Jackie

Jackie "Jb" Baron, Ccep Email and Phone Number

Enterprise Sales Executive - Southeast @ MatrixCare
Saint Petersburg, FL, US
Jackie "Jb" Baron, Ccep's Location
St Petersburg, Florida, United States, United States
Jackie "Jb" Baron, Ccep's Contact Details

Jackie "Jb" Baron, Ccep work email

Jackie "Jb" Baron, Ccep personal email

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About Jackie "Jb" Baron, Ccep

I am a leader who has been recognized for my expertise in Sales, Operations, Business Development, Customer Experience (CX), and Net Promoter Score (NPS). My strengths include customer retention, advisory boards, marketing, issue resolution, revenue cycle management (RCM), electronic health records (EHR), analysis, training, and profit enhancement.I have spent the past several years in careers that required implementing various efficiency gains. My ability to create operational excellence, SOPs, documented processes, consistencies, and automation have resulted in my own career being replaced!SELECTED ACCOMPLISHMENTS• Transformed the client and internal customer experience for electronic health records to ensure timely handling of case management which included the implementation of APIs (Morgan & Morgan)• Developed the marketing concept and strategy for the release of SmartRequest (EHR) to drive usage and adoption of the product (Ciox Health/Datavant) • Elevated the attorney experience to increase satisfaction with electronic health records, this included the creation and implementation of a health scorecard (Ciox Health/Datavant)• Developed the “gold standard” for VPCR’s for customer engagement, renewal processes, and Executive Business Reviews (KnowBe4)• Account Management 2.0 – improved the experience for top one hundred customers (implemented the NPS survey process to accurately measure results), an article was published regarding the success of the organization (Inovalon) • Developed three separate Customer Experience trainings for Customer Operations (Inovalon) • Developed the Partner Success and Support “brand” (Inovalon) • Developed the workplans | playbooks for Success and Account Management to ensure consistent experiences for customers and partners (Inovalon) • Developed and Implemented the Customer Experience program and Net Promoter Score (NPS) quarterly survey process (TD Synnex) SELECTED AWARDS & RECOGNITION• Transformation of Account Management and the Total Customer Experience • KNOW St. Pete. | Clearwater • Pinellas County Urban League “Hall of Fame” President’s Award • Women of the Channel, Power 100 (CRN Magazine)Contact Information: baronjackie2@gmail.comI quickly develop strong, professional, collaborative relationships with Customers, Support Departments / Colleagues, Senior Leaders, and Team Members which has a positive impact on client experience, revenue, and profit.Please review my "recommendations" section to see specific feedback of my prior performance from former leaders and colleagues.

