Dynamic and results-driven professional with extensive experience across marketing, business operations, client service, and healthcare administration. Proven ability to lead and execute comprehensive marketing strategies, drive business development initiatives, and streamline operational processes to improve efficiency and growth. Skilled in digital marketing, content creation, and market research, with a strong background in billing, revenue cycle management, and healthcare office administration. Known for delivering exceptional client experiences through empathetic communication, strategic problem-solving, and relationship-building. Adept at managing cross-functional teams, optimizing workflows, analyzing data to drive decisions, and coordinating complex projects from concept to completion. Proficient in CRM systems, financial reporting, and developing standard operating procedures that align teams with organizational goals.
Marketing Strategy & Execution:
• Developed and executed comprehensive marketing strategies to increase brand awareness, customer satisfaction, and loyalty.
• Directed integrated digital marketing campaigns, including SEO, SEM, email marketing, content creation, and social media management.
• Oversaw the development of new product launch plans, including market research, pricing strategies, promotional planning, and advertising budgeting.
• Planned and executed advertising campaigns across digital, print, and other media channels.
• Managed social media strategy and execution, increasing engagement and brand visibility across multiple platforms.
• Oversaw website development and UX optimization, ensuring high conversion rates and effective content optimization.
• Managed creation of promotional materials, ensuring brand consistency and quality across all platforms.
• Implemented multi-channel digital strategies and paid search campaigns (Google Ads, Bing Ads) to drive lead generation.
• Monitored marketing campaign performance using analytics tools (e.g., Google Analytics) and refined strategies to improve ROI.
Business Development & Strategic Growth:
• Analyzed market trends and industry insights to identify new business opportunities and potential partnerships.
• Coordinated cross-functional teams to align business development initiatives with marketing efforts and company objectives.
• Cultivated strategic partnerships and negotiated sponsorship deals, expanding the company’s reach into new markets.
• Collaborated with executive leadership on growth initiatives including mergers, acquisitions, and joint ventures.
• Identified and secured key accounts, providing outstanding customer service and tailored marketing solutions.
• Built and maintained long-term client and vendor relationships to support sustained business growth.
Leadership & Team Management:
• Directed cross-departmental teams to develop and execute integrated business and marketing plans.
• Led workshops and training sessions to enhance team proficiency in marketing tools, techniques, and industry best practices.
• Supervised creative teams in the production of marketing collateral, digital content, and event materials.
• Coordinated vendor partnerships and managed agency collaborations to deliver effective campaigns within budget.
Market Research & Analytics:
• Conducted competitive and market analysis to identify trends, gaps, and areas for improvement in business processes and service offerings.
• Developed pricing models using cost-benefit analysis to maximize profitability while maintaining market competitiveness.
• Created financial and performance reports to track KPIs and present actionable insights to senior leadership.
• Collected and analyzed customer feedback and market data to refine marketing strategies and improve user experience.
Operational & Financial Management:
• Prepared and managed marketing budgets, ensuring financial accuracy, cost control, and efficient resource allocation.
• Oversaw financial processes such as forecasting, expense tracking, and vendor invoice management.
• Implemented internal controls to safeguard company assets and facilitate smooth audits and compliance processes.
Event & Brand Activation:
• Planned and executed promotional events, trade shows, and workshops to strengthen brand visibility among target audiences.
• Marketed company products and services at tradeshows and industry events to drive customer engagement.
Administrative Support & Office Management:
• Organized and maintained electronic and paper filing systems, ensuring accurate, secure, and up-to-date recordkeeping.
• Oversaw office supply inventory, ordering and restocking materials to ensure smooth day-to-day operations.
• Managed scheduling and delivery of incoming and outgoing mail to maintain efficient office workflows.
• Assisted with preparation of meeting materials, including creating agendas and presentations for internal and client meetings.
Customer Service & Relationship Management:
• Answered customer inquiries and resolved concerns with professionalism, enhancing customer satisfaction and retention.
• Developed and implemented systems to efficiently track and monitor customer orders and inquiries, resulting in improved accuracy and faster response times.
• Greeted visitors and clients in a friendly, professional manner and directed them to the appropriate team members.
Marketing & Digital Support:
• Updated and maintained the company website to ensure content accuracy and timely communication of product and service information.
Event Coordination:
• Organized and managed company events, from staff meetings to large-scale conferences, ensuring seamless execution and positive attendee experiences.
