• Initiate outbound cold calls to engage potential clients and spark interest in solar solutions.• Coordinate and schedule appointments for solar consultants with qualified leads.• Provide educational sessions to inform potential customers about the advantages and cost savings of solar energy.• Maintain a comprehensive record of calls and appointments using the CRM system.• Work collaboratively with the sales team to achieve and surpass appointment-setting objectives.

• Conduct client searches and cultivate enduring, positive relationships.• Supervise and ensure prompt processing and submission of all tasks, including photography, videography, and post-production.• Enforce rigorous quality standards and adhere to deadlines consistently.• Coordinate with production teams to fulfill project requirements and meet client expectations.• Develop strategies for ongoing enhancement of client satisfaction and production efficiency.

• Access and download patient records from EMR systems, including Meditech, ensuring the accurate and timely compilation of comprehensive patient census reports.• Upload documents to eBridge and create detailed Excel/CSV files, facilitating effective data management and easy retrieval for cross-functional teams.• Identify and resolve document exceptions proactively, ensuring high accuracy and compliance with organizational and regulatory standards.• Maintain and update a daily tracker worksheet meticulously, providing managers with real-time insights on location status and operational metrics to support informed decision-making.• Streamline document management processes by implementing best practices, significantly improving efficiency, reducing errors, and enhancing overall productivity.• Collaborate with team members and stakeholders to enhance data integrity, support seamless workflow operations, and contribute to continuous process improvements.

• Managed new client contract projects, driving continuous enhancements in performance and workflow optimization.• Formulated strategies to meet ROI objectives for clients and refined provider-scribe documentation processes.• Developed and administered training materials, overseeing employee education on iScribe Health products and platform.• Delivered services punctually and effectively, accommodating client needs, site expansions, and providing regular updates.• Diagnosed and resolved operational and technical issues, and reported project status to the Director of Implementations.

• Managed the recruitment and onboarding process for both offshore and domestic trainees.• Delivered in-depth training on creating high-quality medical notes, covering HPI, ROS, PE, A&P, and imaging/diagnostics.• Provided consistent feedback on trainee charts to foster their growth as medical transcriptionists.• Developed and implemented structured training programs to improve trainee skills and expertise.• Conducted regular evaluations and feedback sessions to ensure continuous improvement.

• Ensured contracted physician preferences were met, maintaining chart quality.• Managed the live board for physicians' chart uploads, ensuring timely transcription.• Conducted interviews, selected candidates, and oversaw their training and onboarding.• Maintained efficient communication channels between contracted physicians and transcription team.• Implemented quality control measures to uphold transcription accuracy and turnaround times.

• Responded to inbound calls from individuals interested in Medicare Advantage plans, providing comprehensive education to facilitate sales.• Practiced active listening to understand potential customers' needs fully, then offered plans through an algorithmic approach to close sales.• Educated clients on the benefits and features of Medicare Advantage plans, tailoring recommendations based on their specific needs and preferences.• Utilized effective communication skills and product knowledge to guide customers through the sales process and successfully close deals.