Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Saul Meneces

La Paz

Summary

Bilingual operations professional with 10 years’ experience driving real-time visibility, ensuring protocol compliance (HIPAA, PIPEDA), and strengthening data integrity by streamlining workflows, resolving issues quickly, and improving efficiency with tools like Salesforce, Jira, and EMR systems.

Overview

10
10
years of professional experience

Work History

Virtual Medical Receptionist

My Virtual Clerk
09.2024 - Current
  • Coordinated 100 patient interactions daily across U.S. and Canadian clinics, reducing scheduling conflicts by 30% through proactive issue resolution
  • Maintained 99% accuracy in uploading 70 daily faxes into EMR systems, minimizing record discrepancies and enabling reliable clinical oversight
  • Troubleshot and resolved technical setup issues for virtual consultations, cutting patient onboarding delays by 40%
  • Ensured HIPAA and PIPEDA compliance, maintaining zero compliance breaches during tenure

Customer Success Manager

ProcessMaker
08.2022 - 09.2024
  • Managed a $3M book of business across 30 enterprise and mid-market accounts, including insurance companies and medical institutions, ensuring smooth adoption of process automation tools
  • Achieved 100% renewal rate in high-risk accounts by identifying operational gaps early and aligning solutions with client workflows
  • Reduced escalation resolution time by 45% by coordinating across product, support, and executive teams
  • Partnered with healthcare and insurance stakeholders to design workflows that improved protocol compliance by 20%, minimizing downstream operational risks
  • Identified and closed expansion opportunities, driving $500k ARR growth by replacing manual tasks with automated solutions

Shift Supervisor

Challenger Transportation Inc
07.2018 - 12.2020
  • Oversaw daily operations for 40 drivers, achieving 99% route compliance and minimizing service disruptions
  • Designed and facilitated monthly safety seminars, decreasing incident frequency by 25% over one year
  • Negotiated fleet maintenance contracts, cutting costs by 15% while improving uptime and reliability
  • Entered and audited route data with 100% accuracy, ensuring reliable reporting and dispatch decisions

Office Manager

Wellman General Contracting
07.2016 - 07.2018
  • Improved scheduling efficiency by 20% by redesigning estimate routing processes for sales teams
  • Proactively resolved contractor coordination issues, maintaining 95% on-time project completion rate
  • Streamlined client billing and Statements of Work, preventing disputes and ensuring smooth payment cycles

Assistant Manager

Boost Mobile
08.2015 - 06.2016
  • Reduced churn by analyzing quarterly reports and implementing retention actions, increasing customer retention by 12%
  • Managed vendor relationships and inventory levels, maintaining 100% stock availability across product lines
  • Trained and coached sales associates, resulting in consistent team overachievement on monthly sales goals
  • Ranked #1 sales agent for six consecutive months for exceeding revenue and retention targets

Education

Bachelor - Computer Science

Strayer University

Skills

  • EMR
  • Google Workspace
  • HIPAA
  • JIRA
  • Salesforce
  • Zendesk
  • Gmail

Languages

  • English, Fluent
  • Spanish, Fluent

Timeline

Virtual Medical Receptionist

My Virtual Clerk
09.2024 - Current

Customer Success Manager

ProcessMaker
08.2022 - 09.2024

Shift Supervisor

Challenger Transportation Inc
07.2018 - 12.2020

Office Manager

Wellman General Contracting
07.2016 - 07.2018

Assistant Manager

Boost Mobile
08.2015 - 06.2016

Bachelor - Computer Science

Strayer University
Saul Meneces