Joan Bernard Email & Phone Number

New York, United States

New York, United States

At Vytalize Health, we are a leading value-based care platform that helps independent physicians and practices stay ahead in a rapidly changing healthcare system by strengthening relationships with their patients through data-driven, holistic, and personalized care. Vytalize provides an all-in-one solution, including value-based incentives, smart technology, and a virtual clinic that enables independent practices to succeed in value-based care arrangements. As an Account Executive and Customer Success Manager at Vytalize Health, I manage a diverse portfolio of large, complex healthcare partners and providers, overseeing over $1 million in annual recurring revenue. My role focuses on driving client retention, identifying upsell opportunities, and achieving high NPS targets through a strategic and data-driven approach.I am passionate about understanding and communicating the value of innovative healthcare solutions and acting as a trusted advisor to C-level executives and stakeholders. My expertise lies in developing and executing strategic territory plans, fostering strong client relationships, and ensuring seamless onboarding and continuous education for healthcare providers.Key Achievements: * Pipeline Development: Successfully maintained a robust sales pipeline, contributing to significant revenue growth and client retention. * Upsell Success: Increased the portfolio's annual recurring revenue by 10% year-over-year through strategic enhancements and service additions. * Client Retention Excellence: Achieved a client retention rate of over 95% by implementing strategic engagement plans and closely monitoring client satisfaction metrics.

New York City Metropolitan Area

We’re rebuilding healthcare as it should be!Since our founding in 2012, our mission has been to build a primary care delivery platform that directly addresses rising costs and poor outcomes, two of the most pressing challenges facing the United States healthcare industry.Oak Street Health largely operates under a value-based managed care model, meaning our approach aligns the incentives of our patients, our providers, and our payors by simultaneously improving health outcomes and care quality, lowering medical costs, and improving the patient experience.As the Director of Marketing and Outreach, I formed and manage a multidisciplinary team consisting of account executives, events coordinators, and community advocates. Our team serves as advocates for our clinics, the organization, and our patients. I am Responsible for establishing relationships with healthcare providers, social and community organizations, and marketing partners, as well as generating a long-term vision and plans for the team while overseeing the daily Sales Team operations.

New York City Metropolitan Area

Bright Health is a consumer-focused health insurance and technology company. We know healthcare can be complicated and confusing - we want to change all that. We take care of the complicated stuff, so you can think about getting and staying healthy, instead of worrying about managing your healthcare.Our Approach: We believe healthcare works better as a relationship. That’s why we collaborate closely with our Care Partners - carefully selected networks of doctors, clinics, and hospitals designed to put the focus back on you and your doctor. Together, we work hand-in-hand to bring you the best possible care at the best possible price.

Greater New York City Area

VillageCare is a community-based, not-for-profit organization serving people with chronic care needs, as well as seniors and individuals in need of continuing care and rehabilitation services. VllageCare offers a wide range of at-home and community-based services, as well as managed long-term care, and medicare advantage options that seek to match each individual’s needs to help them attain and maintain the greatest level of independent living possible.Benefits Advisor, Provide direct innovation support to staff, including value proposition planning and development. Serve as part of the Business Development Team, responsible for keeping the organization visible by tracking, developing, and maintaining new community and provider-based referral sources. Establish and sustain new and existing provider and community-based organization relationships. Function as liaison with the executive leadership and ensure direct management of referrers. Directly prospect and enroll eligible leads into the Medicare Advantage plansCareer Highlights: Successfully launched and increased the membership for the new VillageCareMax MAP and D-SNP programs.

New York City Metropolitan Area

MetroPlus Health Plan offers low to no-cost health insurance to eligible people residing in all five boroughs of New York City. MetroPlus partners with NYC Health + Hospitals to provide primary and preventive care, emphasizing excellent services to their members.Assistant Director of Marketing, Provide keen oversight of the entire daily sales activities of Medicare, Managed Long-Term Care (MLTC), and Fully Integrated Duals Advantage (FIDA) marketing representatives within various sales regions in the Marketing Department. Offer first-rate assistance to the Director of Medicare Marketing in boosting the market share by conducting innovative presentations and marketing orientations to both internal and external customers. Establish productive relationships with diverse clients to drive profitability and maintain membership goals. Proactively supervise the regional territory to ensure all operations comply with the standard policies. Aid the Director of Medicare Marketing in planning and implementing marketing strategies toward the attainment of the defined sales goals. Manage and address all existing site problems and issues before it affects the business. Maintain active involvement with the Executive Marketing team and staff meetings to relay essential information and departmental updates for continuous growth and development.

Greater New York City Area

WellCare is a leader in government-sponsored health care programs in collaboration with their members, providers and government partners. WellCare foster a rewarding and enriching culture to inspire their associates to do well for others and themselves.Medicare Benefits Consultant, Directed the promotion of WellCare programs through community marketing and outreach. Made use of community resources, event planning, and community networking to effectively generate referrals. Built and cultivated in-depth relationships with local business owners and providers to increase exposure and attract new opportunities. Also, Performed prospecting and enrollment of leads into the Wellcare Medicare Advantage Plans. Leveraged industry expertise in exceeding corporate monthly enrollment goals by prospecting and converting leads into enrollments through approved presentation materials and sales techniques. Established a reputation for maintaining a dis-enrollment rate that was considered acceptable by the company.

Greater New York City Area

Easy Choice was federally approved to provide Medicare Advantage, Medicare Prescription Drug and Dual Medicare and Medicaid Special Needs Plans to qualifying individuals in New York City. Easy Choice developed a full complement of expertise in Medicare Advantage and Dual Special Needs Plans. Leveraging that expertise was a key part of the value Easy Choice brought to their members.Medicare Representative, Oversaw selling and promotion of Medicare products; performed extensive traveling throughout the assigned territory; and built and maintained strong relationships with community-based organizations, providers, and other sources to generate referrals. In the other hand, Coordinated with eligible participants to present product information in support of enrollment

Greater New York City Area

Elite Marketing Group is an Experiential and Acquisition Agency who creates experiences that engage consumers, excite their senses and ignites their passion for brands .District Market Manager, Effectively designed training courses to both veteran and junior sales team members. Drove efforts in developing employees, from 36 to 100 employees for the Sales Department in New York City. Utilized a well-organized grassroots marketing strategy and commuting outreach to create awareness among potential customers and acquire qualified leads. Established and implemented strategic sales vision to drive smooth production for the Sales Team. Boosted national production by 23% through efficient management and guidance to managers covering 36 states. Developed and implemented competitive sales force by recommending aggressive compensation, desirable benefits packages, and performance-driven sales incentive programs.

Greater New York City Area

Macy’s, Inc. is one of the nation’s premier retailers. With fiscal 2017 sales of $24.837 billion and approximately 130,000 employees, the company operates more than 690 department stores under the nameplates Macy’s and Bloomingdale’s, and approximately 160 specialty stores that include Bloomingdale’s The Outlet, Bluemercury and Macy’s Backstage.Sales Manager, Spearheaded store staff by reviewing and revising orientation of products and sales training materials. Planned and conducted product training sessions and reviewed staff job results to identify significant learning needs; consequently implementing new strategies and approaches in regulating and boosting sales revenue.