Rachel Santos Email and Phone Number

Managed multi-million dollar portfolio accounting for a significant portion of company's ARR. Managed the implementation of top priority Enterprise Accounts, creating scalable account management processes for the future. Trained and developed new team members on enterprise account management techniques.

Managed diverse portfolio of healthcare, higher ed, government, and nonprofit customers. Increased retention and engagement with long-term customers, and piloted new use cases for deeper expansion into current markets.

Oversaw the development of a brand new product for the suite of Medlytix's solutions. Worked directly with all customers piloting new product from beginning to end of lifecycle. Partnered closely with the Development team to track progress, escalate and triage issues, and ensure effective prioritization of tasks. Owned management of internal processes and executive reviews with recently implemented customers. Collaborated with Sales to develop marketing materials for new product line.

Worked in the Client Services department managing a portfolio of accounts, including some of the company’s highest-grossing customers. Analyzed each account's performance to maximize ROI and revenue.- Account Management: Documented account activity daily, tracking and escalating issues as needed to resolution. Completed monthly financial reconciliations. Served as intermediary between customers and internal Data and IT teams to implement solutions. - Data Analysis: Analyzed current and historic account performance on an ongoing basis, delivering customized reporting to Medlytix executive team & conducting executive business reviews with strategic customers

Provided administrative support to Executive Team, as well as account management functions for Client Services department. Oversaw accounting processes for company.

Owned administration needs for a small, boutique recruiting firm. Managed calendars for 6+ recruiters, including preliminary screening of candidates on their behalf. Additional work included: - Recruiting Coordination: Screened and scheduled candidates, conducted referencing, employment verifications, and background checks. Maintained application, client, and invoicing databases & personnel paperwork. Composed and reformatted candidate resumes. - Marketing: maintained company social media platforms such as Facebook and LinkedIn, as well as creating basic social media content. Managed email marketing campaigns with Constant Contact.- Accounting & Benefits Administration: managed Accounts Receivable and Accounts Payable, invoicing, expense reports, and tax deposits. Handled all insurance and benefit paperwork for employees. - Event Management: Coordinated all company events, including two annual conferences.

Freelance photography and design. Extensive experience with portraiture, promotional/event coverage and product shots. Design work includes marketing and branding materials such as logos, business card templates, merchandising design, promotional flyers, social media branding content, etc.