Cassandra Gerling-Perez Email & Phone Number

Houston, Tx, Us

Texas, United States

Houston, Texas, United States

Houston, Texas, United States

• Territory Team Management: As a Senior Outreach Specialist, I am tasked with training, sales reporting, and overall supervision of Junior Outreach Specialists in my respective territory. Develop detailed sales strategy based on community demographics and specific needs. Engage and collaborate with other territory teams for opportunities for sales, community engagement, and broker relationships.• Sales: Generating leads by effectively engaging Medicare senior community through event execution and local community outreach, B2B networking, and engaging with civic and community stakeholders. Effectively present Village Medical value-based model, services, providers, and statistics in various forms to prospects, community partners and key stakeholders. Maintaining internal sales system knowledge and marketing programs by attending scheduled meetings to learn about new updates on services, workstreams, and initiatives. Prospecting and cold calling to prospects & new leads assigned to my team. Additional new channels of leads that are assigned to my team include specialist referrals, insurance brokers, and ancillary services. Nurturing prospective and new patients via email, phone, and networking.• Relationship Management: Maintaining consistent touchpoints with prospects to continuously engage prospects to drive new patient growth in my territory. Capture and record customer information and sales activity into Salesforce customer relationship management (CRM) system and other business systems, Acting as point of contact for both the clinical team/center team if care team staff have any questions about the patient. Resolving any concerns & complaints new prospects & patients may have about Village Medical.• Key Points: Exceeded sales goals since September 2022 with 200- 350% of minimum monthly new patient quota• Merit increase: May 2023

Texas, United States

⦁ Sales and management of corporate and non‐profit meetings, fundraisers and social events including project logistics, décor, space planning, and budget⦁ Responsible for daily management of client services, project calendar, vendors, staff and temporary personnel, service contract negotiations for venues and vendors, food and beverage with knowledge of F&B preparation techniques, health department rules and regulations, liquor laws and regulations., audio/visual equipment office peripherals, and travel arrangements.⦁ Manages website and social media accounts, Salesforce and CRM, marketing campaigns, and membership/ customer retention⦁ Custom design and printing services, including stationery, signage, event branding and marketing collateral

Houston, Tx

Introduced prospective and current patients to the Activity Center Programming within the Care Delivery Model. Coordinated social and educational activities and programs for all centers and coordinates market-wide special events, grand openings, open housesEstablished standard operating procedures and best practices that are used through national markets, including creating training manuals, graphic tools, and technologyTrained associates on the education and social programming, presentations, and workflow within departments and cross marketsCultivate and maintain relationships with community partners, health plan brokers, and agents Collaborated with broker relationship manager to develop communication and training plans for trusted agent partners, as well scheduleMember of the market growth team that develops targeted strategies for new centers, measured KPIs across the region and developed 30/60/90-day action plansCoordinates internal and external community engagement assignments with the team, market associates, and community partnersIdentify lead opportunities in the market through faith-based, non-profit, and civic channels Manage budgets for collateral inventory, community engagement, and food insecurity programsRecords all data in Salesforce and internal record keeping methods in Microsoft TeamsMember of Texas Market Well-Being Advocacy TeamTrained on CMS and HIPAA rules and regulationsReceived STAR award in July 2021 and led national market in programming and patient participation

Houston, Texas Area

Oversees and coordinates activities and programs for all levels of care, supervises department staff, and coordinates campus-wide special events.• Creates and maintain an exciting and innovative social program including physical, social, cognitive, creative, and emotional activities for all residents• Leads campus-wide activities and special events throughout the year, working closely with the Dining, Transportation, and Finance teams• Sets monthly and annual activities calendars for all levels of care and campus-wide activities and special events• Assists the resident-led Entertainment Committee in their efforts when needed• Communicates and coordinates with the Board Volunteer Coordinator(s) for campus-wide activities or special events, when needed• Attends all Resident Council meetings and communicates concerns or issues to appropriate staff; follows-up to ensure concerns or issues have been addressed and solutions appropriately communicated to residents• Supervises the Wellness Coordinators in each level of care• Assesses each resident’s needs and interests to provide for maximum involvement by residents.• Assures required records are timely produced and maintained• Communicates with family members and staff regarding any issues that involve the activity program• Develops programs and captivating material to promote and instill excitement for resident activities that will motivate residents to attend and to participate in activities• Educates staff regarding activities program• Oversees inventory of activity supplies• Creates, oversees and adheres to Activities Department budgets• Oversee the Music & Memory program across campus• Develops and maintains a department quality assurance program and resident daily safety list• Knows regulations associated with Assisted Living and Healthcare activity programs to ensure compliance

Pearland, Texas

Promoted from Lifestyle Manager in March 2017; As part of the Shadow Creek Ranchmanagement team, responsibilities included training, delegation of duties to thesupport staff, and technical support.Charged with event and activity planning, and execution for the Shadow Creek Ranchfundraisers and social events, which included project logistics, décor, space planning,and development plan.Managed budget of the Lifestyle Program in relation to the Association's overall budgetto determine best use of funds.Attended monthly board meetings, presented trends, marketing initiatives, all eventanalytics, budgets, and projected calendars.Responsible for daily management of amenities, staffing and volunteer schedule, projectcalendar, vendors, service contract negotiations for venues and vendors, food andbeverage, and audio/visual equipment. Graphic design of digital and printed signage, event branding and marketing collateral.Managed communication involving the monthly newsletter, website and social mediaaccounts with focus on marketing and relationship-building with residents andsurrounding businesses.Organized resident committees, meetings, and recruitment initiatives.

Houston, Texas Area

Co-owner and operator of a venue that offered space and services for social andbusiness events.Principal in overall sales and management of corporate and non‐profit meetings,fundraisers, and social events including project logistics, décor, space planning, andbudgetResponsible for daily management of event facility, catering schedule, client services,project calendar, vendors, staff and temporary personnel, service contract negotiationsfor venues and vendors, food and beverage, audio/visual equipment, and travel.Managed website and social media accounts, marketing campaigns, and customerretention Custom design and printing services, including stationery, signage, event branding andmarketing collateral

Houston, Texas

Managed all aspects of major events for the foundation including logistics andplanning, which included a gala and outdoor walk/ festivalRetained past sponsors and soliciting new underwriters through verbal and writtencommunication, meetings, and networking eventsManaged event budgets in relation to fundraising and in-kind donationsResponsible for sourcing and interviewing all service vendors and presenting RFPs inaccordance with policies of the foundation.Worked with Annual Fund Manager to maintain current donor database and socialmedia campaigns

Pearland, Texas

 One year contact with an athletics wear company Created and implemented traditional media and collateral includingwebsite, print media, product labeling and industry apparel line sheetsDevelop and maintain corporate brand standards including trademarks, creativedirection for photography and catalog placementWorked with executive board on sales and promotion strategiesDirect project concept and vision, marketing calendar, budgets, and deadlineswith the executive board

Houston, Texas Area

Designer for a custom stationery studio specializing in weddings and social occasionsPrincipal in overall sales and management of corporate and non‐profit meetings, fundraisers and social events including project logistics, décor, space planning, and budgetResponsible for daily management of event facility, catering schedule, client services, project calendar, vendors, staff and temporary personnel, service contract negotiations for venues and vendors, food and beverage, audio/visual equipment, and travel.Responsible for sales and promotions, marketing products and services at trade show and open house eventsCoordinated payroll, invoices, vendor accountsManaged all social media, web, and direct mail advertising

Liberal Arts And Sciences/Liberal Studies

Liberal Arts And Sciences, General Studies And Humanities