Built and maintained strong relationships with 400+ clients, acting as the main point of contact for all account-related needs, ensuring high levels of satisfaction and long-term loyalty.Collaborate with clients to identify business goals and challenges, tailoring product or service offerings to meet their specific needs and objectives.Drive product adoption and utilization, proactively engaging with clients to ensure they are getting the most out of the solution and achieving their desired outcomes.Monitor client health and performance metrics, identifying at-risk accounts and working proactively to resolve issues and mitigate churn.Conduct regular check-ins and business reviews with clients to assess performance, gather feedback, and uncover opportunities for upselling or cross-selling additional products and services.

*Impacted by 2023 reduction in force.Lead and manage end-to-end implementation projects, ensuring successful delivery of products and services on time, within scope, and on budget.Serve as the primary point of contact for clients, guiding them through the implementation process, setting expectations, and ensuring their satisfaction with the final product.Monitor and manage project progress, proactively identifying and mitigating risks or issues that could impact the timeline or quality of deliverables while identifying additional strategies to improve performance and generate revenue.

Assist escrow officer in the management and coordination of real estate transactions, ensuring timely and accurate processing of all documents and funds.Prepare escrow documents, including escrow instructions, closing statements, and deed of trust forms, for review and signature.Communicate with clients, agents, lenders, and attorneys, providing updates on transaction progress and addressing any questions or issues that arise during the escrow process.

Supervise and mentor clinical staff, including therapists, nurses, social workers, and other healthcare professionals, ensuring adherence to clinical guidelines, ethical standards, and organizational policies. Conduct regular performance evaluations for clinical staff, providing feedback, identifying areas for improvement, and offering guidance on professional development.Provide clinical supervision to staff, offering guidance on case management, treatment planning, and decision-making in complex cases.Facilitate staff training and development through ongoing educational workshops, case discussions, and professional development activities.

Developed and implemented training programs for 100+ clients to improve skill set, develop business plans and grow clientele.Business consultant to track effectiveness, identify obstacles and implement change to enhance customer experience.

Identify and pursue new business opportunities by researching and analyzing market trends, customer needs, and competitor activities.Create and manage the sales pipeline, tracking leads, opportunities, and converting prospects into long-term clients.Prepare regular reports on sales and marketing activities, analyzing effectiveness and suggesting improvements.

Cultivated and built strong client relationships with Fortune 500 leaders, providing consultation services and an exceptional customer experience.Educated and trained clients on products and service plans based on business initiatives and goals. Met and exceeded sales quota through effective sales and lead generation strategies.