Samantha Bergquist, Mba Email & Phone Number

Santa Ana, Ca, Us

Corona Del Mar, California, Us

Career pivot to focus on greater strategic initiatives targeted at greater business outcomes and success:In my current role, I create, enable, and drive strategic product and market positioning relative to Tebra's Practice Growth and Patient Experience portfolio through influential GTM product consulting, market and competitive research, and key marketing initiatives.H2 2023 and H1 2024 led a strategic transformation and shift of our former Practice Growth product to Patient Experience with reformed positioning, product offerings, and packaging and pricing resulting in revenue sales, revenue expansion, improved current retention, improved brand perception, and long term new customer retention. Highly involved with product, sales enablement, organic marketing, customer success/account management, and monetization strategy.Q1 2024 Quarterly Impact Award Recipient - Double nomination from Product and Sales/Sales Enablement organizations

Corona Del Mar, California, Us

In my role, I led several functional departments within onboarding and led operational excellence throughout all onboarding operations to deliver customer value with velocity (speed + direction) and quality. These departments include web content management, onboarding web design, data services, VPO implementation, and I acted as a cross-functional-leader decision maker with non-onboarding departments. I am one of the key onboarding leaders that drove the company to surpass $1B valuation to achieve Unicorn status through continuous operational scale, human-centered customer service, and skilled performance management.• Oversaw 4 different functional leaders with 40 individuals driving accountability in performance through KPI and OKR strategy alignment yielding 17% improvement in time-to-resolve task attainment and faster value attainment; first middle management leader to have both legacy organization (PatientPop and Kareo) teams requiring new functional oversight, collaboration, and system and team integrations internationally• Spearheaded 70% error reduction in onboarding design product, enablement, and training yielding 10% SLA improvements and enhanced customer and employee experience via new dashboard and analytics reporting, product and customer success leadership strategy and operational alignment, and storytelling• Drove operational excellence and bottleneck reduction to speed onboarding customer time-to-value (TTV) by 10% through triage prioritization of productivity improvements, quality focus, and effectiveness in teams: implementation, web design, content management (blog and web content), data services, and onboarding support• Led operational changes through merger within the onboarding departments related to system; Advised consultant groups and steering committee as the onboarding leader subject matter expert directing decision for customer quality assurance, onboarding management, onboarding services, and all onboarding operational systems.

Spearheading and executing on the marketing needs and go-to-market operations for Whoa, home of the cannabis-infused bites and bars to the California marketServing as the "Jackie-of-all-trades" within this lean and growing business expanding to beyond marketing functions

Corona Del Mar, California, Us

(See Above - Shift to Tebra branding with public announcement of a merger)

Corona Del Mar, California, Us

In my role, I oversaw a team of leads and individual contributors of various functions and oversaw our Onboarding VPO teams . I was responsible for total expanded department performance, headcount, and creating and establishing new opportunities for customer value. I also was the manager subject matter expert for operational initiatives within the department and related to cross-functional initiatives. • Managed 2 team leads, 9 individual contributors, & 2 VPO teams with 14 specialists; Owned, presented, & drove alignment of company strategies within Implementation & Customer Quality Assurance (cQA) resulting in avg. 100% OKR attainment & 95% KPI attainment• Implemented a new metric yielding the increase of accounts launching with integrations by 24% within seven months (8% above goal); Integrations resulting in 25% increased customer retention rate & increase LTV of customer• Established & maintained new vendor relationships to drive process support resulting in 20% increase of GMB listing access, improved customer value, & 5% project time savings

Corona Del Mar, California, Us

In my role, I oversaw a team of leads and individual contributors and created and oversaw our Onboarding VPO team. I was responsible for total department performance, headcount, and creating and establishing new opportunities for customer value.• Managed 2 team leads, 12 IMs, & 1 VPO team of 9 data specialists; Coached leads on value proposition, strategic planning, & team member advising to exceed KPIs & OKRs; Resulted in increase of 90% avg. launch attainment to 120+% & 60% quality metrics to 100%• Initiated & led the Customer Success transformation of how all employees manage Google assets acting as the Google SME amongst leadership; Resulted in 100% cost savings & unquantified efficiencies in all CS roles• Founded & oversaw Vietnam outsourcing program reducing operating costs by $300,000+ YOY with 20% reduction of cost-to-onboard; served as a model department for outsourcing adoption company-wide

Corona Del Mar, California, Us

In my role, I was responsible for leading a team up to nine senior and non-senior Implementation Managers to drive performance accountability, coaching, and product and customer advisement. Additionally, I specialized in cross-functional operational initiatives as a team lead and led a variation geared at increasing productivity and efficiency. The other portion of my role included onboarding net new mid-market customers onto our PatientPop software.• Led 9 IMs to drive key business metrics & onboarded mid-market customers with avg. 116% launch goal attainment & 5.0 CSAT through active consulting, methodical project management, & mindful time management• Developed best practices for weekly 1:1s to hold team accountability for pacing launches & upkeeping quality KPIs; Increased weekly team launch goal attainment from 54% to 115% & avg. team CSAT from 4.8 to 4.9 (of 5.0)• Spearheaded cross-functional & product-focused projects including onboarding form & GMB management automation resulting in 10% reduction of onboarding project effort through collaboration with CS teams and R&D

