Kelly Thompson Email and Phone Number

Maintain a Southeast- based territory of over 400 JHA banks and credit unions Utilize telephone, email and web demos for prospecting and for new business within existing accounts Attend Regional User Group meetings and travels for bank and credit union visits to present new products and maintain existing business relationships. Proficient with SalesForce, CRM, JSource forecasting, and all Microsoft Office products Increased territory margin by 3-15% each fiscal yearExceeded annual quota for the past 5 years

Work with small businesses to analyze their existing basic operational work-flow and make suggestions for simplification and ways to ensure customer satisfactionPerform market research and help companies identify opportunities for new business developmentAnalyze marketing plans and make sure that companies are sending a consistent message with the same look to build brand awareness

Worked directly with physicians and their support staff: trained them on BHN proprietary software, helped identify patients for BHN services and developed marketing tools for BHN clinics to use with PCPs and existing patients to drive the utilization of our services. Served as relationship manager between BHN team (clinical, sales, operations) and customer - responsible for clinic visits, management of clinical literature, and proper flow of procedure days.Tracked and managed reimbursement trends – reviewed EOB’s and trained practices on proper billing of CPT codes and modifiers, as they relate to urodynamics.

Prepared monthly financials reports (balance sheet, P&L, budget v/s actual, general ledger) for associations and quarterly status reports for executive management.Implemented use of Property Boss software as an effective way to issue late statements to our clients – cutting production time by 50%. Tracking of late fees resulted in $10K in additional revenue within first 3 quarters.Responsible for managing relationships with Boards of Directors, attorneys, real estate agents, mortgage companies, tenants and homeowners.

Established relationships with vendors to obtain pricing/quotes and completed all contracts, purchase orders, etc. to ensure on time delivery of materials for production.Managed detailed selection process for all projects.Responsible for all AP/AR as well as working with lender to get necessary draws on funds for completion of projects.

Served as project coordinator for the John W. Harris family (Coordinated schedules of builder, architect and decorator of their Sea Island vacation home while under construction. Also coordinated Don Duffy Architects and local construction team as an addition was being added to their home in Charlotte)

Developed and executed annual marketing plan (direct mail, quarterly newsletters, coordinated special events including quarterly client appreciation gifts/outings, etc.)Identified opportunities to promote various aspects of the business (investments, life/disability insurance, long term care, health benefits) and created work plans to grow each line.Tripled number of investment clients. Total assets under management increased from $650,000 to $14,500,000. Clientele increased from 8 to 184.Managed internal operations and client relationships for 200 Premier clients.

Managed client relationships (Kennedy Covington, Louisiana-Pacific, Caromont Health and Springs Memorial Hospital) and directed their projects/ad campaigns.Responsible for developing and executing annual marketing plans.Responsible for allocating and managing client advertising budgets.