Manage incentive file setups, marketing campaigns, client benefit fairs, and references for Chronic Condition Management clientsAssist with coordination and presentation of client business reviews. Work collectively with the Client Management team to assist in client strategy, sales efforts, and client retention.Work with appropriate internal partners to manage information security requests as well as facilitate eligibility file vendor changes. Coordinate client meetings with the ability to drive client discussions. Assist with coordination of client business reviews. Utilize Salesforce, Definitive, Tableau, FMS Data, Power BI, Great Plains to generate key client/user analytics for Client ManagementCreate and maintain dashboards that reflect utilization, case data around users, and assist with creating reports to forecast encounter volume.Create automated reports for client utilizationEnsure expectations are set appropriately related to open tasks to all partiesAct as HHS licensing point-person. Demonstrate a competency in Teladoc opportunities and licensing categories (PAS, IWA, Modules, etc)Assist clients with user license training, reporting and support Capability to recognize and manage the nuances of all solutions across HHSI was affected by the 6% reduction in workforce at Teladoc Health.

Managing the sales cycle from a prospective client to a closed client as well as account management thereafter. Our main goal was helping physicians and medical professionals enhance their practice of medicine through advanced education. At A4M we provide training through various fellowships, certifications, hands on aesthetics training, & workshops. All programs have the same goal in mind: enhancing the clients marketability as well as profitability. Managed a pipeline of over 2,500 medical professionals with 90% + retention rateTop 2 sales advisor with over $2.5 million dollars in sales each year; meeting or exceeding quota quarterlyWorked cross functionally with the marketing department to evaluate our sales strategies

Perform daily operations, client service, and Financial Advisor support. Provide account information and maintain a positive relationship with our high net worth clients and Financial Advisors. Learn the business and financial products offered in order to assist Financial Advisors guide their clients appropriately. Prepare quarterly reports for client meetings.

Prospect new clients for the Hoffmann-Easom-Lannan group at Morgan Stanley. Daily cold calling to extend information on our group or invitations to quarterly retirement planning workshops.