Jo-Anne M. Santini

Washington, DC area 516-***-****

www.linkedin.com/in/joannesantini addsqg@r.postjobfree.com

Senior Account Executive

Account Management Strategic Planning Client Relations

Senior leader with more than 25 years of experience in driving account and revenue growth through the delivery of individualized strategies, programs, and resources which align with each client’s specific needs. Comprehensive experience in negotiating cost-effective terms with key client leaders and rapidly resolving any obstacles or resistance encountered during the sales lifecycle. Highly skilled in capitalizing upon new opportunities which increase account growth and development. A proven track record of applying emerging market trends and past performance to the creation of competitive strategies.

Trend Analysis

Skilled Negotiator

Sales Lifecycle Management

Performance Management

Team Leadership

Sales Management

Staff Training and Development

Consultative Sales

Sales Presentations

Business Development

Process Improvement

Conflict Resolution

PROFESSIONAL EXPERIENCE

ConnectYourCare, Hunt Valley, MD 2019 – present

Client Service Manager

Exclusive contract partner for managing tax-advantaged benefits (FSA/HSA) for a Fortune 5 company focusing currently on client operations and expanding into sales opportunities.

Working onsite at client alongside program head collaborating on operational efficiencies, service trends and member experience while implementing process improvements to drive better outcomes.

Managing all aspects of client operations (enrollment, eligibility, claims, billing, plan design, funding arrangements, renewal) to ensure all SLA metrics are met.

CVS Health, Washington, DC/New York, NY 2014 – 2019

Strategic Account Executive

Equipped nine account teams with the leadership and direction needed to ensure the success of accounts with 200K members throughout the US.

Steered the successful closing of the full sales lifecycle by identifying unique customer needs and the products and services needed to close sales.

Exceeded all sales goals using top-tier communication negotiation abilities while delivering the level of service needed to exceed all client survey scores.

Analyzed high volumes of data (generic, brand and specialty medications) to ensure the creation of highly effective new strategies.

Grew a key account’s membership from 6.5K members to 14K members.

Controlled the continued success of a $250M client portfolio which included major organizations such as health systems and hospitals as well as media, defense, and manufacturing organizations.

Partnered with client leaders to identify and capitalize upon areas of improvement regarding medication adherence and cost control which resulted in a $15M savings for clients in 2018.

Achieved a nomination for the President’s Club in 2017 based on track record of success.

UnitedHealthcare, New York, NY 2005 – 2014

Senior Account Manager, 2011 – 2014

Fostered positive service relationships focusing on communicating the benefits of health and wellness strategies.

Led the continued success and growth of a portfolio consisting of 500 to 3K policyholders while consistently achieving all account service requirements for clients.

Gained new revenue by locating and utilizing new opportunities for cross-selling.

Strategic Account Executive, 2005 – 2011

Identified new programs and opportunities for cost reduction for 50+ accounts while also ensuring the timely completion of plan changes and the negotiation of profitable terms.

Matched client requirements with highly effective products and programs which directly resulted in a 91% client retention rate with a 10% to 20% YoY premium increase.

Secured an $89M renewal rate as a key member of a new renewal strategy creation team.

Gained new insights into client-specific program requirements by collaborating with key client leaders and brokers during the analysis of performance reports.

EDUCATION & CREDENTIALS

Economics, University of Buffalo

Associate’s Degree in Business, Nassau Community College

Health Coach Certification

Ironman Finisher 2013 and 2015

Training and Development

Culture Workshop

Made to Stick

Presentation Skills

Client Relationship Development

Competitive Intelligence

Consumer Driven Health Sales

License to Sell

Be Here Now

Value Story

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