Brian Rua Email & Phone Number

San Diego, California, United States

San Diego, Ca, United States

As a consultant for client advisors, I played a central role in helping them comprehend and harness the potential of VTS Market to achieve client objectives. Within the broader Customer Success team and organization, I served as a thought leader, sharing industry insights and exemplifying best practices.My responsibilities included creating and maintaining Playbooks, VTS Market Executive Business Review (EBR) templates, and account health metric reports for VTS client advisors. These resources empowered them in evaluating and discussing VTS Market strategies with clients.In close collaboration with the product and marketing teams, I contributed to crafting a comprehensive go-to-market strategy for the introduction of new VTS Market features, such as Landlord Branding and Microsite Automation. Additionally, I provided detailed product breakdowns for client advisors to enhance their understanding of these new features.I took the initiative to lead market calls with clients, exploring opportunities for VTS to automate aspects of their websites, such as stacking plans or embedding UTM links into brochures for streamlined tracking.I worked closely with individual client advisors to implement customized strategies, aimed at fostering greater adoption and amplifying the value of VTS Market for their clients

San Diego, California

The trusted primary point of contact for all 67 PropertyCapsule clients within VTS, I served as the central liaison, addressed inquiries related to PropertyCapsule, and took on the added responsibilities of the PropertyCapsule project manager.Through extensive discussions with clients, I gained valuable insights into their business objectives, core processes, and unique needs. This deep understanding enabled me to provide customized solutions, seamlessly integrating PropertyCapsule into their operations. My comprehensive grasp of their objectives allowed me to identify collaborative initiatives aimed at achieving diverse goals, whether through operational efficiencies, profit optimization, or maximizing returns on their platform investment.Through building strong relationships, I drove PropertyCapsules’ ARR to $1.8 million with a sub-3% churn rate, exceeding VTS’ OKRs. I also had experience in managing large, complex customer accounts, including senior-level interactions, showcasing excellent communication and conflict resolution skills.I managed the entire client journey, from pre-sales to post-launch, encompassing training, expansions, and conducting quarterly reviews. Simultaneously, I demonstrated a strong ability to manage multiple priorities in a fast-paced, complex work environment. Additionally, I led various essential projects, such as client website rebranding and updates, automated marketing materials, and strategic utilization of the PropertyCapsule API to power clients’ websites.I effectively demonstrated the utility of PropertyCapsule through executive-level training sessions and provided demos for entire teams. Furthermore, I developed several crucial assets, including an executive-level client presentation, a quarterly business review template, feature briefs, and product breakdowns. These resources played a vital role in ensuring our success and enhancing client satisfaction.

Greater San Diego Area

In my role as the primary contact for SOCi clients, I provided support throughout their SOCi journey, from onboarding to full adoption, reducing churn risk.I collaborated with clients to set social media goals, helping them expand their online presence through SOCi.I led cross-functional efforts, ensuring clients' needs were met within the SOCi platform.Quarterly business reviews highlighted growth and explored new strategies, including upselling SOCi add-ons.I offered product support, training new users on SOCi.I implemented strategies to prevent churn and resolved technical issues promptly.

Greater San Diego Area

I served as the primary point of contact for more than 100 properties encompassing over 1500 units, handling all utility billing related matters. Collaborated closely with property managers, I addressed meter problems, utility usage issues, and resident activity concerns. My role included providing ongoing support and follow-up to ensure the success of our billing program. Additionally, I was responsible for overseeing billing, entering and resolving cases, and escalating any client issues that may have arisen. I assisted properties in enhancing their proficiency with Yardi software, including training on the Yardi Dashboard, utilizing available resident and utility reports, and managing resident move-ins and move-outs.

Greater San Diego Area

I was responsible for supporting the operations of the Taltz Together Programs, where I assigned daily tasks to Coordinators. I also trained incoming Coordinators on SalesForce and Covance processes. In addition, I conducted outbound calls, including insurance verifications to confirm patient benefits and performed case management to identify insurance and alternative funding sources. On a daily basis, I updated patient enrollment information, including denials, approvals, payment processing, and shipments.

Orange Ct

I managed multiple client account information, ensuring that all account details were up-to-date and that all account requirements were consistently met. In the event of any account discrepancies discovered after generating client reports from content management platforms (CMP and IPV), I proactively contacted the clients to address these issues. I also maintained direct communication with Billers, facilitating discussions and resolution of any account-related concerns. Additionally, I was responsible for generating and presenting annual reports to update clients on the status of all contracted accounts.

Orange Ct

I oversaw the process of loading invoices for more than 23 clients and their multiple accounts. This involved creating, submitting, and inventorying clients' accounts into the appropriate client instance. Whenever carrier portal issues arose, hindering the download or loading of invoices, I communicated these problems back to the client services analyst for resolution. Moreover, I managed the entire invoice loading process using CMP (Commcare Management Platform) and IPV (Invoice Processing Validation).

I was responsible for teaching and training all entry-level marketing representatives in fundamental marketing systems using a combination of classroom and hands-on in-field approaches. As a leader, I oversaw a team of entry-level marketing representatives, guiding them to promote account growth and achieve or surpass monthly and daily goals.My role involved acting as a liaison between consumers and the company, identifying potential accounts to drive business development and local market sales. Additionally, I conducted assurance reviews to evaluate compliance, identifying potential gaps in policies, procedures, and business processes. To maximize campaign success, I developed strategies aimed at improving staff performanceI acted as a promotional marketing and sales representative, informing potential clients about special deals, offers, and promotional packages to boost engagement and sales.

I developed marketing strategies for various brands, including Spectrum, Earth's Best Organic, Hain Pure Foods, Hollywood, and Healthy Valley. My role extended to assisting in the introduction of new products to the market, conducting market research, and driving innovation within existing brands. Utilizing key metrics, I researched the top-selling brands in each product category to gauge the performance of Hain brands compared to the competition. This information was then utilized to compile a comprehensive competitive market analysis. Furthermore, I created informative sell sheets to equip sales teams with essential product information.I also stayed abreast of industry trends to ensure our products remained current and competitive. Additionally, I played a pivotal role in crafting and executing marketing plans, encompassing campaigns, budgets, events, ad placement, PR efforts, and social media strategies.