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David Wertheimer

@davidwertheimer

Customer Success & Account Management leader at MedElite who managed 100 accounts and 75+ specialized providers.

At MedElite Healthcare Management Group, I managed 100 SMB and mid-market accounts and 75+ specialized providers, supporting onboarding, product adoption, and client success. I also partnered across Sales, Operations, and leadership to improve delivery accuracy and reduce client escalations.

At CIAL Dun & Bradstreet, I managed enterprise accounts across English-speaking Latin American and Caribbean markets and guided clients through high-stakes implementations. By partnering with Sales on renewals and expansion, I contributed to 105% Net Revenue Retention; at DocRite Senior Care Services, I oversaw 190+ accounts and maintained 95%+ client retention.

Experience

Work history, roles, and key accomplishments

Account Manager (Return Engagement)

MedElite Healthcare Management Group

Jun 2025 - Oct 2025 (4 months)

Managed a high-volume portfolio of 100 SMB and mid-market accounts and 75+ specialized providers, driving onboarding, product adoption, and long-term client success. Drove cross-functional alignment across Sales, Operations, and leadership to improve delivery accuracy and reduce client escalations.

Salesforce Zoho Airtable AI Driven Reporting Customer Relationship Management Account Management Product Adoption Cross Functional Collaboration

Customer Success Manager

CIAL Dun & Bradstreet

Aug 2023 - Jun 2025 (1 year 10 months)

Managed a portfolio of enterprise accounts across English-speaking Latin American and Caribbean markets, serving as a strategic advisor for C-suite stakeholders. Guided clients through high-stakes implementations and advised on leveraging commercial data to transform credit and third-party risk into a competitive advantage.

Salesforce Zoho Airtable AI Driven Reporting Customer Relationship Management Account Management Product Adoption Cross Functional Collaboration Data Analysis

Client Associate

MedElite Healthcare Management Group

Sep 2022 - Jul 2023 (10 months)

Provided front-line support to a diverse client base, contributing to a 98% customer satisfaction rating. Trained team members in Salesforce CRM and curated strategic onboarding documentation to boost data accuracy.

Salesforce CRM Customer Support Training Onboarding

Regional Director

DocRite Senior Care Services

Jan 2020 - Sep 2022 (2 years 8 months)

Oversaw service delivery across a regional portfolio of 190+ client accounts, ensuring consistent delivery and satisfaction. Maintained 95%+ client retention through consistent service excellence and swift issue resolution, and drove 20% regional revenue increase through proactive account management.

Account Management Customer Retention Service Delivery Scheduling Strategy Revenue Growth