Keller Douglas
Covington,LA
Summary
Established Account Executive gifted at lead generation and resolving customer issues. Engaging and personable and increasing business opportunities through dynamic marketing strategies, sharp communication skills and dedication to customer service.
Overview
9
9
years of professional experience
Work History
Account Executive
Paycom
03.2023 - Current
- Boosted client satisfaction by developing and maintaining strong relationships through effective communication.
- Exceeded sales targets consistently by identifying new business opportunities and creating customized solutions for clients.
- Streamlined account management processes for increased efficiency and improved client retention rates.
- Collaborated with cross-functional teams to develop comprehensive marketing strategies, resulting in increased brand awareness and revenue growth.
- Grew territory opportunities by 30% from personal territory networking.
- Set 6 new prospect appointments and attended 7 in person meetings on weekly basis.
- Qualified and added 2-3 prospects to pipeline on weekly basis.
- Conducted regular check-ins with existing clients to assess their needs and identify upselling opportunities.
- Assisted in onboarding process for new clients, ensuring smooth transition into company''s roster of accounts.
Chief Financial Officer
Children’s International, LLC
04.2021 - 03.2023
- Analyze market and demographic trends to make educated decisions for company growth.
- Responsible for meeting with other Pediatricians and clinics and providing them with information about Children’s International, LLC to educate and convince them to join CIMG's growing company.
- Create, edit and analyze budgeted financials as well as patient count budgets and breakeven numbers for 22 clinic locations.
- Ensure that billing coding compliancy is met among team of 10 medical billers.
- Analyze vendor contracts and review contract compliance.
- Meet with Insurance Representatives to discuss incentive bonuses, HEDIS measures and contract negotiations.
- Compose and analyze monthly, quarterly and annual financial and performance reports and conduct meetings to discuss problems and potential solutions with executive team.
- Work in conjunction with clinical team to sell solutions to executive team that will benefit CIMG clinically, financially, and operationally.
- Worked in conjunction with patient access to better understand financial parameters that are needed to be met for patient population.
- Report government funding expenditures and other government funding reports.
- Gather information and create RHC Cost Report annually.
- Compare and contrast vendor offers and prices.
- Analyze quarterly provider bonuses as well as biweekly contract provider payroll.
Tax Accountant
Kushner LaGraize, LLC
08.2017 - 04.2021
- Prepare tax returns Form 1040, 1065, 1120, 1120S, and 990/990EZ for simple and complex clients in dealing with high equity client’s income.
- Prepare payroll reports for large equity clients.
- Conduct tax payment planning for clients for upcoming years to compute estimated tax payments and help them understand the benefits of these actions.
- Accounting rules research to help myself understand accounting law and procedures for tax return preparation and own personal knowledge gain.
- Contact clients regarding incomplete or inaccurate tax related information in an effort to maximize deductions and reduce their tax liability.
Staff Accountant
Carr, Riggs And Ingram CPAs And Advisors
01.2016 - 07.2017
Provider to Patient Liaison
Integrated Spine And Disc
08.2015 - 12.2015
- Responded to patient concerns and questions with compassionate and knowledgeable service.
- Entered details into computer systems and managed database of information.
- Worked effectively with staff from all departments to coordinate resolutions.
- Assisted patients in understanding individual rights and responsibilities in regards to care, coverage and payment.
- Assisted in recovery process.
- Taught patients and families to use at-home medical equipment.
Education
MBA -
Southeastern Louisiana University
Hammond, LA05.2017
Bachelor of Science - Accounting
Spring Hill College
Mobile, AL05.2015
Skills
- Team player that collaborates with other supporting branches of team structures
- Data utilization to affectively persuade and influence decisions when presented with objections
- Network development with current prospects and associations
- Revenue Generation
- Strategic planning
- Lead prospecting
Affiliations
- Member of Louisiana MGMA
Timeline
Account Executive
Paycom
03.2023 - Current
Chief Financial Officer
Children’s International, LLC
04.2021 - 03.2023
Tax Accountant
Kushner LaGraize, LLC
08.2017 - 04.2021
Staff Accountant
Carr, Riggs And Ingram CPAs And Advisors
01.2016 - 07.2017
Provider to Patient Liaison
Integrated Spine And Disc
08.2015 - 12.2015
MBA -
Southeastern Louisiana University
Bachelor of Science - Accounting
Spring Hill College
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