Billing, Coding & Claims Management:
• Prepared, reviewed, and processed invoices, ensuring accuracy and compliance with organizational policies and billing codes.
• Processed insurance claims for various carriers, verifying coverage and ensuring timely reimbursement.
• Collaborated with clinical and administrative teams to ensure accurate charge capture and billing code entry (ICD-10, CPT, HCPCS).
• Researched and resolved billing discrepancies and insurance denials, improving collection rates and reducing outstanding balances.
• Verified patient and client information for billing accuracy and compliance with HIPAA and regulatory requirements.
• Managed accounts receivable processes, including tracking payments, following up on unpaid claims, and reconciling billing statements.
• Monitored aging reports and initiated collection processes on overdue accounts.
• Reviewed Explanation of Benefits (EOBs) and coordinated adjustments, re-submissions, and appeals as necessary.
Customer Service & Issue Resolution:
• Researched and resolved customer billing disputes, resulting in improved customer satisfaction and retention.
• Communicated with patients, clients, and insurance companies to explain billing procedures, answer inquiries, and resolve complaints.
• Partnered with cross-functional teams to troubleshoot and resolve billing and invoicing issues promptly and accurately.
Administrative & Operational Support:
• Scheduled appointments and coordinated calendars for multiple staff members, ensuring the smooth flow of daily operations.
• Processed payroll by verifying and entering employee time sheets, supporting timely and accurate payroll runs.
• Compiled and analyzed billing and operational data to produce accurate reports and presentations for management.
• Created and distributed weekly operational updates to keep employees informed of changes, progress, and billing cycle updates.
• Edited and formatted documents and presentations to ensure accuracy, clarity, and brand consistency.
• Developed and implemented processes to streamline office operations, improving workflow efficiency and reducing administrative errors.
• Maintained inventory of office supplies and equipment, ensuring readiness for daily office needs.
Compliance & Documentation:
• Ensured compliance with HIPAA and company policies in all billing and documentation processes.
• Maintained accurate and organized electronic and paper filing systems for billing records, insurance claims, and financial documentation.
Patient Scheduling & Front Desk Operations:
• Managed front desk operations, greeting patients warmly and coordinating appointment scheduling for diagnostic, surgical, and consultation services.
• Directed patient flow to minimize wait times and maintain a smooth clinical environment.
• Conducted patient intake interviews, collecting medical histories, verifying insurance, and obtaining co-pays during the check-in process.
• Scheduled and confirmed patient appointments via phone, email, and in person, optimizing physician calendars and resource allocation.
• Triaged patient needs, adjusting appointment schedules for urgent cases as necessary.
Medical Records & Documentation Management:
• Entered and maintained accurate patient demographic and clinical information in Electronic Health Record (EHR) systems.
• Scanned and securely stored patient documents, charts, and physician orders in compliance with HIPAA regulations.
• Prepared patient charts for appointments, ensuring complete and organized documentation.
• Transcribed dictation of medical reports and practitioner notes into EHR systems for accurate patient records.
• Retrieved and routed lab results, imaging reports, and referral documents to appropriate clinical staff.
Billing, Insurance & Revenue Cycle Support:
• Verified insurance coverage for Medicare, Medicaid, and private payers; obtained pre-authorizations as needed.
• Submitted claims electronically and via paper for medical services; assisted with claims follow-up and denial resolution.
• Reviewed and verified medical codes (ICD-10, CPT) on claims prior to submission, ensuring coding accuracy and compliance.
• Communicated with patients regarding outstanding balances, collected payments, and explained billing procedures.
• Assisted with billing reconciliation, insurance verification, and resolving claim disputes to ensure timely revenue collection.
• Completed financial forms, prepared invoices, and tracked billing data to support the revenue cycle process.
Administrative & Office Support:
• Managed physician and clinical staff calendars, coordinated meetings, and scheduled diagnostic tests (e.g., MRIs, X-rays, CT scans).
• Answered multi-line phones, responded to patient inquiries, and directed calls and visitors to appropriate staff members.
• Created spreadsheets and compiled reports for tracking appointments, billing, and inventory.
• Ordered and maintained office and medical supply inventories to ensure uninterrupted clinic operations.
• Processed incoming mail, payments, and correspondence.
Operational Improvements & Staff Training:
• Developed and implemented streamlined office procedures to improve administrative workflows and enhance patient experience.
• Trained junior staff on office protocols, patient interaction, and use of EHR systems.
• Assisted with onboarding of new administrative staff and cross-trained employees on scheduling, billing, and records management.
