Adam Shepherd Email & Phone Number

Mesa, Az, Us

Mesa, Az

• Empower small businesses to improve their marketing and advertising efforts through applying consultative selling skills to deliver targeted solutions, leading to increased visibility and customer satisfaction.• Optimize sales pipelines, leveraging reporting tools to streamline processes, improve forecasting, and support data-driven strategies

Scottsdale, Arizona, United States

• Develop and implement solutions for converting high volumes of leads into long-term clients, significantly improving client retention & consistently meeting sales targets• Conducted 150-300 outbound calls daily to generate qualified leads; extensively used CRM analysis to identify under-engaged prospects, develop specialized outreach campaigns, and increase engagement rates.• Managed complex sales cycles with an emphasis on pipeline progression, utilizing Excel-based tools and CRM insights to track stage accuracy, forecasting effectively, and optimizing client interactions.• Implemented market research and A/B testing for outreach strategies, driving lead conversion rates and contributing to sustained business growth.

Mesa, Az

• Mentored and guided new business owners, providing ongoing feedback to support their professional growth and ensure successful business development.• Designed and delivered training programs for 100+ professionals, covering sales, customer service, leadership and personal development to drive results across multiple teams.• Developed cross-selling techniques, referral programs, and engagement strategies that improved client retention and conversion rates.• Built and maintained a CRM system from scratch, implementing data cleansing processes for precise lead tracking and streamlined client management.• Created productivity and budget analysis tools, laying a foundation for data-driven decision-making and operational efficiency within the business.

Mesa, Az

• Led a high-performing sales and marketing team, driving strategic initiatives to enhance client engagement and retention, resulting in consistent sales growth.• Recruited and developed top talent, creating structured interview processes and streamlined onboarding to align team growth with organizational goals.• Orchestrated collaborative problem-solving workshops that enabled the team to address complex sales challenges, strengthening client-focused solutions.• Executed strategic plans that aligned team performance with client satisfaction goals, consistently achieving and exceeding sales targets.

Scottsdale, Arizona, United States

NMLS #2128415• Managed a high-volume sales pipeline, executing 300+ cold calls daily to drive new client acquisition and loan closures, securing loans with an average value between $100,000 and $2,000,000, contributing significantly to team growth targets.• Achieved top team conversion rates from loan origination to funding, consistently exceeding departmental benchmarks and demonstrating a results-driven approach.• Developed and implemented a follow-up system tailored to closing progression and conversion likelihood, enhancing client engagement and streamlining the sales cycle.• Created a personalized sales tracking tool, analyzing trends to identify opportunities for process improvement and increase sales efficiency.• Design and implement tracking systems that enhance workflow efficiency, ensuring high productivity and strong client engagement.

Phoenix, Arizona Area

• Developed an Excel-based tool to streamline dialysis claims processing, reducing handling time from 25 minutes to 5 minutes and increasing data accuracy and regulatory compliance.• Participated in cross-departmental problem-solving initiatives, enhancing provider and member satisfaction through effective collaboration and process improvements.• Served as a subject matter expert in developing an AI claims processing system for high dollar claims, applying deep knowledge of claims workflows and accuracy tactics.• Worked with Robotic Process Automation (RPA) team to develop techniques to optimize workflows, demonstrating expertise in automation and process efficiency.• Processed high-value claims ($50K–$10M), ensuring precision and compliance with HIPAA, CMS, and quality benchmarks.• Created and analyzed technical reports for leadership decision making.• Mentored team members in high-dollar claims processing, reinforcing compliance, quality assurance, and industry best practices.• Demonstrated expertise in claims adjudication, reviewing, validating, and finalizing claims in line with policy guidelines and preventing errors, duplicates, and potential fraud.

Scottsdale, Arizona, United States

• Gained a thorough understanding of clinical environments and patient care workflows, enhancing the ability to communicate effectively with both clinical and administrative staff.• Troubleshot and maintained Electronic Health Records (EHR), ensuring accurate coding, regulatory compliance, and adherence to regulatory compliance & healthcare standards.• Ensured compliance with HIPAA and other regulatory requirements within EHR processes, safeguarding patient privacy and data accuracy.• Collaborated with medical providers to validate coding accuracy for procedures and billing efficiency.

Chandler, Arizona, United States

Started in a customer-facing role, providing exceptional service and support to resolve customer inquiries and issues efficiently in English and Spanish.Innovated new concepts for ringback tones, contributing to enhanced customer satisfaction and new service offerings.Transitioned to data support, where I specialized in troubleshooting technical problems for customers, focusing on connectivity and device performance.Identified and resolved a major issue with USB drivers and phone connectivity, developing a methodology and system that streamlined troubleshooting for the entire support team.

Phoenix, Arizona, United States

Analyzed enrollment and student inquiry data to identify trends and support decision-making, improving recruitment strategies.Managed and optimized CRM data for prospective students, ensuring accurate tracking, data integrity, and effective pipeline management.Presented complex admissions information clearly, translating data insights into actionable recommendations for stakeholders.