Open to opportunities

Kimberly Wilson

@kimberlywilson4

Message

Client Success and SaaS implementation specialist turning complex data and training into retained customers.

United States

Message

What I'm looking for

I’m looking to benefit a strong, innovative company where my articulate, detail- and goal-oriented approach drives executive-level project account management, customer success, implementation training, sales, and data analytics—while improving processes and technical adoption.

I’m a highly organized, detail-driven professional with a background in executive-level project account and management, SaaS operations, planning and logistics, training & implementation, customer service, and data analytics. I combine technical knowledge with strong communication and organizational skills to drive measurable outcomes for clients.

As a Saas Account Implementation Manager and trainer, I lead end-to-end client on/offboarding and technical system adoption & support for complex medical EHR and RCM platforms. I manage simultaneous high-stakes rollouts by building project timelines, deployment plans, and documentation, then deliver real-time training and troubleshooting during go-live. By bridging technical deployment and end-user adoption, I helped secure a 94% contract retention rate, plus an additional $45K revenue stream.

I also serve as an SME across onboarding, data exchange, and financial/contract analysis. In my Client Success Manager role, I identified data variances that helped secure over $10M in findings and $19M in overpaid fees, while maintaining smooth workflows through exemplary customer service and clear executive client summaries.

Earlier, I used research, analytics, and SQL to locate high propensity overpayments and improve payment integrity outcomes, including revenue growth of 54% and process flows that secured over $5M in savings. I’m passionate about de-escalation, continuous learning, and process improvements that strengthen retention, reporting accuracy, and business performance.

Experience

Work history, roles, and key accomplishments

Client Success Implementation Specialist

Ezderm

Oct 2023 - Jun 2026 (2 years 8 months)

SaaS account implementation manager and trainer supporting end-to-end client on/offboarding and technical adoption for medical EHR/RCM platforms. Managed simultaneous go-lives with training, troubleshooting, data imports, and client outreach to improve retention.

Client Success Manager

4C Digital Health

Sep 2022 - Aug 2023 (11 months)

Account manager, SME, and implementation specialist focused on IT and data warehousing with an emphasis on payment integrity. Led onboarding from sales through retention efforts, data exchange management, and contract/financial analysis using analytics.

Client Services Manager

ModuleMD

Nov 2020 - Aug 2022 (1 year 9 months)

Account manager and IT support for a SaaS company specializing in allergy, providing EHR technical support and software training. Managed onboarding, implementation, data exchange, and issue resolution while helping improve client sites for user interface, dashboards, and clinical measure reporting.

Data Mining Analyst & Account Manager

Optum

Jun 2016 - Oct 2020 (4 years 4 months)

Used data mining queries to identify high propensity overpayments by analyzing payer specifications, audit logic, and claim systems. Served as account manager/SME/project manager for national clients and led implementations across data mining, provider audit, and subrogation.

Administrative Assistant, Lab & Billing

Fort Wayne Dermatology Consultants

Nov 2008 - Jun 2016 (7 years 7 months)

Office coordinator for a medical practice handling patient intake, scheduling, biopsies, and office administration. Managed reporting, balancing, accounts payable, and billing projects, including creating a workflow to upload pathology reports to improve productivity.

Medical Practice Administration Patient Scheduling Reporting Accounts Payable Provider coordination Workflow Design Pathology Report Uploading Customer Satisfaction

Patient Services Manager

Physiotherapy Associates

Apr 2007 - Nov 2008 (1 year 7 months)

Provided clinician support and administrative assistance at an outpatient rehabilitation facility as a liaison between patients and medical staff. Managed patients, payments/accounts receivable, scheduling, report balancing, and provider administrative support while driving process improvements for retention and cost containment.

Clinical Liaison Payments Processing Accounts Receivable Scheduling Administrative Support Employee Onboarding Customer Retention Process Improvement Cost Containment

Recovery Savings Analyst & Service Lead

Aetna Health Insurance

Nov 1999 - Apr 2007 (7 years 5 months)

Recovered overpaid dollars by reviewing, collecting, and resolving missing information to process refunds. Handled high-volume calls and escalated disputes professionally while troubleshooting queries for members, providers, plan sponsors, and brokers.

Overpayment Recovery Refund Processing Missing Information Resolution Bank Reconciliation Dispute Resolution Escalation Handling Troubleshooting