Jackie "Jb" Baron, Ccep's Current Company Details
MatrixCare

Matrixcare

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Enterprise Sales Executive - Southeast
Saint Petersburg, FL, US
Website:
matrixcare.com
Employees:
704
Company phone:
(866)469-3766
Company email:
info@matrixcare.com
Jackie "Jb" Baron, Ccep Work Experience Details
  • Matrixcare
    Enterprise Sales Executive - Southeast
    Matrixcare
    Saint Petersburg, Fl, Us
  • Matrixcare
    Regional Sales Executive - Southeast
    Matrixcare Dec 2024 - Present
    Bloomington, Mn, Us
    MatrixCare's mission is to leverage technology to improve the lives of America's seniors and those who care for them. • Generate a consistent revenue stream• Develop and implement market-specific strategic sales and marketing plan• Establish and maintain relationships with key area healthcare executives and professionals• Attend and coordinate Trade Shows• Participate in professional societies and activities related to the health care industry• Identify new business opportunities• Coordinate joint sales & marketing efforts• Champion the concept, principles, and services of MatrixCare
  • K2 Customer Experience Professionals And Executive Services
    Chief Experience Officer
    K2 Customer Experience Professionals And Executive Services Apr 2024 - Dec 2024
    A company focused on the strategies for executive success as well as Customer Experience (CX) for small to enterprise organizations.• Fractional Chief of Staff • Provide guidance to Senior Leaders in their current roles and consult on developing efficiencies for success • Assist executives with researching new career opportunities • Develop content to prepare executives for interviews, this includes researching the company, consulting on the development of their business plan utilizing various techniques including proven business methodologies, case studies, Chat GPT as well as interview preparation, and confidence coaching• Provide consulting regarding the development of Legal Operations including HIPAA and PHI compliance for electronic health records (EHR) • Coach leaders on recognizing, understanding, and managing Emotional Intelligence • Consult / develop / implement CX concepts & training for a variety of businesses • Educate the company team members on the importance of satisfying internal and external customers • Design customer surveys, analyze data, provide observations and recommendations to companies focused on CX and process improvement
  • Morgan & Morgan, P.A.
    Director, Medical Record Retrieval
    Morgan & Morgan, P.A. Jan 2023 - Apr 2024
    Orlando, Fl, Us
    America’s largest injury law firm• Responsibilities included leading a team of Success BPO professionals retrieving electronic health records (EHR) and bills on a daily basis via providers and vendors, focus was on internal customer satisfaction of attorneys and case staff which positively impacted clients• Collaborated with vendors to create the most efficient experience possible with ROI and HIPAA/PHI compliance using AI and ML to identify possible errors prior to submitting medical record requests, frequently reviewed vendors and negotiated contracts to ensure timely retrieval of electronic health records (EHR) and bills• Partnered with leaders and colleagues to determine strategies that elevated the experience while remaining within budget• Developed a long-term strategy which included API implementations that streamlined processes for successful growth of the team and supported the expansion of the business by utilizing AI and ML to review client information prior to submitting the requests for medical record information• Created training for Attorneys and Case Staff to use Litify as a requesting system for records/bills/images• Partnered with Product to identify enhancements to maximize usage• Developed reporting that monitored adoption to ensure successful outcomes• Developed and implemented the process for Monthly Business Reviews to analyze vendor and department performance via a variety of health score metrics• Awarded the recognition of the “Above & Beyond Ambassador” (April 2024)
  • Career Break
    Caregiving
    Career Break Aug 2022 - Dec 2022
    • Provided care to my elderly mother to give her a better quality of life• During this time, I also achieved the following certifications: Senior Care Provider, Inclusive & Ethical Leadership, Lean Six Sigma Yellow Belt
  • Ciox Health
    Vice President, Client Success, Requester Solutions
    Ciox Health Apr 2022 - Aug 2022
    New York, Ny, Us
    Connecting the healthcare ecosystem with the data and insights in medical records to improve patient outcomes. • Reported to the Senior Vice President, Requester Solutions • Responsibilities included account management, financial projections, planning, and marketing of SmartRequest for attorney customers from providers• Created metrics and measurement to ensure successful outcomes which were presented in internal / external business reviews • Primary focus was specific to customer experience by strengthening attorney relationships, developed processes and training for utilization and adoption of product • Managed $230 million in annual revenue specific to electronic health records (EHR) for attorneys received from providers• Developed the marketing concept and strategy for the release of SmartRequest (new version of the product for retrieval of EHR)• Planned and executed the representation at the National Association of Legal Assistants (NALA) in Phoenix, Arizona. The event included an exclusive cocktail reception for designated customers, formal announcement of changes to SmartRequest, and representation at the Vendor Expo.
  • Myndshft
    Head Of Channel, Alliances, And Partner Enablement
    Myndshft Oct 2021 - Feb 2022
    Mesa, Arizona, Us
    This start-up company is powering the next generation of healthcare administration with blockchain and artificial intelligence (AI). ● Reported to the Founder/CEO● Responsibilities included supporting strategic alliances and channel partners, collaborated with colleagues to define priorities, and ensure positive outcomes for clients ● Primary stakeholder in post-sale revenue with strategic healthcare channel partnerships including API implementation, training, product enhancements, adoption, and utilization for payers and providers for insurance eligibility checks / prior authorization ● Managed all aspects of partner relationships which included Executive Business Reviews, adoption of product and partner enablement programs ● Collaborated with Product, Business Development, and Marketing teams to develop sales, marketing, measurement of usage, and technical competencies in the healthcare partner ecosystem● Fostered relationships with C-level healthcare executives for measurement of customer satisfaction, retention, and revenue growth
