Tony Auerbach Email & Phone Number

Santa Barbara, Ca, Us

• Align sales, marketing, and customer success in terms of operational efficiency whilst ensuring continued focus and accountability on revenue and customer satisfaction• Assist with sales enablement process, empowering the sales team to sell with velocity and efficiency• Identify, build, and own the processes and metrics that will ensure customer and business needs are consistently met with scalability and efficiency• Research, evaluate, recommend and implement systems, tools, and technologies that will improve performance and operational efficiency

Santa Barbara, Ca, Us

Seattle, Washington, Us

Middleburg, Va, Us

• Provided market, competitive, financial, business, and technological due diligence for over 20 investment opportunities, which has led to over $3.5M in investment• Introduced new investment process to coalesce packaging companies into a new $1.5M yearly recurring investment strategy• Coordinated with technical experts and investment partners to conduct analysis and assessment of a prospective clients’ technologies, business models, financial health and strategic plans in preparation for potential transactions

Denver, Colorado, Us

• Refined go-to-market strategy and have identified new sales initiatives that led to a 25% increase in pipeline coverage• Administered quota allocation and commission plans of sales team• Optimized lead qualification process with 40% improvement of qualified sales lead conversions• Facilitated pipeline management, sales plans, and KPIs for sales team• Governed and improve our sales technology stack including Salesforce, ZoomInfo, Outreach.io, Gong, Pardot, and Leadfeeder• Controlled deal desk management, pricing, and business case evaluations for all opportunities for 100% revenue growth in 2020

Denver, Colorado, Us

• Responsible for helping lead and support overall strategic pricing objectives (existing and new product pricing, packaging, segmentation, etc.), including managing and maintaining all CirrusMD pricing models and inputs.• Responsible for gathering and tracking market and competitive intelligence for pricing and strategic market awareness.• Responsible for development of new business case evaluations for strategic sales opportunities and/or new business model opportunities, including driving cross-functional input as needed.• Responsible for preparing various reporting and presentations for board meetings and investor calls.• Led various cross-functional departments including but not limited to vendor management and claims processing.

Denver, Co, Us

• Designed and implemented new business pilot that provides Medicare Advantage annual wellness services, which is projected to generate $26M in OI by 2023; Leading the operations rollout and post mortem ROI analysis of pilot • Initiated new competitive intelligence process for the ESRD Seamless Care Organization (ESCOs) and C-SNP programs focused on market landscaping, resulting in a successful internal nephrologist engagement strategy • Executed Quality Incentive Program in partnership with payors, driving clinical behavior changes in 16 nephrologist group partners' with payouts worth $200K across seven markets• Restructured the C-SNP market expansion process to include qualitative analysis and updated financial modeling • Led the 2018 HCC coding and CHE submission process across C-SNPs program to secure accurate reimbursement • Streamlined communication for nephrologist partners, program leadership, payor coding teams, and DaVita IKC leadership through consolidated operational and strategic reporting

Denver, Co, Us

• Data analytics and financial modeling• Operational reporting development creation, delivery, and automation• Build financial models to support legislative and regulatory advocacy, investment decisions, vendor and partner negotiations, new market selection, and medical cost innovation pilots• Prepare, organize, and display data/results to convey targeted messages for each audience• Awarded the Core Value Award of Team

Chicago, Illinois, Us

• Executed research for the development and implementation of strategic initiatives, including robotic process automation solutions and data analytics • Initiated a proof of concept for a commercially viable market reports for hedge funds, market makers, and clearing members• Analyzed industry trends and companies by developing business cases, presentations, and reports for C-Level executives, which were incorporated in the refreshed five-year strategy roadmap

Washington, District Of Columbia, Us

• Hosted development workshops and provided professional skill consultations for local businesses, resulting in a 35%+ revenue increase • Spearheaded a fundraising campaign to raise over $4,000 to develop and sponsor STEM, Entrepreneurship and Debate Clubs; Led the STEM and Debate Clubs to national competitions in first year of existence• Directed and facilitated a tuberculosis outreach campaign for the constituency of 800 people with the Ministry of Health • Taught 330 students’ classes of Accounting, Information Communication Technology, and English

• Consulted and networked to create a global platform of four companies for the Redy Network • Provided consultation to luxury hotels in Shanghai with a detailed market analysis report• Partnered with developers for Shanghai Disneyland to pitch a market saturation report• Helped create Redy Wellness and Redy Green initiatives

• Wrote a comprehensive User Guide for a Fixed Income Trading Software

Haddam, Ct, Us

• Restructured their website and SalesForce page for all users• Created a guideline system for the dialog between employees and customers regarding the consultation

Milwaukee, Wi, Us

• Trained and Licensed Representative in the State of Illinois • Provided consultation to clients in personal, business and estate analysis markets• Cold called and networked to meet potential clients

Bachelor Of Business Administration (Bba), Finance, General

Master Of Business Administration - Mba

Bachelor'S Degree, Peace Studies And Conflict Resolution

Chinese Studies

Education record