Customer Service & Patient Relations:
• Communicated with patients with compassion and professionalism, maintaining strict confidentiality of all personal health information.
• Handled patient concerns and complaints with empathy, resolving issues efficiently to ensure satisfaction.
• Provided clear instructions and appointment details to patients prior to visits, ensuring preparedness and reducing cancellations.
Compliance & Confidentiality:
• Adhered strictly to HIPAA and healthcare compliance regulations in all patient interactions, documentation, and recordkeeping.
• Maintained accurate, organized filing systems for both paper and electronic medical records.
Marketing & Business Development
Digital Marketing Strategy (SEO, SEM, Social Media, Email Marketing)
Content Creation & Copywriting (Web, Social Media, Email, Print)
Social Media Management & Engagement
Campaign Planning & Execution
Market Research & Competitor Analysis
Brand Strategy & Development
Marketing Analytics & Reporting (Google Analytics, Social Insights)
Customer Acquisition & Retention Strategies
Strategic Planning & Business Growth Initiatives
CRM Utilization for Lead Tracking & Client Engagement
Vendor Negotiation & Partnership Development
Event Planning & Open House Coordination
Professional Presentation & Marketing Collateral Creation
Personalized CMA (Comparative Market Analysis) & Market Updates
Client Segmentation & Targeting
Reputation & Brand Management
Agency & Vendor Collaboration for Campaigns
Sales, Client Service & Customer Relations
Client Relationship Management & Follow-Up Systems
Customer Service (Phone, Email, In-Person)
Resolution of Client Inquiries with Empathy & Accuracy
Client Retention Strategy Development
Lead Intake, Qualification & Segmentation
Open House Planning, Execution & Follow-up
Personalized Client Communication & Updates
Appointment Scheduling & Coordination
Professional Communication & Presentation Skills
Complaint Resolution & Escalation Management
Patient Intake & Service Coordination (Healthcare Settings)
Managing Escrows & Real Estate Deal Pipelines
Coordinating Between Departments & Vendors for Client Service Continuity
Client File Maintenance with Full Confidentiality (HIPAA Compliant)
Administrative & Business Operations
Office Management & Administrative Oversight
Calendar & Task Management for Multiple Stakeholders
Meeting Coordination & Agenda Preparation
Workflow Development & Systems Integration
Document Management (Google Drive, Dropbox, EHR Systems)
Office Supply Management & Vendor Coordination
Payroll, Commission, and Billing Coordination
Billing & Coding (ICD-10, CPT, HCPCS)
Insurance Verification & Claims Processing (Medicare, Medicaid, Private)
Transaction & Pipeline Tracking
Standard Operating Procedure (SOP) Creation
Team Leadership & Training of Junior Staff
Vendor & Partner Communication
Recruiting & Onboarding Support for Agents & Staff
Scheduling & Managing Diagnostic & Specialist Referrals
Financial Management & Reporting
Budget Oversight & Expense Reporting
Financial Reporting & KPI Tracking
Accounts Receivable / Accounts Payable
Invoice Creation, Billing & Collections
Expense Trend Analysis & Cost Control
Payroll & Commission Processing
Preparing Financial Statements & Budget Forecasts
Revenue Cycle Management in Healthcare Settings
Data Management & Analysis
Data Analysis & Reporting
Market Research & Data Compilation
Sales and Marketing Performance Metrics
Digital Marketing Analytics (CTR, CPC, ROI, Engagement)
CRM Database Management (Lead & Client Tracking)
Insurance Claim Data Analysis
Case & Progress Tracking Using Google Sheets, CRM Dashboards
Financial Data Entry & Spreadsheet Reporting
Project & Case Management
Project Management for Marketing & Business Development Initiatives
Coordinating Cross-Departmental Projects
Workflow & Systems Process Improvements
Weekly Status Reporting to Leadership
Case Progress Tracking for Escrows & Client Transactions
Task Prioritization & Multi-Project Coordination
Using Project Management & Case Management Tools (CRM, Google Sheets, Excel)
Technical Proficiencies
Google Workspace (Docs, Sheets, Slides, Drive)
Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
CRM Platforms (Salesforce, HubSpot, Follow Up Boss, or similar)
EHR Systems (for Medical Administration)
Google Analytics, SEO Tools
Social Media Platforms (Meta Business Suite, Instagram, LinkedIn, TikTok)
Payroll & Billing Systems
Document Management Tools (Dropbox, SharePoint)