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Ursula S

Customer Engagement Manager

Profile

Field-based healthcare provider engagement and account management professional with 10+ years building trusted relationships with physicians, clinical administrators, and health system stakeholders. Proven track record driving program adoption, managing complex provider portfolios, and delivering measurable outcomes in fast-paced, high-travel environments. Deep expertise in population health program deployment, chronic disease management ecosystems, and cross-functional collaboration with clinical and operations teams. Proficient in AI productivity tools, Salesforce CRM, HubSpot, and Google Workspace. Resides 30 minutes from Bradley International Airport and fully available for weekly national travel.

Key Skills & Competencies

HARD SKILLS

Salesforce CRM
HubSpot Service Hub (Certified)
Account Management
Contract Negotiation
QBR Development & Delivery
Population Health Program Management
Healthcare Member Engagement
Drug Formulary & Plan Design Knowledge
Licensed Health Insurance Producer (CT, 2014–2016)
Data Analysis & Performance Reporting
KPI Tracking & Dashboard Management
Microsoft Office Suite (Word, Excel, PowerPoint)
Google Workspace
AI Productivity Tools (ChatGPT, Claude, Copilot, Superhuman AI)
Project Management
Budget & Revenue Management
Disaster Relief Case Management
Psychological First Aid (Certified)
Community Event Planning & Execution
Partnership Agreement Development


SOFT SKILLS

Relationship Building & Trust Development
Active Listening
Stakeholder Engagement
Cross-Functional Collaboration
Team Leadership & Mentorship
Presentation & Public Speaking
Strategic Thinking
Adaptability & Resilience
Empathy & Emotional Intelligence
Crisis Management & Composure Under Pressure
Accountability & Follow-Through
Cultural Competency
Conflict Resolution
Persuasion & Influence
Curiosity & Continuous Learning
Bilingual: English & Polish
Community Outreach & Engagement
Nonprofit Fundraising & Stewardship
Training & Professional Development

Professional Experience

AMERICAN RED CROSS 2024 – Present
Volunteer Casework Supervisor — NCC Recovery Team | Farmington, CT / Remote
• Manage complex casework for vulnerable individuals using Salesforce CRM and AI productivity tools, tracking intake, documenting referrals, and coordinating multi-agency resolution across 300+ cases over 2+ years
• Apply Psychological First Aid certification to support clients through traumatic crises, connecting them to mental health resources, financial assistance, and community services
• Supervise volunteer teams and coordinate with community partner organizations to ensure seamless, trauma-informed service delivery
Professional Development & Family Caregiving
• Completed Master of Arts in Communications, Southern New Hampshire University — 4.0 GPA
• Earned HubSpot Service Hub, Salesforce Essential Training, Key Account Management, and Superhuman AI certifications, staying current on tools used in field-based provider engagement roles
• Served as primary family caregiver navigating Medicare, provider coordination, and medical transport, bringing lived expertise to chronic disease care delivery environments
CONNECTICARE 2022 – 2023
Regional Consumer Engagement & Account Manager — Population Health | Farmington, CT / Hybrid
• Owned end-to-end deployment of a statewide chronic care gap remediation program targeting 52,000+ commercially insured members with hypertension, diabetes, and other chronic conditions
• Built and maintained trusted partnerships with ACO partners, FQHCs, clinical administrators, and community health organizations. serving as primary point of contact and escalation path across all provider relationships
• Directed 16-person engagement team executing 60–80 in-person field events annually, conducting provider education sessions, workflow integration meetings, and community health outreach across multiple CT markets
• Monitored KPIs and engagement metrics in Salesforce; delivered QBR-style performance reports to leadership and used data insights to drive behavior change and improve outcomes at the provider level
• Collaborated cross-functionally with clinical, IT, compliance, and marketing teams to channel provider feedback into program improvements and ensure workflow alignment
• Exceeded all 2022 gap closure goals: 415 HRA completions, 40% market participation growth, 30%+ KPI improvement
AMERICAN RED CROSS 2016 – 2022
Senior Biomedical Account Manager | 2020 – 2022 | Farmington, CT / CT & RI Territory
• Managed 300+ healthcare and community accounts across Connecticut and Rhode Island, owning end-to-end provider relationships from onboarding through retention
• Supervised all blood drive clinical staff across full account portfolio, reporting to District Manager and VP of Blood Services
• Drove adoption of blood services programs through in-person field engagement, workflow integration, and consistent performance reporting
• Identified expansion opportunities within existing health system partners and converted new accounts through field-based prospecting
Director of Resource Development / Donor Development Officer | 2016 – 2020 | Farmington, CT
• Managed 600+ corporate, healthcare, and community partner portfolio, driving adoption, retention, and $1.2M+ in annual revenue
• Exceeded performance goals every year: FY17 $249K, FY18 $361K, FY19 $239K, FY20 $321K
• Deployed for Hurricanes Harvey, Florence, and Dorian, providing direct clinical care coordination and resource deployment in high-pressure field environments
• Voted cohort lead at national DDO Summit in Denver; trained 60+ professionals nationally in field

Community Experience

AMERICAN RED CROSS, Farmington, CT                                                                 
Volunteer Disaster Recovery Team member    April – Present 
Main Street Community Foundation, Wonder of Women Distribution Committee, Bristol, CT  
 
Mental Health Connecticut – Board of Directors                                                                               

Education

SOUTHERN NEW HAMPSHIRE UNIVERSITY 2023 – 2024
Master of Arts in Communications — 4.0 GPA

CENTRAL CONNECTICUT STATE UNIVERSITY
Bachelor of Arts in Communications

Other Experience/Awards/Publications

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