  • Knowbe4
    Vp Customer Relations
    Knowbe4 May 2021 - Oct 2021
    Clearwater, Fl, Us
    The world’s largest security awareness training and simulated phishing platform that helps you manage the ongoing problem of social engineering.• Responsibilities included building strategic, long lasting executive relationships and maximizing the customer lifetime value with a focus on delivering exceptional customer experience. • Presented quarterly Executive Business Reviews, these prepared C-Level executives for presentations with their Board of Directors for the Return on Investment (ROI). This included reporting, consulting, and creating a customer experience which fostered high retention. • Created the Gold Standard for VPCRs regarding customer engagement, renewal processes, and Executive Business Reviews.
  • Inovalon
    Senior Director, Account Management & Customer Relations
    Inovalon Mar 2021 - May 2021
    Bowie, Md, Us
    A leading information technology company helping healthcare providers and payers simplify administrative and clinical complexity by enabling data driven improvements in healthcare. • Reported to the Senior Vice President, Customer Success• Direct responsibility for multiple aspects of the account relationship of customers within a designated portfolio. • Monitored customer engagement, customer satisfaction, health score cards, cross selling / up-selling, usage, and customer retention. • Collaborated with Product Management, Sales, Implementation, Training, Technical Support, Finance, Platform Operations, and Senior Leadership to ensure positive outcomes for customers.• Recognized with the INSPIRE award for my contributions to the creation and implementation of the DE&I committee (March 2021)
  • Inovalon
    Senior Director, Account Management
    Inovalon Mar 2020 - Mar 2021
    Bowie, Md, Us
    • Reported to the Senior Vice President, Customer Success• Focused on elevating the experience of the top 100 Enterprise customers, increased retention to 95%, sales increased 18.7% Y/Y. • Implemented a quarterly NPS survey to gather feedback from customers, close the loop, and make necessary adjustments to improve CX. • Created an issue resolution process and implemented a RACI to ensure consistent experiences for each customer with clearly defined collaboration efforts from support departments.• Recognized by the company for the transformation of the experience for customers (March 2021)
  • Inovalon
    Director, Partner Success & Support
    Inovalon Jun 2017 - Mar 2020
    Bowie, Md, Us
    • Developed and implemented a Customer Experience (CX) training program for Success and Support which was also used by other departments to raise awareness for the importance of customer satisfaction. • Recruited, hired, and implemented Enterprise Success professionals to support the business needs of this unique segment of customers. • Developed a Best-in-Class concierge support experience for partners which included calls answered in less than 60 seconds, cases reviewed in one hour, and prioritization of critical outages.• Selected to represent the company in the publication KNOW St. Pete. / Clearwater (July 2019)
  • Inovalon
    Director, Partner Success
    Inovalon Apr 2016 - Jun 2017
    Bowie, Md, Us
    • Created automated processes to replace manual processes for rebate tracking, rebate payments, and revenue cycle management (RCM).• Improved retention within the first year from 86.7% to 91%, supported the team providing account management to the largest partners, and created a CX plan to better support their needs.• Developed and implemented processes to ensure partners met or exceeded their contractual commitments, and provided upsell opportunities to Sales.
  • K2 Customer Experience Professionals
    Chief Experience Officer
    K2 Customer Experience Professionals Jul 2015 - Apr 2016
    A company focused on the strategies surrounding Customer Experience (CX) for small to enterprise organizations. • Consulted / developed / implemented customer experience (CX) concepts & training for a variety of businesses.• Educated customers’ team members on the importance of satisfying clients.• Designed customer surveys, analyzed data, provided observations and recommendations to companies focused on CX and process improvement.
  • Td Synnex North America
    Director, Td Customercare, Credit Operations & Cx1, The Americas
    Td Synnex North America Sep 2012 - May 2015
    Clearwater, Florida, Us
    Global distributor of technology products, services, and solutions.• Reported to Senior Vice President of Sales and President, the Americas• Developed various process improvements / compliance review with auditors• Implemented the Customer Experience (CX) program (including quarterly NPS surveys). Responded to all comments made in the survey by customers on behalf of the Leadership Team to assist with closing the loop on feedback. • Managed Credit Operations and CustomerCare (Customer Success) in the US and Costa Rica (which was approximately 300 Success team members including BPO)• Developed SAP training for 2500 team members, presented the plan of SAP timelines, training expectations, investments, process flows, and anticipated outcomes to 10,000 global team members. This was completed 2 weeks after unexpectedly receiving the project due to leadership changes.• Implemented efficiencies for case management (return authorizations)• Handled all customer escalations on behalf of the CEO, President, SVP of Sales, and SVP of Credit and determined root cause to ensure the issues would not impact other customers• Managed accounts receivables and financial vendor relationships (PCI Compliance - Visa, Mastercard, American Express, Discover, Dun & Bradstreet) to ensure profitable outcomes and timely remittances including rebate / incentive payments. • Assisted with the creation of presentations for the President and Senior Vice President of Sales. • In this role I also acted as the Chief of Staff for the Senior Vice President of Sales, this is confirmed in a recommendation he provided in my LinkedIn profile.• Recognized by the Pinellas County Urban League with the “Hall of Fame” President’s Award (2014)• Recognized by CRN as a Women of the Channel, Power 100 (June 2013)
  • Td Synnex North America
    Director, Sales Planning & Techselect
    Td Synnex North America Oct 2010 - Aug 2012
    Clearwater, Florida, Us
