Joan Bernard
Customer Success Manager, Account Executive & Sales Professional | Helping Technology Companies Translate Business Goals to Reality
- Role
- Account Executive Customer Success Manager at Vytalize Health
- Location
- Brooklyn, NY, US
- LinkedIn followers
- 500 followers
About Joan Bernard
Hi! I\'m Joan Bernard, a dynamic Account Executive and Customer Success Manager in the…
Experience
Account Executive Customer Success Manager
Jan 2022 — Present · NY, US
At Vytalize Health, we are a leading value-based care platform that helps independent physicians and practices stay ahead in a rapidly changing healthcare system by strengthening relationships with their patients through data-driven, holistic, and personalized care. Vytalize provides an all-in-one solution, including value-based incentives, smart technology, and a virtual clinic that enables independent practices to succeed in value-based care arrangements. As an Account Executive and Customer Success Manager at Vytalize Health, I manage a diverse portfolio of large, complex healthcare partners and providers, overseeing over $1 million in annual recurring revenue. My role focuses on driving client retention, identifying upsell opportunities, and achieving high NPS targets through a strategic and data-driven approach.I am passionate about understanding and communicating the value of innovative healthcare solutions and acting as a trusted advisor to C-level executives and stakeholders. My expertise lies in developing and executing strategic territory plans, fostering strong client relationships, and ensuring seamless onboarding and continuous education for healthcare providers.Key Achievements:* Pipeline Development: Successfully maintained a robust sales pipeline, contributing to significant revenue growth and client retention.* Upsell Success: Increased the portfolio\'s annual recurring revenue by 10% year-over-year through strategic enhancements and service additions.* Client Retention Excellence: Achieved a client retention rate of over 95% by implementing strategic engagement plans and closely monitoring client satisfaction metrics.
Education
The City College of New York
Bachelor’s Degree, Business Administration and Management, General
2008 — 2012
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