Samantha Rosenthal Email & Phone Number

Bristol, CT, US

Greater Boston Area

• Work closely with the Director of Quality and other program managers for the creation, testing, and implementation of CX360, an Electronic Health Record (EHR) system that will be deployed to all 2,700 employees of the.
• Responsible for coordinating the activities of several companies associated with this project to support and keep the project schedules on target.
• Coordinated with an EHR consulting agency and the vendor throughout the implementation
• Monitored the project process and timeline, attended weekly Project Management calls with executives, set goals to stay within the project timeline and meet the go-live date.
• Helped design and implement various tracking methods to ensure a streamlined workflow process by creating a specific tracking sheet that was created internally and now being used by all team members, tracking critical.
• As the project went live, the role adapted into user-end training, training all users of the EHR System.

Lexington, Massachusetts

• Served as liaison between the CEO and the Imprivata Board of Directors, coordinating board meetings, customer advisory board meetings and executive off-site meetings, while maintaining discretion and confidentiality
• Managed commitments and administrative functions for the CEO, assisting with meeting prep and follow-up
• Compiled and prepared presentations and reports for company-wide distribution and/or delivery
• Responded to telephone inquiries and face to face contacts, providing high quality and professional service
• Monitored and maintained record keeping, carefully handling of highly sensitive and confidential information
• Planned, and organized logistics and administrative requirements for seminars, conferences, meetings and special events; facilitated communications with invited leaders, speakers and attendees

Greater Boston Area

• Managed administrative responsibilities for large team of sales executives, providing responsive, high touch customer service to clients and maintaining organization and efficiency for the business
• Compiled content, format and revise marketing presentations (in PowerPoint), ensuring a quality public presence
• Facilitated accurate and timely billing, effectively managing communications and process with Accounting Dept.
• Maintained vendor database, including setup and coding of invoice detail associated with multiple active projects, enabling accurate project management, revenue projections, and expense management
• Coordinated events, client meetings and office activities with meticulous detail to reinforce pristine corporate image

Greater Boston Area

-Accountable for entering all of the leads and prospects into our CRM system, in order to track a business from starting out as a lead to converting them to a prospect and then a client.-Worked both on marketing and social media, by using twitter and facebook, was able to reach out to bloggers and potential clients and customers.-Would sell our service for.

Boston, Massachusetts

• Managed client communications (inbound and outbound) on behalf of four independent financial advisors, facilitating ongoing high touch relationship management for their respective businesses
• Processed investment account applications and facilitated funding to ensure positive onboarding experience
• Managed account/asset transfer requests, enabling smooth operational transactions, ensuring client satisfaction
• Serviced client inquiries with urgency utilizing effective problem resolution tactics, securing relationships
• Planned, organized and executed client meeting logistics, follow up and administrative support for four advisors

• Provided administrative support to the branch manager in his oversight of office of 67 Advisors and support staff
• Organized, prepared meeting materials, providing exceptional service to office leadership, staff and clientele
• Managed invoice services for the company, maintaining database, deadlines and tracking
• Assisted in Human Resource functions, including screening of resumes, scheduling interviews and facilitating communication with candidates, creating efficiency for Branch Manager
• Trained and supported staff during onboarding process, allowing for ease of integration to fast-paced environment

• Processed investor account and compliance documents to facilitate establishment of new accounts and services for the Metro West complex, covering Wellesley, Westborough, Springfield, Pittsfield and Waltham branches
• Maintained administrative aspects of investment and client portfolios, providing support to Financial Advisors
• Consulted with Compliance to properly address customer complaints, audits, and other risk associated requests

Worked within the fast-paced sales department to support and shadow bureau sales managersAssisted high-profile sales managers with extensive database cleanup project.Envisioned and constructed sales kits, consisting of updated collateral, focused on growing existing and generating new members.Scheduled and managed promotional events for sales management to.

• Supported Financial Advisors in daily client service activities
• Created a special portfolio for each high net worth client: a “Black Book” containing critical personal, financial data