    • Reported to the Senior Vice President of Sales• Responsibilities included Sales Planning, Success Operations, Business Analysis, Profit Improvement, Sales Training, Sales Incentives / Compliance. • Developed and implemented the Customer Advisory Board. • Coordinated events for TechSelect members and customer engagement events throughout the US, Costa Rica, and Canada. • Engaged with vendors to drive support and investment of the TechSelect community as well as sales incentives; annual revenue was $1 billion. The program had been unprofitable, reviewed contracts, made immediate changes, and implemented standards to ensure profit would be achieved - this was completed in the first 60 days of assuming responsibility for the program. • Tracked annual Sales performance to determine Circle of Excellence winners and assisted with the coordination of the annual COE event. Assisted with the coordination of various events for the Senior Vice President of Sales including events with the BPO. • Coordinated two Harvard Business Case Study trainings for the Leadership Team with Dr. Frances Frei (Professor of Technology and Operations Management at Harvard Business School) on behalf of the President. This included knowledge share, after-hours reading assignments, communication on behalf of the President, and measurement of the improvements associated with the training for the organization.• Assisted with the creation of presentations for the Senior Vice President of Sales. • In this role I also acted as the Chief of Staff for the Senior Vice President of Sales, this is confirmed in a recommendation he provided in my LinkedIn profile.• Achieved Circle of Excellence, recognized as a Legendary Achievement for attaining COE 6 times, Chairman’s Circle and other numerous awards, the first achieved by anyone in the history of the company (March 2012) • Achieved Circle of Excellence (March 2011)
  • Td Synnex North America
    Director, East, Central, West Sales
    Td Synnex North America Aug 2007 - Sep 2010
    Clearwater, Florida, Us
    • Responsible for $2b in annual revenue, hired/coached/trained/mentored a team of Sales professionals.• Consistently exceeded revenue and profitability expectations. • Engaged with customers and handled escalations as needed. • Created incentive programs to reward performance, drive rebates, and revenue.• Received recognition for the Legendary Achievement of Circle of Excellence awards based on the amount I had been awarded in Sales.• Developed / Implemented / Documented the Business Continuity Plan for Sales (in Canada, in the event of evacuation from the Tampa Bay area) – I was awarded the Chairman’s Circle award for this contribution to the company.• Achieved Circle of Excellence (March 2010)• Achieved Circle of Excellence (March 2009)• Achieved Circle of Excellence and received the Leadership Award (March 2008)
  • Td Synnex North America
    Sales Manager / National Account Manager
    Td Synnex North America Nov 2001 - Jul 2007
    Clearwater, Florida, Us
    • Responsible for $1b in annual revenue, hired / motivated / coached team members - customers included resellers and MSPs.• Ensured customers were in contract compliance.• First person to be placed in a hybrid role which included Sales Management and Field Representative duties. This included account visits, coordination of customer events, and quarterly business reviews. • Exceeded revenue and profitability expectations.• Recognized as Manager of the Quarter (January 2007)• Recognized as Manager of the Quarter (November 2006)• Recognized as Manager of the Quarter (September 2005)
  • Td Synnex North America
    Manager, Emergency Response Team
    Td Synnex North America Sep 2001 - Oct 2001
    Clearwater, Florida, Us
    • Developed and implemented the plan & support team needed in the recovery efforts after 9-11.• Assisted with the coordination of deliveries of products in New York City with the Federal Government due to safety concerns. • Consulted with VARs and MSPs regarding products and services needed in NYC. • Assisted with the prioritization of products, services, and orders for NYC to assist with the continued recovery efforts. • Staffed from 6pm – 8am each day for the two months following the tragic events.
  • Td Synnex North America
    Sales Manager, Central & West
    Td Synnex North America Apr 1997 - Aug 2001
    Clearwater, Florida, Us
    • Responsible for $425m in annual revenue - customers included resellers and MSPs. • Hired / motivated / coached sales teams.• Exceeded growth expectations.• Coordinated events for VARs and MSPs in the Central and West regions.• Achieved Circle of Excellence (March 1999)• Achieved Circle of Excellence (March 1998) • Recognized as the Sales Manager, Rookie of the Year (March 1998)
  • Td Synnex North America
    Junior Sales Associate / Sales Representative
    Td Synnex North America Oct 1992 - Mar 1997
    Clearwater, Florida, Us
    • Responsible for $135m in annual revenue which included selling, retaining, and growing customers in San Diego, Los Angeles, and the City of Industry - customers included resellers and MSPs.
  • Macy'S Retail Holdings, Inc.
    Group Selling Service Manager
    Macy'S Retail Holdings, Inc. Dec 1989 - Sep 1992
    American Department Store • Managed a team of 50+ team members in Housewares, Bridal Services, Children's Wear, Intimate Apparel and Women's Designer Clothing. • Responsible for $100m+ in revenue, exceeded goal expectations.• Coordinated food and bridal events. Held the largest bridal event in the store’s history, over 200 guests attended. • Managed inventory to ensure profitability.
  • Macy'S Retail Holdings, Inc.
    Human Resources Assistant
    Macy'S Retail Holdings, Inc. Nov 1987 - Dec 1989
    • Assisted with the weekly calculation of payroll and distribution of paychecks.• Screened applicants, handled background checks, provided hiring recommendations and extended job offers to candidates. • Handled all workers' compensation filings and all necessary follow up.• Handled customer injury incidents with Liberty Mutual. • Ensured EEOC compliance. • Documented any concerns provided by employees specific to working conditions and provided monthly reporting to the Human Resources Leader and General Manager.• Selected to represent the company at Federated University (Miami, Florida) to learn all guidelines and processes of the business to ensure customer satisfaction. • Upon returning, I was promoted to a Group Selling Service Manager, at the time, I was the youngest person in the company’s history to be promoted to this position.
  • Macy'S Retail Holdings, Inc.
    Sales Associate
    Macy'S Retail Holdings, Inc. Apr 1987 - Oct 1987
    • Assisted with selling merchandise to customers, assisted with returns and kept the area to the standards set forth by corporate.• Recognized as the top salesperson for highest amount of sales with net-new customers (June 1987)

