Professional client success specialist with proven track record in driving client satisfaction and loyalty. Expert in fostering team collaboration and adapting to evolving needs while ensuring impactful outcomes. Skilled in relationship management, strategic planning, and problem-solving. Recognized for strong communication, leadership, and ability to deliver results in high-pressure environments.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Senior Client Success Manager
Sonic Boom Wellness
06.2022 - Current
Company Overview: a Premise Health company
Currently managing 24 client accounts + relationships
Experience in implementation of Sonic Boom’s program within client organizations
Work directly with sales team to ensure smooth transition from sales to implementation
Provide training to clients on engagement platform
Work directly with outside vendors to ensure smooth data integration
Point of contact for brokers and consultants
Coordinate and send out client communications
Experience with Canva and providing client/member facing materials
Experience budgeting and managing overall client wellness program funds
Knowledge of our Wellness Incentive Management System (WIMS) to provide consultative feedback and suggestions to clients
Collaborate with Sonic Boom’s Development Team - streamlining processes
Aid in the development of processes and procedures to improve operations of the department and Sonic Boom
Subject Matter Expert in reporting and data analysis
Review and approve promotional materials for client communications
Participation in the sales process by presenting program examples to potential clients
Field client questions regarding Sonic Boom programs and provide admin training, oversee new program rollout, and troubleshoot user’s technology issues if general support staff is unavailable
SR Analyst, Health/Wellness Coach
PME / Active Health Management
11.2019 - 06.2022
Manage the wellness program for the state of Indiana (Indot, Child Services, Correctional Facilities, Disability Determination Bureau, State Hospitals, are the majority of the locations traveled to)
Schedule, organize wellness events for over 20 different State of Indiana sites
Utilizes assessment techniques to determine member’s level of health literacy, technology capabilities/access, and readiness to change
Establishes a plan of care based on member’s health status/risks, education, and support needs
Utilizes influencing/motivational interviewing skills to ensure maximum member engagement and promote lifestyle/behavior changes to achieve optimum level of health
Interprets and utilizes clinical guidelines/criteria to positively impact members health
Consults with supervisors or others, using a holistic approach, to overcome barriers with assisting members in meeting goals and objectives
Client Account Manager & Supervisor
Verve Health
11.2013 - 07.2019
Company Overview: Carmel, IN
Aisin North American Plant Account Manager
Led company’s primary accounts encompassing 14 different locations in 5 states and insured employees enrolled in wellness program on time
Employee population: 100,000
Coordinated all screening schedules and appointments for client locations along with employee health coding and tracking
Conceived, processed, and published internal executive-level reports detailing findings of wellness participants
Designed participant-centric disease management programs for those with specific abnormal biometric measurements such as diabetes and high cholesterol
Analyzed and validated Health Risk Assessment data and converted paper records into internal database records so that status queries of wellness participants could be done efficiently
Developed, communicated, and implemented wellness programs improvements for client and participants
Strengthened professional contacts within each location to provide information on appropriate health action campaigns
Track compliance of wellness program participants and monitor their progress through programs, providing support when necessary
Explanation of benefits in groups and one on one when needed
Experience with planning & administering yearly budgets for all 14 locations
Telephonic coaching with spouses on medical plan
Coordinate screening schedules and appointments
Carmel, IN
Onsite Wellness Coordinator & Health Coach
Verve Health
12.2012 - 10.2013
Company Overview: Carmel, IN
Onsite Wellness Coordinator dedicated to Seymour location
Run & Implement onsite Wellness program
Work with benefits and different vendors on insurance plans
Conduct one on one health coaching with team members
Telephonic coaching with spouses on medical plan
Coordinate screening schedules and appointments
Work with site contacts
Communicate incentive eligibility
Track compliance
Assist employees with finding in-network primary care physician
Develop and implement monthly health communications and activities, coordinate seminars
Conducts onsite group educational seminars
Analyze data collected from health risk assessments and screening data
Compile an annual comprehensive report
Carmel, IN
Assistant Account Manager
Verve Health
03.2012 - 12.2012
Company Overview: Carmel, IN
Aisin Assistant Account Manager
Track wellness compliance
Organized health fairs, health presentations, etc
Produced & provided educational materials to client
Assisted the Account Manager with implementation of the wellness program
Carmel, IN
Biometric Screener
Verve Health
01.2012 - 03.2012
Company Overview: Carmel, IN
Biometric Screener & Health Educator for all Verve Clients
Delivered custom wellness programs and Health Action Campaigns for clients
Used interpersonal skills to create meaningful health coaching for clients
Provided year-round on-site health screening services that included finger-stick, blood pressure, height/weight, waist circumference, BMI, body fat percentage and health coaching/consultations
Provided consultations and plans for clients to improved body composition results obtained by InBody 570
Participated in and presented on-site education programs, such as lunch and learns
Created flyers and wellness brochures that met clients interests using Adobe and Canva
Assigned to manage company’s highest profile accounts at critical contract renewal points in order to increase satisfaction and retention in 5 states
Supervised, trained and coached multi-functional staff members assigned to assist with client’s needs
Managed, organized and implemented biometric screenings for 14 different client locations
Managed 24 different client accounts successfully
Experience in delivering aggregate and comparative reports that summarize the data from the biometric screenings
Developed client communication processes that were standardized for implementation in the field
Proposed, planned, and launched process improvement initiatives that resulted in reduction in team errors
Acknowledged by both client and senior management for outstanding customer service and a strong dedication not only to corporate building but to client’s employees
Launched new programs in walking, healthy eating, and disease management programs
Implemented and ran walking programs that were company sponsored but involved the public for yearly events
5+ years of experience with supervising a team while working remotely
9+ years of managing client accounts
8+ years of experience in Health Coaching with a successful outcome of participants meeting goals
Certification
Microsoft Office skills: Word, Outlook, Excel, PowerPoint; and ADP