Shelbi Svoboda

Vice President, Client Success

Cleerly

Feb 2025 - Current (1 year 7 months)

Head of Client Success and Implementation.

Head of Client Success + Implementation

amHealth

Sep 2023 - Mar 2025 (1 year 7 months)

At 9amHealth, I have designed the playbooks and implementation plans that guide the install and adoption of the 9amHealth solution within PBM, health plan, and employer contracts, including within Fortune 500 organizations. My team owns success of clinical and partner organization KPIs, including Medicare star ratings, program enrollment, customer satisfaction, and expansion. We are responsible for client relationship management and retention across the entire 9amHealth business. As a manager, I create job descriptions + career paths for scaling our team strategically with our company growth.

Senior Director, Client Success

Waltz Health

Oct 2022 - Aug 2023 (11 months)

Within Waltz Health I focus on driving growth and retention in existing clients as well as supporting the sales cycle for pharmacy, health plan, and specialty pharmacy partnerships. I bring a decade in pharmacy client team experience to help create processes and framework across Sales, Implementation, Marketing, and Client Success to generate ROI for Waltz Health and our clients.

Senior Director, Customer Success

Alto Pharmacy

Jan 2022 - Sep 2022 (9 months)

I manage growth teams directly responsible to driving returning and expanded business. This includes the strategic oversight for the continued development, growth, and expansion of our provider and patient relationships. I am responsible for integrating and managing new business lines across upsell (inside sales), outbound, and transfer with the addition of 30+ employees to Provider Success. Overall team scope expanded to 70+ team members across the US. Working across Alto, I serve as legal and compliance POC for 200+ person Growth Organization in partnership with Legal while owning cross department relationships with Sales, Marketing, Product, and Finance for Account Management/Provider Success.

C

Advisory Council Member

Customer Experience at The George Washington University School of Business

Sep 2021 - Feb 2024 (2 years 6 months)

The GW Customer Experience Certificate program offers a professional education learning opportunity like no other. Students work with a designated team to address real-world situations. Faculty includes experienced C-level CX industry experts and noted authors to make challenging concepts easy to understand and implement. You will learn how Beloved Brands are innovating to deliver memorable experiences to their ever growing businesses.

Director of Customer Success

Alto Pharmacy

Mar 2021 - Jan 2022 (11 months)

I joined to architect of the new account management function of Alto, ultimately growing core team from 13 to 30+ Provider Success Specialists. I drove expansion and led the clinical implementation program of pharmacist and technicians that reported into the Provider Success organization. This was part of the overall team responsible for growing the lifetime value (LTV) of patients. I owned vendor analysis, selection and implementation for CRM (SalesForce) and drove adoption across 200+ internal users.

Senior Director, Business Development + Account Management

The Health Management Academy

Jan 2020 - Feb 2021 (1 year 2 months)

I bring strategic partners from across multiple industries to the table with Leading Health Systems to address the constantly evolving needs of and problems in the healthcare space. Responsible for the relationship management of C-suite executives, renewal, and growth of 39 large healthcare industry partners, including Fortune 500 companies, totaling $2.5 million in revenue. Maintained 95% logo retention of members against goal of 75% in first year with the organization.

Director of Account Management

Kit Check

Jan 2018 - Dec 2019 (2 years)

I lead a team of customer success managers and solutions consultants who partner with hospitals and IDNs across the US and Canada as trusted advisers on medication management and diversion control. I maintain our strategic hospital system accounts while my group manages over $22 million ARR and growing. Generated at least $250,000 of business expansion within the existing customer base each quarter. In final quarter (2019 Q2) achieved 150% of this goal. Retained 99% of existing member base across nearly six year tenure

Solutions Consultant

Kit Check

Jul 2016 - Jan 2018 (1 year 7 months)

Account Manager

Kit Check

Apr 2014 - Jul 2016 (2 years 4 months)

Project Manager II

AnchorBank

Jan 2014 - Apr 2014 (4 months)

Project Management surrounding both internal and external projects including marketing re-branding, external software vendor selection, and company initiatives.

Project Manager

Epic

Oct 2011 - Nov 2013 (2 years 2 months)

Manage implementation of integrated healthcare software in large healthcare organizations. This includes the collaboration of Epic software with other EMR vendors as well as PACS, voice recognition, DICOM, Mammography, and reporting software and hardware. Epic Certifications: ASAP, Cupid Cardiovascular Information System (FKA Cardiant), MyChart, Radiant Radiology Information System

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