Jackie "Jb" Baron, Ccep Skills

Leadership Product Marketing Solution Selling Customer Experience Team Building Sales Process Channel Strategic Partnerships Salesforce.com B2b Executive Management Key Account Management Account Management Sales Cold Calling Channel Partners Customer Retention Sales Operations Customer Satisfaction Negotiation Competitive Analysis Process Improvement Lead Generation Strategic Planning Survey Research Sales Management Net Promoter Score Direct Sales Executive Support Customer Experience Management Sales Promotion Managed Services P&l Management New Business Development Profit Maximization Training Product Management Go To Market Strategy Resellers Customer Support Multi Channel Marketing Team Motivation Saas Customer Engagement Cloud Computing Presentations Crm Retail Sales Pricing Selling

Jackie "Jb" Baron, Ccep Education Details

  • St. Petersburg College
    St. Petersburg College

Frequently Asked Questions about Jackie "Jb" Baron, Ccep

What company does Jackie "Jb" Baron, Ccep work for?

Jackie "Jb" Baron, Ccep works for Matrixcare

What is Jackie "Jb" Baron, Ccep's role at the current company?

Jackie "Jb" Baron, Ccep's current role is Enterprise Sales Executive - Southeast.

What is Jackie "Jb" Baron, Ccep's email address?

Jackie "Jb" Baron, Ccep's email address is ja****@****ata.com

What is Jackie "Jb" Baron, Ccep's direct phone number?

Jackie "Jb" Baron, Ccep's direct phone number is (727)-539*****

What schools did Jackie "Jb" Baron, Ccep attend?

Jackie "Jb" Baron, Ccep attended St. Petersburg College.

What are some of Jackie "Jb" Baron, Ccep's interests?

Jackie "Jb" Baron, Ccep has interest in Boating, Animal Rescue, Children, Cooking, Volunteering, Gardening, Economic Empowerment, Reading, Poverty Alleviation, Animal Welfare.

What skills is Jackie "Jb" Baron, Ccep known for?

Jackie "Jb" Baron, Ccep has skills like Leadership, Product Marketing, Solution Selling, Customer Experience, Team Building, Sales Process, Channel, Strategic Partnerships, Salesforce.com, B2b, Executive Management, Key Account Management.

Who are Jackie "Jb" Baron, Ccep's colleagues?

Jackie "Jb" Baron, Ccep's colleagues are Delio Pfau, Darcy Beckstrom, Scott Griswold, Rajakumaran K, Chakradhar Aragonda, Stacy Reckeweg, Colleen Quade.

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