to the current shift in the Health Care Industry.Provide day-to-day client support activities including managing the resolution status of routine to complex requests related to our clients' Med-D plans, setting up new plans, optimizing plan changes, analyzing complex problems, identifying root causes, and assisting with driving practical and creative solutions.Utilized data in tools such as Tableau to monitor pharmacy adoption and gross profit within accounts to build and retain revenue.Responsible for efficiently handling implementation within the territory as well as assisting when needed around the country in support of startups, QBRs, In-services, and Issue Resolution.Identified additional client needs and potential risks while providing post-sales support and communication. during post-sales support. Identified as “HiPo” talent while maintaining 100% retention for 3 years by way of exceptional problem solving and client education. Results included stabilizing the Dallas market and relocating per the company's request to Houston to do the same. Championed numerous national initiatives and assisted with mentoring, training, and development of other account managers.

Liaised with VP and Directors to consult with clients, reviewed performance data, and budgets, and explored strategies that improved efficiency, and effectiveness, drove cost reductions, and revenue generation. Operated as a Customer Advocate; stayed abreast of CMS pipeline changes and updates; championed software enhancements that improved client market competitiveness and ancillary sales. Engaged 100+ CEOs, pharmacy directors, and billing staff at national meetings, debriefing attendees on operational workflow, performance, and process improvements impacting the customer experience. Resolved issues with acquisition and merger accounts that facilitated recapturing revenue and account retention. Retained and re-contracted 45 high-risk, high-revenue accounts through exceptional communication and follow-up. Analyzed account data, and gross profit (GP per RX) to identify non-profitable accounts to reengage and try to increase profit or start the termination process. Partnered with Legal and Finance departments high-revenue assist in collections and arbitration of non-paying accounts. Led Customer QBRs, and re-contracting efforts.Works alongside sales, senior management and operations to increase, and retain membership in current book ofbusiness.Proactively manages multiple departments to mitigate customer concerns or perceived issues.Works with finance and outside legal counsel auditing acquisition accounts to recover lost revenue.Present and promote interactive webinar training for PharMerica's online portal.Creates and conducts quarterly business reviews with client decision makers.Provide post-sales support and communication to ensure client satisfaction and identify additional client needs.Create action plans and facilitate multiple departments' efforts for high-risk and terminating accounts.Document all activity via web-based CRM, Salesforce.

Entered new patient profiles and prescriptions into medication input software system.Communicated directly with doctors' offices via telephone, fax and email.Worked closely with pharmacists and used medication input software to safely and accurately dispense medication.Maintained proper compliance logs, including for refrigerator temperatures and IV hood maintenance.Accurately recorded compounded products and prepared appropriate labels.and supplies and verifying deliveriesagainst purchase orders.Maintained updated records such as pharmacy files, patient profiles, charge system files, inventories and poison orcontrolled drug registries.Calculated, weighed, measured and mixed ingredients with expert precision.Directed operations to increase efficiency and minimize patient wait times.Followed state and federal record keeping guidelines for legend drugs and controlled substances. Appropriately resolved customer issues, complaints and questions.

Master Of Business Administration - Mba, Business Administration And Management, General

Activities and Societies: I was awarded a Highly Competitive Leadership ScholarshipCourses in Human Resources, Management & Strategy.

Bachelor Of Science - Bs, Health/Health Care Administration/Management