Business Development Manager/ Customer Value Representative
Patientnow
Jan 2022 - Jul 2025 (3 years 7 months)
After PatientNow's acquisition of Envision Software, transitioned into the Customer Value Representative role managing approximately 1,000 East Coast clients. Focused on proactive client engagement, upselling opportunities, and supporting continued growth while navigating post-acquisition changes and evolving client needs. Focused on driving client success by identifying upsell opportunities, ensuring clients were utilizing the latest product features, and keeping them informed about new software updates. Strengthened client relationships through regular communication, providing ongoing support and ensuring they were fully aligned with the latest product offerings. Leveraged CRM tools to track account health, monitor client engagement, and