- Executed all tasks related to advisory engagement for clients, including scoping, pricing, note taking, drafting approaches, scheduling calls, facilitating event management, expectation setting and ensuring the deliverables were all on track for 60-75 advisory consulting engagements per quarter- Utilized Salesforce and other internal systems to document and log all engagement communications and adhere to our accounting principles surrounding revenue recognition- Partnered to Emerging… Show more - Executed all tasks related to advisory engagement for clients, including scoping, pricing, note taking, drafting approaches, scheduling calls, facilitating event management, expectation setting and ensuring the deliverables were all on track for 60-75 advisory consulting engagements per quarter- Utilized Salesforce and other internal systems to document and log all engagement communications and adhere to our accounting principles surrounding revenue recognition- Partnered to Emerging and Midsize Tech sales teams (~74 accounts), providing education surrounding the advisory product, creating custom engagement plans and ensuring adherence to company guidelines Show less

- Proficiently oversee and implement all aspects of client advisory engagements, encompassing scoping calls, kickoff/preparation sessions, vendor relations review cycles, meeting logistics, session facilitation, and post-session follow-up. Diligently manage client feedback collection and integration. Adept at fostering positive client relationships while ensuring seamless project execution.- Provided thorough and exact data entry into technology systems, e.g., Salesforce- Develop and… Show more - Proficiently oversee and implement all aspects of client advisory engagements, encompassing scoping calls, kickoff/preparation sessions, vendor relations review cycles, meeting logistics, session facilitation, and post-session follow-up. Diligently manage client feedback collection and integration. Adept at fostering positive client relationships while ensuring seamless project execution.- Provided thorough and exact data entry into technology systems, e.g., Salesforce- Develop and maintain strong collaborative relationships with research and consulting colleagues. Show less

- Provided administrative support to department/division chair/ chief and/or department director, assists billing coordinator and surgical coordinator- Maintained chair/chief/department director’s schedule, both clinical and administrative - Composed and formatted correspondence, reports and presentations; demonstrating a strong knowledge of Microsoft Office suite- Completed general office and clerical work, including filing, mailing, correspondence, copying, ordering supplies

- Scheduled patient appointments including follow-up appointments, internal and external testing and labs, and surgical booking and coordination- Answered phones, triages calls, responds to patient requests, takes messages for office - Greeted patients; verified patient demographic and insurance information