Allison Jeter Email & Phone Number

Chicago, Illinois, United States

I lead monthly client-facing product user groups, and I’m also in charge of being an administrator and moderator for our client support portals. My role involves creating client engagement and education programs, including product training, webinars, conferences, and networking events. I'm responsible for managing webinars, training sessions, and product focus groups. We use platforms like GoToWebinar, GoToTraining, Zoom Webinar, and Bizzabo for these. If our clients have inquiries or issues… Show more I lead monthly client-facing product user groups, and I’m also in charge of being an administrator and moderator for our client support portals. My role involves creating client engagement and education programs, including product training, webinars, conferences, and networking events. I'm responsible for managing webinars, training sessions, and product focus groups. We use platforms like GoToWebinar, GoToTraining, Zoom Webinar, and Bizzabo for these. If our clients have inquiries or issues, I'm there to provide them with timely support. I also create engaging content for our weekly internal newsletter. This helps boost awareness, aligns our sales efforts, and keeps track of customer account health for our account owners and sales team. If any client escalations come up, I work on finding effective solutions to minimize risks. Collaboration is key in this role. I'm constantly working with internal teams to address and resolve any concerns our clients may have.Selected accomplishments:• Spearheaded and nurtured connections with extensive clientele exceeding 12,000 individuals, while also coordinating and orchestrating over 60 client events.• Curated personalized monthly client cohort email digests using targeted HubSpot lists and historical data in Salesforce CRM to inform clients about upcoming events and enhance client experience.• Established and maintained strong client relationships, ensuring high levels of engagement, satisfaction, and buy-in with Strata's products.• Led and presented in multiple sessions of Strata's annual virtual networking event, Summit, effectively managing the event as conference presenter.• Assisted in leading Summit Planning Committee for three consecutive years, driving attendance and engagement for annual user conference that attracted over 2,500 attendees both virtually and in-person.• Revamped handling of virtual event recordings due to COVID, becoming the exclusive client contact for distribution. Show less

Chicago, Illinois, United States

I supervised the creation of training materials for our clients, which included things like learning management software, How-to Videos, Webinars, and Live Centralized Training offerings. Internally, I took the lead on training projects, making sure we met all our internal and external demands on time and within budget. I was in charge of organizing regular meetings with our content team. During these meetings, we discussed how to allocate resources for EPSi University projects. I kept the team… Show more I supervised the creation of training materials for our clients, which included things like learning management software, How-to Videos, Webinars, and Live Centralized Training offerings. Internally, I took the lead on training projects, making sure we met all our internal and external demands on time and within budget. I was in charge of organizing regular meetings with our content team. During these meetings, we discussed how to allocate resources for EPSi University projects. I kept the team in the loop about project tasks, completion status, and any unfinished work through a master project plan, meetings, and discussion minutes. We had to make sure that the training content and materials we delivered for EPSi University were of the highest quality and met our timelines. So, if there were any issues, I made sure the teams took corrective actions. I also made it a point to stay updated on any software implementation workflow, policy, and procedure changes. That way, we could integrate them into our training initiatives. Collaboration was a big part of my role. I worked closely with department leaders to gather and document our client's needs for future reference. I also identified, scheduled, and allocated resources for live centralized training and webinars, making the best use of our team members' skills.Selected accomplishments:• Collaborate with various business units to develop an effective on-boarding and client retention strategy.• Continuously innovated and formulated new courses tailored to meet client-specific business demands, elevating client value, solidifying EPSi's brand, and strategizing for future educational revenue streams.• Initiated client feedback survey for EPSi, leading to development of three highly rated Advanced Training Courses and promotion with salary increase. Show less

Chicago, Illinois, United States

I was responsible for analyzing, designing, implementing, and evaluating learning strategies both for our in-house use and for our clients. This included e-learning programs, workshops, and training modules. My role also involved providing comprehensive training for various groups, like administrators, end users, employees, and managers. It was all geared towards aligning with our organizational goals. I guided our consultants, helping them enhance their skills and ensuring that we had a… Show more I was responsible for analyzing, designing, implementing, and evaluating learning strategies both for our in-house use and for our clients. This included e-learning programs, workshops, and training modules. My role also involved providing comprehensive training for various groups, like administrators, end users, employees, and managers. It was all geared towards aligning with our organizational goals. I guided our consultants, helping them enhance their skills and ensuring that we had a consistent approach. Monitoring resources and offering performance insights was part of my job, as well as diagnosing any problems for both internal and client leaders. If there were any urgent issues, I identified and alerted our Senior Leadership. I also collected and assessed feedback from participants to improve our programs. I made sure that the course content, instructor guidelines, and documents met our quality standards. As part of project management, I designed project timelines and had a deep understanding of the Product Lifecycle Management process.Selected accomplishments:• Advocated product virtues and applicability to enhance end-user engagement and satisfaction both internally and externally.• Established detailed course development timeline, overseeing LMS project management, instructional video creation, webinar scheduling, and centralized training content.• Acted as backup instructor for group study sessions and in-house training, providing emergency substitutes for classroom tutors when required.• Independently oversaw department for six months, while facilitating onboarding and training of new Director, resulted in continued role in EPSi University department, well-deserved promotion, and significant salary increase.• During three-day Clinical Analysis training, hosted over 70 virtual attendees, and acquired new skills to adapt, edit, and format content using Camtasia for videos and Articulate 360 for courses. Show less

