Currently hiring a Digital Marketing Manager for Mission Hotels, click the “Now Hiring” link in my profile to apply | COO at Anchor ⚓️ | 100x Leadership | #KeepImpacting | The Best is Ahead → Always

Coaching CEOs, Presidents, Founders and Owners to achieve radically outsized results through executive coaching and consulting.

What I Do:

High-impact executive coaching, working exclusively with 6-9 select clients at a time who are committed to taking massive, fearless action.

Services include:

- Executive Coaching for CEOs, Founders, and Owners
- One-on-one 'Ideal Future State' Power Coaching Sessions for Growing Leaders

Expertise:

With over a decade of experience coaching hundreds of leaders, I've helped organizations across industries achieve exponential growth, from early-stage companies seeking product-market fit to established businesses surpassing $100M in revenue.

As a 3x EOS Integrator with professional experience in commercial real estate, SaaS, and ministry. Bringing proven frameworks and strategies to every engagement.

Helping leaders solve their most critical challenges, including:

- Top 5 people, process, or project problems
- Building scalable processes that work
- Hiring high-impact leaders who deliver results
- Identifying + executing on your top 3 opportunities
- Driving significant sales and revenue growth
- Creating & aligning a powerful leadership team

Approach:

I work by invitation and referral only with high-drive, high-integrity leaders who are ready to 10x their vision and achieve more with less, faster and better than they ever imagined.

Interested in learning more? 

Send me a DM. We'll set up a call to discuss your goals and determine if there's mutual fit.

— 

Additional Context:

No matter where I am, I intend to multiply leaders.

Life mottos: 

No Reserves. No Retreats. No Regrets. 
The best is ahead. Always. And Keep Impacting. 

Personal Values:

- Relentless Optimism
- Bias Toward Action
- Team > Self
- Aggressive Learning
- Focus on People & Results

How I think about life:

Healthy things grow w/ the right soil, sunlight, and root system to produce 30x, 60x, 100x impact. Creating maximum conditions for growth; Pruning all aspects of life that don’t produce fruit.

1, 5, 10, 20 year and Lifetime Targets:

- Impact 100 Lives: in 1 Year
- Impact 1,000 Lives: in 5 years
- Impact 10,000 Lives: in 10 Years
- Impact 100,000 Lives: in 20 years
- Impact 1,000,000 Lives: in my lifetime

Josh Etress ⚡️

3x this week I sent emails or texts suggesting meeting slots and ended them w/ “I’ll hold these slots for now and release them as soon as I hear back from you”

I’m not sure the psychology at play here, but all three instantly replied w/ a selection. Instantly.

New best practice.  

Until proven otherwise.

Coaching high-drive, high-integrity, high-impact CEOs, Presidents, Founders, and Owners | 3x EOS Integrator | Sharing wisdom w/ 27,000 humans seeking to be a little wiser every day | select engagements only

I have three sons and I’m intentional about what I teach them manhood means. 95% of it comes down to this (hat tip to Andrew Peterson):

- make a plan
- look at what you’re interested in 
- get disciplined about something

- allow for the possibility that you have something important to contribute to the world and that the world would be a lesser place w/o that contribution

- don’t be afraid of taking on responsibility
- it’s where you find what sustains you in life

True story: 

Same playbook I use for my life and coaching. 

13, 23, 33, 43, 53, 63, 73… 

Doesn’t matter. 

This. This right here. 

Is the plan.

The kindest thing you can do when leading others is to give them a crystal clear definition of done… aka DoD

Meaning, when you’re delegating 

You clearly state:

This project is done when “_________”

Ex: This project is done when the proposal is complete by Friday morning, has all of the relevant information for our internal team, and answers the top 3 questions and concerns.”

1 tip on how to use this:

Facts, feelings, functionality

If you’re DoD covers the facts (what has to be true), the feelings (how people will feel), and the functionality (how it will be used) when it’s done then you’ve appropriately given someone a DoD. 

Game changer if you’ve delegated only to get work back halfway complete. Mostly bc it was unclear what you were asking for to start with…

Keep Impacting,
-JE

P.S. h/t to the book Buy Back Your Time for this tip

What’s a piece of online wisdom that’s always felt off to you? Something you’ve read or seen that you disagree with. 

Sharing three below: 

1.  “Follow your passion and it will all work out”

Sometimes passion is developed over decades. Sometimes passions change. Sometimes you just need to do whatever is in front of you and keep paying attention to what lights you up inside. And sometimes the things you’re passionate about don’t work out and it’s time to find a new passion.

2.  “Don’t take no for an answer”

No is often the best answer and opens doorways to new opportunities. And, sometimes if you keep going when told no, it’s just freakin weird. 

3.   “Just be authentic”

This is not an excuse to say whatever you want. I get being honest and clear around your convictions. I don’t get just doing and saying what you want bc that’s “who you are”. 

