Ryan B. Email & Phone Number

San Francisco, California, United States

•Responsible for small business and enterprise acquisitions during the onboarding process averaging to $30+ million of ARR•Manages 40+ full project lifecycles beginning at inception and ending with customer-facing deployments.•Reviewed installation and rollout of electronic medical records software for proper functionality improving engagement by 29%.•Responsible for troubleshooting HL7 messages and relaying errors to vendors.•Responsible for generating and troubleshooting API credentials for connectivity.•Responsible for mapping and migrating data.•Collaborates cross-functionally to drive customer value, resolve technical inquiries, and identify process improvement opportunities.•Lead end-to-end project responsibilities, including account activations, technical integrations, and customer account deactivations.•Manage communication with 3rd party vendors/partners for seamless integration and troubleshooting of services. •Utilize Salesforce, Asana, GuideCX and Cloud Coach to document progress and updates, ensuring transparent communication with stakeholders.•Develops and maintains technical expertise in product functionality to guide customers effectively during onboarding.•Creates and maintain up-to-date process documentation to enhance operational efficiency across the organization.•Creates onboarding and training projects to support customer journey and product adoption.•Collaborate with Customer Success and Support teams to resolve customer issues and urgent requests.•Create data reports to identify trends and provide scalable touchpoints and engagement that ensures our customers success.

New York, United States

• Subject matter expert on company products through independent and on-site training and development • Contributed to continued learning by hosting onboarding training/shadow sessions for new hires, and cross-trained team members to learn functions through-out operation funnel • Collaborated with operational teams to continuously improve internal processes and the customer experience• Self-trained and tested new company products• Ensured a transparent customer experience by providing consistent status updates, giving emphasis to customer retention• Responsible for coordinating with appropriate liaisons to schedule and track insurance exams and interviews for concierge clients• Addressed inquiries regarding the underwriting process, carrier requirements and other issues acting jointly with our case management team• Master workflows while navigating insurance carrier websites and our proprietary CRM software, and take the wheel when troubleshooting and proposing solutions

Kingwood, Tx

• Insurance verification/preauthorization • Collected medial history of patients • Scheduling appointments for Dentist, Hygienist and Specialty • Patient check in/out • Provided pre-op instructions to patients • Contacted patients to securely collect account balances

Conroe, Tx

• Collected medical history of patients• Communicated with nurses and physicians to ensure proper preparation for patient encounters • Performed administrative tasks; such as answering calls, patient check in/checkout • Handled confidential patient information for filing purposes