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.

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.
• 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