Client Success Customer

DeAntae Rogers

Phoenix, AZ 920-***-**** *************@*****.***

Professional Summary

Healthcare and customer success professional with experience in managed care support, project coordination, and client-facing service delivery. Skilled in processing authorizations, documenting case activity, and coordinating with cross-functional teams to ensure regulatory compliance and accurate claims processing. Adept at multi-tasking in high-volume environments, de-escalating issues, and providing timely resolutions that align with organizational policies and member needs. Proficient in Microsoft Office, Salesforce, ServiceNow, and healthcare-related documentation platforms.

Core Competencies

• SaaS Client Success & Retention • Project & Portfolio Management • Technical Onboarding & Enablement

• Stakeholder Communication • Cross-Functional Collaboration • Issue Resolution & RCA• Salesforce, HubSpot, ServiceNow • Upselling & Renewal Management • Data Analysis & Reporting

• Healthcare Compliance • AI Driven Feedback Analysis • Microsoft Office & Remote Tools

Professional Experience

Beyond Feedback – Remote

Client Success Coordinator / Project Manager Apr 2024 – Present

● Spearheaded onboarding for 35+ new clients in three months, accelerating revenue realization. ● Managed 70+ client projects within the first 60 days, ensuring timely onboarding and integration. ● In the first 30 days, facilitated client trainings and ongoing support, improving product adoption and satisfaction scores.

● Analyzed qualitative feedback using AI tools to identify insights, trends, and customer sentiment, driving continuous improvement.

● Appointed head of portal management within first 6 months, serving as primary point of contact for resolving client-facing technical issues and ensuring smooth portal functionality.

Mitratech – Remote

Account Manager Strategic Account Manager Jun 2022 – Feb 2024

● Promoted within 8 months for consistently exceeding targets and quota. ● Achieved 122% of Q3 quota by identifying upsell opportunities across a diverse SaaS product line.

● Conducted quarterly business reviews that uncovered expansion opportunities and improved retention.

● Managed a portfolio of 300+ B2B clients, including mid-market and enterprise HR teams. ● Led product demos and onboarding sessions, increasing feature adoption. ● Partnered with technical teams to troubleshoot platform issues and enhance workflows.

Peoples Mortgage – Chandler, AZ

Mortgage Loan Officer May 2021 – Jun 2022

● Highest-earning new hire, achieving $2M in sales within the first year. ● Closed 60+ loans in nine months with 100% completion, ensuring client satisfaction. ● Negotiated favorable loan terms, increasing approval rates and loyalty. ● Streamlined documentation to expedite underwriting approvals.

Rocket Mortgage – Phoenix, AZ

Vendor Analyst Jul 2020 – Jun 2022

● Processed 100+ mortgage files daily with 99% accuracy and strict compliance. ● Earned highest processing award within six months for speed and accuracy. ● Strengthened workflows with 20+ banking institutions, reducing turnaround times. ● Implemented verification procedures that decreased errors and improved throughput.

Education

Arizona State University – Tempe, AZ

Bachelors of Applied Business and Technology Focus: Global Management & Healthcare Innovation

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