Samuel Wolfson, Pmp Email & Phone Number

Denver, CO, US

Delivered exceptional customer guidance while developing multidimensional relationships with stakeholders and clinicians to showcase positive ROI for a portfolio of enterprise accounts, resulting in surpassed customer retention goals. Conducted regularly cadenced meetings to present analytics and insights to executive level representatives, providing.

Denver, Colorado, United States

Formally engaged all internal and external parties through the full implementation cycle of CirrusMD, performing technical integrations, facilitating third party administrator conversations, and offering continued feature growth where appropriate. Successfully grew the employer vertical by 60% through increased awareness and partner satisfaction.

Denver, Colorado, United States

Promoted increased and sustainable activation, utilization, and implementation of Xero's solution post-sale across Enterprise Portfolio. Successfully achieved portfolio activation targets, surpassing 107% in Q2 and 115% in Q3, through consistent client cadence, meaningful data insights, and industry trend analysis. Implemented a Vertical Best Practice.

Denver, Colorado

Successfully articulated Xero's value proposition and ROI metrics to inquiring accounting firms, resulting in over 400 newly on-boarded partners. Demonstrated proper utilization of the software while communicating streamlined processes to clients, leveraging technical resources and internal stakeholders as appropriate. Developed and fostered positive.

Minneapolis, Minnesota

Cultivated and maintained strong client relationships with consumers and organizations through sourcing and follow up. Exceeded sales revenue goals through persistent outreach and value-add techniques while providing personalized customer service and unique touch points to establish dynamic relationships with each client. Utilized Microsoft Dynamics CRM to.

Greater Chicago Area

Delivered functional specifications and business process workflows for healthcare IT development projects through the use of Salesforce and Oracle. Directly interfaced between application technology vendors, internal IS groups, and business users. Constructed and executed functional, integration, and regression test plans for new application functionality.

Greater Minneapolis-St. Paul Area

Responsible for informing and assuring a live audience of their contributions and efforts towards a cure for the AIDS epidemic. Earned revenue of $72,000 for the 2016 year – 300% increase from 2005.

Des Moines, Iowa Area

Implemented and monitored a work plan including fundraising, public education programs, support services, and volunteer development. Constructed instrumental strategies to meet fundraising goals through public outreach and promotion of the Moving Day Walk Program.

Greater Chicago Area

Built relationships with consumers and referral partners to support personal or financial goals through home ownership. Analyzed financial and credit data, matching customer needs with an appropriate loan program. Constructed the redesign and distribution of marketing material directed towards commercial real estate.

Bachelor'S Degree, Health Services Management/Marketing

Activities and Societies: Sigma Phi Epsilon Fraternity

High School Diploma