David Wertheimer

David Wertheimer Woodmere, NY | LinkedIn Strategic Client Relations & Growth Specialist | Customer Success Management Results-driven professional with 8+ years of experience managing high-value client accounts, driving customer satisfaction, and supporting business development across healthcare, media, and tech sectors. Skilled in using CRM platforms (Salesforce, Zoho) to track performance, improve retention, and uncover upsell opportunities. Adept at cross-functional collaboration, resolving escalations, and aligning service delivery with client needs to boost loyalty and growth. AREAS OF EXPERTISE   Client Relationship Management Account Retention    Customer Success Strategy Upselling & Cross-Selling Stakeholder Communication   Sales Pipeline Development Operational Efficiency PROFESSIONAL EXPERIENCE MedElite Healthcare Management Group | Brooklyn, NY | Healthcare management firm specializing in medical services for long-term care and rehabilitation facilities. Account Manager June 2025 - Present  Streamline collaboration across multiple teams, increasing accuracy of Resident Visit Lists and ensuring smoother scheduling and higher-quality resident care  Train and mentor coworkers on processes, directing inquiries to the right teams and providing patient guidance, which improves accuracy and overall team efficiency  Facilitate meetings between C-Suite executives and MedElite staff, strengthening communication and aligning strategic and operational priorities  Manage and refine provider schedules across long-term care facilities, optimizing coverage and minimizing disruptions to resident care  Partner with providers and long-term care facilities to streamline care coordination, supporting optimal patient outcomes PDI Health | Brooklyn, NY | Provider of mobile diagnostic imaging and preventive healthcare services to patients across the U.S. Client Relations and Business Development Manager Nov 2024 – April 2025  Managed a portfolio of 80+ healthcare client accounts, resolving service issues with a 95%+ firstcontact resolution rate  Served as a strategic liaison between clients and cross-functional teams to ensure timely service delivery and satisfaction  Fostered strong client relationships that support 90%+ client retention Centers Plan for Healthy Living | New York, NY | Managed long-term care plans and Medicare Advantage programs for seniors and people with chronic needs in New York. Account Manager Aug 2023 – Nov 2024  Acted as lead point of contact for 25+ accounts, ensuring timely follow-ups and high-touch service delivery  Maintained 98% on-time response rate and contributed to 90%+ client renewal rate  Used Salesforce CRM to track referrals, monitor communications, and streamline service operations  Ensured accuracy and expediency in delivery of client documentation and correspondence MedElite Healthcare Management Group | Brooklyn, NY | Healthcare management firm specializing in medical services for long-term care and rehabilitation facilities. Client Associate Sept 2022 – July 2023  Provided front-line support to clients and patients, contributing to a 98% customer satisfaction rating  Trained team members in Salesforce CRM, boosting data accuracy and workflow speed  Prepared documents before client meetings, organizing sales and presentation materials, compiled meeting notes, and set up client access for new accounts  Mentored peers to improve sales communication skills  Communicated and collaborated with multiple teams as well as with facility staff ensuring best patient outcomes DocRite Senior Care Services | Brooklyn, NY | Provider of on-site medical and dental services to residents in long-term care facilities. Regional Director Jan 2020 – Sept 2022  Oversaw service delivery across 190+ senior care facilities, ensuring patient care schedules aligned with clinical availability  Maintained a 95%+ retention rate by delivering consistent service and resolving issues promptly  Partnered with physicians, facility staff, and administrators to coordinate daily operations and appointments  Contributed to a 20% regional revenue increase through strong account management and customer service TECHNICAL SKILLS CRM Tools Salesforce CRM, Zoho CRM Productivity Platforms Microsoft Office Suite (Word, Excel, Outlook, PowerPoint), Google Suite (Sheets, Docs, Gmail), EMSOW EDUCATION Bachelor of Arts in Psychology - Honors | Queens College | City University of New York