Customer Success Account Manager• Responsible for pipeline management in assigned territory and accurately update records within SalesForce on a daily basis.• Efficiently handles customers and partner channel inquiries related to quotes, pricing, co-terming up up-selling.• Positive interaction and collaboration with customers and channel partners ensuring a smooth transaction for the customer.

FMLA - Patient Service Specialist● Coordinate FMLA process; verify eligibility, determine leave approval , leave length.● Coordinate communication between client and patient during the leave.● Comply with client policies and procedures

• Making 100+ phone calls a day to doctors’ offices, patients and insurance companies.• Answering multiple phone lines, while greeting patients with positively and a smile.• Putting in doctors’ orders while maintaining accuracy in accordance to HIPPA.

• Receiving and making Outbound/Inbound calls to B2C and B2B • Technical training and efficient in Salesforce• Developing and implementing marketing ideas

• Exemplary customer service while conducting a large variety of tasks including but not limited to records release, reception, file maintenance and chart analysis.• Efficient and educated on a variety of EMR databases• Processing all release of information (ROI) specifically medical record requests in a timely and efficient manner.

• Loan processer, using credit bureau information, background checks, loan documents, and other paperwork or database• Collect financial information (tax returns, bank statements) and other related documents that are part of the application process• Inbound/outbound calls to customers attempt to collect payments, making arrangements to bring the account current while complying with internal policy and procedures

• Closed 15+ sales a month using great negotiation and communication skills, while maintaining integrity and honesty.• Developed relationships with prospects, co-workers and other businesses, to increase my pipeline • Studying automobiles characteristics, capabilities, features and models