Dynamic customer success professional with a proven track record in cultivating strong client relationships and driving exceptional customer satisfaction. Expertise in identifying client needs and delivering tailored solutions, complemented by strong problem-solving and communication skills. Recognized for adaptability and a results-driven mindset, consistently contributing to process improvements and enhancing team cohesion. Committed to aligning with organizational goals to maximize customer retention and success while fostering a collaborative environment.
Overview
12
12
years of professional experience
Work History
Customer Success Advocate
Simple Interact
05.2022 - Current
Forge strong partnerships with customers, guiding them through every stage of their journey.
Handle a wide range of basic to moderately complex customer support tasks independently.
Take full ownership of the support lifecycle, from issue identification to satisfactory conclusion, accurately logging interactions.
Conduct thorough research and analysis to understand and resolve customer requests.
Actively coordinate with various internal teams to address complex issues, escalate bugs, or gather insights.
Proactively monitor customer performance data and usage patterns to identify potential issues and recommend best practices.
Contribute to the ongoing refinement of customer success and support processes, identifying inefficiencies and suggesting improvements.
Foster long-term customer satisfaction and loyalty, directly contributing to Simple Interact's continued growth and success.
Cultivate robust client relationships, providing guidance throughout their engagement lifecycle.
Independently manage a diverse array of customer support inquiries, ranging from fundamental to moderately intricate.
Assume comprehensive accountability for the support process, from initial issue identification to successful resolution, meticulously documenting all interactions.
Conduct exhaustive research and analytical procedures to comprehend and fulfill client requests.
Collaborate proactively with various internal departments to address complex challenges, escalate defects, or gather pertinent insights.
Systematically monitor client performance metrics and utilization patterns to proactively identify potential issues and propose optimal practices.
Contribute to the continuous enhancement of customer success and support protocols, pinpointing inefficiencies and recommending improvements.
Foster enduring client satisfaction and loyalty, directly contributing to the sustained growth and prosperity of Simple Interact.
Lead Medical Assistant
Colorado Center for Reproductive Medicine
09.2020 - 05.2022
Developed and implemented detailed training documents.
Scheduled and ensured training and education of new hires within the department.
Appointed as management team lead based on knowledge and demonstrated skills.
Predominantly worked on EMR routing documents to the correct department/RN.
Dealt with pharmacies and insurance regarding prescriptions and prior authorizations.
Sorted through medical records and uploaded faxes.
Organized documents and labs for doctors to ensure proper dosing for procedures.
Assisted in the back office with hysteroscopies, hysterosalpingograms, physicals, pap smears, and endometrial biopsies.
Assigned multiple side jobs including maintaining supply of methotrexate bags, creating weekend expectation sheets, and becoming a notary public for consent reviews.
Developed and implemented comprehensive training documentation.
Coordinated and ensured the timely training and education of new departmental hires.
Appointed as a management team lead due to demonstrated knowledge and skills.
Primarily focused on routing Electronic Medical Record (EMR) documents to the appropriate department or Registered Nurse (RN).
Liaised with pharmacies and insurance providers regarding prescriptions and prior authorizations.
Organized medical records and uploaded faxes.
Structured documents and laboratory results for physicians to facilitate accurate dosing for procedures.
Provided back-office assistance for hysteroscopies, hysterosalpingograms, physical examinations, Pap smears, and endometrial biopsies.
Undertook various supplementary responsibilities, including maintaining the supply of methotrexate bags, creating weekend expectation schedules, and becoming a notary public for consent reviews.
Medical Assistant
Alpine Dermatology
02.2020 - 09.2020
Assisted and prepared doctors for minor procedures (skin biopsies, cyst drainages).
Administered local anesthesia.
Greeted and roomed patients.
Provided patients with follow-up/history forms.
Refilled prescriptions.
Called patients with pathology results.
Maintained a tickler file for follow-up appointments.
Sent referrals for surgery.
Worked with insurance companies on prior authorizations.
Scheduled future appointments.
Documented patient/doctor communications in paper charts, ensuring attention to detail and organization.
Assisted physicians with minor procedures, including skin biopsies and cyst drainages.
Administered local anesthesia to patients.
Greeted and escorted patients to examination rooms.
Provided patients with necessary follow-up and history forms.
Processed prescription refill requests.
Communicated pathology results to patients via telephone.
Maintained a tickler file for scheduling follow-up appointments.
Coordinated surgical referrals for patients.
Liaised with insurance companies to obtain prior authorizations.
Scheduled future patient appointments.
Meticulously documented patient and physician communications in paper charts, ensuring accuracy and organization.
Medical Assistant
Boulder Community Hospital (Clinics)
03.2014 - 05.2019
Greeted and escorted patients to examination rooms, obtained vital signs, and administered immunizations.
Executed ear lavages, EKGs (including interpretation), and provided assistance with dermatologic and intra-articular injections.
Managed prescription refills and communicated laboratory results to patients via telephone.
Documented intake information, recorded immunizations and medication lot numbers, assigned and completed tasks, tracked orders, submitted refill requests, and updated demographic information utilizing Greenway EMR.
Configured physician filters and performed various other functions within Greenway EMR.
Provided training to new staff and was recognized as a Greenway Super User Trainer.
Demonstrated proficiency in MS Office suite products.
Education
Medical Assistant Certification -
PIMA Medical Institute
05.2014
Diploma - undefined
Arvada West High School
05.2009
Skills
Experienced with CRM platforms
Cross-functional coordination
Streamlined client onboarding
Customer service
Problem-solving
Time management
Multitasking and organization
Critical thinking
Team collaboration
Adaptability and flexibility
Creative problem solving
Medical terminology
Documentation
Team development
Remote support
Ticket management
Empathy and patience
Experienced in high-volume Greenway EMR utilization
Competent in ICD-9/10 and CPT coding and billing
Certified in CPR/BLS
Adherent to HIPAA and OSHA compliance standards
Capable of EKG interpretation
Experienced in surgical pre- and post-operative care
Proficient in treatment plan presentation
Highly proficient with Electronic Medical Records (EMR) systems
Competent in patient scheduling, rooming, and assessment
Capable of assisting with surgical and medical procedures
Demonstrated leadership abilities
Certified Notary Public
Skilled in obtaining prior authorizations
Timeline
Customer Success Advocate
Simple Interact
05.2022 - Current
Lead Medical Assistant
Colorado Center for Reproductive Medicine
09.2020 - 05.2022
Medical Assistant
Alpine Dermatology
02.2020 - 09.2020
Medical Assistant
Boulder Community Hospital (Clinics)
03.2014 - 05.2019
Diploma - undefined
Arvada West High School
Medical Assistant Certification -
PIMA Medical Institute
Awards
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