Lucy Hernandez

Demonstrate exceptional communication, ensuring that clients receive top-tier support and guidance. Lead all client software onboarding, seamlessly helping clients integrate and navigate new platforms with ease. Utilize analytical skills to contribute to the matrix for executives, providing insightful data to drive decision-making. Training manual development to streamline internal processes, making onboarding and continued education more effective for team members. Proactively resolving complex insurance verification issues, ensuring smooth operations and improved client satisfaction. Work alongside software development teams for bug reporting, bridging the gap between users and developers to enhance system functionality.

Utilized calls, emails, and social campaigns to reach contacts for engagement within the sales funnel. Ran the full sales cycle from prospecting, initial outreach, and live demos to closed status for all accounts. Generated and Provided quotes and final proposals/contracts to interested parties for sales execution. Utilized LinkedIn Sales Navigator, Everstring, Seamless.AI, HubSpot, and YesWare for prospecting. Managed and upkept all records in Salesforce CRM.

Became a SeatAdvisor and ShowClix system expert capable of advising both clients and staff on best practices regarding using Patron Technology products. Acquire a functional knowledge of all SeatAdvisor, ShowClix & Patron Technology products used to produce events, and be able to intelligently speak to how they work. Understand and communicate product updates, new features, and new functionality to clients. Onboard and train new and old clients on the SeatAdvisor & ShowClix ticketing and marketing platforms.

Act as an advocate for the practice owner by ensuring the business is running efficiently and profitably. Focus on growth in the practice while maintaining a positive culture. Supports all team members and handles all training to help all positions grow, while ensuring all team members are aware of their accountabilities. Lead morning huddles to review schedules for any conflicts and prioritize treatment. Accurately track: production, collections, reappointment percentages, attrition, case acceptance, new patients, and referrals. Run A/R reports for every 30, 60, and 90 days and follow up on insurance and patient billing. Review refund requests and all online reviews. Report office KPI’s and metrics, prepare all bank deposits. Review following days schedule for smooth office flow, hourly and daily benchmarks set - scheduled to production. Present all new and existing treatment plans, and maintain 80-90% case acceptance.