Jason Trudeau, Mba Email & Phone Number

Louisville, Kentucky, United States

Louisville, Kentucky, United States

Managed relationships with Enterprise Home Health and Hospice customers including Alternate Solutions Health Network, CenterWell Home Health, LHC Group, Amedisys, and AccentCare producing annual SaaS revenue for Swift MedicalManaged relationships with Enterprise Hospital Systems including Mayo Clinic, Texas Children’s Hospital, and Yale producing annual SaaS revenue for Swift MedicalDeveloped relationships with senior decision makers in both clinical leadership and business leadership roles (CEO, CFO, COO, CMO, VP of Clinical Services, Director of Clinical Services)Launched and scaled pilots with Enterprise customers and oversaw their success to transition to expansion opportunitiesResponsible for managing and growing an Account Management teamCreated quarterly and yearly goals for employees including 360 reviews and role scorecardsPartnered with sales and implementation teams to ensure a quick and efficient on-boarding process for new Enterprise customersDeveloped and conducted quarterly business reviews for Enterprise customers including ideas for expansion, up-selling opportunities for new technologies, partnership opportunities, and speaking engagementsResponsible for providing customer feedback to the product team to update product features, report bugs and deficiencies, and enhancementsEfficiently used HubSpot to track quarterly growth, business development opportunities, and customer renewals

Louisville, Kentucky, United States

Managed relationships with 51 hospital partners in Kentucky, Ohio, Indiana, Illinois, Minnesota, Missouri, Kansas, West Virginia, Mississippi, and Alabama producing over $2 million in annual revenue for MDsaveIncreased SaaS and transactional revenue by 15% in 2019 and 12% in 2020 during the COVID-19 pandemicConsistently up-to-date on new laws in a highly regulated healthcare environmentCreated quarterly and yearly revenue goals for employeesMonitored employee productivity and advised staff on how to retain clients and attract channel partnersPartnered with sales and implementation teams to ensure smooth on-boarding for new partnersDeveloped quarterly business presentations and strategies for existing partners and targeted ways to partner with local employers and other channel partners to complement existing offeringsEfficiently used Salesforce to track quarterly growth and business development opportunitiesDeveloped relationships with senior decision makers (CEO, CFO, COO, VP of Revenue Cycle Enhancement, and VP of Finance) within hospital partners

Louisville, Kentucky

Managed relationships with 34 customers in Wisconsin, Ohio, North Carolina, and South Carolina producing $24 million in annual revenue.Reduced costs for all customers by $179,000 in 2018 by training and implementation of discharge planning program reducing readmissions and increasing medication adherence.100% client retention in 2018.Managed assigned client relationships including new business integration, account management, customer retention, customer recovery, customer retention, terminations and renewals.Worked with customer, Pharmacy Director, Clinical Team, and Field Services to provide guidance and seamless integration for new clients during their transition to PharMerica.Identified “at risk” customers in early stages and worked to resolve customer concerns including action planning, coordination of issue resolution efforts, coordination of Field Services on-site visits.Traveled to conduct on-site visits with customer Executive teams reviewing quarterly cost savings opportunities, training, and renewal strategies.Processed account forms for new business, contract amendments, contract addendums, and other edits in Microsoft Dynamics 365

Louisville, Kentucky Area

Profiled and analyze investment products to develop customized financial strategies for clients' financial needsAnswered clients' questions about the purposes and details of financial plans and strategiesInterviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop a financial planMonitored developments in the fields of industrial technology, business, finance and economic theoryPresented oral and written reports on general economic trends, individual corporations, and entire industriesAlways maintained friendly and professional client interactions

Louisville, Kentucky Area

Created an analytical framework for identifying and developing financial growth opportunities.Improved supply chain processes by implementing cross-functional efforts in customer serviceManaged high volumes of financial activity in a fast-paced, risk-based corporate environmentSynthesized financial and budgetary information to solve problems and develop alternative solution

Frankfort, Ky

Worked closely with clients to identify their needs and challenges and provide solutions-oriented campaign themesCultivated and managed relationships with key clients, vendors and community partnersManaged project deadlines and monitored milestones through completion stageEntered and assigned new leads using CRM toolsLed the planning and achievement of goals and objectives consistent with the agency mission and philosophyInterpreted and communicated new or revised policies to staffEstablished and oversaw implementation of an effective budgeting and accounting system that improved efficiency and reduced costsRepresented and interpreted the agency's functions and services to other institutions, the public, government agencies and other organizationsIntroduced, negotiated and implemented new projects to expand scope of engagement.Identified process improvements in the day-to-day functioning of the departmentManaged and directed fiscal operations, including planning budgets, authorizing expenditures, accounting, establishing service rates and coordinating financial reporting

Spearheaded expansion and development initiatives in Lexington, KYLed sales forecasting, market trend evaluation and segment strategies.Led cross-functional teams to create impactful messaging, demand-generation programs and sales toolsPresented innovative digital media marketing presentations to executive decision makersUncovered and qualified prospects and sales opportunities in targeted markets using external resourcesStrategize with sales team to prospect and qualify potential customers within assigned geographic territoriesCollaborated with account executives to penetrate new accounts, identify potential customers and coordinate product demonstrations

Provided outstanding customer servicePrepared monthly sales goals and forecastsPrepared financial statements for customers and lending institutionsSalesman of the month May 2011

Master Of Business Administration (M.B.A.), Business Administration And Management, General

Bachelor Of Business Administration (B.B.A.), Business Administration And Management, General

Activities and Societies: Sigma Chi