Van Winn Email & Phone Number

:: ChartSwap is a HIPAA compliant SaaS platform for Healthcare Providers and Record Requestors to send and receive electronic medical and billing record requests for litigation.:: Manage post-sales on-boarding of new Provider partners from scheduling and leading a one-hour training demo conducted via GoToMeeting to adjusting account and user configurations in Salesforce as needed.:: Provide continuing training to new Provider users by creating and maintaining support documents, including a series of independent interactive modules using Adobe Captivate, and serve as a day-to-day point of contact.:: Provide continuing support and account management to both Providers and Requestors (adding/removing users, resetting passwords, transferring records, troubleshooting) primarily via email but also phone.:: Run Salesforce reports and analyze calls, emails, and other issues reported across ChartSwap monitoring Provider and Requestor activity with a focus on strategic development changes to reduce Provider turnaround and Requestor support needs; follow up with Providers to ensure timeliness and accuracy as necessary.

:: As ChartSwap’s first hire, made outbound invite calls to register law firms and other Requestors and educated users with varying levels of tech savvy on the platform’s features.:: Verified, merged, and organized 50 to 100 new Requestors daily; assisted with on boarding, making first request, and setting expectations when necessary.:: Developed contextual support tips within the platform to help guide Requestors through the request process.

Greater New York City Area

:: Forged relationships and facilitated the on-boarding of merchants and brands both large and small new to the Foursquare platform primarily via Zendesk, email and GoogleDocs.:: Collaborated on a small team to provide support for any of the over 1 Million claimed merchants on Foursquare ranging from education on the various Merchant Tools to troubleshooting issues on the web and in the app.:: Maintained a close relationship with Engineers to help troubleshoot technical issues and with the Sales team to help funnel large brands new to Foursquare through the pipeline.

Austin, Texas Area

:: SchoolAdmin is a start up whose SaaS module for admissions and enrollment management is specifically designed for private and independent high schools and colleges.:: Created and copy edited blogs regarding admissions, higher-ed, and marketing for the company website.:: Prospected potential new clients in Admissions Directors and Administrators by phone through the Sandler Sales Method and maintained notes and schedules in Salesforce.

Austin, Texas Area

:: Researched and developed new tour routes, stops, and points of information. :: Trained new Ambassadors on office operations and effective tour delivery.:: Drafted weekly tour schedule by communicating with Ambassadors and full time staff on tour requests, office needs, and Ambassadors’ schedules.:: Gave campus tours, served on student panels and information sessions, data entry, handled time sensitive and confidential documents, communicated with prospective students, families,