• Led cross-sell, upsell, engagement improvement conversations with clients as an adoption and utilization expert — consistently exceeding personal KPIs and winning the Achievers Circle Award in 2021. • Reported to Sr. Director of Client Management, acting as Team Lead and partnering with leadership to determine team support needs, key product and service initiatives, and reporting optimizations. • Mentored new Client Executives (Client Success Managers) and acted as Subject Matter Expert (SME) for Consumer Care Licensed Platform solution and Teladoc Core solution.• Contracted new services expansion, including: Scheduling, Real Time Eligibility, Real Time Benefits, Labs and Radiology, and other electronic health record (EHR) integrations.• Nurtured 17 client accounts — setting regular calls to communicate value creation, reporting, project status, and outstanding issues, and achieving consistent 100% positive client responses on annual surveys.• Evaluated, approved, and managed 7-10 special projects and requests annually, including determining feasibility of request, resource utilization, and ownership of project completion.• Served as Reporting Team Lead, including:o Creating Client Tracker form and process used to glean client information from the Account Team, enabling Account Management Team to keep leadership informed on recent customer developments.o Owning processes and design of Client Engagement Center Marketing Portal, helping Client Executive (Client Success) Team to exceed engagement and utilization KPIs.

• Managed client success from implementation through “go live” into COVID-19 pandemic, resulting in 100,000+ successfully completed visits in first full year of operation for new physician practice customer.• Oversaw manual reporting process for Behavioral Health Solution for 1 year while automated process was being created, and served as SME for Cognos reporting.

Primary day-to-day relationship manager for HealthSparq:Acted as face and voice of company in delivering software and service solutions that transform the way consumers make health care choices. Built relationships of trust with both Health Plan and Employer partners. Worked closely with HealthSparq's Engagement and Implementation Teams to provide the best possible experience and increased utilization for members and employees.Worked with partner MDLive to increase telehealth utilization for Employer Customers.Worked with teams to collaborate, teach and train. Created processes and strategies to facilitate team success.

• Led business development and account management for 100+ accounts, as well as office management — leading hiring and termination of Sales Support Staff, day-to-day team management, performance reviews, and more for onsite location.• Supported Senior Leadership and partnered directly with company owner and Executive Vice President on key decisions, office management procedures, and Sales Team development initiatives.• Hired, trained, and mentored new Account Executives (AEs) and Sales Support Staff, taking Portland office from a 2-person shop generating less than $500K in sales to a $2.5M branch with 12 employees in 3 years.• Generated $1M+ in annual sales, maintaining one of the highest gross profit margins in the organization.• Created and presented ~ 25+ Sales Training & Creative Marketing seminars for companywide sales meetings.• Built a successful client base of Fortune 1000 companies — cultivating long-term partnerships with executive decision makers at Nike, Macy’s, Blue Shield of California, The Standard, Kroger and more.• Perennial winner of global creative team competition (challenging all AEs to create and present a successful marketing solution for a complex case study) and achieved “President’s Club” status — consistently performing in top 20% of global Account Executives across the US, Europe, Asia and Australia offices.Abbreviated Client List:• Nike• Macy's Inc.• Blue Shield of California• Kaiser Permanente• Kroger• Fred Meyer• PacificSource Health Plan

• Prospected, cold called and sold marketing solutions to local businesses in the Portland, Oregon area, reaching President’s Club achievement within three years of joining JNI.• Consistently sold $500,000+, generating personal volume greater than 95% of businesses in the promotional products industry at that time.• Consulted with clients to create solutions to a wide range of marketing/business challenges from credit card activation, to gift with purchase programs, to loyalty marketing and recognition programs.• Designed programs that help Macy’s West open 2M+ new credit card accounts over a four-year period.• Designed training programs that successfully introduced Nike apparel and footwear technologies to 30,000+ retail sales associates.