Derek Yates Email & Phone Number

Seattle, WA, US

Seattle, WA, US

Seattle, Washington, United States

Seattle, Washington, United States

Produced 7 private events ranging from 30-200 attendees. Align with clients on goals, develop customized event proposals, project-manage events from concept to execution, and proactively identify and mitigate risk

Seattle, Washington, United States

• Included Health provides a unique combination of virtual care, navigation, and communities-based healthcare to help organizations of all types deliver a radically improved healthcare experience to millions of people.
• Partnered with employee benefits teams (8 customers, primarily large enterprise, >$8M book of business) to successfully implement, manage, and grow their Included Health programs
• Achieved a 100% contract renewal rate with end-to-end ownership of the renewal process
• Grew an individual customer's ARR from <$1M to >$6M, collaborating with Sales to expand the customer’s product suite from a niche employee benefit to the single healthcare entrypoint for all employees
• Negotiated contract terms, ensured ongoing compliance, measured and reported goal attainment to stakeholders, and implemented remediation plans if necessary
• Built consultative relationships with client executives, consultants, and cross-functional partners to develop a deep understanding of business needs, establish shared goals, and advocate for clients internally

Seattle, Washington, United States

Grand Rounds rebranded to Included Health in October 2021. This role encompassed the same responsibilities & outcomes listed above.

San Francisco Bay Area

• Owned a >$2M book of business (8 customers, primarily mid-market), with 100% of customers achieving positive ROI
• Led reporting meetings for executive-level audiences, effectively distilling key program results and highlighting additional products & services to generate upsell opportunities
• Led internal investigations to address customer escalations, managing cross-functional task forces to resolve issues while thoughtfully communicating updates and outcomes externally
• Developed multi-channel marketing campaigns (including email, home mail, and in-person events) to drive program engagement, and analyzed results to inform future campaign strategy
• Created and facilitated technical trainings for various groups (e.g. internal teams, customers, consultants, end users, and vendors) to provide program education, establish shared processes, and drive program utilization

San Francisco Bay Area

• Built a >$4M book of business (50+ customers) as the 4th member of the Pinterest mid-market advertising sales team, owning the full sales cycle including prospecting, closing, implementation, and account management
• Managed digital advertising campaigns from concept to launch - continuously analyzing campaign data to optimize creative, bidding, and targeting strategies and exceed client KPIs
• Created a comprehensive new hire training program including developing a curriculum, designing content, and identifying SMEs to lead sessions - ultimately helping the team scale to 50+ FTEs
• Became a trusted advisor for clients by researching industry trends and analyzing data from thousands of advertising campaigns to develop best practices
• Recognition: Largest QoQ pod revenue growth (Q4 2017), largest individual call volume (Q2 2015)

San Francisco Bay Area

• Provided administrative and technical support for SMBs via email tickets, leading the team in CSAT score and ticket volume
• Developed product expertise to create video tutorials, webinars, and help center articles to scalably educate clients about Pinterest for Business solutions

Course: BUAD 302t: Business Communication for AccountantsWorked with over 100 students to develop their professional communication skills, including public speaking, resume writing, and personal branding

Greater New York City Area

Assisted with the planning and execution of a financial statement audit, including testing of balance sheet accounts, performing independent analytical review, and communicating with the client

Greater New York City Area

Supported the marketing & sales teams by conducting demographic research, maintaining internal databases, and identifying new prospects

Universal City, CA

Maintained internal financial statements, analyzed Nielsen reports, and assessed potential artists for distribution deals.

Bachelor'S Of Science, Accounting, 3.93 - Summa Cum Laude

Activities and Societies: Los Angeles Community Impact (LACI): Team leader on a consulting engagement for a local nonprofit. KXSC Radio.

Business Administration

Achieved Class 2:1 honors

Valedictorian (4.0 Cumulative Gpa)

Activities and Societies: POST Outdoor Education (Fundraising Director and Team Leader), Student Government