Tanner Ortega Email & Phone Number

San Francisco, Ca, Us

Charlotte, Nc, Us

Proven Responsibilities:- Accountable for the overall success of isolved’s customer success teams, specifically with net revenue retention, referrals, and references- Trained, developed, and monitored isolved’s customer success teams progress towards overarching goals set forth by isolved- Proactively leveraged data from ChurnZero (customer success technology) to optimize engagement strategy and maximize desired outcomes- Recruit, interview, and hire high performing CSMs as teams grow- Hold regular one-on-one’s to review performance, productivity, and coach on area’s of improvement- Successfully created a collaborative and uniform experience for isolved’s customer success teams by co-leading weekly team meetings- Regularly plan, coordinate, and optimize the client’s experience by working collectively with cross-functional leadership- Developed a strong knowledge of isolved’s HCM technology products and services in order to drive intentional coaching with CSMs- Drove operational excellence by continuing to advance and leverage the use of ChurnZero in regular day-to-day activities for CSMs- Accurately forecasted team’s net losses and reported key loss reasons to isolved’s executive team in order to drive intentional change- A true team player who is always curious to learn, receive feedback, and improve leadership approach- Directly impacted isolved’s bottom line by focusing CSM team’s efforts around customer saves, win-backs, optimizations, and renewals

Charlotte, Nc, Us

Awards and Achievements:- Promoted to team lead in April 2023- 2022 weighted performance on goals for retention, references, and referrals - 152% - 2021 weighted performance on goals for retention, references, and referrals - 104% Proven Responsibilities:- Proved the ability to retain and grow a book of current clients by consistently exceeding referral, reference, and retention goals set by isolved- Established a trusted advisory relationship with each assigned account by setting reoccurring, goal-oriented meetings based off of size and needs of the account- Drove my client’s overall success with isolved by reviewing best practices in navigating isolved’s HCM system, and how to collaborate with all customer facing teams- Identified and overcame client obstacles by establishing “go-to-green” plans- Drove product adoption by identifying areas clients were not fully utilizing isolved’s products and training them on how to optimize their current product suite- Uncovered, defined, and aligned with each client’s unique goals for their isolved partnership- Curated personalized success plans based off client defined goals in order to drive return on investment conversations- Conducted quarterly business review meetings with key account contact and executive team members to evaluate progress on client defined goals- Demonstrated exceptional negotiation skills by managing each assigned accounts renewal cycle- Developed CSM system knowledge by learning how to navigate, use, and helping launch ChurnZero as isolved’s customer success technology- Partnered with isolved’s inside sales team by identifying upsell opportunities- Transformed clients from passive promoters to net protomers by overcoming challenges, and asking newly green clients to participate in our reference program- Transformed clients from passive promoters to net promoters by overcoming challenges, and asking newly green clients to participate in our reference program

Newport, Ky, Us

Awards and Achievements:- President’s club qualifier (120+% year-to-date) - 2019- Ranked 1st on rocky mountain regional team in overall sales- Departing sales year-to-date percentage – 114%Proven Responsibilities:- Proved the ability to meet and exceed quota by consistently exceeding monthly and annual sample volume quotas set by Ethos Laboratories- Successfully conducted cold-call sales opportunities by scheduling daily and weekly meetings with prospects defined in a specific territory- Demonstrated the ability to launch a product and establish a new territory by being the first hire for Ethos in Utah, and successfully building the territory from the group up- Strategically managed a state defined territory by identifying key practices, physicians, and influencers to drive intentional focus and early product adoption within the state of Utah- Proved excellent verbal, written, and presentation skills by conducting in person meetings directly to physicians and their staff regarding Ethos Laboratory’s service offerings- Facilitated effective implementations by scheduling, teaching, and leading personal training days with all new accounts- Demonstrated excellent leadership skills by interviewing, hiring, and managing a team of Ethos sample collectors who act as daily main point of contact with identified key accounts- Trained and developed sample collectors by teaching them how to properly collect, label, submit, and ship lab samples, all while building strong customer relations- Conducted monthly and quarterly progress meetings to ensure all key performance indicators set forth by the client are being met and exceeded where possible- Demonstrated the capacity to retain and grow current client accounts by identifying up-selling opportunities by matching client specific needs to revenue producing solutions for Ethos- Further developed CRM system skills by managing all sales opportunities through Salesforce

South Jordan, Utah, Us

Awards and Achievements:- Record holder at AdvancedMD for hitting monthly quota – 20 months in a row- President’s club qualifier (120+% year-to-date) – 2017- 100% club qualifier – 2016, 2017Other Positions Held:- Associate District Manager- District ManagerProven Responsibilities:- Proved the ability to meet and exceed quota by consistently exceeding monthly, and annual revenue-based sales quotas set by AdvancedMD- Successfully conducted warm lead phone calls by calling directly into a defined book of current client accounts to establish up-selling opportunities - Consistently exceeded weekly phone call, demonstration, and pricing presentation goals set forth by management in order to drive sales pipeline- Accurately forecasted incoming sales by conducting weekly forecast meetings with direct supervisors- Exhibited excellent presentation skills by leading web-based product demonstrations on AdvancedMD’s extensive suite of medical software products- Successfully managed pricing and negotiations by presenting pricing information for additional AdvancedMD products, negotiating when needed, and closing the sale- Understood the needs of each medical practice by matching their organizations unique goals with the AdvancedMD products that would help them achieve said goals - Established strong CRM system skills by using NetSuite to log daily activities, and manage sales opportunities- Displayed extensive knowledge of the medical industry by working with clinics of all specialties- Showed excellent cross-department collaboration by looping in implementation, product, or support team members when necessary

Bachelor Of Arts (B.A.), Business Administration, Marketing

Bachelor Of Arts (B.A.), Accounting