Liz Klein Email & Phone Number

Florida, United States

Jacksonville, Fl, Us

AllTides Capital is a private equity firm focused on helping entrepreneurs in mid-market businesses retire and know their legacy is retained. I help source deals, drive due diligence, and provide operational and marketing leadership to acquired businesses.• Spearheaded GEMD sale to GuideWell, transitioning the focus of the acquisition from clinical teams to a broader scope, ensuring the retention of all assets including intellectual property, staff, and IT systems, while maintaining zero clinic downtime in 7-day-a-week operations.• Created and established the “AllTides Capital” brand from previous GEMD holding company. Transitioned into Strategic Operating Partner role, reviewing fund potential purchases, performing due diligence, and providing post-purchase support to acquired businesses. • Undertook a critical operational turnaround for multi-site denture practice, enhancing margins by 200% through a pricing strategy overhaul and resolving key operational challenges in collections and multi-month treatment plan management. Despite improvements, exercised strategic foresight in opting against final acquisition due to tightening consumer credit markets and industry-wide challenges.

GuideWell Emergency Doctors was a company operated by Crucial Care, under the umbrella hold co Medical Life Holdings. The sale of GuideWell Emergency Doctors was completed in April 2023, while the holding company Medical Life Holdings went on to become AllTides Capital.• Grew team from 2 individual contributors to a 12-person team supporting marketing, partnerships, network contracting, and patient acquisition strategies for GuideWell Emergency Doctors.• Innovated with a virtual care solution, entered new markets, and launched seven facilities within a year, capitalizing on COVID testing, novel treatments, and vaccines, resulting in surpassing patient volume by 5%, acuity by 18.4%, and revenue by 10%, despite delays in facility opening.• Built B2B Brand positioning, and messaging that complimented consumer branding, but differentiated GEMD as emergency acute care to physicians and hospital systems resulting in a 187% increase in referrals of high-acuity patients.• Led comprehensive review of medical coding practices to address decline in E&M code level, adversely impacting revenue per visit. Investigation ruled out documentation and coding criteria, prompting third-party assessment, ultimately identifying a coding vendor issue. Solution resulted in substantially increased reimbursement rates and enhanced profitability.

Jacksonville, Florida, Us

Oversaw West Coast accounts of Florida Blue subsidiary GuideWell Connect. Leads and directs client teams responsible for strategy, development, and execution of clients’ brand marketing, lead and sales acquisition, and member retention campaigns. P&L responsibility ($20+ million) for account profitability. Client list included Blue Shield of California and Blue Cross Blue Shield Arizona.• "Client A" Medicare Annual Enrollment Period: Delivered 10% higher leads YOY despite a 36% reduction in media spend. Exceeded client lead goal by 143% and sales goal by 134% through introduction of membership lookalike model and response model, improved lead tracking, and revised media mix.• "Client B" Member Engagement: Through year-long membership communications and outbound marketing (outbound calls, email, direct mail), increased net promoter score from -19 in 2018 to +1 in 2019.• Implemented processes and communication strategies that helped turn unprofitableand unmanageable clients into high-margin, valuable, strategic partners.

Jacksonville, Florida, Us

Marketing strategy lead for key accounts such as Florida Blue Brand and Independence Blue Cross Medicare (PA/NJ). Onboarded new clients and media vendors, developed marketing and media strategy plans, and oversaw plan implementation, optimization and reporting. Managed team of marketing managers and assistant marketing managers through strategy and execution of marketing campaigns. Led marketing development (media, digital, out of home, traditional, internal comms) for new three-year Florida Blue brand campaign to improve brand awareness and combat net promoter score decreases.• Florida Blue Brand Campaign: Developed most successful brand campaign in company’s history. Ad recall was 9 percentage points above goal and 12 percentage points above historic best. The same campaign exceeded annual social engagement goal metrics after six weeks.• Florida Blue Brand Campaign: Built actionable plans and assets for Florida Bluecommunity partners and insurance brokers to leverage. Expanded campaign reachand speed to market by 2 weeks through new pre-approved, easier-to-use plans.• Completed division’s first marketing consulting project. Reviewed client’s end-to-end digital customer experience and digital marketing programs providing recommendations for improvements in customer journey, social, SEO, and thought leadership positioning.• Through customer satisfaction during onboarding, increased lines of business with Independence Blue Cross from one to five.

Jacksonville, Florida, Us

Led digital department as single manager directing external agencies to a seven-person, expanded in-house team strategizing and executing client digital marketing campaigns in excess $10 million. Developed all department processes for media plan creation, creative, campaign execution, and client reporting.• Developed go-to-market digital strategy for new urgent care brand. Increased organic ranking for “Orlando Urgent Care” through social, web content, and SEO. Won two Search Engine Land “Landys” for results.• Worked with internal partners in legal, privacy and compliance, and procurement to remove barriers to digital marketing and increase targeted campaign opportunities.• Supported business development group as a marketing services subject matter expert at client pitches and health insurance industry conferences.

Jacksonville, Florida, Us

Jacksonville, Fl, Us

The Dalton Agency is a full service advertising and public relations agency that was awarded Ad Age Small Agency of the Year, Southeast. As an account executive, provided strategic direction for marketing and communications plans, brand strategy, creative development, and media buying. Collaborated with clients to develop annual goals, create benchmarks, and track performance. Trained and managed account coordinators and interns on account service best practices. Led creation and implementation of client digital, broadcast, print, and social campaigns.• Account Executive lead for the American Heart Association during “Life is Why” national rebrand. Life is Why was the first rebranding of the AHA in 80 years.• Managed both B2B and B2C clients such as Visit Jacksonville (B2B & B2C), Jacksonville Zoo and Gardens, Barbizon Modeling, Bealls Department Stores, Medtronic, Funeral Services Inc (PreNeedMaster Trust management) and Align Networks (now One Call Care Management).• Increased Visit Jacksonville’s Facebook fans from 12,500 to 31,000 in a three-month long organic campaign winning them a Bronze Flagler Award (VISIT FLORIDA Tourism Award).

Met and exceeded 2011 revenue sales goals. Increased current customer sales by 253 percent and expanded customer base with 11 new accounts.

Houston, Texas, Us

• Managed a multi-state sales territory (Indiana, Michigan, and Ohio) of sixkey corporate accounts that totaled annual sales of 155 million gallons of fuel.• Negotiated regional advertising and sponsorships to promote brand awareness including four corporate sponsorships that exceeded marketing goals while remaining under budget.• Led retail consulting for "West" Division by helping convenience store owners increase profitability through improved usage of retail space and on-site promotional marketing materials.• Built and executed grand opening and customer appreciation day event marketing for improved customer foot traffic across entire territory. Negotiated radio remotes and promotions, promo items, and customer discounts and giveaways.