Kyla Patillo

Serve as a strategic advisor to financial advisors, driving engagement and adoption by aligning product functionality with business objectives. Conduct customer onboarding and regular check-ins to assess satisfaction and ensure value realization. Identify potential churn risks and implement proactive measures to improve customer retention.

Managed client relationships, resolving complex billing and insurance issues to ensure high satisfaction. Provided analytical insights to improve service delivery processes and enhance the customer experience. Worked cross-functionally to implement process improvements and ensure compliance with industry standards.

Developed and executed customer engagement strategies, resulting in improved satisfaction scores. Acted as a liaison between clients and internal teams to ensure seamless communication and service delivery. Streamlined administrative processes, improving workflow efficiency and responsiveness.

Ensured accurate and compliant patient information management to facilitate seamless billing and claims processing. Managed multi-line communications and organized records to support operational efficiency. Worked collaboratively with healthcare teams to improve service processes and customer experiences.

Processed and managed large volumes of data with high accuracy, contributing to project success. Collaborated with team members to maintain productivity and meet deadlines.

Earned a Bachelor of Science in Business Administration, focusing on the principles of business management, finance, and marketing strategies.

Completed an Associate of Applied Science in Business Administration, gaining foundational knowledge in business operations and management.