Kimberley Dillman Email & Phone Number

Mentone, Ca, Us

California

Manage large base of accounts to ensure customer engagement and satisfaction with products and services on the health information exchange platform. • Onboard new customers. • Gather information from customers regarding accessing data preferences. • Educate customers on product and service capabilities by understanding each participant’s daily workflow and customize patient search experiences to ensure effective use. • Coordinate with internal technical teams to ensure customer preferences for service configurations are clearly communicated and completed in a timely manner. • Assist customers in producing patient panels and eligibility files for Notify ADT message notifications. • Understand customer use cases to harvest customer bright spots and impact stories. • Document work performed for onboarding and project activities. • Provide support and develop relationships to promote customer retention and satisfaction. • Manage customer success weekly and monthly dashboard operational reports. • Train new team members and provide ongoing support, guidance, and mentoring.

United States

Manage business operations analytics and develop training programs for new and existing employees.• Assist leadership in onboarding and training peers on inputting orders, packaging loan documents, scheduling notary appointments, and ordering payoff statements. • Construct and present weekly and monthly operational metrics reports to upper management utilizing Tableau. • Support the curative, title, closing, and accounting teams with data research, reporting tasks, and recording of real estate title documents for residential real estate transactions. • Process loan subordinations, UCC termination requests, and wire transfers and obtain required signing documents from customers. • Proofread all documents submitted for recording accuracy, completeness, and compliance with technical and legal requirements and accept or reject documents accordingly.

West Region

Manage sales operations for the West Area Sales Teams. • Purchase order and GPO validation to ensure FDA compliance, review and approve sales team’s expenses, manage employee vendor credentials, and conduct annual planning and territory reviews. • Manage compensation plans, commission structure, monthly reconciliations, and quota relief. • Ongoing Salesforce.com metrics reports to evaluate KPIs, manage team forecasts and dashboards, stack rankings, performance analytics, results spreadsheets and charts, budget tracking, competitive market share data, and trending analysis. • Run Definitive Healthcare data reports.• Onboard new team members - develop career activities and organize sales coaching courses.• Schedule in-service pieces of training and regional leadership meetings.

Southern California

Manage SoCal Region developing and implementing creative omnichannel marketing strategies. • Enhance brand awareness and increased sales growth by 15% or more YOY. • Ownership of over 600 experiential marketing activations, including vendor management, large event design, and production, high-level campaigns, implementation of sponsorship agreements, run of show format, radio remotes, celebrity meet and greets, banquets, conferences, and trade shows. • Execute creative and targeted media/digital plans: OOH - print, social media, email, and geo-targeting marketing campaigns.• Analyze marketing trends, behaviors, and demographic profiles to ensure impactful campaign activity and growth utilizing segmentation solution reporting systems. • Proactively manage quarterly marketing budget and group purchase order (GPO) procurements. • Track ROI tactic result metrics and create campaign recaps for upper management.

Southern California

Develop and manage comprehensive sales and marketing strategies to drive Individual Liable (IL) sales into retail and indirect stores. • Prospect new customers and attend appointments/events to present IL Discount Program and GPO’s. • Event Management – benefits fairs, tech days, trade shows, and open houses.• Manage booth staffing and set up, order marketing materials, giveaways, raffle items, and organize activities. • Achieve/exceed monthly sales targets. • Negotiate/manage corporate sponsorship agreements. • Develop and maintain account/marketing plans/campaigns and reporting in SalesForce.com.• Coordinate GPO enrollments. • Independently manage expenses and program budget.