WhiteWater Express Car Wash

General Manager

Finance

Helping people create a financial GPS so they can assess if they’re on target to reach their goals.

Finance Coach

Brandwatch

- Consistently surpassed renewal and growth goals, achieving 113% and 119% in Q2 and Q3 respectively, while meeting GRR team renewal targets each quarter since Q2 2022.
- Seamless transition of 60 clients, maintaining strong relationships and elevating team GRR by 20%

Customer Success Manager

TTI Success Insights

Value Added Associate

Certified Life Coach

SimpleBills

- Implemented 80 new clients between May and September 2021 – from first contact post sales to AM assignment.
- Owned client portfolio of $15M in Annual Contract Value
- Developed 15 Standard Operating Procedures bringing clarity and alignment to our internal teams.

Solution Account Manager

Senior Account Manager

SimpleBills is a complete utility management service that helps properties realize efficiencies with data-based decisions while providing residents a customer service experience you can be proud of.

Account Manager

Hartford Federal Credit Union

•	Provides professional customer service by identifying potential customers, initiating new accounts, and coordinating product demonstrations in collaboration with the Management Team.
•	Focus on continuous learning and development at the individual, team, and organizational levels by designing and deploying strategies, which will enhance people, processes, and performance.
•	Created strategic partnerships and gathered market information to gain a competitive advantage, leading to 20 new accounts by referral.

Business Development Manager

First Commons Bank, Newton Centre, MA

•	Lead audit operations and systems training which led to superior audit ratings and more knowledgeable team.
•	Received "Legendary Client Service" Award. 
•	Identified critical client needs through fostering strong client relationships and ongoing communications. 
•	Developed, trained and coached 5 new employees on the banking system.
•	Designed and facilitated learning programs to support performance processes.

Senior Client Service Representative

Antioch Waltham

•	Creatively collaborated with ministry team on development of curriculum. 
•	Identified emerging leaders and helped determine desired placement in ministry.

Youth Pastor/Ministry Intern

Bank of America

•	Accurately and efficiently completed 65 customer transactions daily.
•	Built trust with customers by effectively meeting their service needs.

Sales and Service Specialist

Passionate Customer Advocate Focused on Driving Customer-Centric Solutions

I have over 15 years of driving customer-centric solutions. From Banking to Customer Success I've carried this core value with me.

I've learned a lot over the last decade and a half, but something that's stuck with me is that we need to ask more questions. In my experience, when I hear a client tell me what they want, there's usually more to the story. By asking powerful questions I've been able to understand who, what, where and why in all these scenarios. It's not that I don't trust my customers, but I like to go the extra mile to truly understand what's led them to this solution.

Helping people is another core value - as an extravert it comes easily to me. Whether I'm training, presenting, coaching, or listening my objective is to help provide value. It's important that my customers know I am their catalytic resource to help them reach set out goals.

Dan Lathrop

Recuro Health

Marpai, Inc.

Manage client accounts and develop new business opportunities with existing brokers by bringing business to me.
Collaborate with cross functional teams to deliver high quality service and solutions to clients.
Implemented sales strategies to exceed sales goals.
Manages proposal, project/implementation management process and account management of clients.

Account Executive

HR2fit

I develop and implement customer success and support strategies. Resolve customer issues and oversee client-relationship management and sales. Responsible for growing revenue, finding and developing new business opportunities and expanding our brand.

Customer Experience Manager

Best Buy Health

Oversaw book of business with 150 accounts, which generated $250,000 per month. Negotiated contracts and service agreements.

Critical Signal Technologies (CST) (Acquired by Best Buy Health)

Oversaw book of business and led 3 business lines which generated $350,000 per month.  Negotiated contracts and service agreements.

Vice President of Business Development

CST your link to life

Oversaw book of business within our hospital channel, while providing excellent customer experience.

Account Executive, Hospitals

Trinity Medical Center

Supervised administrative, and customer service employees’ work and verified product quality.

Patient Registration Supervisor

Genesis Health System

Senior Service Coordinator

Account Management / Client Success / Business Development / Communication Skills/ Relationship Building / Teamwork / Problem Solving / KPI's / Project Management/ SaaS

I am a market-savvy, relationship-driven professional with significant experience in medical account management, marketing, and leadership. I demonstrate expertise in developing and managing productive sales funnels, all while evaluating business needs and processes.   I am able to do so by utilizing tenacity, strategic thinking, and industry knowledge to implement value-driven solutions that maximize revenue and bottom-line profitability. I excel independently, and as part of a team, in fast-paced environments.

I am best known for my positive, "can-do" attitude and for the relationships that I build with my clients.  Those clients may be internal or external, they always know that they can count on me to follow through with what I say I will do. One of my best attributes is complaint management and resolution.

taplio

The Battle

Dan Lathrop

Amanda Martin

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