Corona Del Mar, California, Us

In my role, I was responsible for onboarding net new mid-market and enterprise customers onto our PatientPop software in collaboration with various onboarding services, product, sales, and customer success management. This involved three core aspects internal project management and customer service relations.• Onboarded Enterprise and Mid-Market customers with an increased launch goal of 17 providers per month with avg. 118% launch goal attainment and 4.8 (of 5.0) CSAT • Pioneered the entry of PatientPop into the Canadian Healthcare market and advised on product limitations

Corona Del Mar, California, Us

In my role, I was responsible for onboarding net new small-medium business and mid-market customers onto our PatientPop software in collaboration with various onboarding services, product, sales, and customer success management. This involved two core aspects: internal project management and customer service relations.• Onboarded SMB and Mid-Market customers with a launch goal of 15 providers per month with avg. 106% launch goal attainment and 4.9 CSAT (of 5.0) while managing 5 internal project members per project• Pioneered the entry of PatientPop into the Canadian Healthcare market and advised on product limitations

As a medical assistant and administrative assistant for a multi-location, multi-surgical practice, I facilitated key functions related to patient care, pre-and post-op, and advanced surgeries alongside 5 surgeons, nurses, and physician assistants.• Managed satellite medical office in Torrance on day-to-day basis (on and off site) maintaining office and medical supplies, coordinatingcommunication between the main Beverly Hills office and the satellite location• Marketed and sold DNA EGF Renewal commission-based products to patients for skin cancer prevention and anti-aging; informed patientsregarding chemical and technological mechanisms of cosmetic and laser procedures to achieve desired results• Provided reception and customer service; ensured patient paperwork and insurance billing preparation for procedures; maintained conversion ofpatient visit details into medical electric record systems; monitored and sustained medical practice communication with pharmacies and othermedical facilities, aided in general billing and payment collection; administered and completed medical surgical authorizations• Supplied on-site IT support that included resolving general technology, network connection, and program errors and malfunctions; coordinatedtransition to an IT third party company which involved meeting with an account representative and determining business-necessary services toestablish an initial and monthly fee quotation• Assisted four surgeons in medical and cosmetic procedures and or surgeries ranging from face lifts, skin cancer removal (mohs surgery), andgeneral dermatological full body skin exams; simultaneously transcribed visit chief complaints, diagnosis, and treatment implementations

As a medical assistant, I was in charge of assisting with direct patient care and surgical procedures within the private medical practice along with the paperworks associated with procedures.• Assisted in medical and cosmetic visits with Dr. Patricia Stewart, while additionally transcribing chief complaints, diagnosis, and procedural implementation; managed pathology result communication between patients, processing laboratories, and the doctor; requested and completed prior authorizations for prescriptions; ensured proper preparation for patients visits in regards to both paperwork and patient procedural rooms• Provided reception upon necessity; handled pharmaceutical representative communication on behalf of the doctor along with the relevant product sample distribution to patients

As a research assistant, I was in charge of training intern lab assistants, was dedicating to directly assisting our lab researcher, and was responsible for conducting my own experiments related to the core research project.• Led a team conducting undergraduate research that focused on localization effects of CTS (cilia targeting sequence) on WDR5 regulatory subunit/molecule for RPE-1 cell cilia length and ciliated cell fraction; research implicated WDR5 promotion of shortened cilia length and decreased ciliated cell fraction• Performed standard laboratory protocol/ SOP relevant to H3K4MT (histone 3 lysine 4 methyltransferase) research under the direction of Dr. Dzwokai Zach Ma; SOPs include SDS- PAGE gel casting and loading, western transfer, western analysis, immunostaining (formaldehyde & methanol) and analysis under florescent microscopy, bacterial transformation, mutant mulitnucleation analysis using light and florescent microscopy, cilia imaging (ImageJ program), and siRNA knockdown efficiency and sequence comparisons using excel data system and analysis• Created chemical stock solutions for SOPs relevant to cell culture and molecular benchwork• Instructed and effectively communicated with interns and senior staff members regarding protocol techniques and relevant scientific principles behind SOPs and SOP adaptations; Performed collections of laboratory procedures

As a medical assistant and later office manager, I was responsible for assisting in patient care and procedures and in charge of the use and training of medical assistants, patient paperwork and systems, and overall management of the private pediatric practice. • Oversaw medical assistant schedules, hiring, training, and management; performed office administration and day-to-day management of employees• Completed insurance verification and visit preparation for all patients and performed patient intake; submitted Medi-Cal and Central Coast County Cencal paperwork to report administered immunization of children• Assisted doctor in procedures including immunization administration, tongue clippings, and circumcisions

As a lab assistant, my role was focused on supporting and driving data experiments to yield data used to determine whether genetic modifications to fruit fly mating songs would yield improved mating frequency.• Recorded Drosophilia Melanogaster mating songs in designated recording chambers in order to analyze mating patterns based on specific genotypic combinations• Distinguished and sorted male and female flies into varying genotypic combinations in collaboration with Professor Thomas Turner

Mba (Master Of Business Administration), Strategy And Management Consulting

Graduate Certification, Management Consulting And Strategy

Bachelor Of Science (B.S.), Microbiology