Those are mine. 

Curious to hear from others.

The Craneware Group

* Create and implement overall targeted regional customer engagement strategy to support sales philosophy of relationship management and continued business prospecting.
* Responsible for managing team performance of a team of Account Executives and Account Coordinators, fostering career and personal growth and developing succession planning.
*  Tracking team KPIs and ensuring that operational policies are followed with the ultimate
responsibility for delivery of service standards/levels.
* Successfully renegotiate customer contracts and upsells services to meet forecasted revenues.
Works with Sales and Legal department to facilitate contract renewal and price negotiations.
* Represent The Craneware Group at select trade shows and user conferences; remain current on in depth knowledge of The Craneware Group’s products, services, competitors and business
environment to enable both expert representation and lead retention and renewals. Prepares
post-event reports and analysis.
* Facilitate and perform financial analysis and ROI calculations on the utilization of The Craneware
Group’s applications.
* Report on forces that shift tactical budgets and strategic direction of accounts.
* Work collaboratively with the Sales team to target and grow a robust
sales pipeline.

VP of Customer Partnership

PharmaForce

VP of Client Success 340B SaaS & PBM (Startup) 

Strategic VP of Client Success, assisted in building function from the ground up, drive client outcomes, and scale customer experience. Responsible for leading client success team, driving customer retention, optimizing customer satisfaction, and ensuring long-term partnerships. While collaboratively working with product, and support teams to develop a strategic roadmap for client success, enhance the customer experience 340B platform and drive revenue growth through exceptional service. Ability to scale customer success efforts, implement effective customer management processes, and ensure that clients realize maximum value.

	1.	Strategic Leadership & Vision
      •   Develop and execute a comprehensive client success strategy that aligns with the company’s goals and mission.
      •   Establish metrics and KPIs for customer satisfaction, retention, and expansion, and track progress.
      •   Work alongside executive team to help execute the long-term vision for client success.
	2.	Customer Retention & Growth
      •   Create and manage program to drive customer renewals. 
      •   Lead efforts to gather and act upon client feedback to improve the overall customer experience.
	3.	Team Leadership & Development
      •   Build, lead, and mentor a high-performing client success team, cultivating a customer-first culture.
      •   Foster a collaborative environment across departments to ensure a seamless experience for clients.
	4.	Operational Excellence Support
      •   Assist in designing and implementing scalable processes to improve efficiency and enhance the client experience.
      •   Oversee resource allocation to maximize client engagement, streamline workflows, and support customer retention goals.
	5.	Customer Advocacy
      •   Act as the voice of the customer.
      •   Represent company at industry events, customer meetings, and strategic presentations to strengthen client relationships.

VP of Client Success

Provista

Senior Sales Executive

Polaris Pharmacy Services

•	Effectively execute business and revenue strategy while supporting the organizations strategic decisions through leadership, actions, and influencing organizational initiatives.
•	Identify market and competitive trends, developing and continue to refine Polaris Pharmacy business value proposition to match trends as well as developing marketing strategies and programs to drive growth.
•	Continue to develop and grow our strong base of existing customers by further penetrating existing customers with new products, ensuring high customer service and customer satisfaction to drive persistency.
•	Drive activity within the team that emphasizes products, services, capabilities, and overall value proposition to the market.
•	Planning, implementing, and managing a comprehensive retention and growth strategy.
•	Responsible for providing subject matter expertise to clients and internal leaders. 
•	Ensure contract compliance in client partnerships. 
•	Develop relationship with large and regional clients while identifying issues and opportunities.
•	Educate and present industry best practices to clients.

Senior Director of Account Management 

AdvisoryCloud

Board Member for the following three Advisory Boards; 

* MedMatch Network is a cloud-based platform of medical providers facilitating reliable patient referral management and secure information exchange. Our mission is to ensure that all patients across the country receive seamless continuity of care. We envision a world in which medical practitioners and patients communicate and exchange health information easily and securely to improve the delivery of healthcare.

*Ayuda Health is a self-management platform for patients living with chronic diseases. Patients can receive medication coaching and lifestyle modification support through telemedicine appointments with the nurse of their choice. The platform also includes e-diaries for monitoring, a specialty medical supply store, and patient activity reporting for electronic medical record uploads. Telemedicine appointments are affordably priced for multiple follow-ups, and enable nurses to earn extra income through low-stress, remote, flexible work. Our company's aim is to improve medication adherence and long-term outcomes in an affordable, accessible, inclusive way.

* Healthzen is a healthcare platform that matches patients to the doctors best suited to provide insights and second opinions to their cases. Healthzen is on a mission to continue building HIPAA-compliant infrastructure that can help make healthcare more global, transparent, and accessible. In addition to servicing individual patients, we are establishing contracts with various insurance companies and employers on a subscription model. We aim to augment existing healthcare processes, using advanced AI-based diagnoses and ML algorithms. We are also in the early stages of adding an option to manage health spending accounts.

