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Revenue & Growth:

  • Identify cross-sell and upsell opportunities by analyzing account usage and business objectives.
  • Manage contract renewals and negotiate terms to maximize account lifetime value.
  • Track sales performance metrics and document strategic account plans within Salesforce.

Member Relationship & Strategy:

  • Build and maintain strong, long-term relationships with key members and decision-makers.
  • Conduct regular business reviews and strategy check-ins to ensure member goals are being met.

Operational Excellence:

  • Maintain and optimize business development pipelines in Salesforce and Box for accurate forecasting.
  • Drive end-to-end contracting and invoicing processes to minimize delays between verbal agreement and signed membership.
  • Lead weekly operational reviews of upcoming external touches to ensure full preparedness.

Health Evolution

Health Evolution is a selective membership organization for chief executives and influential leaders in healthcare. The company hosts summits and peer networks, serving a membership of top healthcare leaders.

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