Chicago, Illinois, United States

In my role, I managed revenue cycle and clinical advisory services. I provided recommendations, performed gap analysis, and offered remediation proposals and measurement reports to our clients. I was there to support our clients when it came to dissecting financial and clinical data. We did this to help design programs and products that aligned with their strategic needs. Part of my job was guiding clients in solving business problems through data collection and financial analysis. We would… Show more In my role, I managed revenue cycle and clinical advisory services. I provided recommendations, performed gap analysis, and offered remediation proposals and measurement reports to our clients. I was there to support our clients when it came to dissecting financial and clinical data. We did this to help design programs and products that aligned with their strategic needs. Part of my job was guiding clients in solving business problems through data collection and financial analysis. We would also analyze product functionality gaps and come up with solutions based on what our clients needed for their business. I had a lot of experience in cost accounting, revenue modeling, and data analysis, especially in the hospital industry. I was pretty well-versed in EPSI cost accounting software and services. I also contributed to crafting training documents on various topics and helped forecast resource requirements for the future. This included assisting with candidate interviews and evaluations.Selected accomplishments:• Co-lead Contract Modeling Solution Squad, focusing on identification and provision of practical analytics bridging both financial and clinical data to support value-driven health agendas.• Facilitated clients in achieving business goals and transferring knowledge through instructor-led training.• Bifold as internal corporate bridge, diminishing disparities between different internal departments.• Displayed leadership by guiding and training newly recruited managers and consultants on Professional Services team. Show less

Chesterfield, Mo

I played a crucial role as the primary support for product implementation. I made sure to master InsightCS applications, and that was key to ensuring that our projects were coordinated and completed successfully. Part of my responsibilities included tracking the project's status and hours. Thishelped us stay within budget and meet our schedule requirements. I worked closely with application users. We identified project requirements and I suggested workflow enhancements when necessary. For… Show more I played a crucial role as the primary support for product implementation. I made sure to master InsightCS applications, and that was key to ensuring that our projects were coordinated and completed successfully. Part of my responsibilities included tracking the project's status and hours. Thishelped us stay within budget and meet our schedule requirements. I worked closely with application users. We identified project requirements and I suggested workflow enhancements when necessary. For some projects, I provided onsite system configuration, design consultation, and training. So,I was there in person to assist with all those aspects. I also served as a consultant for billing, claims processing, and EDI transactions. That meant I was the go-to person for those areas, offering advice and guidance.Selected accomplishments:• Crafted and validated solutions customized to client requirements, ensuring seamless process from start to finish, pre- and post-implementation. Show less

St Louis, Missouri, United States

I was responsible for coming up with some really valuable transplant-related billing and collection routines. This involved working closely with the relevant services and payers to make sure everything went smoothly. To keep things in check, I produced detailed fiscal reports. These reports helped usconfirm that payments followed the contracts we had in place. If there were any changes to those contracts, I made sure to verify and apply those modifications to the payments.Selected… Show more I was responsible for coming up with some really valuable transplant-related billing and collection routines. This involved working closely with the relevant services and payers to make sure everything went smoothly. To keep things in check, I produced detailed fiscal reports. These reports helped usconfirm that payments followed the contracts we had in place. If there were any changes to those contracts, I made sure to verify and apply those modifications to the payments.Selected accomplishments:• Specialized in follow-up and reimbursement of high-dollar billing procedures. Show less

St Louis, Missouri, United States

In my role, I was all about facilitating communication and making sure referrals and reservations went smoothly between hospital departments and Washington University Physicians. When it came to inpatient registration, I was there to offer financial clearance. That meant I was assessing financialrisks and figuring out strategies to reduce them, both for the hospital and our patients. Another important task was putting together cost estimates, especially for self-pay and international… Show more In my role, I was all about facilitating communication and making sure referrals and reservations went smoothly between hospital departments and Washington University Physicians. When it came to inpatient registration, I was there to offer financial clearance. That meant I was assessing financialrisks and figuring out strategies to reduce them, both for the hospital and our patients. Another important task was putting together cost estimates, especially for self-pay and international patients. I also arranged payment options for self-pay patients, making sure they had the right support andinformation they needed. Show less

Bachelor'S Degree, International/Global Studies

International Business, International Marketing, European Studies, French, International Economics, Statistics, Religious Studies.

Pre-Nursing Studies

Microbiology, Human Anatomy & Physiology, Chemistry

Bachelor Of Arts - Ba, International Business