Advisory Board Member

PharMerica

▪ Directs and manages $325 million in YoY retained customer revenue; carried out a multi-point sales business plan and program strategy; outperformed retention by 98% for revenue, census, and admissions goals.
▪ Achieved managing 26 states.
▪ Builds multi-level C-suite relationships and harnesses a consultative approach to cultivating partnerships and positioning "value added" products, pricing, and services to key decision makers.
▪ Responsible for large contract renewals with proactive strategies to further partnerships. Ability to assess contracts and understand financial impact internally as well as externally. 
▪ Engages with  Hospital, LTC, Behavior Health, Inpatient and Outpatient settings, Crisis Unit facilities key decision makers, Physicians, and pharmacist/nurse consultants to ensure Medicare compliance and adherence with multiple State Regulations among pharmacies and skilled nursing facilities.
▪ Provide key cost management measures and bench marking to help assist in minimizing risk.
▪ Key strategist to senior management in serving as a think tank for framing ongoing market analysis and long term care trends. 
▪ Development and implementation of Saas based technology solutions for internal and external users.
▪ Nurtures trust-based relationships.

Vice President of Strategic Accounts

▪ Directs $260M in YoY retained customer revenue; carried out a multi-point sales business plan andprogram strategy; outperformed quota by 98% for revenue, census, and admissions goals.
▪ Achieved a 90% account penetration rate, managing 26 States.
▪ Builds multi-level C-suite relationships and harnesses a consultative approach to cultivating partnerships and positioning "value added" products, pricing, and services to key decision makers.
▪ Holds a 99% success rate on large contract renewals. Won top “Senior Account Manager” in the Nation.
▪ Engages with LTC, Behavioral Health, Inpatient and Outpatient settings, crisis unit facilities, Doctors, and consultants to ensure Medicare compliance and adherence with multiple State Regulations among pharmacies and skilled nursing facilities.
▪ Negotiates “New New” revenue contracts and manages the lifecycle of an agreement. Liaises with field teams as a “Product Expert” in delivering product/disease guidance.
▪ Cut costs by 85% (standard is 60%) saving customer from F-tag State deficiencies.
▪ Key strategist to senior management in serving as a think tank for framing ongoing market analysis, and designing sales and marketing plans that open the door to new verticals. Ability to assess GPO and rebate to clients in advisory capacity.
▪ Nurtures trust-based relationships with accounts and serves as the authoritative voice for keeping the pulse on relevant market and industry data and presenting to B2B audiences.

Sr. Director Of Client Services

Anderson Bros. Leader Pharmacy

▪Held a multi-faceted leadership role, overseeing the alignment of programs to ensure scalable, cost-efficient operating practices, sales, marketing, and service delivery models. Advance knowledge base of retail, LTC, CRC, ALF, Behavioral Health Clinic, Inpatient/Outpatient settings and Group Home clients.  
▪ Strengthened the compliance infrastructure via enforcement of best practices, processes, and procedures 
for Fraud & Waste management and third party payer communication and timelines.
▪ Maximized the ROI of contracts by continually evaluating and auditing agreements to identify value-add opportunities for improved patient outcomes and margin performance.
▪ Grew the sales P&L by cultivating relationships and developing new business clients through targeted 
account management, outreach, and networking.
▪ Analyze and assess GPO/340B contracts. In addition to rebate management.

Manager Corporate Strategy

Cardinal Health

Managed the Northern California pharmacy relationship strategy, sales, and market share growth.▪ Brought a fresh perspective to the book of business and helped position ALF, LTC, CRC, Behavioral Health, Group Home, 340B type clients competitively by leveraging a 360-degree view of their business to drive market planning, Fraud & Waste reduction.
▪ Built pharmacy-specific strategic business plans as a playbook for conducting after-sale product and service consultations that increased engagement and contract penetration.
▪ Ability and assess retail, LTC, 340B, GPO contracts. In addition to Rebate management.

Market Development Manager

Robert Half Executive Search

Staffing Manager/ Health Care Recruiter
Sales; 
▪ Crafted impactful recruiting strategies to deliver a highly talented pool of quality medical administrative professionals, playing a major role in building current and future capabilities for clients.
▪ Synthesized and analyzed market intelligence and benchmarking best practices and created success metrics to methodically manage client and candidate deliverables/expectations.
▪ Networked as a brand ambassador for the company across numerous markets and community outlets to source active and passive candidates.

Healthcare Staffing Manager

Thought leadership executive with success in strategic partnerships, working collaboratively at all levels to help develop positive outcomes. My leadership experience goes back thirty years of fostering relationships, partnerships while creating value in a short and long term timeline.

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