Helping start-ups and small businesses implement and improve their sales motions.

IPO September 2020; NASDAQ: SUMO

Track and resolve routine and complex requests related to clients’ pharmaceutical benefit plans, while keeping all stakeholders apprised of status.Manage day-to-day client support activities using tools such as SalesForce, PeopleSafe, and Client Care Access to answer questions and facilitate internal and external client communication.Collaborate with multiple departments, serving as a liaison to ensure proper teams are engaged in client issues, reducing operational inefficiencies.Research and analyze benefit plans to confirm no system issues to prevent access to care for members, evaluating practical and creative solutions.Train new team members by mentoring and educating on internal and external policies and best practices.

Engaged customers in friendly and timely service, while identifying potential sales opportunities.Provided guidance and recommended new products and services with attention to customers’ needs and financial goals.Processed customer transactions with high attention to detail, resulting in a balanced cash box 100% of the time.