Joseph Doty Email & Phone Number

Utah, United States

Managed and maintained books of business ranging from 50 to 500 medical/dental/vision officesDeveloped and enhanced team processesDeveloped customer tracking spreadsheets for my teamLead platform and support training for my team and for customersAssisted client calls/emails in a timely manner in accordance with stated SLAPrioritized daily tasks in order to ensure client concerns are resolved quickly and completelyOnboarded/trained new offices and groupsMonitor data sync resolve errors quickly and efficientlyDocumented all interactions with clients within Salesforce and GmailAssisted CSM in maintaining a 100% retention rateProven organizational skillsStrongly detail orientedExcellent communication skills (written and verbal)Self-directed and Self-motivatedPrioritized and multi-tasked in a fast-paced environmentBuilt personal relationships and develop an atmosphere of trustDemonstrated negotiating skills to deal with difficult/upset clients.Executed strategic initiatives with precision and purpose

Developed and executed customer-focused marketing and outreach programs to drive customer retention, advocacy and loyaltyDeveloped and executed on programs and content assets centered on best practices and success to continue to build awareness and a positive reputation in the industryUnderstood and set overall metrics for customer communication for Upsell and Nurture emails and landing pages, ensuring alignment to company goalsWorked with marketing team and cross-functionally to develop and execute a customer lifecycle strategy to target customers at the right time with the right messageManaged and strategically grew customer advocacy programManaged monthly webinar program

Utah, United States

Lead and directed team in succeeding on delivering quality implementation and onboarding to new customersCreated and wrote standard operating procedures for onboarding different platformsCreate and wrote processes to improve efficiency and reliability of employeesBuilt and maintained cross-team functions to improve retention, optimize training best practices, and promote unity within the companyAssisted with implementation planning and execution for integrating with new softwareReported key metrics, problems, and successes to upper management

Lehi, Utah

• Time Management: Utilized an efficient schedule to train 1000+ customers on making their medical practice far more efficient.• Teamwork: Coached and advised managers and coworkers, encouraging efficiency and innovation. Assisted team in achieving monthly goals by producing high numbers of effective calls and providing ideal service to clients to reduce churn.• Work: Increased the ROI of a rotating book of 80-90 clients monthly with Executive Business Reviews to meet their specific needs.• Gained detailed knowledge all SAAS products, especially how they can be positioned for additional value for our clients• Expressed knowledge and experience in the Healthcare and day-to-day operations of customers• Efficiently managed a schedule and excel in a role that is proactive by nature• Utilized exceptional presentation skills with the ability to keep customers engaged during demonstrations• Prioritized and manage time efficiently to ensure necessary touch points for all accounts are completed• Utilized basic computer skills and ability to help clients troubleshoot when necessary• Deployed problem-solving skills and the ability to find multiple solutions to the same problem• Clearly communicated detailed concepts in a clear and conceptual manner to our clients

Lehi, Utah

• Operations Management: Improved department accuracy and efficiency through the development of the Onboarding QA position, discovering trends, and reporting inconsistencies to heighten customer retention.• Leadership: Trusted to lead and direct coworkers constructively to improve team as a whole. Frequently answered questions from coworkers and supervisors regarding customer software and team dynamic.• Success: Trends between past and present showed improvement for the department as a whole, indicating more optimal service to clients to reduce churn.

Midvale, Utah

• Budgeting: Obtained the extremely important Bachelor's degree while working to finish with absolutely no debts.• Operations Management: Studied process improvement methodologies, performed BPMN value analysis, analyzed lean processes, six sigma, and theory of constraints.• Accounting: Learned the language of business, including how to read and produce financial statements, read and create journal entries, and understand LIFO/FIFO/Weighted Average.• Finance: Learned about time value of money, observed and compared alternative investments, and used said concepts to make better business decisions.• Management: Managed and directed numerous, highly graded group projects and case analyses, including understanding VRIO framework.• Microsoft Office: Gained a number of proficiencies through extensive use and excellent grades for assignments using Word, Excel, Access, and PowerPoint.

Rochester, New York Area

• Management: Trained and directed staff members to heighten their performance and effectiveness by organizing and conducting seminars, delegating responsibilities, increasing their PR techniques. Measured their success by means of key indicators. Recorded and reported weekly progress. • Trust: Gained the trust of the public, supervisors, and co-workers through integrity, a great work ethic, and an ability to learn quickly what was required of me to teach and inform a wide variety of individuals.• Listening: Gained skills required to understand the wants and needs of my leaders and the public. • Public Relations: Worked with the general public under a wide variety of circumstances. • Work: Full-time, daily, with nineteen business partners, supervisors, & other associates for a two-year period around New York state in a wide-spread communications effort.

Salt Lake City, Utah

• Contacted previous donators of nonprofit organizations to donate again.

Bachelor Of Business Administration (Bba), Business Administration And Management, Accounting, 2.8

Activities and Societies: • Participated in Accounting conference. • Participated in Business Management conference.• Budgeting: Obtained.

Associate Of Science (A.S.), General Studies, 3.4

Activities and Societies: Numersou Business, acounting, and econimics classes taken at SLCC through high school.I took College Credit.

High School Graduate, High School/Secondary Diplomas And Certificates

Activities and Societies: • Academy of Finance graduate. • DECA Secretary. • Participated in FBLA Secretary.• Participated in Took basic.